Kraneshares AI & Tech ETF (AGIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Sort by

Imc-Chicago, LLC

NEW

Shares3,654,235

Change+3,654,235

Value$173.7M

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares1,032,476 from 1,024,841

Change+7,635 (+1%)

Value$49.1M (+$1.0M)

Filed 2026-11-06

Brown Wealth Management, LLC

NEW

Shares123,260

Change+123,260

Value$5.9M

Filed 2026-10-20

Proactive Wealth Strategies LLC

INCREASED

Shares83,126 from 79,472

Change+3,654 (+5%)

Value$4.0M (+$224.5K)

Filed 2026-11-09

StoneX Group Inc.

INCREASED

Shares80,871 from 73,055

Change+7,816 (+11%)

Value$3.8M (+$417.9K)

Filed 2026-11-03

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares57,757 from 31,561

Change+26,196 (+83%)

Value$2.8M (+$1.3M)

Filed 2026-10-13

Westwind Capital

DECREASED

Shares57,001 from 60,708

Change-3,707 (-6%)

Value$2.7M (+$2.7M)

Filed 2026-10-08

SBI Securities Co., Ltd.

DECREASED

Shares43,447 from 61,912

Change-18,465 (-30%)

Value$2.1M (-$838.0K)

Filed 2026-10-22

Oppenheimer & Co Inc

DECREASED

Shares26,370 from 26,800

Change-430 (-2%)

Value$1.3M (-$3.3K)

Filed 2026-10-26

SFG Wealth Management, Llc.

INCREASED

Shares23,536 from 23,249

Change+287 (+1%)

Value$1.1M (+$28.5K)

Filed 2026-10-23

Ascentis Independent Advisors

NEW

Shares22,957

Change+22,957

Value$1.1M

Filed 2026-11-03

D.A. Davidson & Co.

DECREASED

Shares19,594 from 43,804

Change-24,210 (-55%)

Value$931.3K (-$1.1M)

Filed 2026-10-28

Golden State Wealth Management, LLC

INCREASED

Shares18,130 from 305

Change+17,825 (+5844%)

Value$861.7K (+$847.4K)

Filed 2026-11-02

Stegent Equity Advisors, Inc.

DECREASED

Shares17,561 from 43,631

Change-26,070 (-60%)

Value$834.7K (-$1.2M)

Filed 2026-10-13

Belvedere Trading LLC

DECREASED

Shares14,941 from 93,789

Change-78,848 (-84%)

Value$710.1K (-$3.7M)

Filed 2026-11-05

Mainstay Capital Management LLC

UNCHANGED

Shares13,720 from 13,720

Change0 (0%)

Value$652.1K (+$8.8K)

Filed 2026-11-09

Inspirion Wealth Advisors, LLC

UNCHANGED

Shares12,925 from 12,925

Change0 (0%)

Value$614.3K (+$22.1K)

Filed 2026-10-09

PUREfi Wealth, LLC

UNCHANGED

Shares11,962 from 11,962

Change0 (0%)

Value$568.6K (+$7.7K)

Filed 2026-10-19

Total Clarity Wealth Management, Inc.

INCREASED

Shares8,997 from 8,112

Change+885 (+11%)

Value$427.6K (+$47.3K)

Filed 2026-10-26

Apollon Wealth Management, LLC

NEW

Shares8,584

Change+8,584

Value$408.0K

Filed 2026-10-23

Bank of New York Mellon Corp

NEW

Shares8,351

Change+8,351

Value$396.9K

Filed 2026-11-05

HighPoint Advisor Group LLC

INCREASED

Shares8,346 from 7,590

Change+756 (+10%)

Value$396.7K (+$40.8K)

Filed 2026-11-09

HighTower Advisors, LLC

INCREASED

Shares8,183 from 7,287

Change+896 (+12%)

Value$388.9K (+$47.2K)

Filed 2026-11-10

Commonwealth Equity Services, LLC

INCREASED

Shares7,432 from 7,003

Change+429 (+6%)

Value$353.2K (+$24.9K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares7,270 from 6,326

Change+944 (+15%)

Value$346.0K (+$49.0K)

Filed 2026-11-02

Brookstone Capital Management

INCREASED

Shares6,981 from 6,919

Change+62 (+1%)

Value$331.8K (+$7.4K)

Filed 2026-10-22

Creative Financial Designs Inc

INCREASED

Shares6,607 from 5,619

Change+988 (+18%)

Value$314.0K (+$50.6K)

Filed 2026-11-04

Winthrop Advisory Group LLC

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$285.2K (+$3.8K)

Filed 2026-10-22

Vise Technologies, Inc.

DECREASED

Shares5,561 from 5,868

Change-307 (-5%)

Value$264.3K (-$10.8K)

Filed 2026-10-29

First Horizon Corp

INCREASED

Shares3,034 from 2,450

Change+584 (+24%)

Value$144.2K (+$29.3K)

Filed 2026-10-26

Bank of Montreal

INCREASED

Shares2,782 from 2,725

Change+57 (+2%)

Value$132.2K (+$4.5K)

Filed 2026-11-09

Simplex Trading, LLC

DECREASED

Shares1,449 from 4,364

Change-2,915 (-67%)

Value$68.9K (-$135.8K)

Filed 2026-11-04

Ascentis Wealth Management, LLC

INCREASED

Shares1,129 from 326

Change+803 (+246%)

Value$53.7K (+$38.4K)

Filed 2026-11-03

Birchwood Financial Partners, Inc.

INCREASED

Shares1,081 from 932

Change+149 (+16%)

Value$51.4K (+$7.7K)

Filed 2026-11-02

Allworth Financial LP

UNCHANGED

Shares518 from 518

Change0 (0%)

Value$24.3K ($0)

Filed 2026-11-06

Central Trust Co

UNCHANGED

Shares247 from 247

Change0 (0%)

Value$11.7K (+$158)

Filed 2026-11-05

Barrett & Company, Inc.

UNCHANGED

Shares225 from 225

Change0 (0%)

Value$10.7K (+$144)

Filed 2026-10-22

Jacobi Capital Management LLC

NEW

Shares180

Change+180

Value$8.6K

Filed 2026-11-05

Blue Trust, Inc.

UNCHANGED

Shares146 from 146

Change0 (0%)

Value$6.9K (+$93)

Filed 2026-10-15

DeDora Capital, Inc.

NEW

Shares113

Change+113

Value$5.4K

Filed 2026-10-26

Highline Wealth Partners LLC

DECREASED

Shares100 from 200

Change-100 (-50%)

Value$4.8K (-$4.6K)

Filed 2026-10-19

Lanark Financial, Inc.

DECREASED

Shares75 from 200

Change-125 (-62%)

Value$3.6K (-$5.8K)

Filed 2026-10-26

IFP Advisors, Inc

NEW

Shares35

Change+35

Value$1.7K

Filed 2026-10-16

Harbour Investments, Inc.

NEW

Shares29

Change+29

Value$1.4K

Filed 2026-11-09

Noble Wealth Management PBC

UNCHANGED

Shares17 from 17

Change0 (0%)

Value$808 (+$11)

Filed 2026-10-01

PFS Partners, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$238 (+$3)

Filed 2026-10-21

Fortis Group Advisors, LLC

CLOSED

Shares0 from 40,594

Change-40,594 (-100%)

Value$0 (-$1.9M)

Filed 2026-11-06

J.W. Cole Advisors, Inc.

CLOSED

Shares0 from 6,577

Change-6,577 (-100%)

Value$0 (-$308.4K)

Filed 2026-11-05

Dynamic Advisor Solutions LLC

CLOSED

Shares0 from 4,702

Change-4,702 (-100%)

Value$0 (-$220.5K)

Filed 2026-10-13

NBT Bank, N.A.

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 (-$4.7K)

Filed 2026-10-21

Essential Investment Partners LLC

CLOSED

Shares0 from 10

Change-10 (-100%)

Value$0 (-$469)

Filed 2026-10-27

Assetmark, Inc

CLOSED

Shares0 from 0

Change0

Value$0 (-$4)

Filed 2026-10-21

Morgan Stanley

N/A

Shares— from 5,697,889

Change-5,697,889 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 200,492

Change-200,492 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 164,485

Change-164,485 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 156,026

Change-156,026 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 153,651

Change-153,651 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 101,869

Change-101,869 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 50,000

Change-50,000 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 41,822

Change-41,822 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 35,338

Change-35,338 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 35,159

Change-35,159 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 27,190

Change-27,190 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 24,895

Change-24,895 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,835

Change-22,835 (-100%)

Value—

Marex Group Ltd

N/A

Shares— from 18,790

Change-18,790 (-100%)

Value—

Brookwood Investment Group LLC

N/A

Shares— from 17,981

Change-17,981 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 13,973

Change-13,973 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 10,901

Change-10,901 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 10,675

Change-10,675 (-100%)

Value—

Resolute Wealth Strategies, LLC

N/A

Shares— from 9,999

Change-9,999 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 9,585

Change-9,585 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 9,074

Change-9,074 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 8,654

Change-8,654 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 8,403

Change-8,403 (-100%)

Value—

&partners

N/A

Shares— from 8,225

Change-8,225 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 8,085

Change-8,085 (-100%)

Value—

Mutual Advisors, LLC

N/A

Shares— from 7,961

Change-7,961 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,903

Change-7,903 (-100%)

Value—

Rollins Financial Advisors, LLC

N/A

Shares— from 7,875

Change-7,875 (-100%)

Value—

TD Capital Management LLC

N/A

Shares— from 7,383

Change-7,383 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 7,047

Change-7,047 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 6,986

Change-6,986 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 6,945

Change-6,945 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 6,397

Change-6,397 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 4,684

Change-4,684 (-100%)

Value—

UBS Group AG

N/A

Shares— from 3,924

Change-3,924 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 3,400

Change-3,400 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 1,855

Change-1,855 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 675

Change-675 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 435

Change-435 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 300

Change-300 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 181

Change-181 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 123

Change-123 (-100%)

Value—

	Status
Imc-Chicago, LLC	NEW	3,654,235	—	+3,654,235	—	—	$173.7M	—	2026-11-05
LPL Financial LLC	INCREASED	1,032,476	1,024,841	+7,635	+1%	$48.1M	$49.1M	+$1.0M	2026-11-06
Brown Wealth Management, LLC	NEW	123,260	—	+123,260	—	—	$5.9M	—	2026-10-20
Proactive Wealth Strategies LLC	INCREASED	83,126	79,472	+3,654	+5%	$3.7M	$4.0M	+$224.5K	2026-11-09
StoneX Group Inc.	INCREASED	80,871	73,055	+7,816	+11%	$3.4M	$3.8M	+$417.9K	2026-11-03
Wealth Enhancement Advisory Services, LLC	INCREASED	57,757	31,561	+26,196	+83%	$1.4M	$2.8M	+$1.3M	2026-10-13
Westwind Capital	DECREASED	57,001	60,708	-3,707	-6%	$2.8K	$2.7M	+$2.7M	2026-10-08
SBI Securities Co., Ltd.	DECREASED	43,447	61,912	-18,465	-30%	$2.9M	$2.1M	-$838.0K	2026-10-22
Oppenheimer & Co Inc	DECREASED	26,370	26,800	-430	-2%	$1.3M	$1.3M	-$3.3K	2026-10-26
SFG Wealth Management, Llc.	INCREASED	23,536	23,249	+287	+1%	$1.1M	$1.1M	+$28.5K	2026-10-23
Ascentis Independent Advisors	NEW	22,957	—	+22,957	—	—	$1.1M	—	2026-11-03
D.A. Davidson & Co.	DECREASED	19,594	43,804	-24,210	-55%	$2.1M	$931.3K	-$1.1M	2026-10-28
Golden State Wealth Management, LLC	INCREASED	18,130	305	+17,825	+5844%	$14.3K	$861.7K	+$847.4K	2026-11-02
Stegent Equity Advisors, Inc.	DECREASED	17,561	43,631	-26,070	-60%	$2.0M	$834.7K	-$1.2M	2026-10-13
Belvedere Trading LLC	DECREASED	14,941	93,789	-78,848	-84%	$4.4M	$710.1K	-$3.7M	2026-11-05
Mainstay Capital Management LLC	UNCHANGED	13,720	13,720	0	0%	$643.3K	$652.1K	+$8.8K	2026-11-09
Inspirion Wealth Advisors, LLC	UNCHANGED	12,925	12,925	0	0%	$592.2K	$614.3K	+$22.1K	2026-10-09
PUREfi Wealth, LLC	UNCHANGED	11,962	11,962	0	0%	$560.9K	$568.6K	+$7.7K	2026-10-19
Total Clarity Wealth Management, Inc.	INCREASED	8,997	8,112	+885	+11%	$380.4K	$427.6K	+$47.3K	2026-10-26
Apollon Wealth Management, LLC	NEW	8,584	—	+8,584	—	—	$408.0K	—	2026-10-23
Bank of New York Mellon Corp	NEW	8,351	—	+8,351	—	—	$396.9K	—	2026-11-05
HighPoint Advisor Group LLC	INCREASED	8,346	7,590	+756	+10%	$355.9K	$396.7K	+$40.8K	2026-11-09
HighTower Advisors, LLC	INCREASED	8,183	7,287	+896	+12%	$341.7K	$388.9K	+$47.2K	2026-11-10
Commonwealth Equity Services, LLC	INCREASED	7,432	7,003	+429	+6%	$328.4K	$353.2K	+$24.9K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	7,270	6,326	+944	+15%	$297.0K	$346.0K	+$49.0K	2026-11-02
Brookstone Capital Management	INCREASED	6,981	6,919	+62	+1%	$324.4K	$331.8K	+$7.4K	2026-10-22
Creative Financial Designs Inc	INCREASED	6,607	5,619	+988	+18%	$263.5K	$314.0K	+$50.6K	2026-11-04
Winthrop Advisory Group LLC	UNCHANGED	6,000	6,000	0	0%	$281.3K	$285.2K	+$3.8K	2026-10-22
Vise Technologies, Inc.	DECREASED	5,561	5,868	-307	-5%	$275.2K	$264.3K	-$10.8K	2026-10-29
First Horizon Corp	INCREASED	3,034	2,450	+584	+24%	$114.9K	$144.2K	+$29.3K	2026-10-26
Bank of Montreal	INCREASED	2,782	2,725	+57	+2%	$127.8K	$132.2K	+$4.5K	2026-11-09
Simplex Trading, LLC	DECREASED	1,449	4,364	-2,915	-67%	$204.6K	$68.9K	-$135.8K	2026-11-04
Ascentis Wealth Management, LLC	INCREASED	1,129	326	+803	+246%	$15.3K	$53.7K	+$38.4K	2026-11-03
Birchwood Financial Partners, Inc.	INCREASED	1,081	932	+149	+16%	$43.7K	$51.4K	+$7.7K	2026-11-02
Allworth Financial LP	UNCHANGED	518	518	0	0%	$24.3K	$24.3K	$0	2026-11-06
Central Trust Co	UNCHANGED	247	247	0	0%	$11.6K	$11.7K	+$158	2026-11-05
Barrett & Company, Inc.	UNCHANGED	225	225	0	0%	$10.6K	$10.7K	+$144	2026-10-22
Jacobi Capital Management LLC	NEW	180	—	+180	—	—	$8.6K	—	2026-11-05
Blue Trust, Inc.	UNCHANGED	146	146	0	0%	$6.8K	$6.9K	+$93	2026-10-15
DeDora Capital, Inc.	NEW	113	—	+113	—	—	$5.4K	—	2026-10-26
Highline Wealth Partners LLC	DECREASED	100	200	-100	-50%	$9.4K	$4.8K	-$4.6K	2026-10-19
Lanark Financial, Inc.	DECREASED	75	200	-125	-62%	$9.4K	$3.6K	-$5.8K	2026-10-26
IFP Advisors, Inc	NEW	35	—	+35	—	—	$1.7K	—	2026-10-16
Harbour Investments, Inc.	NEW	29	—	+29	—	—	$1.4K	—	2026-11-09
Noble Wealth Management PBC	UNCHANGED	17	17	0	0%	$797	$808	+$11	2026-10-01
PFS Partners, LLC	UNCHANGED	5	5	0	0%	$235	$238	+$3	2026-10-21
Fortis Group Advisors, LLC	CLOSED	0	40,594	-40,594	-100%	$1.9M	$0	-$1.9M	2026-11-06
J.W. Cole Advisors, Inc.	CLOSED	0	6,577	-6,577	-100%	$308.4K	$0	-$308.4K	2026-11-05
Dynamic Advisor Solutions LLC	CLOSED	0	4,702	-4,702	-100%	$220.5K	$0	-$220.5K	2026-10-13
NBT Bank, N.A.	CLOSED	0	100	-100	-100%	$4.7K	$0	-$4.7K	2026-10-21
Essential Investment Partners LLC	CLOSED	0	10	-10	-100%	$469	$0	-$469	2026-10-27
Assetmark, Inc	CLOSED	0	0	0	—	$4	$0	-$4	2026-10-21
Morgan Stanley	N/A	—	5,697,889	-5,697,889	-100%	$267.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	200,492	-200,492	-100%	$9.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	164,485	-164,485	-100%	$7.7M	—	—	—
MML Investors Services, LLC	N/A	—	156,026	-156,026	-100%	$7.3M	—	—	—
Private Advisor Group, LLC	N/A	—	153,651	-153,651	-100%	$7.2M	—	—	—
GTS Securities LLC	N/A	—	101,869	-101,869	-100%	$4.8M	—	—	—
Bank of America Corp	N/A	—	50,000	-50,000	-100%	$2.3M	—	—	—
Cetera Investment Advisers	N/A	—	41,822	-41,822	-100%	$2.0M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	35,338	-35,338	-100%	$1.7M	—	—	—
Stifel Financial Corp	N/A	—	35,159	-35,159	-100%	$1.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	27,190	-27,190	-100%	$1.3M	—	—	—
Jane Street Group, LLC	N/A	—	24,895	-24,895	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	22,835	-22,835	-100%	$1.1M	—	—	—
Marex Group Ltd	N/A	—	18,790	-18,790	-100%	$881.1K	—	—	—
Brookwood Investment Group LLC	N/A	—	17,981	-17,981	-100%	$843.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	13,973	-13,973	-100%	$655.2K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	10,901	-10,901	-100%	$511.1K	—	—	—
PFG Investments, LLC	N/A	—	10,675	-10,675	-100%	$500.6K	—	—	—
Resolute Wealth Strategies, LLC	N/A	—	9,999	-9,999	-100%	$468.9K	—	—	—
Waverly Advisors, LLC	N/A	—	9,585	-9,585	-100%	$449.4K	—	—	—
Wealthspire Advisors, LLC	N/A	—	9,074	-9,074	-100%	$425.5K	—	—	—
IHT Wealth Management, LLC	N/A	—	8,654	-8,654	-100%	$405.8K	—	—	—
PCG Wealth Advisors, LLC	N/A	—	8,403	-8,403	-100%	$394.0K	—	—	—
&partners	N/A	—	8,225	-8,225	-100%	$385.7K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	8,085	-8,085	-100%	$379.1K	—	—	—
Mutual Advisors, LLC	N/A	—	7,961	-7,961	-100%	$373.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,903	-7,903	-100%	$371.0K	—	—	—
Rollins Financial Advisors, LLC	N/A	—	7,875	-7,875	-100%	$369.3K	—	—	—
TD Capital Management LLC	N/A	—	7,383	-7,383	-100%	$346.2K	—	—	—
Group One Trading LLC	N/A	—	7,047	-7,047	-100%	$330.4K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	6,986	-6,986	-100%	$327.6K	—	—	—
Advisory Services Network, LLC	N/A	—	6,945	-6,945	-100%	$325.6K	—	—	—
CIBC World Market Inc.	N/A	—	6,397	-6,397	-100%	$300.0K	—	—	—
Focus Partners Wealth	N/A	—	4,684	-4,684	-100%	$219.6K	—	—	—
UBS Group AG	N/A	—	3,924	-3,924	-100%	$184.0K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	3,400	-3,400	-100%	$159.4K	—	—	—
Ankerstar Wealth, LLC	N/A	—	1,855	-1,855	-100%	$87.0K	—	—	—
Royal Bank of Canada	N/A	—	675	-675	-100%	$32.0K	—	—	—
Smartleaf Asset Management LLC	N/A	—	435	-435	-100%	$20.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	300	-300	-100%	$14.1K	—	—	—
Arax Advisory Partners	N/A	—	300	-300	-100%	$14.1K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	181	-181	-100%	$8.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	123	-123	-100%	$5.8K	—	—	—

Showing 95 of 95 institutions