DaveManuel.com · Institutional Ownership · Who Owns It
KRANESHARES TRUST (AGIX)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
87
Reporting holders
$412.6M
Reported value
1.5%
Calls
0.1%
Puts
+46
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $267.2M | 5,697,889 | 0.01% | 2q | +935.4%+$241.4M |
| LPL Financial LLC | $48.1M | 1,024,841 | 0.01% | 4q | +315.1%+$36.5M |
| OSAIC HOLDINGS, INC. | $9.4M | 200,492 | 0.01% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $7.7M | 164,485 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $7.3M | 156,026 | 0.01% | 2q | +577.8%+$6.2M |
| Private Advisor Group, LLC | $7.2M | 153,651 | 0.03% | 4q | +964.0%+$6.5M |
| CITADEL ADVISORS LLC | $6.6M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| GTS SECURITIES LLC | $4.8M | 101,869 | 0.10% | 2q | +236.3%+$3.4M |
| Belvedere Trading LLC | $4.7M incl. $253.2K options CALL+PUT | 93,789 | 0.01% | new | NEW |
| Proactive Wealth Strategies LLC | $3.7M | 79,472 | 0.60% | 2q | +333.3%+$2.9M |
| StoneX Group Inc. | $3.4M | 73,055 | 0.14% | 2q | +26.0%+$707.6K |
| SBI Securities Co., Ltd. | $2.9M | 61,912 | 0.07% | 2q | +101395.1%+$2.9M |
| Westwind Capital | $2.8M | 60,708 | 0.67% | 3q | -4.9%-$145.2K |
| BANK OF AMERICA CORP /DE/ | $2.3M | 50,000 | 0.00% | 2q | -93.8%-$35.2M |
| D.A. DAVIDSON & CO. | $2.1M | 43,804 | 0.01% | new | NEW |
| Stegent Equity Advisors, Inc. | $2.0M | 43,631 | 1.47% | new | NEW |
| Cetera Investment Advisers | $2.0M | 41,822 | 0.00% | new | NEW |
| Fortis Group Advisors, LLC | $1.9M | 40,594 | 0.30% | new | NEW |
| Rockefeller Capital Management L.P. | $1.7M | 35,338 | 0.00% | 2q | +77.3%+$722.5K |
| STIFEL FINANCIAL CORP | $1.6M | 35,159 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 31,561 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $1.3M | 27,190 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $1.3M | 26,800 | 0.01% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.2M | 24,895 | 0.00% | 8q | -63.8%-$2.1M |
| SFG Wealth Management, LLC. | $1.1M | 23,249 | 0.39% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 22,835 | 0.00% | new | NEW |
| Marex Group Ltd | $881.1K | 18,790 | 0.00% | new | NEW |
| Brookwood Investment Group LLC | $843.1K | 17,981 | 0.09% | 2q | +2.7%+$22.3K |
| Equitable Holdings, Inc. | $655.2K | 13,973 | 0.00% | new | NEW |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $643.3K | 13,720 | 0.05% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $594.0K | 12,652 | 0.00% | new | NEW |
| INSPIRION WEALTH ADVISORS, LLC | $592.2K | 12,925 | 0.07% | 2q | HELD |
| PUREfi Wealth, LLC | $560.9K | 11,962 | 0.31% | new | NEW |
| Kingsview Wealth Management, LLC | $511.1K | 10,901 | 0.01% | new | NEW |
| PFG Investments, LLC | $500.6K | 10,675 | 0.02% | new | NEW |
| Resolute Wealth Strategies, LLC | $468.9K | 9,999 | 0.18% | 3q | +2.0%+$9.4K |
| Waverly Advisors, LLC | $449.4K | 9,585 | 0.00% | new | NEW |
| Wealthspire Advisors, LLC | $425.5K | 9,074 | 0.00% | 2q | +19.2%+$68.6K |
| IHT Wealth Management, LLC | $405.8K | 8,654 | 0.01% | 2q | -8.2%-$36.3K |
| PCG Wealth Advisors, LLC | $394.0K | 8,403 | 0.09% | new | NEW |
| &PARTNERS | $385.7K | 8,225 | 0.00% | new | NEW |
| Total Clarity Wealth Management, Inc. | $380.4K | 8,112 | 0.07% | new | NEW |
| Perennial Investment Advisors, LLC | $379.1K | 8,085 | 0.03% | 3q | -25.0%-$126.4K |
| Mutual Advisors, LLC | $373.3K | 7,961 | 0.01% | 2q | -1.9%-$7.1K |
| Janney Montgomery Scott LLC | $371.0K | 7,903 | 0.00% | new | NEW |
| Rollins Financial Advisors, LLC | $369.3K | 7,875 | 0.05% | new | NEW |
| HighPoint Advisor Group LLC | $355.9K | 7,590 | 0.01% | new | NEW |
| TD Capital Management LLC | $346.2K | 7,383 | 0.03% | 3q | +2728.7%+$334.0K |
| HighTower Advisors, LLC | $341.7K | 7,287 | 0.00% | new | NEW |
| GROUP ONE TRADING LLC | $330.4K | 7,047 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $328.4K | 7,003 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $327.6K | 6,986 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $325.6K | 6,945 | 0.00% | 4q | +21.1%+$56.6K |
| Brookstone Capital Management | $324.4K | 6,919 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $308.4K | 6,577 | 0.01% | new | NEW |
| CIBC WORLD MARKET INC. | $300.0K | 6,397 | 0.00% | new | NEW |
| Winthrop Advisory Group LLC | $281.3K | 6,000 | 0.02% | new | NEW |
| Vise Technologies, Inc. | $275.2K | 5,868 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $263.5K | 5,619 | 0.01% | new | NEW |
| Dynamic Advisor Solutions LLC | $220.5K | 4,702 | 0.01% | new | NEW |
| Focus Partners Wealth | $219.6K | 4,684 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $204.6K | 4,364 | 0.00% | 2q | +72.8%+$86.2K |
| UBS Group AG | $184.0K | 3,924 | 0.00% | 6q | -17.2%-$38.2K |
| Steward Partners Investment Advisory, LLC | $159.4K | 3,400 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $127.8K | 2,725 | 0.00% | new | NEW |
| FIRST HORIZON CORP | $114.9K | 2,450 | 0.00% | new | NEW |
| Ankerstar Wealth, LLC | $87.0K | 1,855 | 0.07% | 3q | -31.6%-$40.1K |
| Birchwood Financial Partners, Inc. | $43.7K | 932 | 0.04% | 2q | +47.5%+$14.1K |
| ROYAL BANK OF CANADA | $32.0K | 675 | 0.00% | 3q | +166.8%+$20.0K |
| Allworth Financial LP | $24.3K | 518 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $20.0K | 435 | 0.00% | 2q | HELD |
| Ascentis Wealth Management, LLC | $15.3K | 326 | 0.00% | 2q | -9.4%-$1.6K |
| Golden State Wealth Management, LLC | $14.3K | 305 | 0.00% | 3q | -13.8%-$2.3K |
| Arax Advisory Partners | $14.1K | 300 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $14.1K | 300 | 0.00% | 2q | +4900.0%+$13.8K |
| CENTRAL TRUST Co | $11.6K | 247 | 0.00% | new | NEW |
| BARRETT & COMPANY, INC. | $10.6K | 225 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $9.4K | 200 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $9.4K | 200 | 0.00% | 5q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $8.5K | 181 | 0.00% | 2q | HELD |
| Blue Trust, Inc. | $6.8K | 146 | 0.00% | 2q | HELD |
| Qube Research & Technologies Ltd | $5.8K | 123 | 0.00% | new | NEW |
| NBT BANK, N.A. | $4.7K | 100 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $797 | 17 | 0.00% | 3q | HELD |
| Essential Investment Partners LLC | $469 | 10 | 0.00% | new | NEW |
| PFS Partners, LLC | $235 | 5 | 0.00% | new | NEW |
| ASSETMARK, INC | $4 | none filed | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $20.6M | 433,286 | 4 | 5 | 8 | 0.0% |
| Q2 2026 | 87 | $412.6M | 8,653,492 | 50 | 18 | 11 | 1.7% |
| Q1 2026 | 41 | $72.1M | 2,199,335 | 24 | 5 | 6 | 0.0% |
| Q4 2025 | 21 | $19.8M | 544,112 | 11 | 3 | 4 | 0.0% |
| Q3 2025 | 10 | $23.6M | 644,385 | 6 | 2 | 0 | 0.0% |
| Q2 2025 | 5 | $1.6M | 49,919 | 2 | 1 | 1 | 0.0% |
| Q1 2025 | 3 | $1.1M | 43,227 | 1 | 1 | 0 | 0.0% |
| Q4 2024 | 2 | $862.8K | 30,348 | 1 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $858.0K | 33,774 | 2 | 0 | 0 | 0.0% |