Ev Income Opportunities ETFXAGGETF
13F holders, Q1 2026 (March 31)64holders +26
29new positions
3sold out
1famous investor
$49.68avg. 13F price*
At the end of Q1 2026, 64 institutions reported holding Ev Income Opportunities ETF (XAGG) in their 13F filings, up 26 from Q4 2025. 29 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($133.6M), LPL Financial LLC ($50.5M) and UBS Group AG ($45.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ev Income Opportunities ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2026)
- CUSIP
- 61774R817
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $177.4M |
| Exits | 3 | $2.2M |
All 13F filers, Q4 2025 → Q1 2026: 8,928,891 shares bought and 65,824 shares sold, net +8,863,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Morgan Stanley | 0.01% | Add +183.4% | 2,690,653 | $133.6M |
| LPL Financial LLC | 0.01% | Add +646.8% | 1,016,363 | $50.5M |
| UBS Group AG | 0.01% | Add +100.7% | 917,164 | $45.5M |
| Raymond James Financial Inc. | 0.01% | Add +621.3% | 879,175 | $43.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | New | 748,917 | $37.3M |
| Ameriprise Financial Inc. | 0.01% | Add +1179.0% | 738,415 | $36.7M |
| Benjamin Edwards Inc. | 0.35% | New | 713,790 | $35.4M |
| Janney Montgomery Scott LLC | 0.07% | New | 549,879 | $27.3M |
| Wells Fargo & Company | 0.00% | Add +806.1% | 434,716 | $21.6M |
| Wesbanco Bank Inc. | 0.59% | Add +0.3% | 426,545 | $21.2M |
| Susquehanna International Group, LLP | 0.03% | New | 407,533 | $20.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1143.8% | 261,885 | $13.0M |
| Horizon Wealth Management, LLC | 1.90% | New | 260,429 | $12.9M |
| Consolidated Capital Management, LLC | 3.78% | New | 235,705 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +68.9% | 163,116 | $8.1M |
| Great Valley Advisor Group, Inc. | 0.13% | New | 148,961 | $7.4M |
| FWG Holdings, LLC | 2.66% | Add +30.0% | 140,986 | $7.0M |
| D.A. Davidson & Co. | 0.04% | New | 130,014 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +19.1% | 113,459 | $5.6M |
| Fulton Bank, N.A. | 0.15% | Reduce -3.9% | 84,971 | $4.2M |
| Farther Finance Advisors, LLC | 0.03% | New | 69,281 | $3.4M |
| Mariner, LLC | 0.00% | New | 61,907 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 61,576 | $3.1M |
| MML Investors Services, LLC | 0.01% | New | 58,419 | $2.9M |
| Beverly Hills Private Wealth, LLC | 0.49% | Reduce -3.3% | 58,207 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Add +386.0% | 55,271 | $2.7M |
| BTG Pactual Asset Management US LLC | 0.26% | Add +46.8% | 51,343 | $2.6M |
| QTR Family Wealth, LLC | 0.82% | Add +9.6% | 39,168 | $2.0M |
| Citadel Advisors | 0.00% | New | 38,720 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +6.3% | 35,500 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.7% | 35,209 | $1.7M |
| Next Level Private LLC | 0.33% | New | 29,657 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 20,518 | $1.0M |
| PlanVest Financial, Inc | 0.66% | — | 17,472 | $868K |
| Bleakley Financial Group, LLC | 0.01% | Add +2.4% | 16,865 | $838K |
| Mutual Advisors, LLC | 0.02% | Add +65.8% | 16,252 | $807K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.6% | 16,003 | $795K |
| Hengehold Capital Management LLC | 0.07% | New | 15,774 | $783K |
| Commonwealth Equity Services, LLC | 0.00% | Add +90.2% | 15,017 | $746K |
| Brown Advisory Inc. | 0.00% | Add +15.5% | 14,355 | $713K |
| Miller Financial Services LLC | 0.78% | New | 14,115 | $701K |
| &partners | 0.00% | Reduce -35.3% | 12,058 | $599K |
| Private Advisor Group, LLC | 0.00% | New | 11,738 | $583K |
| Fifth Third Bancorp | 0.00% | New | 9,964 | $495K |
| Brookstone Capital Management | 0.00% | New | 8,513 | $423K |
| Wealthspire Retirement, LLC | 0.03% | New | 8,443 | $419K |
| Brick & Kyle, Associates | 0.14% | New | 8,435 | $419K |
| Equitable Holdings, Inc. | 0.00% | New | 8,366 | $415K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.0% | 7,212 | $358K |
| Truist Financial Corp. | 0.00% | Add +19.3% | 6,047 | $309K |
| Stonebridge Financial Group, LLC / MO | 0.25% | New | 5,903 | $293K |
| Runnymede Capital Advisors, Inc. | 0.22% | New | 5,146 | $256K |
| Quattro Financial Advisors LLC | 0.07% | New | 4,705 | $234K |
| Wealth Management Partners, LLC | 0.06% | New | 4,227 | $210K |
| Principal Securities, Inc. | 0.00% | New | 4,070 | $202K |
| Embree Financial Group | 0.02% | New | 4,062 | $202K |
| Harbour Investments, Inc. | 0.00% | Add +739.9% | 3,645 | $181K |
| Advisory Services Network, LLC | 0.00% | New | 2,843 | $141K |
| US Bancorp \de | 0.00% | No change | 2,140 | $106K |
| FMR LLC | 0.00% | No change | 410 | $20K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 402 | $20K |
| Sunbelt Securities, Inc. | 0.00% | No change | 71 | $4K |
| Cwm, LLC | 0.00% | New | 32 | $2K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -97.4% | 29 | $1K |
"% of holder's portfolio" is XAGG's weight in each manager's 13F, not the share of Ev Income Opportunities ETF the manager owns.