Among active 13F managers last quarter, 8 opened and 18 added, while 4 reduced; the largest holder to move was Benjamin Edwards Inc (+0.3%).
72 tracked 13F filers disclose a position in XAGG as of the latest SEC 13F filings, a combined $588.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.7M | $133.6M | ▲+183% Added · +1.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | 1.0M | $50.5M | ▲+647% Added · +880K sh | Q1 2026 | |
| 3 | UBS Group AG | 917K | $45.5M | ▲+101% Added · +460K sh | Q1 2026 | |
| 4 | Raymond James Financial Inc | 879K | $43.7M | ▲+621% Added · +757K sh | Q1 2026 | |
| 5 | Wealth Enhancement Advisory Services, LLC | 821K | $41.0M | ▲+9.7% Added · +72K sh | Q2 2026 | |
| 6 | Ameriprise Financial Inc | 738K | $36.7M | ▲13× Added · +681K sh | Q1 2026 | |
| 7 | Benjamin Edwards Inc | 716K | $35.8M | ▲+0.3% Added · +3K sh | Q2 2026 | |
| 8 | Horizon Wealth Management, LLC | 552K | $27.6M | ▲+112% Added · +292K sh | Q2 2026 | |
| 9 | Wells Fargo & Company | 435K | $21.6M | ▲+806% Added · +387K sh | Q1 2026 | |
| 10 | Susquehanna International Group, LLP | 408K | $20.2M | ▲New +408K sh | Q1 2026 | |
| 11 | Northwestern Mutual Wealth Management Co | 262K | $13.0M | ▲12× Added · +241K sh | Q1 2026 | |
| 12 | Consolidated Capital Management, LLC | 246K | $12.3M | ▲+4.3% Added · +10K sh | Q2 2026 | |
| 13 | MML Investors Services, LLC | 216K | $10.8M | ▲+270% Added · +158K sh | Q2 2026 | |
| 14 | Great Valley Advisor Group, Inc. | 166K | $8.3M | ▲+12% Added · +17K sh | Q2 2026 | |
| 15 | Envestnet Asset Management Inc | 163K | $8.1M | ▲+69% Added · +67K sh | Q1 2026 | |
| 16 | D.A. Davidson & Co. | 129K | $6.4M | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 17 | FWG Holdings, LLC | 122K | $6.0M | ▼−14% Reduced · −19K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 113K | $5.6M | ▲+19% Added · +18K sh | Q1 2026 | |
| 19 | Fulton Bank, N.A. | 85K | $4.2M | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | 69K | $3.4M | ▲New +69K sh | Q1 2026 | |
| 21 | Independent Financial Group, LLC | 66K | $3.3M | ▲+19% Added · +11K sh | Q2 2026 | |
| 22 | BTG Pactual Asset Management US LLC | 66K | $3.4M | ▲+28% Added · +14K sh | Q2 2026 | |
| 23 | Private Advisor Group, LLC | 64K | $3.2M | ▲+441% Added · +52K sh | Q2 2026 | |
| 24 | Mariner, LLC | 62K | $3.1M | ▲New +62K sh | Q1 2026 | |
| 25 | Royal Bank Of Canada | 62K | $3.1M | ▲+3.0% Added · +2K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in XAGG and 18 added to an existing one, while 4 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 30 funds | $5.3B |
| Apple IncAAPL | 30 funds | $4.4B |
| Amazon.com IncAMZN | 30 funds | $3.2B |
| Alphabet Inc-CL AGOOGL | 30 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 30 funds | $1.2B |
| JPMorgan Chase & CoJPM | 30 funds | $1.2B |
| Nvidia CorpNVDA | 29 funds | $4.6B |
| Alphabet Inc-CL CGOOG | 29 funds | $2.9B |
| Visa Inc-Class A SharesV | 29 funds | $2.8B |
| Broadcom IncAVGO | 29 funds | $1.9B |
| Johnson & JohnsonJNJ | 29 funds | $735.1M |
| Eli Lilly & CoLLY | 29 funds | $731.7M |
Ranked by how many of XAGG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in XAGG.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 179 funds | $4.1B |
| EVSMmc | 99 funds | $415.6M |
| CVIEFUND | 85 funds | $289.0M |
| CVLCFUND | 80 funds | $560.3M |
| EVSDmc | 78 funds | $803.1M |
| XAGGthis pagemc | 72 funds | $588.6M |
| EVMOmc | 57 funds | $625.5M |
| EVLNmc | 52 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for XAGG
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/XAGG/capital-change-brief"
Use Arkolith's capital_change_brief for XAGG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XAGG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.