XAGG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.2% ·
share flow +30.0% ·
net new positions -4.3%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.49M | +67.0% | $224.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 1.69M | +66.3% | $84.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.24M | +68.3% | $62.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 1.24M | +41.3% | $62.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | UBS Group AG | 1.14M | +24.3% | $56.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 821.26K | +9.7% | $41.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 748.36K | +72.2% | $37.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 307.36K | +88.4% | $15.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 280.94K | +147.6% | $14.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 276.53K | +5.6% | $13.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 216.13K | +270.0% | $10.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Royal Bank Of Canada | 73.16K | +18.8% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 36.05K | +140.0% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 24.41K | +19.0% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 18.91K | +89.8% | $945,511 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Brown Advisory Inc | 12.84K | -10.6% | $641,872 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 10.54K | +46.2% | $527,131 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Truist Financial Corp | 6.12K | +1.2% | $305,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 2.14K | 0.0% | $106,979 | 0.0% | Held | 3 | SEC ↗ |
| 20 | Rockefeller Capital Management L.P. | 980 | New | $48,990 | 0.0% | New | 1 | SEC ↗ |
| 21 | Citigroup Inc | 500 | New | $24,995 | 0.0% | New | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 401 | -2.2% | $20,027 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 211 | New | $10,548 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Rockefeller Capital… | $48,990 | 0.0% |
| Citigroup Inc | $24,995 | 0.0% |
| Bnp Paribas Financial Markets | $10,548 | 0.0% |
Exited
| Susquehanna International… | $20.24M | was 0.0% |
| Mariner, LLC | $3.07M | was 0.0% |
| Citadel Advisors | $1.92M | was 0.0% |
| Goldman Sachs Group | $1.75M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 11.91M shares, $563.75M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.