Ev Income Opportunities ETFXAGGETF
13F holders, Q2 2026 (June 30)79holders +15
21new positions
5sold out
$49.99avg. 13F price*
At the end of Q2 2026, 79 institutions reported holding Ev Income Opportunities ETF (XAGG) in their 13F filings, up 15 from Q1 2026. 21 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($224.6M), LPL Financial LLC ($84.5M) and Ameriprise Financial Inc. ($62.1M).
- Company
- Ev Income Opportunities ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $13.3M |
| Exits | 5 | $27.2M |
All 13F filers, Q1 2026 → Q2 2026: 5,624,437 shares bought and 590,226 shares sold, net +5,034,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Morgan Stanley | 0.01% | Add +67.0% | 4,492,414 | $224.6M |
| LPL Financial LLC | 0.02% | Add +66.3% | 1,690,468 | $84.5M |
| Ameriprise Financial Inc. | 0.01% | Add +68.3% | 1,242,926 | $62.1M |
| Raymond James Financial Inc. | 0.02% | Add +41.3% | 1,242,214 | $62.1M |
| UBS Group AG | 0.01% | Add +24.3% | 1,139,628 | $57.0M |
| Janney Montgomery Scott LLC | 0.08% | Add +53.4% | 843,332 | $42.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +9.7% | 821,261 | $41.0M |
| Wells Fargo & Company | 0.01% | Add +72.2% | 748,357 | $37.4M |
| Benjamin Edwards Inc. | 0.33% | Add +0.3% | 716,315 | $35.8M |
| Horizon Wealth Management, LLC | 3.52% | Add +112.1% | 552,439 | $27.6M |
| Wesbanco Bank Inc. | 0.53% | No change | 426,545 | $21.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +88.4% | 307,362 | $15.4M |
| Cetera Investment Advisers | 0.01% | Add +147.6% | 280,938 | $14.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.6% | 276,531 | $13.8M |
| Consolidated Capital Management, LLC | 3.28% | Add +4.3% | 245,869 | $12.3M |
| MML Investors Services, LLC | 0.02% | Add +270.0% | 216,130 | $10.8M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +11.7% | 166,359 | $8.3M |
| D.A. Davidson & Co. | 0.04% | Reduce -0.9% | 128,884 | $6.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +78.2% | 123,469 | $6.2M |
| FWG Holdings, LLC | 2.10% | Reduce -13.6% | 121,823 | $6.0M |
| Fulton Bank, N.A. | 0.12% | Reduce -6.1% | 79,758 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +18.8% | 73,155 | $3.7M |
| BTG Pactual Asset Management US LLC | 0.25% | Add +28.1% | 65,791 | $3.4M |
| Independent Financial Group, LLC | 0.06% | Add +19.3% | 65,961 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +441.2% | 63,529 | $3.2M |
| QTR Family Wealth, LLC | 1.01% | Add +48.4% | 58,129 | $2.9M |
| Kingsview Wealth Management, LLC | 0.03% | New | 48,923 | $2.4M |
| Beverly Hills Private Wealth, LLC | 0.45% | Reduce -19.9% | 46,651 | $2.3M |
| Stonebridge Financial Group, LLC / MO | 1.54% | Add +682.7% | 46,205 | $2.3M |
| Old Mission Capital LLC | 0.05% | New | 42,530 | $2.1M |
| Spectrum Wealth Advisory Group, LLC | 0.58% | New | 40,949 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +5.4% | 37,426 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | — | 37,056 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +140.0% | 36,045 | $1.8M |
| Next Level Private LLC | 0.28% | Reduce -4.7% | 28,268 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | New | 28,079 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +66.2% | 26,597 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Add +61.2% | 26,200 | $1.3M |
| Comprehensive Wealth Management, LLC | 0.59% | New | 25,759 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +19.0% | 24,413 | $1.2M |
| Miller Financial Services LLC | 0.94% | Add +65.6% | 23,375 | $1.2M |
| Madison Wealth Partners, Inc | 0.14% | New | 21,892 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | Add +141.2% | 20,367 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +89.8% | 18,914 | $946K |
| PlanVest Financial, Inc | 0.61% | Add +4.0% | 18,173 | $908K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -1.1% | 16,681 | $834K |
| Hengehold Capital Management LLC | 0.06% | Add +1.5% | 16,016 | $801K |
| Wealth Management Partners, LLC | 0.17% | Add +237.8% | 14,281 | $714K |
| NewEdge Advisors, LLC | 0.00% | New | 13,887 | $694K |
| Brown Advisory Inc. | 0.00% | Reduce -10.6% | 12,840 | $642K |
| Embree Financial Group | 0.06% | Add +186.7% | 11,644 | $582K |
| Osaic Holdings, Inc. | 0.00% | Add +46.2% | 10,543 | $527K |
| Brookstone Capital Management | 0.01% | Add +23.2% | 10,489 | $524K |
| &partners | 0.00% | Reduce -16.5% | 10,065 | $503K |
| Equitable Holdings, Inc. | 0.00% | Add +11.4% | 9,318 | $466K |
| Brick & Kyle, Associates | 0.14% | No change | 8,435 | $419K |
| PFG Investments, LLC | 0.01% | New | 6,731 | $337K |
| Urban Wealth Management, LLC | 0.29% | New | 6,673 | $334K |
| Truist Financial Corp. | 0.00% | Add +1.2% | 6,121 | $306K |
| Belpointe Asset Management LLC | 0.01% | New | 5,362 | $268K |
| Runnymede Capital Advisors, Inc. | 0.15% | No change | 5,146 | $257K |
| Wall Capital Group, Inc. | 0.21% | New | 5,011 | $251K |
| Advisory Services Network, LLC | 0.00% | Add +67.1% | 4,750 | $237K |
| Principal Securities, Inc. | 0.00% | Add +14.8% | 4,673 | $234K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 4,566 | $228K |
| Private Trust Co. NA | 0.02% | New | 4,403 | $220K |
| HighTower Advisors, LLC | 0.00% | New | 4,281 | $214K |
| Jefferies Financial Group Inc. | 0.00% | New | 4,026 | $201K |
| Harbour Investments, Inc. | 0.00% | No change | 3,645 | $182K |
| US Bancorp \de | 0.00% | No change | 2,140 | $107K |
| Rockefeller Capital Management L.P. | 0.00% | New | 980 | $49K |
| KERR FINANCIAL PLANNING Corp | 0.03% | Add +1986.2% | 605 | $31K |
| Citigroup Inc. | 0.00% | New | 500 | $25K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 409 | $20K |
| FMR LLC | 0.00% | Reduce -2.2% | 401 | $20K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 300 | $15K |
| Ameritas Advisory Services, LLC | 0.00% | New | 248 | $12K |
| BNP Paribas Financial Markets | 0.00% | New | 211 | $11K |
| GGM Financial LLC | 0.00% | New | 140 | $7K |
"% of holder's portfolio" is XAGG's weight in each manager's 13F, not the share of Ev Income Opportunities ETF the manager owns.