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 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,382,592
shares
|
$45.7 Million
0.26% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,809,339
shares
|
$34.7 Million
0.21% of portfolio
|
Q1 2025
Added 48.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,798,835
shares
|
$34.5 Million
0.09% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,257,820
shares
|
$24.1 Million
6.37% of portfolio
|
Q2 2024
Added 167.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
703,101
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Added 71.82%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
701,236
shares
|
$13.5 Million
6.72% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
700,000
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 1077.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
661,514
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
649,220
shares
|
$12.5 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
396,056
shares
|
$7.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
339,960
shares
|
$6.52 Million
0.31% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
338,781
shares
|
$6.5 Million
0.01% of portfolio
|
Q1 2025
Added 60.64%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
307,987
shares
|
$5.91 Million
1.25% of portfolio
|
Q1 2025
Added 884.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
286,890
shares
|
$5.51 Million
0.25% of portfolio
|
Q2 2020
Added 5.72%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
281,847
shares
|
$5.41 Million
0.12% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
265,275
shares
|
$5.09 Million
0.78% of portfolio
|
Q1 2023
Added 0.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
224,257
shares
|
$4.3 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
222,127
shares
|
$4.26 Million
0.38% of portfolio
|
Q1 2025
Added 16.68%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
221,655
shares
|
$4.25 Million
1.51% of portfolio
|
Q1 2025
Added 233.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
215,840
shares
|
$4.14 Million
0.01% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
190,586
shares
|
$3.66 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
168,499
shares
|
$3.23 Million
0.03% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
144,005
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
136,143
shares
|
$2.61 Million
0.26% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
133,705
shares
|
$2.57 Million
6.77% of portfolio
|
Q1 2025
Added 3446.55%
|