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Disclosery

XAGG MORGAN STANLEY ETF TRUST

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EAT INC OPP ETF (fund)

80 managers (80 13F filers) reported a position in XAGG shares at 2026-06-30, 16,994,914 shares in all. 22 filers opened a position and 5 filers sold out during the quarter.

Managers
80
13F filers
80
New
22
Added
43
Reduced
9
Sold out
5
Shares held by filers
16,994,914

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,492,414$225M0.01%+1,801,76113F-HRTimelineGroup
LPL Financial LLC1,690,468$84.5M0.02%+674,10513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,242,926$62.1M0.01%+504,51113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,242,214$62.1M0.02%+363,03913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,139,628$57M0.01%+222,46413F-HRTimelineGroup
Janney Montgomery Scott LLC843,332$42.2M0.08%+293,45313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…821,261$41M0.07%+72,34413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN748,357$37.4M0.01%+313,64113F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC716,315$35.8M0.33%+2,52513F-HRTimelineGroup
Horizon Wealth Management, LLC552,439$27.6M3.52%+292,01013F-HRTimeline
WESBANCO BANK INC426,545$21.3M0.53%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC307,362$15.4M<0.01%+144,24613F-HRTimelineGroup
Cetera Investment Advisers280,938$14M0.01%+167,47913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…276,531$13.8M0.01%+14,64613F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC245,869$12.3M3.28%+10,16413F-HRTimeline
MML INVESTORS SERVICES, LLC216,130$10.8M0.02%+157,71113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.166,359$8.32M0.13%+17,39813F-HRTimeline
D.A. DAVIDSON & CO.128,884$6.44M0.04%-1,13013F-HRTimeline
Farther Finance Advisors, LLC123,469$6.17M0.05%+54,18813F-HRTimeline
FWG Holdings, LLC121,823$6.03M2.1%-19,16313F-HRTimeline
Fulton Bank, N.A.79,758$3.99M0.12%-5,21313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,155$3.66M<0.01%+11,57913F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …65,791$3.37M0.25%+14,44813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC65,961$3.3M0.06%+10,69013F-HRTimeline
Private Advisor Group, LLC63,529$3.18M0.01%+51,79113F-HRTimeline
QTR Family Wealth, LLC58,129$2.91M1.01%+18,96113F-HRTimeline
Kingsview Wealth Management, LLC48,923$2.45M0.03%new13F-HRTimeline
Beverly Hills Private Wealth, LLC46,651$2.33M0.45%-11,55613F-HRTimeline
Stonebridge Financial Group, LLC / MO46,205$2.31M1.53%+40,30213F-HRTimeline
OLD MISSION CAPITAL LLC42,530$2.13M0.05%new13F-HRTimeline
Spectrum Wealth Advisory Group, LLC40,949$2.05M0.58%new13F-HRTimeline
Dynamic Advisor Solutions LLC37,426$1.87M0.05%+1,92613F-HRTimeline
Global Retirement Partners, LLC37,056$1.85M0.03%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,045$1.8M<0.01%+21,02813F-HRTimeline
Next Level Private LLC28,268$1.41M0.28%-1,38913F-HRTimeline
Kovack Advisors, Inc.28,079$1.4M0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…26,597$1.33M<0.01%+10,59413F-HR/ATimeline
Mutual Advisors, LLC26,200$1.31M0.02%+9,94813F-HRTimeline
Comprehensive Wealth Management, LLC25,759$1.29M0.59%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,413$1.22M<0.01%+3,89513F-HRTimelineGroup
Miller Financial Services LLC23,375$1.17M0.94%+9,26013F-HRTimeline
Madison Wealth Partners, Inc21,892$1.09M0.14%new13F-HRTimeline
Wealthspire Retirement, LLC20,367$1.02M0.06%+11,92413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…18,914$946K<0.01%+8,95013F-HRTimelineGroup
PlanVest Financial, Inc18,173$908K0.61%+70113F-HRTimeline
Bleakley Financial Group, LLC16,681$834K0.01%-18413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC16,016$801K0.06%+24213F-HRTimeline
Wealth Management Partners, LLC14,281$714K0.17%+10,05413F-HRTimeline
NewEdge Advisors, LLC13,887$694K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,840$642K<0.01%-1,51513F-HRTimelineGroup
Embree Financial Group11,644$582K0.06%+7,58213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,543$527K<0.01%+3,33113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management10,489$524K0.01%+1,97613F-HRTimelineGroup
&PARTNERS10,065$503K<0.01%-1,99313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,318$466K<0.01%+95213F-HRTimelineGroup
Brick & Kyle, Associates8,435$419K0.14%013F-HRTimeline
PFG Investments, LLC6,731$337K0.01%new13F-HRTimeline
Urban Wealth Management, LLC6,673$334K0.29%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,121$306K<0.01%+7413F-HRTimelineGroup
Belpointe Asset Management LLC5,362$268K0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.5,146$257K0.15%013F-HRTimeline
Wall Capital Group, Inc.5,011$251K0.21%new13F-HRTimeline
Advisory Services Network, LLC4,750$237K<0.01%+1,90713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,673$234K<0.01%+60313F-HRTimelineGroup
Cornerstone Wealth Management, LLC4,566$228K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,403$220K0.02%new13F-HRTimeline
HighTower Advisors, LLC4,281$214K<0.01%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,026$201K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,645$182K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,140$107K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,984$99.2K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…980$49K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp605$30.5K0.03%+57613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC500$25K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc409$20.4K<0.01%+713F-HRTimeline
FMR LLCin group FMR LLC401$20K<0.01%-913F-HRTimelineGroup
Game Plan Financial Advisors, LLC300$15K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…248$12.4K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS211$10.5K<0.01%new13F-HRTimelineGroup
GGM Financial LLC140$7K<0.01%new13F-HRTimeline