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 90 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,402,571
shares
|
$36.9 Million
0.2% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,717,964
shares
|
$26.4 Million
0.06% of portfolio
|
Q2 2025
Added 3829.11%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,257,820
shares
|
$19.3 Million
6.37% of portfolio
|
Q2 2024
Added 167.8%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
870,936
shares
|
$13.4 Million
0.07% of portfolio
|
Q4 2024
Added 39.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
603,602
shares
|
$9.27 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
441,490
shares
|
$6.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
407,613
shares
|
$6.26 Million
0.02% of portfolio
|
Q2 2025
Added 1898.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
404,628
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
349,475
shares
|
$5.37 Million
0.25% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
286,890
shares
|
$4.41 Million
0.25% of portfolio
|
Q2 2020
Added 5.72%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
265,275
shares
|
$4.07 Million
0.78% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
233,750
shares
|
$3.59 Million
0.04% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
218,805
shares
|
$3.36 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Oct 06, 2025 Q3 2025 |
204,763
shares
|
$3.15 Million
6.33% of portfolio
|
Q3 2025
Added 35.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
200,143
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
190,586
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,005
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
131,725
shares
|
$2.02 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
127,559
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
123,129
shares
|
$1.89 Million
0.91% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
102,342
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 174.42%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
95,623
shares
|
$1.47 Million
1.58% of portfolio
|
Q2 2025
Added 130.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
90,247
shares
|
$1.39 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
85,680
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
85,335
shares
|
$1.31 Million
1.18% of portfolio
|
Q3 2024
Added 48.54%
|