Who owns XAGG?
Eaton Vance Income Opportunities ETF · Eaton Vance
80 institutions reported holding XAGG, worth $850.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XAGG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $224.6M | 4,492,414 | +1,801,761 shares |
| LPL Financial LLC | Fort Mill, SC | $84.5M | 1,690,468 | +674,105 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $62.1M | 1,242,926 | +504,511 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $62.1M | 1,242,214 | +363,039 shares |
| UBS Group AG | Zurich, Switzerland | $57.0M | 1,139,628 | +222,464 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $42.2M | 843,332 | +293,453 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $41.0M | 821,261 | +72,344 shares |
| Wells Fargo & Company | San Francisco, CA | $37.4M | 748,357 | +313,641 shares |
| Benjamin Edwards Inc. | Clayton, MO | $35.8M | 716,315 | +2,525 shares |
| Horizon Wealth Management, LLC | La Grange, IL | $27.6M | 552,439 | +292,010 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XAGG?
80 institutional managers reported holding XAGG in Form 13F filings for June 30, 2026, worth $850.9M in total. The largest reported position was held by Morgan Stanley, at $224.6M.
Did institutions buy or sell XAGG last quarter?
Reported 13F value rose 43.7% from March 31, 2026, which includes price moves as well as buying and selling. 24 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XAGG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.