EV INCOME OPPORTUNITIES ETF XAGG
$49.97
+0.1% 52w: $47.86 – $50.02
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data47.8648.9450.02
Nov 10, 2025 Jul 2, 2026
Institutional holders
64
+26 QoQ
13F value
$592.3M
+285.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns XAGG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.7M | $133.6M | 0.0% | +183.4% |
| LPL Financial LLC | Bank broker | 1.0M | $50.5M | 0.0% | +646.8% |
| UBS Group AG | Bank broker | 917.2K | $45.5M | 0.0% | +100.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 879.2K | $43.7M | 0.0% | +621.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 748.9K | $37.3M | 0.1% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 738.4K | $36.7M | 0.0% | +1179.0% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 713.8K | $35.4M | 0.4% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 549.9K | $27.3M | 0.1% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 434.7K | $21.6M | 0.0% | +806.1% |
| WESBANCO BANK INC | Other | 426.5K | $21.2M | 0.6% | +0.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 407.5K | $20.2M | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 261.9K | $13.0M | 0.0% | +1143.8% |
| Horizon Wealth Management, LLC | Wealth advisor | 260.4K | $12.9M | 1.9% | New |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | Other | 235.7K | $11.7M | 3.8% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 163.1K | $8.1M | 0.0% | +68.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 149.0K | $7.4M | 0.1% | New |
| FWG Holdings, LLC | Wealth advisor | 141.0K | $7.0M | 2.7% | +30.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 130.0K | $6.5M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 113.5K | $5.6M | 0.0% | +19.1% |
| Fulton Bank, N.A. | Other | 85.0K | $4.2M | 0.1% | -3.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 69.3K | $3.4M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 61.9K | $3.1M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 61.6K | $3.1M | 0.0% | +3.0% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 58.4K | $2.9M | 0.0% | New |
| Beverly Hills Private Wealth, LLC | Other | 58.2K | $2.9M | 0.5% | -3.3% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 55.3K | $2.7M | 0.1% | +386.0% |
| BTG Pactual Asset Management US LLC | Quant stat arb | 51.3K | $2.6M | 0.3% | +46.8% |
| QTR Family Wealth, LLC | Other | 39.2K | $2.0M | 0.8% | +9.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 38.7K | $1.9M | 0.0% | New |
| Dynamic Advisor Solutions LLC | Wealth advisor | 35.5K | $1.8M | 0.1% | +6.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 35.2K | $1.7M | 0.0% | -14.7% |
| Next Level Private LLC | Wealth advisor | 29.7K | $1.5M | 0.3% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 20.5K | $1.0M | 0.0% | +8.2% |
| PlanVest Financial, Inc | Wealth advisor | 17.5K | $868K | 0.7% | — |
| Bleakley Financial Group, LLC | Wealth advisor | 16.9K | $838K | 0.0% | +2.4% |
| Mutual Advisors, LLC | Wealth advisor | 16.3K | $807K | 0.0% | +65.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 16.0K | $795K | 0.0% | +35.6% |
| HENGEHOLD CAPITAL MANAGEMENT LLC | Wealth advisor | 15.8K | $783K | 0.1% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 15.0K | $746K | 0.0% | +90.2% |
| BROWN ADVISORY INC | Diversified mechanical | 14.4K | $713K | 0.0% | +15.5% |
| Miller Financial Services LLC | Other | 14.1K | $701K | 0.8% | New |
| &PARTNERS | Diversified mechanical | 12.1K | $599K | 0.0% | -35.3% |
| Private Advisor Group, LLC | Wealth advisor | 11.7K | $583K | 0.0% | New |
| FIFTH THIRD BANCORP | Diversified mechanical | 10.0K | $495K | 0.0% | New |
| Brookstone Capital Management | Wealth advisor | 8.5K | $423K | 0.0% | New |
| Wealthspire Retirement, LLC | Wealth advisor | 8.4K | $419K | 0.0% | New |
| Brick & Kyle, Associates ★2 | Fundamental diversified | 8.4K | $419K | 0.1% | New |
| Equitable Holdings, Inc. | Wealth advisor | 8.4K | $415K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 7.2K | $358K | 0.0% | -27.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 6.0K | $309K | 0.0% | +19.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.