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 | New | 949,341 | 47,856 | 0.0% | — | 1 | +949,341 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 457,015 | 23,038 | 0.0% | — | 2 | +457,015 | New | Q4 2025 | Jan 29, 2026 |
| WESBANCO BANK INC | History | New | 425,194 | 21,434 | 0.59% | — | 3 | +425,194 | New | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | New | 136,093 | 6,860 | 0.0% | — | 4 | +136,093 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 121,883 | 6,144 | 0.0% | — | 5 | +121,883 | New | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 96,582 | 4,868 | 0.0% | — | 6 | +96,582 | New | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | New | 95,258 | 4,801 | 0.01% | — | 7 | +95,258 | New | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | New | 88,440 | 4,458 | 0.15% | — | 8 | +88,440 | New | Q4 2025 | Jan 08, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 60,167 | 3,032 | 0.52% | — | 9 | +60,167 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 59,791 | 3,014 | 0.0% | — | 10 | +59,791 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 57,735 | 2,910 | 0.0% | — | 11 | +57,735 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 47,975 | 2,418 | 0.0% | — | 12 | +47,975 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 41,282 | 2,081 | 0.0% | — | 13 | +41,282 | New | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | New | 38,930 | 1,962 | 0.0% | — | 14 | +38,930 | New | Q4 2025 | Feb 12, 2026 |
| QTR Family Wealth, LLC | History | New | 35,743 | 1,828 | 0.8% | — | 15 | +35,743 | New | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 34,980 | 1,763 | 0.17% | — | 16 | +34,980 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 33,407 | 1,684 | 0.05% | — | 17 | +33,407 | New | Q4 2025 | Jan 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 21,056 | 1,061 | 0.0% | — | 18 | +21,056 | New | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | New | 18,964 | 955 | 0.0% | — | 19 | +18,964 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 18,625 | 938 | 0.0% | — | 20 | +18,625 | New | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | New | 16,463 | 829 | 0.01% | — | 21 | +16,463 | New | Q4 2025 | Feb 09, 2026 |
| BROWN ADVISORY INC | History | New | 12,431 | 626 | 0.0% | — | 22 | +12,431 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 11,801 | 595 | 0.0% | — | 23 | +11,801 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 9,881 | 498 | 0.0% | — | 24 | +9,881 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | New | 9,800 | 494 | 0.01% | — | 25 | +9,800 | New | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,896 | 398 | 0.0% | — | 26 | +7,896 | New | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | New | 5,760 | 290 | 0.0% | — | 27 | +5,760 | New | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | New | 5,069 | 256 | 0.0% | — | 28 | +5,069 | New | Q4 2025 | Feb 02, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 4,938 | 248 | 0.09% | — | 29 | +4,938 | New | Q4 2025 | Feb 09, 2026 |
| US BANCORP \DE\ | History | New | 2,140 | 107 | 0.0% | — | 30 | +2,140 | New | Q4 2025 | Jan 30, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 1,131 | 57 | 0.08% | 0.04% | 31 | +568 | 100.89% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 434 | 21 | 0.0% | — | 32 | +434 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | New | 410 | 20 | 0.0% | — | 33 | +410 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | New | 398 | 20 | 0.0% | — | 34 | +398 | New | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | New | 116 | 5 | 0.0% | — | 35 | +116 | New | Q4 2025 | Mar 16, 2026 |
| Sunbelt Securities, Inc. | History | New | 71 | 3 | 0.0% | — | 36 | +71 | New | Q4 2025 | Feb 20, 2026 |