XAGG Institutional Ownership
Morgan Stanley ETF Trust - Eaton Vance Strategic Income Opportunities ETF
1W: -0.5%
1M: -2.5%
YTD: -3.0%
$48.24
+0.10 (+0.21%)
Weekly Expected Move ±0.6%
$48
$48
$48
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XAGG
86
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
807M
Total Invested
23
New Positions
43
Increased
15
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,492,414 | $217M | +1,801,761 | +67.0% | 3Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,690,468 | $82M | +674,105 | +66.3% | 3Q | SEC ↗ |
| 3 | AMERIPRISE FINANCIAL INC | 1,242,926 | $60M | +504,511 | +68.3% | 3Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 1,242,214 | $60M | +363,039 | +41.3% | 3Q | SEC ↗ |
| 5 | UBS Group AG | 1,139,628 | $55M | +222,464 | +24.3% | 3Q | SEC ↗ |
| 6 | Janney Montgomery Scott LLC | 843,332 | $41M | +293,453 | +53.4% | 2Q | SEC ↗ |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 821,261 | $40M | +72,344 | +9.7% | 2Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 748,357 | $36M | +313,641 | +72.1% | 3Q | SEC ↗ |
| 9 | BENJAMIN EDWARDS INC | 716,315 | $35M | +2,525 | +0.4% | 2Q | SEC ↗ |
| 10 | Horizon Wealth Management, LLC | 552,439 | $27M | +292,010 | +112.1% | 2Q | SEC ↗ |
| 11 | WESBANCO BANK INC | 426,545 | $21M | — | +0.0% | 3Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 307,362 | $15M | +144,246 | +88.4% | 3Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 280,938 | $14M | +167,479 | +147.6% | 3Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 276,531 | $13M | +14,646 | +5.6% | 3Q | SEC ↗ |
| 15 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | 245,869 | $12M | +10,164 | +4.3% | 2Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 216,130 | $10M | +157,711 | +270.0% | 2Q | SEC ↗ |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | 166,359 | $8M | +17,398 | +11.7% | 2Q | SEC ↗ |
| 18 | D.A. DAVIDSON & CO. | 128,884 | $6M | -1,130 | -0.9% | 2Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC | 123,469 | $6M | +54,188 | +78.2% | 2Q | SEC ↗ |
| 20 | FWG Holdings, LLC | 121,823 | $6M | -19,163 | -13.6% | 3Q | SEC ↗ |
| 21 | Fulton Bank, N.A. | 79,758 | $4M | -5,213 | -6.1% | 3Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 73,155 | $4M | +11,579 | +18.8% | 3Q | SEC ↗ |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | 65,961 | $3M | +10,690 | +19.3% | 3Q | SEC ↗ |
| 24 | BTG Pactual Asset Management US LLC | 65,791 | $3M | +14,448 | +28.1% | 3Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 63,529 | $3M | +51,791 | +441.2% | 2Q | SEC ↗ |
| 26 | QTR Family Wealth, LLC | 58,129 | $3M | +18,961 | +48.4% | 3Q | SEC ↗ |
| 27 | Kingsview Wealth Management, LLC NEW | 48,923 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Beverly Hills Private Wealth, LLC | 46,651 | $2M | -11,556 | -19.9% | 3Q | SEC ↗ |
| 29 | Stonebridge Financial Group, LLC / MO | 46,205 | $2M | +40,302 | +682.7% | 2Q | SEC ↗ |
| 30 | OLD MISSION CAPITAL LLC NEW | 42,530 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Spectrum Wealth Advisory Group, LLC NEW | 40,949 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Dynamic Advisor Solutions LLC | 37,426 | $2M | +1,926 | +5.4% | 3Q | SEC ↗ |
| 33 | Global Retirement Partners, LLC NEW | 37,056 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 36,045 | $2M | +21,028 | +140.0% | 3Q | SEC ↗ |
| 35 | Next Level Private LLC | 28,268 | $1M | -1,389 | -4.7% | 2Q | SEC ↗ |
| 36 | Kovack Advisors, Inc. NEW | 28,079 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 26,597 | $1M | +10,594 | +66.2% | 3Q | SEC ↗ |
| 38 | Mutual Advisors, LLC | 26,200 | $1M | +9,948 | +61.2% | 3Q | SEC ↗ |
| 39 | Comprehensive Wealth Management, LLC NEW | 25,759 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 40 | STIFEL FINANCIAL CORP | 24,413 | $1M | +3,895 | +19.0% | 3Q | SEC ↗ |
| 41 | Miller Financial Services LLC | 23,375 | $1M | +9,260 | +65.6% | 2Q | SEC ↗ |
| 42 | Madison Wealth Partners, Inc NEW | 21,892 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Wealthspire Retirement, LLC | 20,367 | $983K | +11,924 | +141.2% | 2Q | SEC ↗ |
| 44 | FIFTH THIRD BANCORP | 18,914 | $912K | +8,950 | +89.8% | 2Q | SEC ↗ |
| 45 | PlanVest Financial, Inc | 18,173 | $877K | +701 | +4.0% | 2Q | SEC ↗ |
| 46 | Bleakley Financial Group, LLC | 16,681 | $805K | -184 | -1.1% | 3Q | SEC ↗ |
| 47 | HENGEHOLD CAPITAL MANAGEMENT LLC | 16,016 | $773K | +242 | +1.5% | 2Q | SEC ↗ |
| 48 | Wealth Management Partners, LLC | 14,281 | $689K | +10,054 | +237.9% | 2Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC NEW | 13,887 | $670K | — | +0.0% | 1Q | SEC ↗ |
| 50 | BROWN ADVISORY INC | 12,840 | $619K | -1,515 | -10.6% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 48,923 | $2M |
| OLD MISSION CAPITAL LLC | 42,530 | $2M |
| Spectrum Wealth Advisory Group, LLC | 40,949 | $2M |
| Global Retirement Partners, LLC | 37,056 | $2M |
| Kovack Advisors, Inc. | 28,079 | $1M |
| Comprehensive Wealth Management, LL | 25,759 | $1M |
| Madison Wealth Partners, Inc | 21,892 | $1M |
| NewEdge Advisors, LLC | 13,887 | $670K |
| PFG Investments, LLC | 6,731 | $325K |
| Urban Wealth Management, LLC | 6,673 | $322K |
| Belpointe Asset Management LLC | 5,362 | $259K |
| Wall Capital Group, Inc. | 5,011 | $242K |
| Cornerstone Wealth Management, LLC | 4,566 | $220K |
| PRIVATE TRUST CO NA | 4,403 | $212K |
| HighTower Advisors, LLC | 4,281 | $207K |
| Jefferies Financial Group Inc. | 4,026 | $194K |
| Integrated Wealth Concepts LLC | 1,984 | $96K |
| Rockefeller Capital Management L.P. | 980 | $47K |
| CITIGROUP INC | 500 | $24K |
| Game Plan Financial Advisors, LLC | 300 | $14K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 407,533 | $20M |
| Mariner, LLC | 61,907 | $3M |
| JANE STREET GROUP, LLC | 38,930 | $2M |
| CITADEL ADVISORS LLC | 38,720 | $2M |
| GOLDMAN SACHS GROUP INC | 35,209 | $2M |
| Collaborative Wealth Managment Inc. | 4,938 | $238K |
| QUATTRO FINANCIAL ADVISORS LLC | 4,705 | $227K |
| Western Wealth Management, LLC | 3,167 | $153K |
Biggest Increases (20)
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FWG Holdings, LLC | -19,163 | -13.6% | 121,823 |
| Beverly Hills Private Wealth, LLC | -11,556 | -19.9% | 46,651 |
| Fulton Bank, N.A. | -5,213 | -6.1% | 79,758 |
| &PARTNERS | -1,993 | -16.5% | 10,065 |
| BROWN ADVISORY INC | -1,515 | -10.6% | 12,840 |
| Next Level Private LLC | -1,389 | -4.7% | 28,268 |
| D.A. DAVIDSON & CO. | -1,130 | -0.9% | 128,884 |
| Bleakley Financial Group, LLC | -184 | -1.1% | 16,681 |
| FMR LLC | -9 | -2.2% | 401 |