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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,042
shares
|
$413,466
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
19,726
shares
|
$406,947
0.04% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
19,342
shares
|
$399,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
17,929
shares
|
$369,875
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
17,215
shares
|
$355,145
0.0% of portfolio
|
Q4 2024
Reduced 92.05%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
16,500
shares
|
$340,395
0.0% of portfolio
|
Q4 2024
Reduced 62.09%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
15,818
shares
|
$326,325
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,277
shares
|
$273,904
0.0% of portfolio
|
Q4 2024
Reduced 38.83%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
12,242
shares
|
$252,552
0.03% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
12,215
shares
|
$251,995
0.05% of portfolio
|
Q3 2024
Added 18.45%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
11,621
shares
|
$239,741
0.09% of portfolio
|
Q4 2024
Reduced 29.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,267
shares
|
$232,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
11,066
shares
|
$228,291
0.01% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
10,595
shares
|
$218,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,325
shares
|
$109,854
0.0% of portfolio
|
Q4 2024
Reduced 12.53%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
4,827
shares
|
$99,581
0.03% of portfolio
|
Q4 2024
Added 73.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,526
shares
|
$93,371
0.0% of portfolio
|
Q4 2024
Reduced 45.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,992
shares
|
$82,354
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,770
shares
|
$77,775
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,751
shares
|
$77,383
0.05% of portfolio
|
Q1 2024
Reduced 94.66%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
3,240
shares
|
$66,841
0.01% of portfolio
|
Q3 2022
Reduced 6.01%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,234
shares
|
$46,087
0.04% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,920
shares
|
$39,609
0.0% of portfolio
|
Q4 2024
Added 129.39%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
804
shares
|
$16,586
0.0% of portfolio
|
Q1 2023
Reduced 33.66%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
736
shares
|
$15,183
0.0% of portfolio
|
Q4 2024
Reduced 97.18%
|