Who owns XAGG
Which tracked institutional funds hold XAGG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XAGG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on XAGG is one-sided between 2026-Q1 and 2026-Q2: 37 added or opened and 8 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
XAGG’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes XAGG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XAGG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 77 tracked filers holding XAGG, 63 increased or opened the position and 19 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in XAGG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- Kingsview Wealth Management, LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Spectrum Wealth Advisory Group, LLC$2M
- Global Retirement Partners, LLC$2M
- Kovack Advisors, Inc.$1M
- Comprehensive Wealth Management, LLC$1M
Full exits 6
- Janney Montgomery Scott LLC$27M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$20M
- Mariner, LLC$3M
- CITADEL ADVISORS LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- Cambridge Investment Research Advisors, Inc.$795K
Largest adds
- MORGAN STANLEY$91M
- LPL Financial LLC$34M
- AMERIPRISE FINANCIAL INC$25M
- RAYMOND JAMES FINANCIAL INC$18M
- WELLS FARGO & COMPANY/MN$16M
- Horizon Wealth Management, LLC$15M
Largest trims
- FWG Holdings, LLC$997K
- Beverly Hills Private Wealth, LLC$558K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,492,414 | $225M | 26.0% | 2026-Q2 |
| LPL Financial LLC added | 1,690,468 | $85M | 9.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,242,926 | $62M | 7.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,242,214 | $62M | 7.2% | 2026-Q2 |
| UBS Group AG added | 1,139,628 | $57M | 6.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 821,261 | $41M | 4.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 748,357 | $37M | 4.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 716,315 | $36M | 4.1% | 2026-Q2 |
| Horizon Wealth Management, LLC added | 552,439 | $28M | 3.2% | 2026-Q2 |
| WESBANCO BANK INC | 426,545 | $21M | 2.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 307,362 | $15M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 280,938 | $14M | 1.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 276,531 | $14M | 1.6% | 2026-Q2 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC added | 245,869 | $12M | 1.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 216,130 | $11M | 1.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 166,359 | $8M | 1.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 128,884 | $6M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 123,469 | $6M | 0.7% | 2026-Q2 |
| FWG Holdings, LLC trimmed | 121,823 | $6M | 0.7% | 2026-Q2 |
| Fulton Bank, N.A. trimmed | 79,758 | $4M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 73,155 | $4M | 0.4% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 65,791 | $3M | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 65,961 | $3M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 63,529 | $3M | 0.4% | 2026-Q2 |
| QTR Family Wealth, LLC added | 58,129 | $3M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 48,923 | $2M | 0.3% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC trimmed | 46,651 | $2M | 0.3% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 46,205 | $2M | 0.3% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 42,530 | $2M | 0.2% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC new | 40,949 | $2M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 37,426 | $2M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 37,056 | $2M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 36,045 | $2M | 0.2% | 2026-Q2 |
| Next Level Private LLC trimmed | 28,268 | $1M | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. new | 28,079 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 26,200 | $1M | 0.2% | 2026-Q2 |
| Comprehensive Wealth Management, LLC new | 25,759 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 24,413 | $1M | 0.1% | 2026-Q2 |
| Miller Financial Services LLC added | 23,375 | $1M | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc new | 21,892 | $1M | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 20,367 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 18,914 | $946K | 0.1% | 2026-Q2 |
| PlanVest Financial, Inc added | 18,173 | $908K | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 16,681 | $834K | 0.1% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 16,016 | $801K | 0.1% | 2026-Q2 |
| Wealth Management Partners, LLC added | 14,281 | $714K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 13,887 | $694K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 12,840 | $642K | 0.1% | 2026-Q2 |
| Embree Financial Group added | 11,644 | $582K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,543 | $527K | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 10,489 | $524K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 10,065 | $503K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 9,318 | $466K | 0.1% | 2026-Q2 |
| Brick & Kyle, Associates | 8,435 | $419K | 0.0% | 2026-Q2 |
| PFG Investments, LLC new | 6,731 | $337K | 0.0% | 2026-Q2 |
| Urban Wealth Management, LLC new | 6,673 | $334K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 6,121 | $306K | 0.0% | 2026-Q2 |
| Belpointe Asset Management LLC new | 5,362 | $268K | 0.0% | 2026-Q2 |
| Runnymede Capital Advisors, Inc. | 5,146 | $257K | 0.0% | 2026-Q2 |
| Wall Capital Group, Inc. new | 5,011 | $251K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 4,750 | $237K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 4,673 | $234K | 0.0% | 2026-Q2 |
| Cornerstone Wealth Management, LLC new | 4,566 | $228K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 4,403 | $220K | 0.0% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 4,026 | $201K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 3,645 | $182K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 2,140 | $107K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,984 | $99K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 980 | $49K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp added | 605 | $31K | 0.0% | 2026-Q2 |
| CITIGROUP INC new | 500 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 409 | $20K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 401 | $20K | 0.0% | 2026-Q2 |
| Game Plan Financial Advisors, LLC new | 300 | $15K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 248 | $12K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS new | 211 | $11K | 0.0% | 2026-Q2 |
| GGM Financial LLC new | 140 | $7K | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC new | 549,879 | $27M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 407,533 | $20M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC new | 61,907 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC new | 38,720 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 35,209 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 16,003 | $795K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| QUATTRO FINANCIAL ADVISORS LLC new | 4,705 | $234K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 3,167 | $157K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 71 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 32 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 38,930 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK new | 5,760 | $290K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Collaborative Wealth Managment Inc. new | 4,938 | $249K | 0.0% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.