13FBOX
EATON VANCE INCOME OPPORTUNITIES ETF · 13F Institutional Holdings
Options Calculator Rankings
E

EATON VANCE INCOME OPPORTUNITIES ETF

XAGG
Institutions
79
Combined AUM (Q2 2026)
$847.4M
Combined Shares (Q2 2026)
17.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+8.4M
66 · 25 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-585,116
15 · 7 Exit · ≈
⚖️ Net
+7.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$847.4M
Institutions
79
New Buys
25
Adds
41
Reduces
8
Exits
7
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%#45$224.6M4.5M$00+4.5MNew Buy
LPL Financial LLC
0.02%0.01%#38$84.5M1.7M$50.5M1.0M+674,105+66.33%Add
AMERIPRISE FINANCIAL INC
0.01%0.01%#44$62.1M1.2M$36.7M738,415+504,511+68.32%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.01%#40$62.1M1.2M$43.7M879,175+363,039+41.29%Add
UBS Group AG
0.01%0.01%#50$57.0M1.1M$45.5M917,164+222,464+24.26%Add
Janney Montgomery Scott LLC
0.08%0.07%#23$42.2M843,332$27.3M549,879+293,453+53.37%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.07%0.08%#24$41.0M821,261$37.3M748,917+72,344+9.66%Add
WELLS FARGO & COMPANY/MN
0.01%<0.01%#51$37.4M748,357$21.6M434,716+313,641+72.15%Add
BENJAMIN EDWARDS INC
0.33%0.35%#12$35.8M716,315$35.4M713,790+2,525+0.35%Add
Horizon Wealth Management, LLC
3.52%1.9%#1$27.6M552,439$12.9M260,429+292,010+112.13%Add
WESBANCO BANK INC
0.53%0.59%#10$21.3M426,545$21.2M426,54500.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#54$15.4M307,362$8.1M163,116+144,246+88.43%Add
Cetera Investment Advisers
0.01%0.01%#43$14.0M280,938$5.6M113,459+167,479+147.61%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#49$13.8M276,531$13.0M261,885+14,646+5.59%Add
CONSOLIDATED CAPITAL MANAGEMENT, LLC
3.28%3.78%#2$12.3M245,869$11.7M235,705+10,164+4.31%Add
MML INVESTORS SERVICES, LLC
0.02%0.01%#37$10.8M216,130$2.9M58,419+157,711+269.97%Add
GREAT VALLEY ADVISOR GROUP, INC.
0.13%0.13%#21$8.3M166,359$7.4M148,961+17,398+11.68%Add
D.A. DAVIDSON & CO.
0.04%0.04%#32$6.4M128,884$6.5M130,014-1,130-0.87%Reduce
Farther Finance Advisors, LLC
0.05%0.03%#31$6.2M123,469$3.4M69,281+54,188+78.21%Add
FWG Holdings, LLC
2.05%2.66%#3$6.0M121,823$7.0M140,986-19,163-13.59%Reduce
FULTON BANK, N.A.
0.23%0.09%#15$4.2M84,971$4.2M84,97100.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#69$3.7M73,155$3.1M61,576+11,579+18.80%Add
BTG Pactual Asset Management US LLC
0.21%0.23%#16$3.4M65,791$2.6M51,343+14,448+28.14%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.06%#27$3.3M65,961$00+65,961New Buy
Private Advisor Group, LLC
0.01%<0.01%#41$3.2M63,529$582,92111,738+51,791+441.23%Add
QTR Family Wealth, LLC
1.01%0.82%#5$2.9M58,129$2.0M39,168+18,961+48.41%Add
Beverly Hills Private Wealth, LLC
0.44%0.48%#11$2.3M46,651$2.9M58,207-11,556-19.85%Reduce
Stonebridge Financial Group, LLC / MO
1.53%0.25%#4$2.3M46,205$293,1435,903+40,302+682.74%Add
OLD MISSION CAPITAL LLC
0.03%#33$2.1M42,530$00+42,530New Buy
Spectrum Wealth Advisory Group, LLC
0.58%#9$2.0M40,949$00+40,949New Buy
Dynamic Advisor Solutions LLC
0.05%0.06%#30$1.9M37,426$1.8M35,500+1,926+5.43%Add
Global Retirement Partners, LLC
0.03%#35$1.9M37,056$00+37,056New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#61$1.8M36,045$745,72615,017+21,028+140.03%Add
Next Level Private LLC
0.28%0.33%#14$1.4M28,268$1.5M29,657-1,389-4.68%Reduce
Kovack Advisors, Inc.
0.07%#25$1.4M28,079$00+28,079New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$1.3M26,597$795,00016,003+10,594+66.20%Add
Mutual Advisors, LLC
0.02%0.02%#36$1.3M26,200$807,07416,252+9,948+61.21%Add
Comprehensive Wealth Management, LLC
0.59%#8$1.3M25,759$00+25,759New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#66$1.2M24,413$1.0M20,518+3,895+18.98%Add
Miller Financial Services LLC
0.94%0.77%#6$1.2M23,375$700,95114,115+9,260+65.60%Add
Madison Wealth Partners, Inc
0.14%#20$1.1M21,892$00+21,892New Buy
Wealthspire Retirement, LLC
0.06%0.03%#29$1.0M20,367$419,2978,443+11,924+141.23%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#64$945,51118,914$494,8139,964+8,950+89.82%Add
PlanVest Financial, Inc
0.61%0.66%#7$908,46618,173$867,66617,472+701+4.01%Add
Bleakley Financial Group, LLC
0.01%0.01%#46$833,86216,681$837,50616,865-184-1.09%Reduce
HENGEHOLD CAPITAL MANAGEMENT LLC
0.06%0.07%#26$800,62416,016$783,33715,774+242+1.53%Add
Wealth Management Partners, LLC
0.17%0.06%#18$713,90714,281$209,9134,227+10,054+237.85%Add
NewEdge Advisors, LLC
<0.01%#62$694,21513,887$00+13,887New Buy
BROWN ADVISORY INC
<0.01%<0.01%#67$641,87212,840$712,86914,355-1,515-10.55%Reduce
Embree Financial Group
0.06%0.02%#28$582,08411,644$201,7194,062+7,582+186.66%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow