LPL Financial
AGIX

LPL Financial’s KraneShares Public-Private AI & Technology ETF AGIX Stock Holding History

LPL Financial’s Portfolio AGIX Stock Details AGIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.1M Buy
1,024,841
+777,957
+315% +$33M 0.01% 1026
2026
Q1 		$8.09M Buy
246,884
+136,504
+124% +$4.76M ﹤0.01% 2174
2025
Q4 		$4.01M Buy
110,380
+99,781
+941% +$3.7M ﹤0.01% 2738
2025
Q3 		$389K Buy
+10,599
New +$355K ﹤0.01% 4844

Other funds holding AGIX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

LPL Financial's AGIX Position: Q2 2026 in Review

LPL Financial increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 315% in Q2 2026, buying an estimated $33M and bringing the position to 1,024,841 shares worth $48.1M. The position accounts for 0.01% of the portfolio, ranked #1026.

LPL Financial first reported a position in AGIX in Q3 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold AGIX as of Q2 2026.

  • LPL Financial held 1,024,841 shares of KraneShares Public-Private AI & Technology ETF worth $48.1M as of Q2 2026.
  • LPL Financial bought 777,957 KraneShares Public-Private AI & Technology ETF shares in Q2 2026, an estimated $33M.
  • KraneShares Public-Private AI & Technology ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1026 holding.
  • LPL Financial first reported a position in KraneShares Public-Private AI & Technology ETF in Q3 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.