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 87 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
2,308,578
shares
|
$35.7 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,221,703
shares
|
$34.3 Million
0.15% of portfolio
|
Q3 2025
Added 155.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,619,669
shares
|
$25 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.72%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,257,820
shares
|
$19.4 Million
6.37% of portfolio
|
Q2 2024
Added 167.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
828,111
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Added 104.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
633,581
shares
|
$9.8 Million
0.11% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
595,985
shares
|
$9.21 Million
0.02% of portfolio
|
Q3 2025
Added 46.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
560,882
shares
|
$8.67 Million
0.0% of portfolio
|
Q3 2025
Added 27.04%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
517,257
shares
|
$8 Million
3.12% of portfolio
|
Q3 2025
Added 320.09%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
362,712
shares
|
$5.61 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
362,688
shares
|
$5.61 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
360,604
shares
|
$5.57 Million
0.22% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
333,570
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
286,890
shares
|
$4.44 Million
0.25% of portfolio
|
Q2 2020
Added 5.72%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
265,275
shares
|
$4.1 Million
0.78% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
224,292
shares
|
$3.47 Million
0.26% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
224,136
shares
|
$3.47 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
207,387
shares
|
$3.21 Million
0.0% of portfolio
|
Q3 2025
Added 188.39%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Oct 06, 2025 Q3 2025 |
204,763
shares
|
$3.17 Million
6.33% of portfolio
|
Q3 2025
Added 35.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
190,586
shares
|
$2.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
181,707
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,005
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
121,690
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
90,247
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
85,335
shares
|
$1.32 Million
1.18% of portfolio
|
Q3 2024
Added 48.54%
|
|