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Disclosery

XAGG MORGAN STANLEY ETF TRUST

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EAT INC OPP ETF (fund)

64 managers (64 13F filers) reported a position in XAGG shares at 2026-03-31, 11,921,766 shares in all. 29 filers opened a position and 3 filers sold out during the quarter.

Managers
64
13F filers
64
New
29
Added
25
Reduced
6
Sold out
3
Shares held by filers
11,921,766

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,690,653$134M0.01%+1,741,31213F-HRTimelineGroup
LPL Financial LLC1,016,363$50.5M0.01%+880,27013F-HRTimeline
UBS Group AGin group UBS Group AG917,164$45.5M0.01%+460,14913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC879,175$43.7M0.01%+757,29213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…748,917$37.3M0.08%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC738,415$36.7M0.01%+680,68013F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC713,790$35.4M0.35%new13F-HRTimelineGroup
Janney Montgomery Scott LLC549,879$27.3M0.07%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN434,716$21.6M<0.01%+386,74113F-HR/ATimelineGroup
WESBANCO BANK INC426,545$21.2M0.59%+1,35113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…407,533$20.2M0.03%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…261,885$13M0.01%+240,82913F-HRTimelineGroup
Horizon Wealth Management, LLC260,429$12.9M1.9%new13F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC235,705$11.7M3.78%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC163,116$8.1M<0.01%+66,53413F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…148,961$7.4M0.13%new13F-HRTimelineGroup
FWG Holdings, LLC140,986$7.03M2.66%+32,57113F-HRTimeline
D.A. DAVIDSON & CO.130,014$6.46M0.04%new13F-HRTimeline
Cetera Investment Advisers113,459$5.63M0.01%+18,20113F-HRTimeline
Fulton Bank, N.A.84,971$4.22M0.15%-3,46913F-HRTimeline
Farther Finance Advisors, LLC69,281$3.45M0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC61,907$3.07M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,576$3.06M<0.01%+1,78513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC58,419$2.9M0.01%new13F-HRTimeline
Beverly Hills Private Wealth, LLC58,207$2.89M0.48%-1,96013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC55,271$2.74M0.06%+43,89913F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …51,343$2.63M0.26%+16,36313F-HRTimelineGroup
QTR Family Wealth, LLC39,168$1.98M0.82%+3,42513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,720$1.92M<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC35,500$1.76M0.06%+2,09313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,209$1.75M<0.01%-6,07313F-HRTimelineGroup
Next Level Private LLC29,657$1.47M0.33%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,518$1.02M<0.01%+1,55413F-HRTimelineGroup
PlanVest Financial, Inc17,472$868K0.66%13F-HRTimeline
Bleakley Financial Group, LLC16,865$838K0.01%+40213F-HRTimeline
Mutual Advisors, LLC16,252$807K0.02%+6,45213F-HRTimeline
Cambridge Investment Research Advisors,…16,003$795K<0.01%+4,20213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC15,774$783K0.07%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,017$746K<0.01%+7,12113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,355$713K<0.01%+1,92413F-HRTimelineGroup
Miller Financial Services LLC14,115$701K0.78%new13F-HRTimeline
&PARTNERS12,058$599K<0.01%-6,56713F-HRTimeline
Private Advisor Group, LLC11,738$583K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9,964$495K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management8,513$423K<0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC8,443$419K0.03%new13F-HRTimeline
Brick & Kyle, Associates8,435$419K0.14%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.8,366$415K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,212$358K<0.01%-2,66913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,047$309K<0.01%+97813F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO5,903$293K0.25%new13F-HRTimeline
Runnymede Capital Advisors, Inc.5,146$256K0.22%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC4,705$234K0.07%new13F-HRTimeline
Wealth Management Partners, LLC4,227$210K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,070$202K<0.01%new13F-HRTimelineGroup
Embree Financial Group4,062$202K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,645$181K<0.01%+3,21113F-HRTimeline
Advisory Services Network, LLC2,843$141K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,140$106K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC410$20.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc402$20K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.71$3.53K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC32$1.59K<0.01%new13F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp29$1.33K<0.01%-1,10213F-HR/ATimeline