Who owns XAGGWhat XAGG owns — n/a

Who owns XAGG?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of XAGG from SEC Form 13F filings across 58 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 58 institutions disclosed 16.1M shares of XAGG worth $758.9M; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$758.9M

value, 2026 filers

16.1M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of XAGG's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	MORGAN STANLEY	4.5M	$224.6M	0.0%	—	+67.0%
2	LPL Financial LLC	1.7M	$84.5M	0.0%	—	+66.3%
3	AMERIPRISE FINANCIAL INC	1.2M	$62.1M	0.0%	—	+68.3%
4	RAYMOND JAMES FINANCIAL INC	1.2M	$62.1M	0.0%	—	+41.3%
5	UBS Group AG	1.1M	$57.0M	0.0%	—	+24.3%
6	Janney Montgomery Scott LLC	843,332	$42,158	0.1%	—	+53.4%
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	821,261	$41.0M	0.1%	—	+9.7%
8	WELLS FARGO & COMPANY/MN	748,357	$37.4M	0.0%	—	+72.1%
9	BENJAMIN EDWARDS INC	716,315	$35.8M	0.3%	—	+0.4%
10	Horizon Wealth Management, LLC	552,439	$27.6M	3.5%	—	+112.1%
11	WESBANCO BANK INC	426,545	$21.3M	0.5%	—	0.0%
12	ENVESTNET ASSET MANAGEMENT INC	307,362	$15.4M	0.0%	—	+88.4%
13	Cetera Investment Advisers	280,938	$14.0M	0.0%	—	+147.6%
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	276,531	$13.8M	0.0%	—	+5.6%
15	MML INVESTORS SERVICES, LLC	216,130	$10.8M	0.0%	—	+270.0%
16	GREAT VALLEY ADVISOR GROUP, INC.	166,359	$8.3M	0.1%	—	+11.7%
17	D.A. DAVIDSON & CO.	128,884	$6.4M	0.0%	—	-0.9%
18	Fulton Bank, N.A.	79,758	$4.0M	0.1%	—	-6.1%
19	ROYAL BANK OF CANADA	73,155	$3.7M	0.0%	—	+18.8%
20	INDEPENDENT FINANCIAL GROUP, LLC	65,961	$3.3M	0.1%	—	-38.1%
21	Cambridge Investment Research Advisors, Inc.	53,194	$2,660	0.0%	—	+232.4%
22	Stonebridge Financial Group, LLC / MO	46,205	$2.3M	1.5%	—	+682.7%
23	OLD MISSION CAPITAL LLCNEW	42,530	$2.1M	0.0%	—	new
24	Spectrum Wealth Advisory Group, LLCNEW	40,949	$2.0M	0.6%	—	new
25	Dynamic Advisor Solutions LLC	37,426	$1.9M	0.1%	—	+5.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.