EV INCOME OPPORTUNITIES ETF (XAGG) Institutional Ownership Changes & 13F Activity

EV INCOME OPPORTUNITIES ETF (XAGG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Lpl Financial Llc, Raymond James Financial Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Kingsview Wealth Management, LlcBuy+48,92348,923$2.45MQ2 2026Aug 19, 2026
Jefferies Financial Group Inc.Buy+4,0264,026$201.26KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+952+11.4%9,318$465.81KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,242,9261,242,926$62.11MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+363,039+41.3%1,242,214$62.10MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+313,641+72.1%748,357$37.41MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+42,53042,530$2.13MQ2 2026Aug 14, 2026
Fwg Holdings, LlcSell-19,163-13.6%121,823$6.03MQ2 2026Aug 14, 2026
Btg Pactual Asset Management Us LlcBuy+14,448+28.1%65,791$3.37MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+11,579+18.8%73,155$3.66MQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+9,948+61.2%26,200$1.31MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+3,331+46.2%10,543$527.13KQ2 2026Aug 14, 2026
&PartnersSell-1,993-16.5%10,065$503.15KQ2 2026Aug 14, 2026
Brown Advisory IncSell-1,515-10.6%12,840$641.87KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+248248$12.39KQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,801,761+67.0%4,492,414$224.58MQ2 2026Aug 13, 2026
Ubs Group AgBuy+222,464+24.3%1,139,628$56.97MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+980980$48.99KQ2 2026Aug 13, 2026
Bnp Paribas Financial MarketsBuy+211211$10.55KQ2 2026Aug 13, 2026
Fmr LlcSell-9-2.2%401$20.03KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+167,479+147.6%280,938$14.04MQ2 2026Aug 12, 2026
Comprehensive Wealth Management, LlcBuy+25,75925,759$1.29MQ2 2026Aug 12, 2026
Madison Wealth Partners, IncBuy+21,89221,892$1.09MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+13,88713,887$694.22KQ2 2026Aug 12, 2026
Wealthspire Retirement, LlcBuy+11,924+141.2%20,367$1.02MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+3,895+19.0%24,413$1.22MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,907+67.1%4,750$237.45KQ2 2026Aug 12, 2026
Great Valley Advisor Group, Inc.Buy+17,398+11.7%166,359$8.32MQ2 2026Aug 10, 2026
Planvest Financial, IncBuy+701+4.0%18,173$908.47KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+674,105+66.3%1,690,468$84.51MQ2 2026Aug 07, 2026
Showing 30 of 80

Frequently asked questions about XAGG activity

  • Which institutional owners are buying XAGG?

    Institutional owners buying XAGG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XAGG activity?

    "Buy" means an investor increased their reported position in XAGG compared to the prior reporting period. This reflects growing exposure to EV INCOME OPPORTUNITIES ETF (XAGG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XAGG increasing?

    Institutional interest in XAGG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.