Anthropic set for potential rapid inclusion in major ETFs after IPO

Anthropic, the AI safety company behind the Claude chatbot family, filed a confidential draft S-1 registration statement with the SEC on June 1, setting the stage for what could be the largest tech IPO in years. The company is targeting a Nasdaq listing as early as mid-to-late October, with a valuation target between $1.5 trillion and $2 trillion. The company’s latest private-market price tag, set during its Series H funding round in May, already sits at roughly $965 billion. ETFs aren’t waiting for the bell The iShares A.I. Innovation & Tech Active ETF holds approximately $109 million in Anthropic preferred shares as of mid-June. KraneShares AGIX has a smaller position valued around $13 million, representing between 1% and 2.7% of the fund’s total assets. Combined, total ETF allocations to Anthropic have reached nearly $122 million by mid-2026. Canadian and US asset managers are preparing to launch products built specifically around Anthropic stock. Among the proposed vehicles: the Ninepoint Anthropic HighShares ETF and the LongPoint SavvyLong (2X) Anthropic ETF, a leveraged product. The revenue trajectory behind the hype Anthropic’s annualized revenue run rate is projected to...