13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XAGG

MORGAN STANLEY ETF TR EATON VANCE INCOME OPPORTUNITIES ETF

63 institutions still hold MORGAN STANLEY ETF TR EATON VANCE INCOME OPPORTUNITIES ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R817·63 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.1%
vs prior quarter
13F value held
$526M
66.0% inst. owned
of float
Holders
63
-116 QoQ
filers reporting
Activity
+47 / −60
+911 added · −734 reduced
this quarter
Concentration
25.42%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported XAGG in Q1 2026. MORGAN STANLEY leads at 25.4% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$134M2.7M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$50M1.0M0.01%Q1 202603
UBS Group AG
CIK 0001610520
$46M917K0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$44M879K0.01%Q1 202605
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$37M749K0.08%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$37M738K0.01%Q1 202607
BENJAMIN EDWARDS INC
CIK 0001451623
$35M714K0.35%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M435K0.00%Q1 202609
WESBANCO BANK INC
CIK 0000877134
$21M427K0.59%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$20M408K0.00%Q1 202611
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$13M262K0.01%Q1 202612
Horizon Wealth Management, LLC
CIK 0001815123
$13M260K1.90%Q1 202613
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CIK 0001666613
$12M236K3.78%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M163K0.00%Q1 202615
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$7M149K0.13%Q1 202616
FWG Holdings, LLC
CIK 0001862067
$7M141K2.66%Q1 202617
D.A. DAVIDSON & CO.
CIK 0001080107
$6M130K0.04%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$6M113K0.01%Q1 202619
FULTON BANK, N.A.
CIK 0000883782
$4M85K0.15%Q1 202620
Farther Finance Advisors, LLC
CIK 0001992825
$3M69K0.03%Q1 2026
Page 1 of 4
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