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 | 4,492,414 | 224,575 | 0.01% | 0.01% | 1 | +1,801,761 | 66.96% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 1,690,468 | 84,506 | 0.02% | 0.01% | 2 | +674,105 | 66.33% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,242,926 | 62,112 | 0.01% | 0.01% | 3 | +504,511 | 68.32% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,242,214 | 62,098 | 0.02% | 0.01% | 4 | +363,039 | 41.29% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,139,628 | 56,970 | 0.01% | 0.01% | 5 | +222,464 | 24.26% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 843,332 | 42,158 | 0.08% | 0.07% | 6 | +293,453 | 53.37% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 821,261 | 41,034 | 0.07% | 0.08% | 7 | +72,344 | 9.66% | Q2 2026 | Jul 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 748,357 | 37,410 | 0.01% | 0.0% | 8 | +313,641 | 72.15% | Q2 2026 | Aug 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 716,315 | 35,807 | 0.33% | 0.35% | 9 | +2,525 | 0.35% | Q2 2026 | Jul 24, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 552,439 | 27,616 | 3.52% | 1.9% | 10 | +292,010 | 112.13% | Q2 2026 | Aug 06, 2026 |
| WESBANCO BANK INC | History | No change | 426,545 | 21,322 | 0.53% | 0.59% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 307,362 | 15,365 | 0.0% | 0.0% | 12 | +144,246 | 88.43% | Q2 2026 | Sep 23, 2026 |
| Cetera Investment Advisers | History | Added to | 280,938 | 14,044 | 0.01% | 0.01% | 13 | +167,479 | 147.61% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 276,531 | 13,823 | 0.01% | 0.01% | 14 | +14,646 | 5.59% | Q2 2026 | Aug 12, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 245,869 | 12,290 | 3.28% | 3.78% | 15 | +10,164 | 4.31% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 216,130 | 10,804 | 0.02% | 0.01% | 16 | +157,711 | 269.97% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 166,359 | 8,316 | 0.13% | 0.13% | 17 | +17,398 | 11.68% | Q2 2026 | Aug 10, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 128,884 | 6,442 | 0.04% | 0.04% | 18 | -1,130 | -0.87% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 123,469 | 6,172 | 0.05% | 0.03% | 19 | +54,188 | 78.21% | Q2 2026 | Jul 17, 2026 |
| FWG Holdings, LLC | History | Reduced | 121,823 | 6,033 | 2.09% | 2.66% | 20 | -19,163 | -13.59% | Q2 2026 | Aug 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 79,758 | 3,987 | 0.12% | 0.15% | 21 | -5,213 | -6.14% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 73,155 | 3,657 | 0.0% | 0.0% | 22 | +11,579 | 18.8% | Q2 2026 | Aug 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 65,791 | 3,367 | 0.21% | 0.23% | 23 | +14,448 | 28.14% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 65,961 | 3,297 | 0.06% | 0.06% | 24 | +10,690 | 19.34% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 63,529 | 3,175 | 0.01% | 0.0% | 25 | +51,791 | 441.23% | Q2 2026 | Jul 27, 2026 |
| QTR Family Wealth, LLC | History | Added to | 58,129 | 2,905 | 1.01% | 0.82% | 26 | +18,961 | 48.41% | Q2 2026 | Jul 27, 2026 |
| Kingsview Wealth Management, LLC | History | New | 48,923 | 2,445 | 0.03% | — | 27 | +48,923 | New | Q2 2026 | Aug 18, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 46,651 | 2,332 | 0.44% | 0.48% | 28 | -11,556 | -19.85% | Q2 2026 | Aug 06, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 46,205 | 2,309 | 1.53% | 0.25% | 29 | +40,302 | 682.74% | Q2 2026 | Jul 24, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 42,530 | 2,126 | 0.03% | — | 30 | +42,530 | New | Q2 2026 | Aug 14, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | New | 40,949 | 2,047 | 0.58% | — | 31 | +40,949 | New | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 37,426 | 1,870 | 0.05% | 0.06% | 32 | +1,926 | 5.43% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | New | 37,056 | 1,852 | 0.03% | — | 33 | +37,056 | New | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,045 | 1,801 | 0.0% | 0.0% | 34 | +21,028 | 140.03% | Q2 2026 | Jul 29, 2026 |
| Next Level Private LLC | History | Reduced | 28,268 | 1,413 | 0.28% | 0.33% | 35 | -1,389 | -4.68% | Q2 2026 | Jul 09, 2026 |
| Kovack Advisors, Inc. | History | New | 28,079 | 1,403 | 0.07% | — | 36 | +28,079 | New | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,597 | 1,330 | 0.0% | 0.0% | 37 | +10,594 | 66.2% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 26,200 | 1,309 | 0.02% | 0.02% | 38 | +9,948 | 61.21% | Q2 2026 | Aug 14, 2026 |
| Comprehensive Wealth Management, LLC | History | New | 25,759 | 1,287 | 0.59% | — | 39 | +25,759 | New | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 24,413 | 1,220 | 0.0% | 0.0% | 40 | +3,895 | 18.98% | Q2 2026 | Aug 12, 2026 |
| Miller Financial Services LLC | History | Added to | 23,375 | 1,168 | 0.94% | 0.77% | 41 | +9,260 | 65.6% | Q2 2026 | Jul 29, 2026 |
| Madison Wealth Partners, Inc | History | New | 21,892 | 1,094 | 0.14% | — | 42 | +21,892 | New | Q2 2026 | Aug 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 20,367 | 1,018 | 0.06% | 0.03% | 43 | +11,924 | 141.23% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,914 | 945 | 0.0% | 0.0% | 44 | +8,950 | 89.82% | Q2 2026 | Aug 05, 2026 |
| PlanVest Financial, Inc | History | Added to | 18,173 | 908 | 0.61% | 0.66% | 45 | +701 | 4.01% | Q2 2026 | Aug 10, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 16,681 | 833 | 0.01% | 0.01% | 46 | -184 | -1.09% | Q2 2026 | Aug 05, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 16,016 | 800 | 0.06% | 0.07% | 47 | +242 | 1.53% | Q2 2026 | Jul 16, 2026 |
| Wealth Management Partners, LLC | History | Added to | 14,281 | 713 | 0.17% | 0.06% | 48 | +10,054 | 237.85% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | New | 13,887 | 694 | 0.0% | — | 49 | +13,887 | New | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,840 | 641 | 0.0% | 0.0% | 50 | -1,515 | -10.55% | Q2 2026 | Aug 14, 2026 |
| Embree Financial Group | History | Added to | 11,644 | 582 | 0.06% | 0.02% | 51 | +7,582 | 186.66% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,543 | 527 | 0.0% | 0.0% | 52 | +3,331 | 46.19% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Added to | 10,489 | 524 | 0.01% | 0.0% | 53 | +1,976 | 23.21% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | Reduced | 10,065 | 503 | 0.0% | 0.0% | 54 | -1,993 | -16.53% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,318 | 465 | 0.0% | 0.0% | 55 | +952 | 11.38% | Q2 2026 | Aug 17, 2026 |
| Brick & Kyle, Associates | History | No change | 8,435 | 418 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Investments, LLC | History | New | 6,731 | 336 | 0.01% | — | 57 | +6,731 | New | Q2 2026 | Jul 23, 2026 |
| Urban Wealth Management, LLC | History | New | 6,673 | 333 | 0.29% | — | 58 | +6,673 | New | Q2 2026 | Jul 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,121 | 305 | 0.0% | 0.0% | 59 | +74 | 1.22% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | New | 5,362 | 268 | 0.01% | — | 60 | +5,362 | New | Q2 2026 | Jul 31, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 5,146 | 257 | 0.15% | 0.22% | 61 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wall Capital Group, Inc. | History | New | 5,011 | 250 | 0.2% | — | 62 | +5,011 | New | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 4,750 | 237 | 0.0% | 0.0% | 63 | +1,907 | 67.08% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,673 | 233 | 0.0% | 0.0% | 64 | +603 | 14.82% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 4,566 | 228 | 0.01% | — | 65 | +4,566 | New | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | New | 4,403 | 220 | 0.02% | — | 66 | +4,403 | New | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | New | 4,281 | 214 | 0.0% | — | 67 | +4,281 | New | Q2 2026 | Aug 05, 2026 |
| Jefferies Financial Group Inc. | History | New | 4,026 | 201 | 0.0% | — | 68 | +4,026 | New | Q2 2026 | Aug 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,645 | 182 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,140 | 106 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | New | 980 | 48 | 0.0% | — | 71 | +980 | New | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 605 | 30 | 0.03% | 0.0% | 72 | +576 | 1986.21% | Q2 2026 | Jul 02, 2026 |
| CITIGROUP INC | History | New | 500 | 24 | 0.0% | — | 73 | +500 | New | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Reduced | 401 | 20 | 0.0% | 0.0% | 74 | -9 | -2.2% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 409 | 20 | 0.0% | 0.0% | 75 | +7 | 1.74% | Q2 2026 | Jul 20, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 300 | 14 | 0.01% | — | 76 | +300 | New | Q2 2026 | Aug 07, 2026 |
| Ameritas Advisory Services, LLC | History | New | 248 | 12 | 0.0% | — | 77 | +248 | New | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 211 | 10 | 0.0% | — | 78 | +211 | New | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | New | 140 | 6 | 0.0% | — | 79 | +140 | New | Q2 2026 | Jul 23, 2026 |
| Sunbelt Securities, Inc. | History | No change | 71 | 3 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -407,533 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,907 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,720 | -100.0% | Q2 2026 | Sep 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,209 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,705 | -100.0% | Q2 2026 | Jul 16, 2026 |