XAGG MORGAN STANLEY ETF TRUST
FollowEAT INC OPP ETF (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in XAGG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 646,426 | $31.3M | 0.05% | -174,835 | 13F-HRTimeline |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 249,919 | $12M | 3.31% | +4,050 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 128,447 | $6.19M | 0.04% | +4,978 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 46,303 | $2.23M | 0.04% | -19,658 | 13F-HRTimeline |
| SAX WEALTH ADVISORS, LLC | 26,499 | $1.28M | 0.04% | new | 13F-HRTimeline |
| Dynamic Advisor Solutions LLC | 4,478 | $216K | 0.01% | -32,948 | 13F-HRTimeline |
| Davis Capital Management | 87 | $4.19K | <0.01% | new | 13F-HRTimeline |