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 89 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 $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
78,578
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
71,913
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.15%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
68,189
shares
|
$1.05 Million
0.94% of portfolio
|
Q2 2025
Added 266.04%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
57,884
shares
|
$889,098
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
56,030
shares
|
$860,620
0.0% of portfolio
|
Q2 2025
Added 39.82%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
50,085
shares
|
$769,305
0.07% of portfolio
|
Q2 2025
Reduced 38.26%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
47,483
shares
|
$729,338
0.06% of portfolio
|
Q2 2025
Reduced 78.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,458
shares
|
$682,874
0.39% of portfolio
|
Q3 2023
Added 189.04%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
42,636
shares
|
$654,888
0.26% of portfolio
|
Q3 2025
Added 59.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,839
shares
|
$642,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
41,538
shares
|
$638,023
0.04% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
39,543
shares
|
$607,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
34,887
shares
|
$535,864
0.16% of portfolio
|
Q2 2025
Reduced 84.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
34,481
shares
|
$529,628
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
32,339
shares
|
$496,727
0.02% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
32,183
shares
|
$494,330
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,244
shares
|
$464,547
0.42% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
29,129
shares
|
$447,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
27,869
shares
|
$428,067
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
25,877
shares
|
$397,470
0.04% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
23,941
shares
|
$367,733
0.14% of portfolio
|
Q2 2025
Reduced 53.34%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
23,382
shares
|
$359,147
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
23,134
shares
|
$355,338
0.1% of portfolio
|
Q3 2025
Reduced 94.34%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
22,790
shares
|
$350,054
0.02% of portfolio
|
Q2 2025
Reduced 69.86%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21,282
shares
|
$326,891
0.01% of portfolio
|
Q2 2025
Added 5.0%
|