Institutional Ownership Agf Invts Tr Agfiq Us Mkt Neut (BTAL)
This table provides information about the institutional ownership of Agf Invts Tr Agfiq Us Mkt Neut (BTAL). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tredje Ap Fonden
|
Feb 10, 2025 Q4 2024 |
4,800,000
shares
|
$85.7 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,369,429
shares
|
$42.3 Million
0.24% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,630,267
shares
|
$29.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,257,820
shares
|
$22.5 Million
6.37% of portfolio
|
Q2 2024
Added 167.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,215,261
shares
|
$21.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 14.23%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
701,236
shares
|
$12.5 Million
6.72% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
687,439
shares
|
$12.3 Million
0.15% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
653,513
shares
|
$11.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
409,208
shares
|
$7.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
320,202
shares
|
$5.72 Million
0.26% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
286,890
shares
|
$5.12 Million
0.25% of portfolio
|
Q2 2020
Added 5.72%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
265,275
shares
|
$4.74 Million
0.78% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
239,637
shares
|
$4.28 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
227,405
shares
|
$4.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
210,888
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
207,774
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
203,323
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
190,586
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
190,368
shares
|
$3.4 Million
0.29% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
168,291
shares
|
$3 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
149,389
shares
|
$2.67 Million
0.03% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,005
shares
|
$2.57 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
133,215
shares
|
$2.38 Million
1.9% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
91,441
shares
|
$1.63 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
90,247
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.39%
|