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 85 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $373 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
85,335
shares
|
$1.76 Million
1.18% of portfolio
|
Q3 2024
Added 48.54%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
76,246
shares
|
$1.57 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
66,427
shares
|
$1.37 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
64,562
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
62,534
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,428
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,458
shares
|
$917,168
0.39% of portfolio
|
Q3 2023
Added 189.04%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
42,125
shares
|
$869,038
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
41,346
shares
|
$852,967
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
37,950
shares
|
$782,908
0.0% of portfolio
|
Q4 2024
Reduced 59.05%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
36,452
shares
|
$752,004
0.25% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
36,452
shares
|
$752,004
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
32,185
shares
|
$663,976
0.03% of portfolio
|
Q4 2024
Reduced 28.75%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
31,280
shares
|
$645,306
0.11% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
30,822
shares
|
$635,857
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,244
shares
|
$623,933
0.42% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
28,618
shares
|
$590,389
0.25% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
28,468
shares
|
$587,294
0.0% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
26,936
shares
|
$555,689
0.0% of portfolio
|
Q4 2024
Reduced 68.51%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
23,619
shares
|
$487,259
0.16% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
22,036
shares
|
$454,602
0.02% of portfolio
|
Q4 2024
Reduced 15.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
20,837
shares
|
$429,867
0.0% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
20,237
shares
|
$417,489
0.09% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
20,225
shares
|
$417,241
0.06% of portfolio
|
Q4 2024
Added 49.13%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
20,134
shares
|
$415,364
0.01% of portfolio
|
Q4 2024
Added 2.57%
|