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 87 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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,864
shares
|
$353,477
0.01% of portfolio
|
Q3 2025
Added 7.43%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
22,035
shares
|
$340,661
0.13% of portfolio
|
Q3 2025
Added 112.28%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
19,903
shares
|
$307,700
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
19,633
shares
|
$303,526
0.07% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
16,809
shares
|
$259,867
0.0% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
16,494
shares
|
$254,997
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
15,818
shares
|
$244,546
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15,039
shares
|
$232,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
12,855
shares
|
$198,738
0.15% of portfolio
|
Q3 2025
Reduced 10.76%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,632
shares
|
$195,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Qvr LLC
|
Oct 27, 2025 Q3 2025 |
12,632
shares
|
$195,290
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
11,776
shares
|
$182,056
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
11,557
shares
|
$178,671
0.03% of portfolio
|
Q3 2025
Reduced 80.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,267
shares
|
$174,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
10,750
shares
|
$166,195
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
10,090
shares
|
$155,991
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
7,401
shares
|
$114,419
0.01% of portfolio
|
Q2 2025
Reduced 53.44%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
4,574
shares
|
$70,714
0.0% of portfolio
|
Q3 2025
Added 409.35%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
3,240
shares
|
$50,090
0.01% of portfolio
|
Q3 2022
Reduced 6.01%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,871
shares
|
$28,925
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,332
shares
|
$20,592
0.02% of portfolio
|
Q2 2025
Reduced 40.38%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
804
shares
|
$12,429
0.0% of portfolio
|
Q1 2023
Reduced 33.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
789
shares
|
$12,197
0.0% of portfolio
|
Q3 2025
Reduced 88.52%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
600
shares
|
$9,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
547
shares
|
$8,456
0.0% of portfolio
|
Q3 2025
Reduced 98.31%
|
|