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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
19,953
shares
|
$389,083
0.0% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
18,664
shares
|
$363,948
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
17,873
shares
|
$348,523
0.05% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,441
shares
|
$320,599
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 12, 2024 Q3 2024 |
16,427
shares
|
$320,326
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
15,828
shares
|
$308,646
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,818
shares
|
$308,451
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,959
shares
|
$291,700
0.22% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
14,913
shares
|
$290,803
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
13,562
shares
|
$264,459
0.05% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
12,773
shares
|
$249,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12,215
shares
|
$238,192
0.05% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,267
shares
|
$219,706
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
8,272
shares
|
$161,304
0.0% of portfolio
|
Q3 2024
Reduced 90.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,088
shares
|
$118,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,992
shares
|
$77,844
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,751
shares
|
$73,144
0.05% of portfolio
|
Q1 2024
Reduced 94.66%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
3,240
shares
|
$63,180
0.01% of portfolio
|
Q3 2022
Reduced 6.01%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
2,790
shares
|
$54,405
0.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,234
shares
|
$43,563
0.04% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,014
shares
|
$19,773
0.01% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
837
shares
|
$16,321
0.0% of portfolio
|
Q3 2024
Reduced 48.49%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
804
shares
|
$15,678
0.0% of portfolio
|
Q1 2023
Reduced 33.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
411
shares
|
$8,014
0.0% of portfolio
|
Q3 2024
Added 105.5%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
371
shares
|
$7,234
0.0% of portfolio
|
Q3 2024
New holding
|