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MORGAN STANLEY ETF TRUST
Ticker: XAGG
CUSIP: 61774R817
Class: ETF
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
MORGAN STANLEY
949,341
$47,856
UBS Group AG
457,015
$23,038
WESBANCO BANK INC
425,194
$21,434
LPL Financial LLC
136,093
$6,860
RAYMOND JAMES FINANCIAL INC
121,883
$6,144
Fortress Wealth Group, LLC
108,415
$5,528
ENVESTNET ASSET MANAGEMENT INC
96,582
$4,869
Cetera Investment Advisers
95,258
$4,802
Fulton Bank, N.A.
88,440
$4,458
Beverly Hills Private Wealth, LLC
60,167
$3,033
ROYAL BANK OF CANADA
59,791
$3,014
AMERIPRISE FINANCIAL INC
57,735
$2,910
WELLS FARGO & COMPANY/MN
47,975
$2,418
GOLDMAN SACHS GROUP INC
41,282
$2,081
JANE STREET GROUP, LLC
38,930
$1,962
QTR Family Wealth, LLC
35,743
$1,829
BTG Pactual Asset Management US LLC
34,980
$1,763
Dynamic Advisor Solutions LLC
33,407
$1,684
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
21,056
$1,061
STIFEL FINANCIAL CORP
18,964
$956
&PARTNERS
18,625
$939
Bleakley Financial Group, LLC
16,463
$830
BROWN ADVISORY INC
12,431
$627
Cambridge Investment Research Advisors, Inc.
11,801
$1
OSAIC HOLDINGS, INC.
9,881
$498
Mutual Advisors, LLC
9,800
$494
COMMONWEALTH EQUITY SERVICES, LLC
7,896
$398
COMERICA BANK
5,760
$290
TRUIST FINANCIAL CORP
5,069
$256
Collaborative Wealth Managment Inc.
4,938
$249
US BANCORP \DE\
2,140
$108
KERR FINANCIAL PLANNING Corp
1,131
$57
HARBOUR INVESTMENTS, INC.
434
$22
FMR LLC
410
$21
IFP Advisors, Inc
398
$20
Rockefeller Capital Management L.P.
116
$6
Sunbelt Securities, Inc.
71
$4
Total (37 institutions)
3,035,615
$152,522