13F Insight
DOSSIER · 13F Holders · Q2 2026
XAGG

MORGAN STANLEY ETF TR EATON VANCE INCOME OPPORTUNITIES ETF

83 institutions still hold MORGAN STANLEY ETF TR EATON VANCE INCOME OPPORTUNITIES ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R817·83 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$774M
visible holders
Holders
83
filers reporting
Concentration
29.01%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

83 institutions reported XAGG in Q2 2026. MORGAN STANLEY leads at 29.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$225M4.5M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$85M1.7M0.02%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$62M1.2M0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$62M1.2M0.02%Q2 202605
UBS Group AG
CIK 0001610520
$57M1.1M0.01%Q2 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$41M821K0.07%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$37M748K0.01%Q2 202608
BENJAMIN EDWARDS INC
CIK 0001451623
$36M716K0.33%Q2 202609
Horizon Wealth Management, LLC
CIK 0001815123
$28M552K3.52%Q2 202610
Janney Montgomery Scott LLC
CIK 0001329948
$27M550K0.07%Q1 202611
WESBANCO BANK INC
CIK 0000877134
$21M427K0.53%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M307K0.00%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$14M281K0.01%Q2 202614
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$14M277K0.01%Q2 202615
CONSOLIDATED CAPITAL MANAGEMENT, LLC
CIK 0001666613
$12M246K3.28%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$11M216K0.02%Q2 202617
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$8M166K0.13%Q2 202618
D.A. DAVIDSON & CO.
CIK 0001080107
$6M129K0.04%Q2 202619
Farther Finance Advisors, LLC
CIK 0001992825
$6M123K0.05%Q2 202620
FWG Holdings, LLC
CIK 0001862067
$6M122K2.10%Q2 2026
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