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 82 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
4,800,000
shares
|
$93.6 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,349,911
shares
|
$45.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,693,811
shares
|
$33 Million
0.08% of portfolio
|
Q3 2024
Added 1564.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,416,938
shares
|
$27.6 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,257,820
shares
|
$24.5 Million
6.37% of portfolio
|
Q2 2024
Added 167.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,026,327
shares
|
$20 Million
1.55% of portfolio
|
Q3 2024
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
701,236
shares
|
$13.7 Million
6.72% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
653,885
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
631,699
shares
|
$12.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
450,293
shares
|
$8.78 Million
0.0% of portfolio
|
Q3 2024
Added 21.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
419,985
shares
|
$8.19 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
352,521
shares
|
$6.87 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
306,289
shares
|
$5.97 Million
0.26% of portfolio
|
Q3 2024
Added 1914.93%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
286,890
shares
|
$5.59 Million
0.25% of portfolio
|
Q2 2020
Added 5.72%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
265,275
shares
|
$5.17 Million
0.78% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
239,948
shares
|
$4.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
216,982
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
216,502
shares
|
$4.22 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
215,700
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Added 97.24%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
203,957
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
171,510
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
171,330
shares
|
$3.34 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
158,626
shares
|
$3.09 Million
0.27% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,005
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
135,015
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Added 20.69%
|