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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
131,392
shares
|
$2.56 Million
0.98% of portfolio
|
Q2 2024
Reduced 45.95%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
128,419
shares
|
$2.5 Million
1.85% of portfolio
|
Q3 2024
Added 97.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
92,671
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2024
Added 646.2%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
90,247
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
85,535
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 83.15%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
85,335
shares
|
$1.66 Million
1.18% of portfolio
|
Q3 2024
Added 48.54%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,681
shares
|
$890,779
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
45,169
shares
|
$880,795
0.05% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,458
shares
|
$866,931
0.39% of portfolio
|
Q3 2023
Added 189.04%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
43,752
shares
|
$853,164
0.16% of portfolio
|
Q3 2024
Reduced 7.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
43,525
shares
|
$848,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
41,346
shares
|
$806,247
0.47% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
38,904
shares
|
$758,628
0.01% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
35,150
shares
|
$685,425
0.03% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,244
shares
|
$589,758
0.42% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,277
shares
|
$570,901
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
27,044
shares
|
$527,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
26,572
shares
|
$518,154
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Oct 30, 2024 Q3 2024 |
26,443
shares
|
$515,638
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
26,415
shares
|
$515,092
0.02% of portfolio
|
Q2 2024
Added 40.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
26,121
shares
|
$509,359
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
26,029
shares
|
$507,565
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
25,962
shares
|
$506,259
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
21,706
shares
|
$423,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,087
shares
|
$411,196
0.0% of portfolio
|
Q3 2024
Reduced 23.2%
|