XAGG

Ev Income Opportunities ETF$49.77 0.50%
UnclassifiedUSCUSIP 61774R817· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
43
13F Value (tracked)
$498.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)16 adding · 0 trimming
Insider net (180d)$0

Price & smart-money activity

$49.77 0.50%1Y -0.7%
$49.47$49.98$50.48$50.98$51.49Nov 2025DecFeb 2026MarAprJun616
Hover for who · click for detailEnd-of-day closing prices52w $49.61 – $51.35
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The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns XAGG

This stock page is the Follow view. The Build view lets your agent query XAGG owners, fund changes, insider filings, and source links through REST or MCP.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XAGG"
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Use Arkolith to show who owns XAGG,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

43 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$133.6M
2.7M
+183%
Added · +1.7M sh
Q1 2026
2LPL Financial LLC
$50.5M
1.0M
+647%
Added · +880K sh
Q1 2026
3UBS Group AG
$45.5M
917K
+101%
Added · +460K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$43.7M
879K
+621%
Added · +757K sh
Q1 2026
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$37.3M
749K
New
+749K sh
Q1 2026
6AMERIPRISE FINANCIAL INC
$36.7M
738K
13×
Added · +681K sh
Q1 2026
7BENJAMIN EDWARDS INC
$35.4M
714K
New
+714K sh
Q1 2026
8WELLS FARGO & COMPANY/MN
$21.6M
435K
+806%
Added · +387K sh
Q1 2026
9SUSQUEHANNA INTERNATIONAL GROUP, LLP
$20.2M
408K
New
+408K sh
Q1 2026
10NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$13.0M
262K
12×
Added · +241K sh
Q1 2026
11ENVESTNET ASSET MANAGEMENT INC
$8.1M
163K
+69%
Added · +67K sh
Q1 2026
12GREAT VALLEY ADVISOR GROUP, INC.
$7.4M
149K
New
+149K sh
Q1 2026
13D.A. DAVIDSON & CO.
$6.5M
130K
New
+130K sh
Q1 2026
14Cetera Investment Advisers
$5.6M
113K
+19%
Added · +18K sh
Q1 2026
15FULTON BANK, N.A.
$4.2M
85K
−3.9%
Reduced · −3K sh
Q1 2026
16Farther Finance Advisors, LLC
$3.4M
69K
New
+69K sh
Q1 2026
17Mariner, LLC
$3.1M
62K
New
+62K sh
Q1 2026
18ROYAL BANK OF CANADA
$3.1M
62K
+3.0%
Added · +2K sh
Q1 2026
19MML INVESTORS SERVICES, LLC
$2.9M
58K
−35%
Reduced · −32K sh
Q1 2026
20INDEPENDENT FINANCIAL GROUP, LLC
$2.7M
55K
+386%
Added · +44K sh
Q1 2026
21CITADEL ADVISORS LLC
$1.9M
39K
+672%
Added · +34K sh
Q1 2026
22Dynamic Advisor Solutions LLC
$1.8M
36K
+6.3%
Added · +2K sh
Q1 2026
23GOLDMAN SACHS GROUP INC
$1.7M
35K
−15%
Reduced · −6K sh
Q1 2026
24STIFEL FINANCIAL CORP
$1.0M
21K
+8.2%
Added · +2K sh
Q1 2026
25Bleakley Financial Group, LLC
$838K
17K
+2.4%
Added · +402 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.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
8
funds
Reduced
0
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Share classes

Class13F holdersValue held
EVTRmc89 funds$3.5B
EVSMmc59 funds$342.0M
CVIEFUND49 funds$221.9M
XAGGthis pagemc43 funds$498.1M
EVSDmc41 funds$696.6M
CVLCFUND41 funds$222.8M
EVMOmc36 funds$524.2M
EVLNmc35 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own XAGG also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV19 funds$10.8B
NVIDIA CORPNVDA19 funds$8.6B
APPLE INCAAPL19 funds$7.6B
MICROSOFT CORPMSFT19 funds$6.6B
AMAZON.COM INCAMZN19 funds$5.7B
SS SPDR S&P 500 ETF TRUST-USSPY19 funds$4.5B
ALPHABET INC-CL AGOOGL19 funds$4.4B
BROADCOM INCAVGO19 funds$3.5B
ISHARES CORE U.S. AGGREGATEAGG19 funds$3.0B
JPMORGAN CHASE & COJPM19 funds$3.0B
META PLATFORMS INC-CLASS AMETA19 funds$3.0B
INVESCO QQQ TRUST SERIES 1QQQ19 funds$2.8B

Ranked by how many of XAGG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.