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XAGG · Insider trading · 13F holders · Congress trades

Eaton Vance (XAGG)

Who is buying and selling XAGG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
13
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

XAGG at a glance

  • No open-market insider purchases or sales of XAGG were filed in the last 90 days.
  • 13 13F filers hold XAGG among their 50 largest positions, worth $101.2M combined. The biggest bets by portfolio weight are Spectrum Wealth Advisory Group, LLC (4.4%), Horizon Wealth Management, LLC (3.5%) and Consolidated Capital Management, LLC (3.3%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.
  • No member of Congress has disclosed a trade in XAGG.

XAGG insider trading

No open-market insider purchases or sales of XAGG were filed in the last 90 days.

Who owns XAGG? Hedge funds and superinvestors

13 13F filers hold XAGG among their 50 largest positions, worth $101.2M combined. The biggest bets by portfolio weight are Spectrum Wealth Advisory Group, LLC (4.4%), Horizon Wealth Management, LLC (3.5%) and Consolidated Capital Management, LLC (3.3%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.

13F filers holding XAGG
Manager% of portfolioValueSharesLast quarter13F
Horizon Wealth Management, LLCWealth manager3.5%$27.6M552,439+112.1% sharesQ2 2026
Wesbanco Bank IncMutual fund manager0.5%$21.3M426,545+0.0% sharesQ2 2026
Spectrum Wealth Advisory Group, LLCWealth manager4.4%$15.6M324,764+693.1% sharesQ3 2026
Consolidated Capital Management, LLCWealth manager3.3%$12.0M249,919+1.6% sharesQ3 2026
Hudock, Inc.Wealth manager0.8%$6.4M133,433—Q3 2026
FWG Holdings, LLCWealth manager2.1%$6.0M121,823-13.6% sharesQ2 2026
Future Financial Wealth Managment LLCWealth manager2.0%$3.2M66,493—Q3 2026
QTR Family Wealth, LLCWealth manager1.0%$2.9M58,129+48.4% sharesQ2 2026
Stonebridge Financial Group, LLC / MOWealth manager1.5%$2.3M46,205—Q2 2026
Comprehensive Wealth Management, LLCWealth manager0.6%$1.3M25,759NewQ2 2026
Miller Financial Services LLCWealth manager0.9%$1.2M25,415+8.7% sharesQ3 2026
PlanVest Financial, IncWealth manager0.6%$908K18,173+4.0% sharesQ2 2026
Wall Capital Group, Inc.Institutional asset manager0.2%$246K5,099+1.8% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 7). Screen XAGG in the grand portfolio →

XAGG stock trades by members of Congress

No member of Congress has disclosed a trade in XAGG.

XAGG questions and answers

Are insiders buying XAGG stock?

No open-market insider purchases or sales of XAGG were filed in the last 90 days.

Which hedge funds own XAGG?

13 13F filers hold XAGG among their 50 largest positions, worth $101.2M combined. The biggest bets by portfolio weight are Spectrum Wealth Advisory Group, LLC (4.4%), Horizon Wealth Management, LLC (3.5%) and Consolidated Capital Management, LLC (3.3%). In their latest 13Fs, 1 manager opened a new position and 4 added to one.

Has Congress traded XAGG?

No member of Congress has disclosed a trade in XAGG.

Who is the largest holder of XAGG?

Among 13F filers, Horizon Wealth Management, LLC reports the largest XAGG position, $27.6M (552,439 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Spectrum Wealth Advisory Group, LLC's: 4.4% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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