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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +48,923 | — | 48,923 | $2.45M | Q2 2026 | Aug 19, 2026 |
| Jefferies Financial Group Inc. | Buy | +4,026 | — | 4,026 | $201.26K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +952 | +11.4% | 9,318 | $465.81K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +1,242,926 | — | 1,242,926 | $62.11M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +363,039 | +41.3% | 1,242,214 | $62.10M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +313,641 | +72.1% | 748,357 | $37.41M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +42,530 | — | 42,530 | $2.13M | Q2 2026 | Aug 14, 2026 |
| Fwg Holdings, Llc | Sell | -19,163 | -13.6% | 121,823 | $6.03M | Q2 2026 | Aug 14, 2026 |
| Btg Pactual Asset Management Us Llc | Buy | +14,448 | +28.1% | 65,791 | $3.37M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +11,579 | +18.8% | 73,155 | $3.66M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +9,948 | +61.2% | 26,200 | $1.31M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,331 | +46.2% | 10,543 | $527.13K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -1,993 | -16.5% | 10,065 | $503.15K | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Sell | -1,515 | -10.6% | 12,840 | $641.87K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +248 | — | 248 | $12.39K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,801,761 | +67.0% | 4,492,414 | $224.58M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +222,464 | +24.3% | 1,139,628 | $56.97M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +980 | — | 980 | $48.99K | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Buy | +211 | — | 211 | $10.55K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -9 | -2.2% | 401 | $20.03K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +167,479 | +147.6% | 280,938 | $14.04M | Q2 2026 | Aug 12, 2026 |
| Comprehensive Wealth Management, Llc | Buy | +25,759 | — | 25,759 | $1.29M | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | Buy | +21,892 | — | 21,892 | $1.09M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +13,887 | — | 13,887 | $694.22K | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, Llc | Buy | +11,924 | +141.2% | 20,367 | $1.02M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +3,895 | +19.0% | 24,413 | $1.22M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +1,907 | +67.1% | 4,750 | $237.45K | Q2 2026 | Aug 12, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +17,398 | +11.7% | 166,359 | $8.32M | Q2 2026 | Aug 10, 2026 |
| Planvest Financial, Inc | Buy | +701 | +4.0% | 18,173 | $908.47K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +674,105 | +66.3% | 1,690,468 | $84.51M | Q2 2026 | Aug 07, 2026 |
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.