HolderBook

KRANESHARES TRUST (AGIX)

Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.

85
Reporting holders
$408.8M
Reported value
1.7%
Held as options
+44
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MORGAN STANLEY$267.2M5,697,8890.01%2q+935.4%+$241.4M
LPL Financial LLC$48.1M1,024,8410.01%4q+315.1%+$36.5M
OSAIC HOLDINGS, INC.$9.4M200,4920.01%newNEW
ENVESTNET ASSET MANAGEMENT INC$7.7M164,4850.00%newNEW
MML INVESTORS SERVICES, LLC$7.3M156,0260.01%2q+577.8%+$6.2M
Private Advisor Group, LLC$7.2M153,6510.03%4q+964.0%+$6.5M
CITADEL ADVISORS LLC$6.6Moptions only0.00%3qOPTIONS
GTS SECURITIES LLC$4.8M101,8690.10%2q+236.3%+$3.4M
Belvedere Trading LLC$4.7M93,7890.01%newNEW
Proactive Wealth Strategies LLC$3.7M79,4720.60%2q+333.3%+$2.9M
StoneX Group Inc.$3.4M73,0550.14%2q+26.0%+$707.6K
SBI Securities Co., Ltd.$2.9M61,9120.07%2q+101395.1%+$2.9M
BANK OF AMERICA CORP /DE/$2.3M50,0000.00%2q-93.8%-$35.2M
D.A. DAVIDSON & CO.$2.1M43,8040.01%newNEW
Stegent Equity Advisors, Inc.$2.0M43,6311.47%newNEW
Cetera Investment Advisers$2.0M41,8220.00%newNEW
Fortis Group Advisors, LLC$1.9M40,5940.30%newNEW
Rockefeller Capital Management L.P.$1.7M35,3380.00%2q+77.3%+$722.5K
STIFEL FINANCIAL CORP$1.6M35,1590.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M31,5610.00%newNEW
NewEdge Advisors, LLC$1.3M27,1900.00%newNEW
OPPENHEIMER & CO INC$1.3M26,8000.01%2qHELD
JANE STREET GROUP, LLC$1.2M24,8950.00%8q-63.8%-$2.1M
SFG Wealth Management, LLC.$1.1M23,2490.39%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.1M22,8350.00%newNEW
Marex Group Ltd$881.1K18,7900.00%newNEW
Brookwood Investment Group LLC$843.1K17,9810.09%2q+2.7%+$22.3K
Equitable Holdings, Inc.$655.2K13,9730.00%newNEW
MAINSTAY CAPITAL MANAGEMENT LLC /ADV$643.3K13,7200.05%4qHELD
INSPIRION WEALTH ADVISORS, LLC$592.2K12,9250.07%2qHELD
PUREfi Wealth, LLC$560.9K11,9620.31%newNEW
Kingsview Wealth Management, LLC$511.1K10,9010.01%newNEW
PFG Investments, LLC$500.6K10,6750.02%newNEW
Resolute Wealth Strategies, LLC$468.9K9,9990.18%3q+2.0%+$9.4K
Waverly Advisors, LLC$449.4K9,5850.00%newNEW
Wealthspire Advisors, LLC$425.5K9,0740.00%2q+19.2%+$68.6K
IHT Wealth Management, LLC$405.8K8,6540.01%2q-8.2%-$36.3K
PCG Wealth Advisors, LLC$394.0K8,4030.09%newNEW
&PARTNERS$385.7K8,2250.00%newNEW
Total Clarity Wealth Management, Inc.$380.4K8,1120.07%newNEW
Perennial Investment Advisors, LLC$379.1K8,0850.03%3q-25.0%-$126.4K
Mutual Advisors, LLC$373.3K7,9610.01%2q-1.9%-$7.1K
Rollins Financial Advisors, LLC$369.3K7,8750.05%newNEW
HighPoint Advisor Group LLC$355.9K7,5900.01%newNEW
TD Capital Management LLC$346.2K7,3830.03%3q+2728.7%+$334.0K
HighTower Advisors, LLC$341.7K7,2870.00%newNEW
GROUP ONE TRADING LLC$330.4K7,0470.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$328.4K7,0030.00%newNEW
Beacon Pointe Advisors, LLC$327.6K6,9860.00%newNEW
Advisory Services Network, LLC$325.6K6,9450.00%4q+21.1%+$56.6K
Brookstone Capital Management$324.4K6,9190.00%newNEW
J.W. COLE ADVISORS, INC.$308.4K6,5770.01%newNEW
CIBC WORLD MARKET INC.$300.0K6,3970.00%newNEW
Winthrop Advisory Group LLC$281.3K6,0000.02%newNEW
Vise Technologies, Inc.$275.2K5,8680.00%newNEW
CREATIVE FINANCIAL DESIGNS INC /ADV$263.5K5,6190.01%newNEW
Dynamic Advisor Solutions LLC$220.5K4,7020.01%newNEW
Focus Partners Wealth$219.6K4,6840.00%newNEW
SIMPLEX TRADING, LLC$204.6K4,3640.00%2q+72.8%+$86.2K
UBS Group AG$184.0K3,9240.00%6q-17.2%-$38.2K
Steward Partners Investment Advisory, LLC$159.4K3,4000.00%newNEW
BANK OF MONTREAL /CAN/$127.8K2,7250.00%newNEW
FIRST HORIZON CORP$114.9K2,4500.00%newNEW
Ankerstar Wealth, LLC$87.0K1,8550.07%3q-31.6%-$40.1K
Ascentis Wealth Management, LLC$45.9K15,6600.00%2q+4250.0%+$44.8K
Birchwood Financial Partners, Inc.$43.7K9320.04%2q+47.5%+$14.1K
ROYAL BANK OF CANADA$32.0K6750.00%3q+166.8%+$20.0K
Allworth Financial LP$24.3K5180.00%newNEW
Smartleaf Asset Management LLC$20.0K4350.00%2qHELD
Golden State Wealth Management, LLC$14.3K3050.00%3q-13.8%-$2.3K
Arax Advisory Partners$14.1K3000.00%newNEW
Global Retirement Partners, LLC$14.1K3000.00%2q+4900.0%+$13.8K
CENTRAL TRUST Co$11.6K2470.00%newNEW
BARRETT & COMPANY, INC.$10.6K2250.00%newNEW
LANARK FINANCIAL, INC.$9.4K2000.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$9.4K2000.00%newNEW
Integrated Wealth Concepts LLC$9.4K2000.00%newNEW
HIGHLINE WEALTH PARTNERS LLC$9.4K2000.00%5qHELD
MARK SHEPTOFF FINANCIAL PLANNING, LLC$8.5K1810.00%2qHELD
Blue Trust, Inc.$6.8K1460.00%2qHELD
Qube Research & Technologies Ltd$5.8K1230.00%newNEW
NBT BANK, N.A.$4.7K1000.00%newNEW
Westwind Capital$2.8K60,7080.67%3q-4.9%
Noble Wealth Management PBC$797170.00%3qHELD
Cambridge Investment Research Advisors, Inc.$59412,6520.00%newNEW
Essential Investment Partners LLC$469100.00%newNEW
Janney Montgomery Scott LLC$3717,9030.00%newNEW
PFS Partners, LLC$23550.00%newNEW
ASSETMARK, INC$400.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202685$408.8M8,572,303501891.7%
Q1 202641$70.0M2,136,03025560.0%
Q4 202520$18.2M500,36010340.0%
Q3 202510$23.6M644,3856200.0%
Q2 20255$1.6M49,9192110.0%
Q1 20253$1.1M43,2271100.0%
Q4 20242$862.8K30,3481010.0%
Q3 20242$858.0K33,7742000.0%