AGIX Institutional Ownership
KraneShares Public-Private AI & Technology ETF
1W: +1.5%
1M: +10.7%
3M: +7.2%
YTD: +34.7%
1Y: +32.0%
$48.82
+0.78 (+1.62%)
Weekly Expected Move ±3.3%
$46
$47
$49
$50
$52
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — AGIX
95
Institutional Holders
+51 vs prior quarter
0.0%
Ownership
+0.00pp
405M
Total Invested
53
New Positions
17
Increased
18
Reduced
7
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (95 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,697,889 | $278M | +5,147,584 | +935.4% | 2Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,024,841 | $50M | +777,957 | +315.1% | 4Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. NEW | 200,492 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC NEW | 164,485 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 156,026 | $8M | +133,008 | +577.8% | 2Q | SEC ↗ |
| 6 | Private Advisor Group, LLC | 153,651 | $8M | +139,210 | +964.0% | 4Q | SEC ↗ |
| 7 | GTS SECURITIES LLC | 101,869 | $5M | +71,581 | +236.3% | 2Q | SEC ↗ |
| 8 | Belvedere Trading LLC NEW | 93,789 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Proactive Wealth Strategies LLC | 79,472 | $4M | +61,132 | +333.3% | 2Q | SEC ↗ |
| 10 | StoneX Group Inc. | 73,055 | $4M | +15,090 | +26.0% | 2Q | SEC ↗ |
| 11 | SBI Securities Co., Ltd. | 61,912 | $3M | +61,851 | +101395.1% | 2Q | SEC ↗ |
| 12 | Westwind Capital | 60,708 | $3M | -3,097 | -4.9% | 3Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 50,000 | $2M | -750,000 | -93.8% | 2Q | SEC ↗ |
| 14 | D.A. DAVIDSON & CO. NEW | 43,804 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Stegent Equity Advisors, Inc. NEW | 43,631 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cetera Investment Advisers NEW | 41,822 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 17 | Fortis Group Advisors, LLC NEW | 40,594 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 35,338 | $2M | +15,408 | +77.3% | 2Q | SEC ↗ |
| 19 | STIFEL FINANCIAL CORP NEW | 35,159 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 31,561 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC NEW | 27,190 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 22 | OPPENHEIMER & CO INC | 26,800 | $1M | -60 | -0.2% | 2Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 24,895 | $1M | -43,918 | -63.8% | 8Q | SEC ↗ |
| 24 | SFG Wealth Management, LLC. NEW | 23,249 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 22,835 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Marex Group Ltd NEW | 18,790 | $917K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Brookwood Investment Group LLC | 17,981 | $878K | +476 | +2.7% | 2Q | SEC ↗ |
| 28 | Equitable Holdings, Inc. NEW | 13,973 | $682K | — | +0.0% | 1Q | SEC ↗ |
| 29 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 13,720 | $670K | — | +0.0% | 4Q | SEC ↗ |
| 30 | INSPIRION WEALTH ADVISORS, LLC | 12,925 | $631K | — | +0.0% | 2Q | SEC ↗ |
| 31 | PUREfi Wealth, LLC NEW | 11,962 | $584K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Kingsview Wealth Management, LLC NEW | 10,901 | $532K | — | +0.0% | 1Q | SEC ↗ |
| 33 | PFG Investments, LLC NEW | 10,675 | $521K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Resolute Wealth Strategies, LLC | 9,999 | $488K | +200 | +2.0% | 3Q | SEC ↗ |
| 35 | Waverly Advisors, LLC NEW | 9,585 | $468K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Wealthspire Advisors, LLC | 9,074 | $443K | +1,464 | +19.2% | 2Q | SEC ↗ |
| 37 | IHT Wealth Management, LLC | 8,654 | $422K | -774 | -8.2% | 2Q | SEC ↗ |
| 38 | PCG Wealth Advisors, LLC NEW | 8,403 | $410K | — | +0.0% | 1Q | SEC ↗ |
| 39 | &PARTNERS NEW | 8,225 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Total Clarity Wealth Management, Inc. NEW | 8,112 | $396K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Perennial Investment Advisors, LLC | 8,085 | $395K | -2,695 | -25.0% | 3Q | SEC ↗ |
| 42 | Mutual Advisors, LLC | 7,961 | $389K | -151 | -1.9% | 2Q | SEC ↗ |
| 43 | Janney Montgomery Scott LLC NEW | 7,903 | $386K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Rollins Financial Advisors, LLC NEW | 7,875 | $384K | — | +0.0% | 1Q | SEC ↗ |
| 45 | HighPoint Advisor Group LLC NEW | 7,590 | $371K | — | +0.0% | 1Q | SEC ↗ |
| 46 | TD Capital Management LLC | 7,383 | $360K | +7,122 | +2728.7% | 3Q | SEC ↗ |
| 47 | HighTower Advisors, LLC NEW | 7,287 | $356K | — | +0.0% | 1Q | SEC ↗ |
| 48 | GROUP ONE TRADING LLC NEW | 7,047 | $344K | — | +0.0% | 1Q | SEC ↗ |
| 49 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 7,003 | $342K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Beacon Pointe Advisors, LLC NEW | 6,986 | $341K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 200,492 | $10M |
| ENVESTNET ASSET MANAGEMENT INC | 164,485 | $8M |
| Belvedere Trading LLC | 93,789 | $5M |
| D.A. DAVIDSON & CO. | 43,804 | $2M |
| Stegent Equity Advisors, Inc. | 43,631 | $2M |
| Cetera Investment Advisers | 41,822 | $2M |
| Fortis Group Advisors, LLC | 40,594 | $2M |
| STIFEL FINANCIAL CORP | 35,159 | $2M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 31,561 | $2M |
| NewEdge Advisors, LLC | 27,190 | $1M |
| SFG Wealth Management, LLC. | 23,249 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 22,835 | $1M |
| Marex Group Ltd | 18,790 | $917K |
| Equitable Holdings, Inc. | 13,973 | $682K |
| PUREfi Wealth, LLC | 11,962 | $584K |
| Kingsview Wealth Management, LLC | 10,901 | $532K |
| PFG Investments, LLC | 10,675 | $521K |
| Waverly Advisors, LLC | 9,585 | $468K |
| PCG Wealth Advisors, LLC | 8,403 | $410K |
| &PARTNERS | 8,225 | $402K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 129,865 | $6M |
| CITADEL ADVISORS LLC | 18,402 | $898K |
| Ascentis Independent Advisors | 13,510 | $660K |
| Independent Advisor Alliance | 8,012 | $391K |
| WELLS FARGO & COMPANY/MN | 300 | $15K |
| Western Wealth Management, LLC | 200 | $10K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 106 | $5K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +5,147,584 | +935.4% | 5,697,889 |
| LPL Financial LLC | +777,957 | +315.1% | 1,024,841 |
| Private Advisor Group, LLC | +139,210 | +964.0% | 153,651 |
| MML INVESTORS SERVICES, LLC | +133,008 | +577.8% | 156,026 |
| GTS SECURITIES LLC | +71,581 | +236.3% | 101,869 |
| SBI Securities Co., Ltd. | +61,851 | +101395.1% | 61,912 |
| Proactive Wealth Strategies LLC | +61,132 | +333.3% | 79,472 |
| Rockefeller Capital Management L.P. | +15,408 | +77.3% | 35,338 |
| StoneX Group Inc. | +15,090 | +26.0% | 73,055 |
| TD Capital Management LLC | +7,122 | +2728.7% | 7,383 |
| SIMPLEX TRADING, LLC | +1,839 | +72.8% | 4,364 |
| Wealthspire Advisors, LLC | +1,464 | +19.2% | 9,074 |
| Advisory Services Network, LLC | +1,208 | +21.1% | 6,945 |
| Brookwood Investment Group LLC | +476 | +2.7% | 17,981 |
| ROYAL BANK OF CANADA | +422 | +166.8% | 675 |
| Birchwood Financial Partners, Inc. | +300 | +47.5% | 932 |
| Resolute Wealth Strategies, LLC | +200 | +2.0% | 9,999 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -750,000 | -93.8% | 50,000 |
| JANE STREET GROUP, LLC | -43,918 | -63.8% | 24,895 |
| Westwind Capital | -3,097 | -4.9% | 60,708 |
| Perennial Investment Advisors, LLC | -2,695 | -25.0% | 8,085 |
| Ankerstar Wealth, LLC | -856 | -31.6% | 1,855 |
| UBS Group AG | -815 | -17.2% | 3,924 |
| IHT Wealth Management, LLC | -774 | -8.2% | 8,654 |
| Mutual Advisors, LLC | -151 | -1.9% | 7,961 |
| OPPENHEIMER & CO INC | -60 | -0.2% | 26,800 |
| Golden State Wealth Management, LLC | -49 | -13.8% | 305 |
| Ascentis Wealth Management, LLC | -34 | -9.4% | 326 |