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 $240 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
84,354
shares
|
$1.3 Million
0.74% of portfolio
|
Q3 2025
Added 524.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
78,578
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
77,669
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.11%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
77,041
shares
|
$1.19 Million
1.01% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
63,769
shares
|
$985,868
0.74% of portfolio
|
Q3 2025
Reduced 6.48%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
60,170
shares
|
$930,228
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
57,418
shares
|
$887,682
0.0% of portfolio
|
Q2 2025
Added 39.82%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
44,458
shares
|
$687,320
0.39% of portfolio
|
Q3 2023
Added 189.04%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
42,636
shares
|
$659,152
0.26% of portfolio
|
Q3 2025
Added 59.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
40,965
shares
|
$633,318
0.03% of portfolio
|
Q2 2024
Added 5.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
38,931
shares
|
$601,873
0.0% of portfolio
|
Q3 2025
Reduced 69.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
38,905
shares
|
$601,471
0.0% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,253
shares
|
$560,471
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
34,839
shares
|
$538,610
0.38% of portfolio
|
Q3 2025
Added 192.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
34,496
shares
|
$533,308
0.0% of portfolio
|
Q3 2025
Added 151.89%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
33,876
shares
|
$523,722
0.0% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
33,821
shares
|
$522,872
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
30,244
shares
|
$467,572
0.42% of portfolio
|
Q1 2024
Reduced 10.97%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
25,877
shares
|
$400,058
0.04% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
24,757
shares
|
$382,743
0.02% of portfolio
|
Q3 2025
Reduced 47.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
24,576
shares
|
$379,944
0.01% of portfolio
|
Q3 2025
Added 2240.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
23,882
shares
|
$369,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
23,382
shares
|
$361,485
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
23,134
shares
|
$357,651
0.1% of portfolio
|
Q3 2025
Reduced 94.34%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,864
shares
|
$353,477
0.01% of portfolio
|
Q3 2025
Added 7.43%
|
|