Morgan Stanley ETF Trust - XAGG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,690,653 | 133,617 | 0.01% | 0.0% | 1 | +1,741,312 | 183.42% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,016,363 | 50,472 | 0.01% | 0.0% | 2 | +880,270 | 646.82% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 917,164 | 45,546 | 0.01% | 0.0% | 3 | +460,149 | 100.69% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 879,175 | 43,659 | 0.01% | 0.0% | 4 | +757,292 | 621.33% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 748,917 | 37,273 | 0.08% | — | 5 | +748,917 | New | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 738,415 | 36,673 | 0.01% | 0.0% | 6 | +680,680 | 1178.97% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 713,790 | 35,445 | 0.35% | — | 7 | +713,790 | New | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | New | 549,879 | 27,307 | 0.07% | — | 8 | +549,879 | New | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 434,716 | 21,587 | 0.0% | 0.0% | 9 | +386,741 | 806.13% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Added to | 426,545 | 21,182 | 0.59% | 0.59% | 10 | +1,351 | 0.32% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 407,533 | 20,238 | 0.0% | — | 11 | +407,533 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 261,885 | 13,005 | 0.01% | 0.0% | 12 | +240,829 | 1143.75% | Q1 2026 | May 07, 2026 |
| Horizon Wealth Management, LLC | History | New | 260,429 | 12,932 | 1.9% | — | 13 | +260,429 | New | Q1 2026 | Apr 24, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | New | 235,705 | 11,705 | 3.78% | — | 14 | +235,705 | New | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 163,116 | 8,100 | 0.0% | 0.0% | 15 | +66,534 | 68.89% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 148,961 | 7,397 | 0.13% | — | 16 | +148,961 | New | Q1 2026 | May 11, 2026 |
| FWG Holdings, LLC | History | New | 140,986 | 7,030 | 2.66% | — | 17 | +140,986 | New | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | New | 130,014 | 6,456 | 0.04% | — | 18 | +130,014 | New | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 113,459 | 5,634 | 0.01% | 0.01% | 19 | +18,201 | 19.11% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 84,971 | 4,219 | 0.15% | 0.15% | 20 | -3,469 | -3.92% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | New | 69,281 | 3,448 | 0.03% | — | 21 | +69,281 | New | Q1 2026 | Apr 07, 2026 |
| Mariner, LLC | History | New | 61,907 | 3,074 | 0.0% | — | 22 | +61,907 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 61,576 | 3,058 | 0.0% | 0.0% | 23 | +1,785 | 2.99% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 58,419 | 2,901 | 0.01% | — | 24 | +58,419 | New | Q1 2026 | May 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 58,207 | 2,890 | 0.48% | 0.52% | 25 | -1,960 | -3.26% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,271 | 2,744 | 0.06% | 0.01% | 26 | +43,899 | 386.03% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 51,343 | 2,628 | 0.23% | 0.17% | 27 | +16,363 | 46.78% | Q1 2026 | May 14, 2026 |
| QTR Family Wealth, LLC | History | Added to | 39,168 | 1,978 | 0.82% | 0.8% | 28 | +3,425 | 9.58% | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 38,720 | 1,922 | 0.0% | — | 29 | +38,720 | New | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,500 | 1,762 | 0.06% | 0.05% | 30 | +2,093 | 6.27% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 35,209 | 1,748 | 0.0% | 0.0% | 31 | -6,073 | -14.71% | Q1 2026 | May 15, 2026 |
| Next Level Private LLC | History | New | 29,657 | 1,472 | 0.33% | — | 32 | +29,657 | New | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,518 | 1,018 | 0.0% | 0.0% | 33 | +1,554 | 8.19% | Q1 2026 | May 12, 2026 |
| PlanVest Financial, Inc | History | New | 17,472 | 867 | 0.66% | — | 34 | +17,472 | New | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 16,865 | 837 | 0.01% | 0.01% | 35 | +402 | 2.44% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 16,252 | 807 | 0.02% | 0.01% | 36 | +6,452 | 65.84% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 16,003 | 795 | 0.0% | 0.0% | 37 | +4,202 | 35.61% | Q1 2026 | Apr 30, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | New | 15,774 | 783 | 0.07% | — | 38 | +15,774 | New | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,017 | 745 | 0.0% | 0.0% | 39 | +7,121 | 90.18% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 14,355 | 712 | 0.0% | 0.0% | 40 | +1,924 | 15.48% | Q1 2026 | May 15, 2026 |
| Miller Financial Services LLC | History | New | 14,115 | 700 | 0.77% | — | 41 | +14,115 | New | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 12,058 | 598 | 0.0% | 0.0% | 42 | -6,567 | -35.26% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | New | 11,738 | 582 | 0.0% | — | 43 | +11,738 | New | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 9,964 | 494 | 0.0% | — | 44 | +9,964 | New | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | New | 8,513 | 422 | 0.0% | — | 45 | +8,513 | New | Q1 2026 | Apr 16, 2026 |
| Wealthspire Retirement, LLC | History | New | 8,443 | 419 | 0.03% | — | 46 | +8,443 | New | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 8,366 | 415 | 0.0% | — | 47 | +8,366 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 7,212 | 358 | 0.0% | 0.0% | 48 | -2,669 | -27.01% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,047 | 308 | 0.0% | 0.0% | 49 | +978 | 19.29% | Q1 2026 | Apr 27, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 5,903 | 293 | 0.25% | — | 50 | +5,903 | New | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 5,760 | 290 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 5,146 | 255 | 0.22% | — | 52 | +5,146 | New | Q1 2026 | Apr 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 4,705 | 233 | 0.07% | — | 53 | +4,705 | New | Q1 2026 | Apr 22, 2026 |
| Wealth Management Partners, LLC | History | New | 4,227 | 209 | 0.06% | — | 54 | +4,227 | New | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,070 | 202 | 0.0% | — | 55 | +4,070 | New | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | New | 4,062 | 201 | 0.02% | — | 56 | +4,062 | New | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,645 | 181 | 0.0% | 0.0% | 57 | +3,211 | 739.86% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 3,167 | 157 | 0.01% | — | 58 | +3,167 | New | Q1 2026 | May 19, 2026 |
| Advisory Services Network, LLC | History | New | 2,843 | 141 | 0.0% | — | 59 | +2,843 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 2,140 | 106 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 410 | 20 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 402 | 19 | 0.0% | 0.0% | 62 | +4 | 1.01% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 71 | 3 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 29 | 1 | 0.0% | 0.08% | 64 | -1,102 | -97.44% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | New | 32 | 1 | 0.0% | — | 65 | +32 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,930 | -100.0% | Q1 2026 | May 12, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -4,938 | -100.0% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 14, 2026 |