Public ownership evidence

KraneShares Trust KraneShares Public-Private AI & Technology ETF (AGIX) Ownership Disclosures

Read AGIX insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

KraneShares Trust KraneShares Public-Private AI & Technology ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
10,901
Value (USD)
$511,148
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AGIX fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AGIX fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-2010,901$511,148None
Beacon Pointe Advisors, LLC2026-06-302026-08-196,986$327,574None
Equitable Holdings, Inc.2026-06-302026-08-1813,973$655,194None
Marex Group Ltd2026-06-302026-08-1518,790$881,063None
Mutual Advisors, LLC2026-06-302026-08-157,961$373,291None
Perennial Investment Advisors, LLC2026-06-302026-08-158,085$379,106None
Qube Research & Technologies Ltd2026-06-302026-08-15123$5,767None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,697$79,572None
OSAIC HOLDINGS, INC.2026-06-302026-08-15200$9,378None
OSAIC HOLDINGS, INC.2026-06-302026-08-15198,595$9,311,859None
JANE STREET GROUP, LLC2026-06-302026-08-1524,895$1,167,327None
GTS SECURITIES LLC2026-06-302026-08-15101,869$4,776,637None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1522,835$1,070,733None
Waverly Advisors, LLC2026-06-302026-08-159,585$449,441None
&PARTNERS2026-06-302026-08-158,225$385,670None
ROYAL BANK OF CANADA2026-06-302026-08-15675$32,000None
CITADEL ADVISORS LLC2026-06-302026-08-158,400$393,876Put
CITADEL ADVISORS LLC2026-06-302026-08-15132,700$6,222,303Call
IHT Wealth Management, LLC2026-06-302026-08-158,654$405,788None
GROUP ONE TRADING LLC2026-06-302026-08-157,047$330,434None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1550,000$2,344,500None
Ankerstar Wealth, LLC2026-06-302026-08-141,855$86,981None
Rockefeller Capital Management L.P.2026-06-302026-08-1435,338$1,656,999None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,400$159,426None
UBS Group AG2026-06-302026-08-14345$16,177None
UBS Group AG2026-06-302026-08-142,336$109,535None
UBS Group AG2026-06-302026-08-141,243$58,284None
CIBC WORLD MARKET INC.2026-06-302026-08-146,397$299,955None
MARK SHEPTOFF FINANCIAL PLANNING, LLC2026-06-302026-08-14181$8,504None
MORGAN STANLEY2026-06-302026-08-145,691,998$266,897,786None
MORGAN STANLEY2026-06-302026-08-145,891$276,229None
Smartleaf Asset Management LLC2026-06-302026-08-13435$20,040None
Resolute Wealth Strategies, LLC2026-06-302026-08-139,999$468,853None
Integrated Wealth Concepts LLC2026-06-302026-08-13200$9,378None
Cetera Investment Advisers2026-06-302026-08-1341,822$1,961,034None
Advisory Services Network, LLC2026-06-302026-08-136,945$325,640None
Focus Partners Wealth2026-06-302026-08-134,684$219,632None
SIMPLEX TRADING, LLC2026-06-302026-08-134,364$204,627None
NewEdge Advisors, LLC2026-06-302026-08-1327,190$1,274,937None
MAINSTAY CAPITAL MANAGEMENT LLC /ADV2026-06-302026-08-1313,720$643,331None
BANK OF MONTREAL /CAN/2026-06-302026-08-1322$1,032None
BANK OF MONTREAL /CAN/2026-06-302026-08-132,703$126,744None
StoneX Group Inc.2026-06-302026-08-1373,055$3,425,549None
STIFEL FINANCIAL CORP2026-06-302026-08-1334,430$1,614,425None
STIFEL FINANCIAL CORP2026-06-302026-08-13729$34,183None
Vise Technologies, Inc.2026-06-302026-08-125,868$275,151None
Wealthspire Advisors, LLC2026-06-302026-08-129,074$425,480None
Allworth Financial LP2026-06-302026-08-12518$24,290None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12200$9,378None
Proactive Wealth Strategies LLC2026-06-302026-08-1179,472$3,726,466None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Equitable Holdings, Inc. ↗Marex Group Ltd ↗Mutual Advisors, LLC ↗Perennial Investment Advisors, LLC ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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