Ev Income Opportunities ETFXAGG ETF 13F holders, Q4 2025 (December 31) 38 holders +37
37 new positions
0 sold out
$50.44 avg. 13F price*
At the end of Q4 2025 , 38 institutions reported holding Ev Income Opportunities ETF (XAGG) in their 13F filings, up 37 from Q3 2025. 37 opened new positions and 0 sold out. The largest holders were Morgan Stanley ($47.9M), UBS Group AG ($23.0M) and Wesbanco Bank Inc. ($21.4M).
Company Ev Income Opportunities ETF
Filed as MORGAN STANLEY ETF TRUST (Q4 2025)
CUSIP 61774R817
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025 Institutions Total Value New Positions 37 $153.6M Exits 0 $0
All 13F filers, Q3 2025 → Q4 2025: 3,046,424 shares bought, net +3,046,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2025 Shares Value ▼ Morgan Stanley 0.00% New 949,341 $47.9M UBS Group AG 0.00% New 457,015 $23.0M Wesbanco Bank Inc. 0.59% New 425,194 $21.4M LPL Financial LLC 0.00% New 136,093 $6.9M Raymond James Financial Inc. 0.00% New 121,883 $6.1M FWG Holdings, LLC 2.10% New 108,415 $5.5M Envestnet Asset Management Inc. 0.00% New 96,582 $4.9M Cetera Investment Advisers 0.01% New 95,258 $4.8M Fulton Bank, N.A. 0.15% New 88,440 $4.5M Beverly Hills Private Wealth, LLC 0.53% New 60,167 $3.0M Royal Bank of Canada 0.00% New 59,791 $3.0M Ameriprise Financial Inc. 0.00% New 57,735 $2.9M Wells Fargo & Company 0.00% New 47,975 $2.4M Goldman Sachs Group Inc. 0.00% New 41,282 $2.1M Jane Street Group, LLC 0.00% New 38,930 $2.0M QTR Family Wealth, LLC 0.81% New 35,743 $1.8M BTG Pactual Asset Management US LLC 0.20% New 34,980 $1.8M Dynamic Advisor Solutions LLC 0.05% New 33,407 $1.7M Northwestern Mutual Wealth Management Co. 0.00% New 21,056 $1.1M Stifel Financial Corp. 0.00% New 18,964 $956K &partners 0.00% New 18,625 $939K Bleakley Financial Group, LLC 0.01% New 16,463 $830K Brown Advisory Inc. 0.00% New 12,431 $627K Cambridge Investment Research Advisors, Inc. 0.00% New 11,801 $595K Independent Financial Group, LLC 0.01% New 11,372 $573K Osaic Holdings, Inc. 0.00% New 9,881 $498K Mutual Advisors, LLC 0.01% New 9,800 $494K Commonwealth Equity Services, LLC 0.00% New 7,896 $398K Comerica Bank 0.00% New 5,760 $290K Truist Financial Corp. 0.00% New 5,069 $256K Collaborative Wealth Managment Inc. 0.09% New 4,938 $249K US Bancorp \de 0.00% New 2,140 $108K KERR FINANCIAL PLANNING Corp 0.08% Add +100.9% 1,131 $57K Harbour Investments, Inc. 0.00% New 434 $22K FMR LLC 0.00% New 410 $21K IFP Advisors, Inc 0.00% New 398 $20K Rockefeller Capital Management L.P. 0.00% New 116 $6K Sunbelt Securities, Inc. 0.00% New 71 $4K
"% of holder's portfolio" is XAGG's weight in each manager's 13F, not the share of Ev Income Opportunities ETF the manager owns.