EV INCOME OPPORTUNITIES ETF (XAGG) Institutional Shareholders
EV INCOME OPPORTUNITIES ETF (XAGG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $831.82M in XAGG holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XAGG tracked by InsiderSet, reporting ownership valued at approximately $224.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $220.98M, representing an estimated loss of -1.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed XAGG value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in EV INCOME OPPORTUNITIES ETF (XAGG).
This page ranks the largest institutional XAGG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$831.82M
Largest Holder
Morgan Stanley
Largest Position
$224.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,492,414 | $224,575,851 | $220,981,845 | -$3,594,006 | -1.60% | |
| Lpl Financial Llc | 0.02% | 1,690,468 | $84,506,480 | $83,154,121 | -$1,352,359 | -1.60% | |
| Ameriprise Financial Inc | 0.01% | 1,242,926 | $62,112,979 | $61,139,530 | -$973,449 | -1.57% | |
| Raymond James Financial Inc | 0.02% | 1,242,214 | $62,098,277 | $61,104,507 | -$993,770 | -1.60% | |
| Ubs Group Ag | 0.01% | 1,139,628 | $56,970,004 | $56,058,301 | -$911,703 | -1.60% | |
| Janney Montgomery Scott Llc | 0.08% | 843,332 | $42,158,000 | $41,483,501 | -$674,499 | -1.60% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 821,261 | $41,034,284 | $40,397,829 | -$636,455 | -1.55% | |
| Wells Fargo & Company/Mn | 0.01% | 748,357 | $37,410,366 | $36,811,681 | -$598,685 | -1.60% | |
| Benjamin Edwards Inc | 0.33% | 716,315 | $35,807,724 | $35,235,535 | -$572,189 | -1.60% | |
| Horizon Wealth Management, Llc | 3.52% | 552,439 | $27,616,442 | $27,174,474 | -$441,968 | -1.60% | |
| Wesbanco Bank Inc | 0.53% | 426,545 | $21,322,984 | $20,981,749 | -$341,235 | -1.60% | |
| Envestnet Asset Management Inc | 0.00% | 307,362 | $15,365,027 | $15,119,137 | -$245,890 | -1.60% | |
| Cetera Investment Advisers | 0.01% | 280,938 | $14,044,091 | $13,819,340 | -$224,751 | -1.60% | |
| Consolidated Capital Management, Llc | 3.28% | 245,869 | $12,290,992 | $12,094,296 | -$196,696 | -1.60% | |
| Mml Investors Services, Llc | 0.02% | 216,130 | $10,804,358 | $10,631,435 | -$172,923 | -1.60% | |
| Great Valley Advisor Group, Inc. | 0.13% | 166,359 | $8,316,011 | $8,183,199 | -$132,812 | -1.60% | |
| D.A. Davidson & Co. | 0.04% | 128,884 | $6,442,911 | $6,339,804 | -$103,107 | -1.60% | |
| Farther Finance Advisors, Llc | 0.05% | 123,469 | $6,172,575 | $6,073,440 | -$99,135 | -1.61% | |
| Fwg Holdings, Llc | 2.10% | 121,823 | $6,033,906 | $5,992,473 | -$41,433 | -0.69% | |
| Fulton Bank, N.A. | 0.12% | 79,758 | $3,987,102 | $3,923,296 | -$63,806 | -1.60% | |
| Royal Bank Of Canada | 0.00% | 73,155 | $3,657,000 | $3,598,494 | -$58,506 | -1.60% | |
| Btg Pactual Asset Management Us Llc | 0.25% | 65,791 | $3,367,841 | $3,236,259 | -$131,582 | -3.91% | |
| Independent Financial Group, Llc | 0.06% | 65,961 | $3,297,379 | $3,244,622 | -$52,757 | -1.60% | |
| Private Advisor Group, Llc | 0.01% | 63,529 | $3,175,828 | $3,124,992 | -$50,836 | -1.60% | |
| Qtr Family Wealth, Llc | 1.01% | 58,129 | $2,905,847 | $2,859,366 | -$46,481 | -1.60% | |
| Kingsview Wealth Management, Llc | 0.03% | 48,923 | $2,445,659 | $2,406,522 | -$39,137 | -1.60% | |
| Beverly Hills Private Wealth, Llc | 0.45% | 46,651 | $2,332,094 | $2,294,763 | -$37,331 | -1.60% | |
| Stonebridge Financial Group, Llc / Mo | 1.53% | 46,205 | $2,309,792 | $2,272,824 | -$36,968 | -1.60% | |
| Old Mission Capital Llc | 0.05% | 42,530 | $2,126,074 | $2,092,051 | -$34,023 | -1.60% | |
| Spectrum Wealth Advisory Group, Llc | 0.58% | 40,949 | $2,047,040 | $2,014,281 | -$32,759 | -1.60% | |
| Dynamic Advisor Solutions Llc | 0.05% | 37,426 | $1,870,934 | $1,840,985 | -$29,949 | -1.60% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,045 | $1,801,881 | $1,773,054 | -$28,827 | -1.60% | |
| Next Level Private Llc | 0.28% | 28,268 | $1,413,141 | $1,390,503 | -$22,638 | -1.60% | |
| Kovack Advisors, Inc. | 0.07% | 28,079 | $1,403,645 | $1,381,206 | -$22,439 | -1.60% | |
| Mutual Advisors, Llc | 0.02% | 26,200 | $1,309,738 | $1,288,778 | -$20,960 | -1.60% | |
| Comprehensive Wealth Management, Llc | 0.59% | 25,759 | $1,287,692 | $1,267,085 | -$20,607 | -1.60% | |
| Stifel Financial Corp | 0.00% | 24,413 | $1,220,405 | $1,200,875 | -$19,530 | -1.60% | |
| Miller Financial Services Llc | 0.94% | 23,375 | $1,168,516 | $1,149,816 | -$18,700 | -1.60% | |
| Madison Wealth Partners, Inc | 0.14% | 21,892 | $1,094,396 | $1,076,867 | -$17,529 | -1.60% | |
| Wealthspire Retirement, Llc | 0.06% | 20,367 | $1,018,130 | $1,001,853 | -$16,277 | -1.60% | |
| Fifth Third Bancorp | 0.00% | 18,914 | $945,511 | $930,380 | -$15,131 | -1.60% | |
| Planvest Financial, Inc | 0.61% | 18,173 | $908,466 | $893,930 | -$14,536 | -1.60% | |
| Bleakley Financial Group, Llc | 0.01% | 16,681 | $833,862 | $820,538 | -$13,324 | -1.60% | |
| Hengehold Capital Management Llc | 0.06% | 16,016 | $800,624 | $787,827 | -$12,797 | -1.60% | |
| Wealth Management Partners, Llc | 0.17% | 14,281 | $713,907 | $702,482 | -$11,425 | -1.60% | |
| Newedge Advisors, Llc | 0.00% | 13,887 | $694,215 | $683,102 | -$11,113 | -1.60% | |
| Brown Advisory Inc | 0.00% | 12,840 | $641,872 | $631,600 | -$10,272 | -1.60% | |
| Embree Financial Group | 0.06% | 11,644 | $582,084 | $572,768 | -$9,316 | -1.60% | |
| Osaic Holdings, Inc. | 0.00% | 10,543 | $527,131 | $518,610 | -$8,521 | -1.62% | |
| Brookstone Capital Management | 0.01% | 10,489 | $524,344 | $515,954 | -$8,390 | -1.60% |
Frequently asked questions about XAGG
Who owns the most XAGG stock?
The largest holders of XAGG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EV INCOME OPPORTUNITIES ETF (XAGG).
Is XAGG widely held by superinvestors?
Many widely followed stocks like XAGG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XAGG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.