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Disclosery

XAGG MORGAN STANLEY ETF TRUST

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EAT INC OPP ETF (fund)

38 managers (38 13F filers) reported a position in XAGG shares at 2025-12-31, 3,046,987 shares in all. 37 filers opened a position and 0 filers sold out during the quarter.

Managers
38
13F filers
38
New
37
Added
1
Reduced
0
Sold out
0
Shares held by filers
3,046,987

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY949,341$47.9M<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG457,015$23M<0.01%new13F-HRTimelineGroup
WESBANCO BANK INC425,194$21.4M0.59%new13F-HRTimeline
LPL Financial LLC136,093$6.86M<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC121,883$6.14M<0.01%new13F-HRTimelineGroup
FWG Holdings, LLC108,415$5.53M2.1%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC96,582$4.87M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers95,258$4.8M0.01%new13F-HRTimeline
Fulton Bank, N.A.88,440$4.46M0.15%new13F-HRTimeline
Beverly Hills Private Wealth, LLC60,167$3.03M0.52%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,791$3.01M<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC57,735$2.91M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,975$2.42M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,282$2.08M<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,930$1.96M<0.01%new13F-HRTimelineGroup
QTR Family Wealth, LLC35,743$1.83M0.81%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …34,980$1.76M0.2%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC33,407$1.68M0.05%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,056$1.06M<0.01%new13F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,964$956K<0.01%new13F-HRTimelineGroup
&PARTNERS18,625$939K<0.01%new13F-HRTimeline
Bleakley Financial Group, LLC16,463$830K0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,431$627K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,801$595K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,372$573K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,881$498K<0.01%new13F-HRTimelineGroup
Mutual Advisors, LLC9,800$494K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,896$398K<0.01%new13F-HRTimeline
COMERICA BANK5,760$290K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,069$256K<0.01%new13F-HRTimelineGroup
Collaborative Wealth Managment Inc.4,938$249K0.09%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,140$108K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp1,131$57.2K0.08%+56813F-HR/ATimeline
HARBOUR INVESTMENTS, INC.434$21.9K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC410$20.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc398$20.1K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…116$5.85K<0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.71$3.58K<0.01%new13F-HRTimeline