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Disclosery

AGIX KRANESHARES TRUST

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PUBLIC-PRIVATE A (fund)

40 managers (41 13F filers) reported a position in AGIX shares at 2026-03-31, 2,199,335 shares in all. 24 filers opened a position and 2 filers sold out during the quarter.

Managers
40
13F filers
41
New
24
Added
5
Reduced
6
Sold out
2
Shares held by filers
2,199,335

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/800,000$26.2M<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY550,305$18M<0.01%new13F-HRTimelineGroup
LPL Financial LLC246,884$8.09M<0.01%+136,50413F-HRTimeline
Mariner, LLCin group Mariner, LLC129,865$4.26M<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,813$2.26M<0.01%+42,10413F-HRTimelineGroup
Westwind Capital63,805$2.09M0.5%+20,05313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.57,965$1.9M0.1%new13F-HRTimelineGroup
GTS SECURITIES LLC30,288$993K0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …26,860$880K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC23,018$754K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,930$653K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,402$603K<0.01%+7,88513F-HRTimelineGroup
Proactive Wealth Strategies LLC18,340$601K0.11%new13F-HRTimeline
Brookwood Investment Group LLC17,505$574K0.07%new13F-HRTimeline
Private Advisor Group, LLC14,441$473K<0.01%-2,90313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,870$455KnewTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV13,720$450K0.03%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC12,925$424K0.05%new13F-HRTimeline
Perennial Investment Advisors, LLC10,780$353K0.03%-14013F-HRTimeline
Resolute Wealth Strategies, LLC9,799$321K0.14%+3,59013F-HRTimeline
IHT Wealth Management, LLC9,428$309K0.01%new13F-HRTimeline
Mutual Advisors, LLC8,112$266K0.01%new13F-HRTimeline
Independent Advisor Alliance8,012$263K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC7,610$249K<0.01%new13F-HRTimeline
Advisory Services Network, LLC5,737$188K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG4,739$155K<0.01%-16313F-HRTimelineGroup
Ankerstar Wealth, LLC2,711$88.8K0.09%-2,35613F-HRTimeline
SIMPLEX TRADING, LLC2,525$82.7K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.632$20.7K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC435$13.6K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC354$11.6K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN300$9.83K<0.01%013F-HR/ATimelineGroup
TD Capital Management LLC261$8.55K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA253$8K<0.01%-9,50013F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC181$7.55K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$6.55K<0.01%013F-HRTimeline
Blue Trust, Inc.146$4.78K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC106$3.47K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.61$2K<0.01%new13F-HRTimeline
Noble Wealth Management PBC17$557<0.01%-1,00013F-HRTimeline