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 $189 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
20,374
shares
|
$312,944
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
19,030
shares
|
$292,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
18,405
shares
|
$282,700
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
16,494
shares
|
$253,347
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
16,276
shares
|
$249,999
0.07% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
15,818
shares
|
$242,964
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
15,125
shares
|
$232,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,816
shares
|
$212,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
13,695
shares
|
$210,355
0.0% of portfolio
|
Q2 2025
Reduced 97.93%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
13,510
shares
|
$207,513
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
12,855
shares
|
$197,452
0.15% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
12,632
shares
|
$194,027
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,215
shares
|
$187,622
0.04% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
11,895
shares
|
$182,707
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,267
shares
|
$173,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
10,750
shares
|
$165,120
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
10,380
shares
|
$159,436
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
9,153
shares
|
$140,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,873
shares
|
$105,569
0.0% of portfolio
|
Q1 2025
Added 51.86%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
3,240
shares
|
$49,766
0.01% of portfolio
|
Q3 2022
Reduced 6.01%
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
2,738
shares
|
$42,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,871
shares
|
$28,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$20,459
0.02% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,102
shares
|
$16,926
0.02% of portfolio
|
Q2 2025
Reduced 91.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,050
shares
|
$16,128
0.0% of portfolio
|
Q2 2025
New holding
|