AGIX Institutional Ownership & Shareholders
KRANESHARES PUBLIC-PRIVATE A (AGIX) is currently held by 87 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $578.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of AGIX tracked by InsiderSet, reporting ownership valued at approximately $267.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $218.46M, representing an estimated loss of -18.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed AGIX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Imc-Chicago, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in KRANESHARES PUBLIC-PRIVATE A (AGIX).
This page ranks the largest institutional AGIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
87
Total Reported Value
$578.05M
Largest Holder
Morgan Stanley
Largest Position
$267.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 5,697,889 | $267,174,015 | $218,457,064 | -$48,716,951 | -18.23% | |
| Imc-Chicago, Llc | 1.54% | 3,654,235 | $173,685,790 | $140,103,370 | -$33,582,420 | -19.34% | |
| Lpl Financial Llc | 0.01% | 1,032,476 | $49,073,580 | $39,585,130 | -$9,488,450 | -19.34% | |
| Osaic Holdings, Inc. | 0.01% | 200,492 | $9,400,809 | $7,686,863 | -$1,713,946 | -18.23% | |
| Envestnet Asset Management Inc | 0.00% | 164,485 | $7,712,702 | $6,306,355 | -$1,406,347 | -18.23% | |
| Mml Investors Services, Llc | 0.01% | 156,026 | $7,316,059 | $5,982,037 | -$1,334,022 | -18.23% | |
| Private Advisor Group, Llc | 0.03% | 153,651 | $7,204,670 | $5,890,979 | -$1,313,691 | -18.23% | |
| Brown Wealth Management, Llc | 1.29% | 123,260 | $5,858,548 | $4,725,788 | -$1,132,760 | -19.34% | |
| Gts Securities Llc | 0.10% | 101,869 | $4,776,637 | $3,905,657 | -$870,980 | -18.23% | |
| Stonex Group Inc. | 0.14% | 80,871 | $3,843,476 | $3,100,594 | -$742,882 | -19.33% | |
| Proactive Wealth Strategies Llc | 0.60% | 79,472 | $3,726,466 | $3,046,956 | -$679,510 | -18.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 57,757 | $2,757,321 | $2,214,403 | -$542,918 | -19.69% | |
| Bank Of America Corp | 0.00% | 50,000 | $2,344,500 | $1,917,000 | -$427,500 | -18.23% | |
| Sbi Securities Co., Ltd. | 0.05% | 43,447 | $2,065,036 | $1,665,758 | -$399,278 | -19.34% | |
| Cetera Investment Advisers | 0.00% | 41,822 | $1,961,034 | $1,603,455 | -$357,579 | -18.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 35,338 | $1,656,999 | $1,354,859 | -$302,140 | -18.23% | |
| Stifel Financial Corp | 0.00% | 35,159 | $1,648,608 | $1,347,996 | -$300,612 | -18.23% | |
| Newedge Advisors, Llc | 0.00% | 27,190 | $1,274,937 | $1,042,465 | -$232,472 | -18.23% | |
| Oppenheimer & Co Inc | 0.01% | 26,370 | $1,253,366 | $1,011,026 | -$242,340 | -19.34% | |
| Jane Street Group, Llc | 0.00% | 24,895 | $1,167,327 | $954,474 | -$212,853 | -18.23% | |
| Sfg Wealth Management, Llc. | 0.40% | 23,536 | $1,118,663 | $902,370 | -$216,293 | -19.33% | |
| Ascentis Independent Advisors | 0.07% | 22,614 | $1,074,816 | $867,021 | -$207,795 | -19.33% | |
| Susquehanna International Group, Llp | 0.00% | 22,835 | $1,070,733 | $875,494 | -$195,239 | -18.23% | |
| D.A. Davidson & Co. | 0.01% | 19,594 | $931,303 | $751,234 | -$180,069 | -19.34% | |
| Marex Group Plc | 0.01% | 18,790 | $881,063 | $720,409 | -$160,654 | -18.23% | |
| Golden State Wealth Management, Llc | 0.08% | 18,130 | $861,731 | $695,104 | -$166,627 | -19.34% | |
| Brookwood Investment Group Llc | 0.10% | 17,981 | $843,129 | $689,392 | -$153,737 | -18.23% | |
| Stegent Equity Advisors, Inc. | 0.66% | 17,561 | $834,674 | $673,289 | -$161,385 | -19.34% | |
| Belvedere Trading Llc | 0.09% | 14,941 | $710,146 | $572,838 | -$137,308 | -19.34% | |
| Equitable Holdings, Inc. | 0.00% | 13,973 | $655,194 | $535,725 | -$119,469 | -18.23% | |
| Mainstay Capital Management Llc | 0.05% | 13,720 | $643,331 | $526,025 | -$117,306 | -18.23% | |
| Inspirion Wealth Advisors, Llc | 0.07% | 12,925 | $614,325 | $495,545 | -$118,780 | -19.34% | |
| Purefi Wealth, Llc | 0.27% | 11,962 | $568,555 | $458,623 | -$109,932 | -19.34% | |
| Kingsview Wealth Management, Llc | 0.01% | 10,901 | $511,148 | $417,944 | -$93,204 | -18.23% | |
| Pfg Investments, Llc | 0.02% | 10,675 | $500,551 | $409,280 | -$91,271 | -18.23% | |
| Resolute Wealth Strategies, Llc | 0.18% | 9,999 | $468,853 | $383,362 | -$85,491 | -18.23% | |
| Waverly Advisors, Llc | 0.00% | 9,585 | $449,441 | $367,489 | -$81,952 | -18.23% | |
| Total Clarity Wealth Management, Inc. | 0.08% | 8,997 | $427,627 | $344,945 | -$82,682 | -19.34% | |
| Wealthspire Advisors, Llc | 0.00% | 9,074 | $425,480 | $347,897 | -$77,583 | -18.23% | |
| Apollon Wealth Management, Llc | 0.00% | 8,584 | $407,998 | $329,111 | -$78,887 | -19.34% | |
| Iht Wealth Management, Llc | 0.01% | 8,654 | $405,788 | $331,794 | -$73,994 | -18.23% | |
| Bank Of New York Mellon Corp | 0.00% | 8,351 | $396,943 | $320,177 | -$76,766 | -19.34% | |
| Pcg Wealth Advisors, Llc | 0.09% | 8,403 | $394,017 | $322,171 | -$71,846 | -18.23% | |
| &Partners | 0.00% | 8,225 | $385,670 | $315,347 | -$70,324 | -18.23% | |
| Perennial Investment Advisors, Llc | 0.03% | 8,085 | $379,106 | $309,979 | -$69,127 | -18.23% | |
| Mutual Advisors, Llc | 0.01% | 7,961 | $373,291 | $305,225 | -$68,066 | -18.23% | |
| Janney Montgomery Scott Llc | 0.00% | 7,903 | $371,000 | $303,001 | -$67,999 | -18.33% | |
| Rollins Financial Advisors, Llc | 0.05% | 7,875 | $369,259 | $301,928 | -$67,332 | -18.23% | |
| Highpoint Advisor Group Llc | 0.01% | 7,590 | $355,901 | $291,001 | -$64,900 | -18.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,432 | $353,240 | $284,943 | -$68,297 | -19.33% |
Frequently asked questions about AGIX
Who are the largest institutional holders of AGIX?
The largest institutional holders of AGIX reported in the latest SEC Form 13F filings include Morgan Stanley, Imc-Chicago, Llc, Lpl Financial Llc, Osaic Holdings, Inc., and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported AGIX position.
What is AGIX institutional ownership?
This page tracks AGIX positions reported by institutional investment managers through SEC Form 13F. KRANESHARES PUBLIC-PRIVATE A (AGIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AGIX?
InsiderSet currently tracks 87 institutional managers reporting AGIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AGIX shareholders.
How much AGIX stock do institutions own?
Institutional investment managers disclosed approximately $578.05M in AGIX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AGIX institutional ownership last updated?
The latest AGIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AGIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AGIX position after the reporting date.
Are institutions buying or selling AGIX?
Institutional buying and selling can be analyzed by comparing AGIX positions across consecutive 13F reporting periods. InsiderSet's AGIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AGIX ownership changes.
How has AGIX institutional ownership changed over time?
InsiderSet tracks AGIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.