MORGAN STANLEY ETF TRUST (XAGG)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders63of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.6x

68th percentile

56 buying10 selling

+31

New

-4

Closed

+8.9M

Net shares

Ownership Concentration

Top 5: 52.7%Top 10: 76.9%

MORGAN STANLEY22.7%

LPL Financial8.6%

UBS Group AG7.7%

RAYMOND JAMES FINANCIAL7.4%

WEALTH ENHANCEMENT ADVISORY SERVICES,6.3%

Others (58)47.3%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Institutional Trends (3 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders63of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.6x

68th percentile

56 buying10 selling

+31

New

-4

Closed

+8.9M

Net shares

Ownership Concentration

Top 5: 52.7%Top 10: 76.9%

MORGAN STANLEY22.7%

LPL Financial8.6%

UBS Group AG7.7%

RAYMOND JAMES FINANCIAL7.4%

WEALTH ENHANCEMENT ADVISORY SERVICES,6.3%

Others (58)47.3%

Crowding AnalysisCrowded

Holders63of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio5.6x

68th percentile

56 buying10 selling

+31

New

-4

Closed

+8.9M

Net shares

Ownership Concentration

Top 5: 52.7%Top 10: 76.9%

MORGAN STANLEY22.7%

LPL Financial8.6%

UBS Group AG7.7%

RAYMOND JAMES FINANCIAL7.4%

WEALTH ENHANCEMENT ADVISORY SERVICES,6.3%

Others (58)47.3%

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.11%Max: 0.59%High conviction (>1%): 0

MORGAN STANLEY

LPL Financial

UBS Group AG

RAYMOND JAMES FINANCIAL

WEALTH ENHANCEMENT ADVISORY SERVICES,

AMERIPRISE FINANCIAL

BENJAMIN EDWARDS

Janney Montgomery Scott

WELLS FARGO & COMPANY/MN

WESBANCO BANK

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position