59 tracked 13F filers disclose a position in XAGG as of the latest SEC 13F filings, a combined $530.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $133.6M | 2.7M | ▲+183% Added · +1.7M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $50.5M | 1.0M | ▲+647% Added · +880K sh | Q1 2026 | |
| 3 | UBS Group AG | $45.5M | 917K | ▲+101% Added · +460K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $43.7M | 879K | ▲+621% Added · +757K sh | Q1 2026 | |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.0M | 821K | ▲+9.7% Added · +72K sh | Q2 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $36.7M | 738K | ▲13× Added · +681K sh | Q1 2026 | |
| 7 | BENJAMIN EDWARDS INC | $35.8M | 716K | ▲+0.3% Added · +3K sh | Q2 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $21.6M | 435K | ▲+806% Added · +387K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $20.2M | 408K | ▲New +408K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.0M | 262K | ▲12× Added · +241K sh | Q1 2026 | |
| 11 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $12.3M | 246K | ▲+4.3% Added · +10K sh | Q2 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 163K | ▲+69% Added · +67K sh | Q1 2026 | |
| 13 | GREAT VALLEY ADVISOR GROUP, INC. | $7.4M | 149K | ▲New +149K sh | Q1 2026 | |
| 14 | D.A. DAVIDSON & CO. | $6.4M | 129K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | $5.6M | 113K | ▲+19% Added · +18K sh | Q1 2026 | |
| 16 | FULTON BANK, N.A. | $4.2M | 85K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 17 | Farther Finance Advisors, LLC | $3.4M | 69K | ▲New +69K sh | Q1 2026 | |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $3.3M | 66K | ▲+19% Added · +11K sh | Q2 2026 | |
| 19 | Private Advisor Group, LLC | $3.2M | 64K | ▲+441% Added · +52K sh | Q2 2026 | |
| 20 | Mariner, LLC | $3.1M | 62K | ▲New +62K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $3.1M | 62K | ▲+3.0% Added · +2K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $2.9M | 58K | ▲New +58K sh | Q1 2026 | |
| 23 | QTR Family Wealth, LLC | $2.9M | 58K | ▲+48% Added · +19K sh | Q2 2026 | |
| 24 | Stonebridge Financial Group, LLC / MO | $2.3M | 46K | ▲+683% Added · +40K sh | Q2 2026 | |
| 25 | CITADEL ADVISORS LLC | $1.9M | 39K | ▲New +39K 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, 10 funds opened a new position in XAGG and 13 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 26 funds | $6.2B |
| APPLE INCAAPL | 26 funds | $5.2B |
| AMAZON.COM INCAMZN | 26 funds | $4.6B |
| ALPHABET INC-CL AGOOGL | 26 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 26 funds | $1.7B |
| NVIDIA CORPNVDA | 25 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 25 funds | $3.4B |
| VISA INC-CLASS A SHARESV | 25 funds | $2.9B |
| BROADCOM INCAVGO | 25 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 25 funds | $1.2B |
| EXXON MOBIL CORPXOM | 25 funds | $934.8M |
Ranked by how many of XAGG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 145 funds | $4.0B |
| EVSMmc | 85 funds | $395.7M |
| CVIEFUND | 76 funds | $281.8M |
| CVLCFUND | 68 funds | $533.3M |
| EVSDmc | 65 funds | $781.2M |
| XAGGthis pagemc | 59 funds | $530.7M |
| EVMOmc | 51 funds | $609.3M |
| EVLNmc | 47 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.