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 86 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
340
shares
|
$5,256
0.0% of portfolio
|
Q4 2024
Reduced 66.47%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
163
shares
|
$2,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
87
shares
|
$1,345
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
58
shares
|
$896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
43
shares
|
$664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
37
shares
|
$572
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
19
shares
|
$293
0.0% of portfolio
|
Q1 2025
Reduced 99.49%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|