XAGG — MORGAN STANLEY ETF TRUST
As of Q2 2026, 5 SEC-registered investment managers reported holding XAGG (MORGAN STANLEY ETF TRUST) in their latest 13F filings, with a combined reported value of $319.00M across 6.38M shares. That is +55.0% by share count (+2.26M shares) versus the previous quarter, while reported value moved +56.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes, 1 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.49M | $224.58M | 0.01% | Add |
| UBS Group AG history | 1.14M | $56.97M | 0.02% | Add |
| Wells Fargo & Co history | 748.36K | $37.41M | 0.01% | Add |
| Citigroup Inc history | 500 | $25.00K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 401 | $20.03K | 0.00% | Reduce |
Q1 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.69M | $133.62M | 0.01% | Add |
| UBS Group AG history | 917.16K | $45.55M | 0.01% | Add |
| Wells Fargo & Co history | 434.72K | $21.59M | 0.00% | Add |
| Citadel Advisors history | 38.72K | $1.92M | 0.00% | New |
| Goldman Sachs Group history | 35.21K | $1.75M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 410 | $20.34K | 0.00% | Hold |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 949.34K | $47.86M | 0.00% | New |
| UBS Group AG history | 457.01K | $23.04M | 0.00% | New |
| Wells Fargo & Co history | 47.98K | $2.42M | 0.00% | New |
| Goldman Sachs Group history | 41.28K | $2.08M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 410 | $20.65K | 0.00% | New |
New Positions (Q2 2026)
- Citigroup Inc 500 sh · $25.00K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 38.72K sh · $1.92M
- Goldman Sachs Group sold 35.21K sh · $1.75M
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| Morgan Stanley | 4.49M | 2.69M | 949.34K |
| UBS Group AG | 1.14M | 917.16K | 457.01K |
| Wells Fargo & Co | 748.36K | 434.72K | 47.98K |
| Citigroup Inc | 500 | — | — |
| Fidelity Management & Research (FMR) | 401 | 410 | 410 |
| Citadel Advisors | — | 38.72K | — |
| Goldman Sachs Group | — | 35.21K | 41.28K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details