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EV Income Opportunities ETF (XAGG)

CUSIP: 61774R817 | NYSE | 105 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Capital Asset Advisory Services LLC919,014
1.5% of portfolio›$44.6M
Wealth Enhancement Advisory Services, LLC646,426
0.0% of portfolio›$31.3M
Wesbanco Bank Inc426,545
0.7% of portfolio›$20.5M
Spectrum Wealth Advisory Group, LLC324,764
4.4% of portfolio›$15.6M
Horizon Wealth Management, LLC319,740
1.9% of portfolio›$15.4M
Consolidated Capital Management, LLC249,919
3.3% of portfolio›$12.0M
Creative Financial Designs Inc207,525
0.5% of portfolio›$10.0M
Concurrent Investment Advisors, LLC173,027
0.1% of portfolio›$8.3M
Hudock, Inc.133,433
0.8% of portfolio›$6.4M
D.A. Davidson & Co.133,198
0.0% of portfolio›$6.4M
Farther Finance Advisors, LLC128,447
0.0% of portfolio›$6.2M
Fulton Bank, N.A.88,980
0.1% of portfolio›$4.3M
Future Financial Wealth Managment LLC66,493
2.0% of portfolio›$3.2M
Vise Technologies, Inc.51,793
0.0% of portfolio›$2.5M
Commonwealth Equity Services, LLC46,767
0.0% of portfolio›$2.3M
QTR Family Wealth, LLC46,541
0.8% of portfolio›$2.2M
Independent Financial Group, LLC46,303
0.0% of portfolio›$2.2M
Sovran Advisors, LLC40,552
0.1% of portfolio›$2.0M
Beverly Hills Private Wealth, LLC39,708
0.3% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.35,338
0.0% of portfolio›$1.7K
Next Level Private LLC34,347
0.3% of portfolio›$1.7M
SAX Wealth Advisors, LLC26,499
0.0% of portfolio›$1.3M
Comprehensive Wealth Management, LLC25,719
0.6% of portfolio›$1.2M
Miller Financial Services LLC25,415
0.9% of portfolio›$1.2M
Cliftonlarsonallen Wealth Advisors, LLC22,721
0.0% of portfolio›$1.1M
Hengehold Capital Management LLC18,060
0.1% of portfolio›$869.7K
Wedbush Securities Inc17,861
0.0% of portfolio›$860
SFG Wealth Management, Llc.14,971
0.3% of portfolio›$720.9K
Visionary Wealth Advisors14,540
0.0% of portfolio›$700.2K
Embree Financial Group11,944
0.1% of portfolio›$575.2K
Brookstone Capital Management11,898
0.0% of portfolio›$572.9K
Wealth Management Partners, LLC11,402
0.1% of portfolio›$549.1K
Urban Wealth Management, LLC6,918
0.3% of portfolio›$333.1K
Truist Financial Corp6,411
0.0% of portfolio›$308.7K
Wall Capital Group, Inc.5,099
0.2% of portfolio›$245.5K
Cornerstone Wealth Management, LLC4,766
0.0% of portfolio›$229.5K
Essex Bank4,530
0.0% of portfolio›$218.1K
Dynamic Advisor Solutions LLC4,478
0.0% of portfolio›$215.6K
Burney Co/4,230
0.0% of portfolio›$203.7K
Provenance Wealth Advisors, LLC4,016
0.0% of portfolio›$193.4K
Private Trust Co NA2,645
0.0% of portfolio›$127.4K
Citigroup Inc500
0.0% of portfolio›$24.1K
IFP Advisors, Inc416
0.0% of portfolio›$20.0K
GGM Financial LLC140
0.0% of portfolio›$6.7K
Davis Capital Management87
0.0% of portfolio›$4.2K
StyleTurnoverLocationFiled
Capital Asset Advisory Services LLC
919,014$44.6M1.5%ETFLowWilliamston, MI2026-10-30
Wealth Enhancement Advisory Services, LLC
646,426$31.3M0.0%CoreLowPlymouth, MN2026-10-13
Wesbanco Bank Inc
426,545$20.5M0.7%CoreLowWheeling, WV2026-11-04
Spectrum Wealth Advisory Group, LLC
324,764$15.6M4.4%ETFMediumGranite Bay, CA2026-10-29
Horizon Wealth Management, LLC
319,740$15.4M1.9%ETFVery HighLa Grange, IL2026-11-02
Consolidated Capital Management, LLC
249,919$12.0M3.3%GrowthHighBurbank, CA2026-10-13
Creative Financial Designs Inc
207,525$10.0M0.5%ETFMediumKokomo, IN2026-11-04
Concurrent Investment Advisors, LLC
173,027$8.3M0.1%GrowthMediumTampa, FL2026-10-16
Hudock, Inc.
133,433$6.4M0.8%ETFLowWilliamsport, PA2026-10-14
D.A. Davidson & Co.
133,198$6.4M0.0%CoreLowGreat Falls, MT2026-10-28
Farther Finance Advisors, LLC
128,447$6.2M0.0%IndexLowSan Francisco, CA2026-10-08
Fulton Bank, N.A.
88,980$4.3M0.1%CoreLowLancaster, PA2026-10-14
Future Financial Wealth Managment LLC
66,493$3.2M2.0%ETFMediumCincinnati, OH2026-10-15
Vise Technologies, Inc.
51,793$2.5M0.0%IndexLowNew York, NY2026-10-29
Commonwealth Equity Services, LLC
46,767$2.3M0.0%ETFLowWaltham, MA2026-11-02
QTR Family Wealth, LLC
46,541$2.2M0.8%GrowthMediumLake Mary, FL2026-11-02
Independent Financial Group, LLC
46,303$2.2M0.0%GrowthLowSan Diego, CA2026-10-13
Sovran Advisors, LLC
40,552$2.0M0.1%ETFMediumSan Diego, CA2026-11-02
Beverly Hills Private Wealth, LLC
39,708$1.9M0.3%ValueMediumBeverly Hills, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
35,338$1.7K0.0%ETFLowFairfield, IA2026-11-02
Next Level Private LLC
34,347$1.7M0.3%CoreVery LowHarrison, NY2026-10-20
SAX Wealth Advisors, LLC
26,499$1.3M0.0%ETFVery LowParsippany, NJ2026-10-13
Comprehensive Wealth Management, LLC
25,719$1.2M0.6%ETFMediumLynnwood, WA2026-11-02
Miller Financial Services LLC
25,415$1.2M0.9%CoreLowMarshall, MI2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
22,721$1.1M0.0%ETFLowMinneapolis, MN2026-10-14
Hengehold Capital Management LLC
18,060$869.7K0.1%ETFLowCincinnati, OH2026-10-16
Wedbush Securities Inc
17,861$8600.0%CoreLowPasadena, CA2026-10-22
SFG Wealth Management, Llc.
14,971$720.9K0.3%ETFMediumTowson, MD2026-10-23
Visionary Wealth Advisors
14,540$700.2K0.0%ETFLowO'Fallon, IL2026-11-04
Embree Financial Group
11,944$575.2K0.1%ETFLowChicago, IL2026-10-22
Brookstone Capital Management
11,898$572.9K0.0%ETFMediumWheaton, IL2026-10-22
Wealth Management Partners, LLC
11,402$549.1K0.1%Agg GrowthLowTucson, AZ2026-10-21
Urban Wealth Management, LLC
6,918$333.1K0.3%GrowthMediumLakewood, CA2026-10-21
Truist Financial Corp
6,411$308.7K0.0%CoreLowCharlotte, NC2026-10-30
Wall Capital Group, Inc.
5,099$245.5K0.2%ETFHighPhoenix, AZ2026-10-14
Cornerstone Wealth Management, LLC
4,766$229.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Essex Bank
4,530$218.1K0.0%CoreLowEssex, CT2026-10-16
Dynamic Advisor Solutions LLC
4,478$215.6K0.0%ETFLowPhoenix, AZ2026-10-13
Burney Co/
4,230$203.7K0.0%GARPMediumReston, VA2026-10-15
Provenance Wealth Advisors, LLC
4,016$193.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Trust Co NA
2,645$127.4K0.0%CoreLowCleveland, OH2026-10-20
Citigroup Inc
500$24.1K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
416$20.0K0.0%GrowthLowTampa, FL2026-10-16
GGM Financial LLC
140$6.7K0.0%ETFMediumColumbus, OH2026-11-05
Davis Capital Management
87$4.2K0.0%CoreLowJacksonville, FL2026-10-08