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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial's AGIX Position: Q1 2026 in Review

LPL Financial increased its KraneShares Public-Private AI & Technology ETF (AGIX) stake by 124% in Q1 2026, buying an estimated $4.76M and bringing the position to 246,884 shares worth $8.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

LPL Financial first reported a position in AGIX in Q3 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold AGIX as of Q1 2026.

  • LPL Financial held 246,884 shares of KraneShares Public-Private AI & Technology ETF worth $8.09M as of Q1 2026.
  • LPL Financial bought 136,504 KraneShares Public-Private AI & Technology ETF shares in Q1 2026, an estimated $4.76M.
  • KraneShares Public-Private AI & Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2174 holding.
  • LPL Financial first reported a position in KraneShares Public-Private AI & Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held KraneShares Public-Private AI & Technology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.