EATON VANCE INCOME OPPORTUNITIES ETF

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XAGG·61774R817·US·ETF·Unknown - Unknown

XAGG (EATON VANCE INCOME OPPORTUNITIES ETF) is held by 31 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($224.6M), LPL Financial LLC ($84.5M), AMERIPRISE FINANCIAL INC ($62.1M). Net institutional sentiment: Bullish.

31

Holders

(5 Elite)

$685.2M

Total Value

76% (34)

Consensus

26 buying - 8 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)64

Insider (Form 4)37

Activist (13D/13G)45

Congressional (STOCK Act)61

Holder Quality

32

★★★★★

Elite

30

★★★★

Strong

40

★★★

Solid

78

★★

Below

31

★

Weak

Held by 31 funds

5 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for XAGG.

Top Holders

Top Holders (31)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	4.5M(+67.0%)	$224.6M	0.0%	-0.67%	45
LPL Financial LLC	Increased	1.7M(+66.3%)	$84.5M	0.0%	-0.83%	44
AMERIPRISE FINANCIAL INC	Increased	1.2M(+68.3%)	$62.1M	0.0%	-0.86%	44
RAYMOND JAMES FINANCIAL INC	Increased	1.2M(+41.3%)	$62.1M	0.0%	-0.98%	39
UBS Group AG	Increased	1.1M(+24.3%)	$57M	0.0%	-0.78%	36
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	821,261(+9.7%)	$41M	0.1%	-1.42%	32
WELLS FARGO & COMPANY/MN	Increased	748,357(+72.2%)	$37.4M	0.0%	-0.82%	43
BENJAMIN EDWARDS INC	Increased	716,315(+0.3%)	$35.8M	0.3%	-1.55%	35
ENVESTNET ASSET MANAGEMENT INC	Increased	307,362(+88.4%)	$15.4M	0.0%	-0.44%	44
Cetera Investment Advisers	Increased	280,938(+147.6%)	$14M	0.0%	-0.21%	45
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	276,531(+5.6%)	$13.8M	0.0%	-1.38%	30
MML INVESTORS SERVICES, LLC	Increased	216,130(+270.0%)	$10.8M	0.0%	-0.40%	45
D.A. DAVIDSON & CO.	Decreased	128,884(-0.9%)	$6.4M	0.0%	-1.56%	0
Farther Finance Advisors, LLC	Increased	123,469(+78.2%)	$6.2M	0.0%	-0.86%	41
ROYAL BANK OF CANADA	Increased	73,155(+18.8%)	$3.7M	0.0%	-0.34%	31
Private Advisor Group, LLC	Increased	63,529(+441.2%)	$3.2M	0.0%	-0.26%	43
COMMONWEALTH EQUITY SERVICES, LLC	Increased	36,045(+140.0%)	$1.8M	0.0%	-0.37%	42
STIFEL FINANCIAL CORP	Increased	24,413(+19.0%)	$1.2M	0.0%	-0.39%	30
FIFTH THIRD BANCORP	Increased	18,914(+89.8%)	$945,511	0.0%	-0.81%	39
NewEdge Advisors, LLC	New	13,887	$694,215	0.0%	+0.04%	34

Showing 1-20 of 35

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XAGGEATON VANCE INCOME OPPORTUNITIES ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer