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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
124,695
shares
|
$2.39 Million
0.0% of portfolio
|
Q1 2025
Added 228.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
94,804
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Added 51.6%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
93,955
shares
|
$1.8 Million
0.76% of portfolio
|
Q1 2025
Added 127.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
90,615
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
90,247
shares
|
$1.73 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
|
$1.64 Million
1.18% of portfolio
|
Q3 2024
Added 48.54%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
81,129
shares
|
$1.56 Million
0.16% of portfolio
|
Q1 2025
Added 25.66%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
75,624
shares
|
$1.45 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
57,731
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 249.88%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
51,306
shares
|
$984,562
0.41% of portfolio
|
Q1 2025
Added 117.22%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,458
shares
|
$853,149
0.39% of portfolio
|
Q3 2023
Added 189.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
42,998
shares
|
$825,131
0.03% of portfolio
|
Q1 2025
Added 288.56%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
41,528
shares
|
$796,922
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
40,250
shares
|
$772,397
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
40,072
shares
|
$768,981
0.0% of portfolio
|
Q1 2025
Added 48.77%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
39,908
shares
|
$765,834
0.05% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
38,338
shares
|
$735,706
0.01% of portfolio
|
Q1 2025
Added 91.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
37,294
shares
|
$715,671
0.01% of portfolio
|
Q1 2025
Added 92.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
33,002
shares
|
$633,308
0.02% of portfolio
|
Q1 2025
Added 56800.0%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
30,581
shares
|
$586,849
0.64% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,244
shares
|
$580,382
0.42% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
28,578
shares
|
$548,411
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
26,738
shares
|
$513,102
0.2% of portfolio
|
Q1 2025
Reduced 26.65%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
23,382
shares
|
$448,700
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
23,280
shares
|
$446,743
0.02% of portfolio
|
Q1 2025
Added 5.65%
|