XAGG Institutional Ownership & Shareholders
EV INCOME OPPORTUNITIES ETF (XAGG) is currently held by 91 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $891.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $217.70M, representing an estimated loss of -3.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
91
Total Reported Value
$891.38M
Largest Holder
Morgan Stanley
Largest Position
$224.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
103
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 | $217,702,382 | -$6,873,469 | -3.06% | |
| Lpl Financial Llc | 0.02% | 1,690,468 | $84,506,480 | $81,920,079 | -$2,586,401 | -3.06% | |
| Ameriprise Financial Inc | 0.01% | 1,242,926 | $62,112,979 | $60,232,194 | -$1,880,785 | -3.03% | |
| Raymond James Financial Inc | 0.02% | 1,242,214 | $62,098,277 | $60,197,690 | -$1,900,587 | -3.06% | |
| Ubs Group Ag | 0.01% | 1,139,628 | $56,970,004 | $55,226,373 | -$1,743,631 | -3.06% | |
| Capital Asset Advisory Services Llc | 1.52% | 919,014 | $44,590,540 | $44,535,418 | -$55,122 | -0.12% | |
| Janney Montgomery Scott Llc | 0.08% | 843,332 | $42,158,000 | $40,867,869 | -$1,290,131 | -3.06% | |
| Wells Fargo & Company/Mn | 0.01% | 748,357 | $37,410,366 | $36,265,380 | -$1,144,986 | -3.06% | |
| Benjamin Edwards Inc | 0.33% | 716,315 | $35,807,724 | $34,712,625 | -$1,095,099 | -3.06% | |
| Wealth Enhancement Advisory Services, Llc | 0.05% | 646,426 | $31,299,959 | $31,325,804 | +$25,845 | +0.08% | |
| Horizon Wealth Management, Llc | 3.52% | 552,439 | $27,616,442 | $26,771,194 | -$845,248 | -3.06% | |
| Wesbanco Bank Inc | 0.53% | 426,545 | $21,322,984 | $20,670,371 | -$652,613 | -3.06% | |
| Spectrum Wealth Advisory Group, Llc | 4.42% | 324,764 | $15,638,997 | $15,738,063 | +$99,066 | +0.63% | |
| Envestnet Asset Management Inc | 0.00% | 307,362 | $15,365,027 | $14,894,763 | -$470,264 | -3.06% | |
| Cetera Investment Advisers | 0.01% | 280,938 | $14,044,091 | $13,614,255 | -$429,836 | -3.06% | |
| Consolidated Capital Management, Llc | 3.31% | 249,919 | $12,034,851 | $12,111,075 | +$76,224 | +0.63% | |
| Mml Investors Services, Llc | 0.02% | 216,130 | $10,804,358 | $10,473,660 | -$330,698 | -3.06% | |
| Concurrent Investment Advisors, Llc | 0.06% | 173,027 | $8,332,124 | $8,384,888 | +$52,764 | +0.63% | |
| Great Valley Advisor Group, Inc. | 0.13% | 166,359 | $8,316,011 | $8,061,757 | -$254,254 | -3.06% | |
| Hudock, Inc. | 0.81% | 133,433 | $6,425,466 | $6,466,163 | +$40,697 | +0.63% | |
| D.A. Davidson & Co. | 0.03% | 133,198 | $6,414,149 | $6,454,775 | +$40,626 | +0.63% | |
| Farther Finance Advisors, Llc | 0.04% | 128,447 | $6,185,348 | $6,224,542 | +$39,194 | +0.63% | |
| Fwg Holdings, Llc | 2.10% | 121,823 | $6,033,906 | $5,903,543 | -$130,363 | -2.16% | |
| Fulton Bank, N.A. | 0.13% | 88,980 | $4,284,832 | $4,311,971 | +$27,139 | +0.63% | |
| Royal Bank Of Canada | 0.00% | 73,155 | $3,657,000 | $3,545,091 | -$111,909 | -3.06% | |
| Btg Pactual Asset Management Us Llc | 0.25% | 65,791 | $3,367,841 | $3,188,232 | -$179,609 | -5.33% | |
| Future Financial Wealth Managment Llc | 1.96% | 66,493 | $3,201,983 | $3,222,251 | +$20,268 | +0.63% | |
| Private Advisor Group, Llc | 0.01% | 63,529 | $3,175,828 | $3,078,615 | -$97,213 | -3.06% | |
| Qtr Family Wealth, Llc | 1.01% | 58,129 | $2,905,847 | $2,816,931 | -$88,916 | -3.06% | |
| Vise Technologies, Inc. | 0.02% | 51,793 | $2,494,094 | $2,509,889 | +$15,795 | +0.63% | |
| Kingsview Wealth Management, Llc | 0.03% | 48,923 | $2,445,659 | $2,370,809 | -$74,850 | -3.06% | |
| Beverly Hills Private Wealth, Llc | 0.45% | 46,651 | $2,332,094 | $2,260,707 | -$71,387 | -3.06% | |
| Stonebridge Financial Group, Llc / Mo | 1.53% | 46,205 | $2,309,792 | $2,239,094 | -$70,698 | -3.06% | |
| Independent Financial Group, Llc | 0.04% | 46,303 | $2,229,702 | $2,243,843 | +$14,141 | +0.63% | |
| Old Mission Capital Llc | 0.05% | 42,530 | $2,126,074 | $2,061,004 | -$65,070 | -3.06% | |
| Commonwealth Equity Services, Llc | 0.00% | 36,045 | $1,801,881 | $1,746,741 | -$55,140 | -3.06% | |
| Next Level Private Llc | 0.32% | 34,347 | $1,653,991 | $1,664,456 | +$10,465 | +0.63% | |
| Kovack Advisors, Inc. | 0.07% | 28,079 | $1,403,645 | $1,360,708 | -$42,937 | -3.06% | |
| Mutual Advisors, Llc | 0.02% | 26,200 | $1,309,738 | $1,269,652 | -$40,086 | -3.06% | |
| Comprehensive Wealth Management, Llc | 0.59% | 25,759 | $1,287,692 | $1,248,281 | -$39,411 | -3.06% | |
| Sax Wealth Advisors, Llc | 0.04% | 26,499 | $1,276,059 | $1,284,142 | +$8,083 | +0.63% | |
| Miller Financial Services Llc | 0.93% | 25,415 | $1,223,859 | $1,231,611 | +$7,752 | +0.63% | |
| Stifel Financial Corp | 0.00% | 24,413 | $1,220,405 | $1,183,054 | -$37,351 | -3.06% | |
| Madison Wealth Partners, Inc | 0.14% | 21,892 | $1,094,396 | $1,060,886 | -$33,510 | -3.06% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.01% | 22,721 | $1,094,130 | $1,101,060 | +$6,930 | +0.63% | |
| Wealthspire Retirement, Llc | 0.06% | 20,367 | $1,018,130 | $986,985 | -$31,145 | -3.06% | |
| Fifth Third Bancorp | 0.00% | 18,914 | $945,511 | $916,572 | -$28,939 | -3.06% | |
| Planvest Financial, Inc | 0.61% | 18,173 | $908,466 | $880,664 | -$27,802 | -3.06% | |
| Hengehold Capital Management Llc | 0.07% | 18,060 | $869,678 | $875,188 | +$5,510 | +0.63% | |
| Bleakley Financial Group, Llc | 0.01% | 16,681 | $833,862 | $808,361 | -$25,501 | -3.06% |
Frequently asked questions about XAGG
Who are the largest institutional holders of XAGG?
The largest institutional holders of XAGG reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Ameriprise Financial Inc, Raymond James Financial Inc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported XAGG position.
What is XAGG institutional ownership?
This page tracks XAGG positions reported by institutional investment managers through SEC Form 13F. EV INCOME OPPORTUNITIES ETF (XAGG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XAGG?
InsiderSet currently tracks 91 institutional managers reporting XAGG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XAGG shareholders.
How much XAGG stock do institutions own?
Institutional investment managers disclosed approximately $891.38M in XAGG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XAGG institutional ownership last updated?
The latest XAGG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XAGG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XAGG position after the reporting date.
Are institutions buying or selling XAGG?
Institutional buying and selling can be analyzed by comparing XAGG positions across consecutive 13F reporting periods. InsiderSet's XAGG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XAGG ownership changes.
How has XAGG institutional ownership changed over time?
InsiderSet tracks XAGG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.