Who Owns EATON VANCE INCOME OPPORTUNITIES ETF (XAGG)? -- Institutional Holders (2026-06-30)

84 institutions reported holding $849.5M of EATON VANCE INCOME OPPORTUNITIES ETF (XAGG) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($224.6M), LPL Financial LLC ($84.5M), AMERIPRISE FINANCIAL INC ($62.1M), RAYMOND JAMES FINANCIAL INC ($62.1M), UBS Group AG ($57.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$224.6M	4.5M	Added
2	LPL Financial LLC	$84.5M	1.7M	Added
3	AMERIPRISE FINANCIAL INC	$62.1M	1.2M	Added
4	RAYMOND JAMES FINANCIAL INC	$62.1M	1.2M	Added
5	UBS Group AG	$57.0M	1.1M	Added
6	Janney Montgomery Scott LLC	$42.2M	843,332	Added
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$41.0M	821,261	Added
8	WELLS FARGO & COMPANY/MN	$37.4M	748,357	Added
9	BENJAMIN EDWARDS INC	$35.8M	716,315	Added
10	Horizon Wealth Management, LLC	$27.6M	552,439	Added
11	WESBANCO BANK INC	$21.3M	426,545	Hold
12	ENVESTNET ASSET MANAGEMENT INC	$15.4M	307,362	Added
13	Cetera Investment Advisers	$14.0M	280,938	Added
14	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$13.8M	276,531	Added
15	CONSOLIDATED CAPITAL MANAGEMENT, LLC	$12.3M	245,869	Added
16	MML INVESTORS SERVICES, LLC	$10.8M	216,130	Added
17	GREAT VALLEY ADVISOR GROUP, INC.	$8.3M	166,359	Added
18	D.A. DAVIDSON & CO.	$6.4M	128,884	Trimmed
19	Farther Finance Advisors, LLC	$6.2M	123,469	Added
20	FWG Holdings, LLC	$6.0M	121,823	Trimmed
21	Fulton Bank, N.A.	$4.0M	79,758	Trimmed
22	Royal Bank of Canada	$3.7M	73,155	Added
23	BTG Pactual Asset Management US LLC	$3.4M	65,791	Added
24	INDEPENDENT FINANCIAL GROUP, LLC	$3.3M	65,961	Added
25	Private Advisor Group, LLC	$3.2M	63,529	Added

Source: SEC Form 13F filings · as of 2026-06-30