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 |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
804
shares
|
$12,349
0.0% of portfolio
|
Q1 2023
Reduced 33.66%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
340
shares
|
$5,222
0.0% of portfolio
|
Q4 2024
Reduced 66.47%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
336
shares
|
$5,160
0.0% of portfolio
|
Q2 2025
Reduced 43.72%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
217
shares
|
$3,333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
203
shares
|
$3,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
163
shares
|
$2,503
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
131
shares
|
$2,012
0.0% of portfolio
|
Q3 2025
Reduced 98.45%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
118
shares
|
$1,812
0.0% of portfolio
|
Q2 2025
Reduced 97.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
87
shares
|
$1,336
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
37
shares
|
$568
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
19
shares
|
$291
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|