MORGAN STANLEY ETF TRUST

$XAGG
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Institutional coverage

63 13F filers hold $XAGG.

13F holders
63
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$XAGG is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.48%, with an average of 0.21% of portfolio. Largest holder: Beverly Hills Private Wealth, LLC at 0.48%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Beverly Hills Private Wealth, LLC
0.48% NEW
α +10.4pts
02
Fulton Bank, N.a.
0.15% NEW
α +23.8pts
03
Principal Securities, Inc.
0.00% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 63 · Source: 13F-HR
01
Loomis Sayles & Co. L P
0.01% of portfolio
1,212,384 sh
02
Taconic Capital Advisors LP
0.01% of portfolio
1,016,363 sh
03
Ironwood Financial, llc
0.08% of portfolio
748,917 sh
04
State Farm Mutual Automobile Insurance Co.
—
679,846 sh
05
RR Advisors, LLC
0.07% of portfolio
549,879 sh
06
James Investment Research, Inc.
0.59% of portfolio
426,545 sh
07
Wesbanco Bank Inc.
0.59% of portfolio
425,194 sh
08
Brightline Capital Management, LLC
—
407,533 sh
09
1834 Investment Advisors Co.
0.01% of portfolio
261,885 sh
10
Sowa Financial Group, Inc.
1.90% of portfolio
260,429 sh
See all 63 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $XAGG in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $XAGG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:18 UTC.