MORGAN STANLEY ETF TRUST (XAGG)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
78
Reporting holders
$806.1M
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $224.6M | 4,492,414 | 0.01% | 3q | +67.0%+$90.1M |
| LPL Financial LLC | $84.5M | 1,690,468 | 0.02% | 3q | +66.3%+$33.7M |
| AMERIPRISE FINANCIAL INC | $62.1M | 1,242,926 | 0.01% | 3q | -15.8%-$11.7M |
| RAYMOND JAMES FINANCIAL INC | $62.1M | 1,242,214 | 0.02% | 3q | +41.3%+$18.1M |
| UBS Group AG | $57.0M | 1,139,628 | 0.01% | 3q | +24.3%+$11.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.0M | 821,261 | 0.07% | 2q | +9.7%+$3.6M |
| WELLS FARGO & COMPANY/MN | $37.4M | 748,357 | 0.01% | 3q | -13.9%-$6.1M |
| BENJAMIN EDWARDS INC | $35.8M | 716,315 | 0.33% | 2q | HELD |
| Horizon Wealth Management, LLC | $27.6M | 552,439 | 3.52% | 2q | +112.1%+$14.6M |
| WESBANCO BANK INC | $21.3M | 426,545 | 0.53% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $15.4M | 307,362 | 0.00% | 3q | +88.4%+$7.2M |
| Cetera Investment Advisers | $14.0M | 280,938 | 0.01% | 3q | +147.6%+$8.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.8M | 276,531 | 0.01% | 3q | +5.6%+$732.2K |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | $12.3M | 245,869 | 3.28% | 2q | +4.3%+$508.1K |
| MML INVESTORS SERVICES, LLC | $10.8M | 216,130 | 0.02% | 2q | +270.0%+$7.9M |
| GREAT VALLEY ADVISOR GROUP, INC. | $8.3M | 166,359 | 0.13% | 2q | +11.7%+$869.7K |
| D.A. DAVIDSON & CO. | $6.4M | 128,884 | 0.04% | 2q | -0.9%-$56.5K |
| Farther Finance Advisors, LLC | $6.2M | 123,469 | 0.05% | 2q | +78.2%+$2.7M |
| FWG Holdings, LLC | $6.0M | 121,823 | 2.10% | 3q | -13.6%-$949.1K |
| Fulton Bank, N.A. | $4.0M | 79,758 | 0.12% | 3q | -6.1%-$260.6K |
| ROYAL BANK OF CANADA | $3.7M | 73,155 | 0.00% | 3q | +18.8%+$578.8K |
| BTG Pactual Asset Management US LLC | $3.4M | 65,791 | 0.21% | 3q | +28.1%+$739.6K |
| INDEPENDENT FINANCIAL GROUP, LLC | $3.3M | 65,961 | 0.06% | 3q | +19.3%+$534.4K |
| Private Advisor Group, LLC | $3.2M | 63,529 | 0.01% | 2q | +441.2%+$2.6M |
| QTR Family Wealth, LLC | $2.9M | 58,129 | 1.01% | 3q | +48.4%+$947.9K |
| Kingsview Wealth Management, LLC | $2.4M | 48,923 | 0.03% | new | NEW |
| Beverly Hills Private Wealth, LLC | $2.3M | 46,651 | 0.44% | 3q | -19.9%-$577.7K |
| Stonebridge Financial Group, LLC / MO | $2.3M | 46,205 | 1.53% | 2q | +682.7%+$2.0M |
| OLD MISSION CAPITAL LLC | $2.1M | 42,530 | 0.03% | new | NEW |
| Spectrum Wealth Advisory Group, LLC | $2.0M | 40,949 | 0.58% | new | NEW |
| Dynamic Advisor Solutions LLC | $1.9M | 37,426 | 0.05% | 3q | +5.4%+$96.3K |
| Global Retirement Partners, LLC | $1.9M | 37,056 | 0.03% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 36,045 | 0.00% | 3q | +140.0%+$1.1M |
| Next Level Private LLC | $1.4M | 28,268 | 0.28% | 2q | -4.7%-$69.4K |
| Kovack Advisors, Inc. | $1.4M | 28,079 | 0.07% | new | NEW |
| Mutual Advisors, LLC | $1.3M | 26,200 | 0.02% | 3q | +61.2%+$497.3K |
| Comprehensive Wealth Management, LLC | $1.3M | 25,759 | 0.59% | new | NEW |
| STIFEL FINANCIAL CORP | $1.2M | 24,413 | 0.00% | 3q | +19.0%+$194.7K |
| Miller Financial Services LLC | $1.2M | 23,375 | 0.94% | 2q | +65.6%+$462.9K |
| Madison Wealth Partners, Inc | $1.1M | 21,892 | 0.14% | new | NEW |
| Wealthspire Retirement, LLC | $1.0M | 20,367 | 0.06% | 2q | +141.2%+$596.1K |
| FIFTH THIRD BANCORP | $945.5K | 18,914 | 0.00% | 2q | +89.8%+$447.4K |
| PlanVest Financial, Inc | $908.5K | 18,173 | 0.61% | 2q | +4.0%+$35.0K |
| Bleakley Financial Group, LLC | $833.9K | 16,681 | 0.01% | 3q | -1.1%-$9.2K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $800.6K | 16,016 | 0.06% | 2q | +1.5%+$12.1K |
| Wealth Management Partners, LLC | $713.9K | 14,281 | 0.17% | 2q | +237.9%+$502.6K |
| NewEdge Advisors, LLC | $694.2K | 13,887 | 0.00% | new | NEW |
| BROWN ADVISORY INC | $641.9K | 12,840 | 0.00% | 3q | -10.6%-$75.7K |
| Embree Financial Group | $582.1K | 11,644 | 0.06% | 2q | +186.7%+$379.0K |
| OSAIC HOLDINGS, INC. | $527.1K | 10,543 | 0.00% | 3q | +46.2%+$166.5K |
| Brookstone Capital Management | $524.3K | 10,489 | 0.01% | 2q | +23.2%+$98.8K |
| &PARTNERS | $503.1K | 10,065 | 0.00% | 3q | -16.5%-$99.6K |
| Equitable Holdings, Inc. | $465.8K | 9,318 | 0.00% | 2q | +11.4%+$47.6K |
| Brick & Kyle, Associates | $418.9K | 8,435 | 0.14% | 2q | HELD |
| PFG Investments, LLC | $336.5K | 6,731 | 0.01% | new | NEW |
| Urban Wealth Management, LLC | $333.6K | 6,673 | 0.29% | new | NEW |
| TRUIST FINANCIAL CORP | $306.0K | 6,121 | 0.00% | 3q | +1.2%+$3.7K |
| Belpointe Asset Management LLC | $268.0K | 5,362 | 0.01% | new | NEW |
| Runnymede Capital Advisors, Inc. | $257.2K | 5,146 | 0.15% | 2q | HELD |
| Wall Capital Group, Inc. | $250.5K | 5,011 | 0.21% | new | NEW |
| Advisory Services Network, LLC | $237.5K | 4,750 | 0.00% | 2q | +67.1%+$95.3K |
| PRINCIPAL SECURITIES, INC. | $233.6K | 4,673 | 0.00% | 2q | +14.8%+$30.1K |
| Cornerstone Wealth Management, LLC | $228.3K | 4,566 | 0.01% | new | NEW |
| PRIVATE TRUST CO NA | $220.1K | 4,403 | 0.02% | new | NEW |
| HighTower Advisors, LLC | $214.0K | 4,281 | 0.00% | new | NEW |
| Jefferies Financial Group Inc. | $201.3K | 4,026 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $182.2K | 3,645 | 0.00% | 3q | HELD |
| US BANCORP \DE\ | $107.0K | 2,140 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $99.2K | 1,984 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $49.0K | 980 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $42.2K | 843,332 | 0.08% | 2q | +53.4%+$14.7K |
| KERR FINANCIAL PLANNING Corp | $30.5K | 605 | 0.03% | 4q | +943.1%+$27.6K |
| CITIGROUP INC | $25.0K | 500 | 0.00% | new | NEW |
| IFP Advisors, Inc | $20.4K | 409 | 0.00% | 3q | +1.7% |
| FMR LLC | $20.0K | 401 | 0.00% | 3q | -2.2% |
| Game Plan Financial Advisors, LLC | $15.0K | 300 | 0.01% | new | NEW |
| Ameritas Advisory Services, LLC | $12.4K | 248 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $10.5K | 211 | 0.00% | new | NEW |
| GGM Financial LLC | $7.0K | 140 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 53,194 | 0.00% | 3q | +232.4%+$1.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 78 | $806.1M | 16,124,985 | 23 | 38 | 11 | 0.0% |
| Q1 2026 | 63 | $622.6M | 12,532,211 | 29 | 23 | 6 | 0.0% |
| Q4 2025 | 37 | $153.2M | 3,036,317 | 36 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $56.4K | 1,126 | 0 | 0 | 0 | 0.0% |