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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,494
shares
|
$393,279
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
20,397
shares
|
$391,418
0.0% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20,269
shares
|
$388,962
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
20,225
shares
|
$388,117
0.05% of portfolio
|
Q4 2024
Added 49.13%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
18,629
shares
|
$357,490
0.32% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
17,259
shares
|
$331,200
0.09% of portfolio
|
Q1 2025
Reduced 14.72%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
15,818
shares
|
$303,547
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,297
shares
|
$293,549
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
14,446
shares
|
$277,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
May 15, 2025 Q1 2025 |
13,731
shares
|
$263,497
0.14% of portfolio
|
Q1 2025
Added 18.16%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
13,708
shares
|
$263,056
0.21% of portfolio
|
Q1 2025
Reduced 82.02%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
12,215
shares
|
$234,405
0.06% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
11,444
shares
|
$219,610
0.03% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,267
shares
|
$216,213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,116
shares
|
$174,936
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
6,873
shares
|
$131,892
0.0% of portfolio
|
Q1 2025
Added 51.86%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
5,755
shares
|
$110,438
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
5,012
shares
|
$96,180
0.0% of portfolio
|
Q1 2025
Added 161.04%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4,043
shares
|
$77,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,689
shares
|
$70,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
3,240
shares
|
$62,175
0.01% of portfolio
|
Q3 2022
Reduced 6.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,830
shares
|
$54,307
0.0% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,234
shares
|
$42,870
0.04% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,247
shares
|
$23,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
825
shares
|
$15,831
0.0% of portfolio
|
Q1 2025
New holding
|