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AGF US Market Neutral Anti (BTAL)

CUSIP: 00110G408 | NYSE | 297 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Carrera Capital Advisors1,635,648
2.8% of portfolio›$19.6M
Krilogy Financial LLC942,778
0.3% of portfolio›$11.6M
Crescent Grove Advisors, LLC473,811
0.5% of portfolio›$5.7M
Kestra Advisory Services, LLC439,254
0.0% of portfolio›$5.3M
WealthPlan Investment Management, LLC305,184
0.2% of portfolio›$3.7M
Collaborative Fund Advisors, LLC149,474
1.0% of portfolio›$1.8M
Avestar Capital, LLC110,740
0.1% of portfolio›$1.3M
Latitude Advisors, LLC98,316
0.4% of portfolio›$1.2M
Greenwood Capital Associates LLC95,744
0.1% of portfolio›$1.1M
Lanark Financial, Inc.64,692
0.1% of portfolio›$776.3K
Integrity Alliance, Llc.51,645
0.0% of portfolio›$619.7K
Bank of New York Mellon Corp51,308
0.0% of portfolio›$615.7K
IFP Advisors, Inc50,062
0.0% of portfolio›$600.7K
Flagship Harbor Advisors, LLC49,977
0.0% of portfolio›$599.7K
Dynamic Advisor Solutions LLC45,963
0.0% of portfolio›$551.6K
Farther Finance Advisors, LLC42,356
0.0% of portfolio›$508.3K
Bison Wealth, LLC39,948
0.0% of portfolio›$493.4K
Invested Advisors37,954
0.4% of portfolio›$455.4K
RHS Financial, LLC33,344
0.1% of portfolio›$400.1K
Zega Investments, LLC31,582
0.0% of portfolio›$379.0K
Ignite Planners, LLC27,880
0.0% of portfolio›$334.6K
WealthPLAN Partners, LLC27,812
0.1% of portfolio›$333.7K
Innovative Wealth Building LLC19,145
0.1% of portfolio›$229.7K
StoneX Group Inc.16,477
0.0% of portfolio›$198.3K
HUB Investment Partners, LLC15,818
0.0% of portfolio›$189.8K
IPG Investment Advisors LLC15,176
0.0% of portfolio›$182.1K
Able Wealth Management LLC14,658
0.0% of portfolio›$174.6K
Reap Financial Group, LLC13,961
0.0% of portfolio›$167.5K
Trek Financial, LLC13,332
0.0% of portfolio›$160.0K
J.Safra Asset Management Corp9,116
0.0% of portfolio›$109.4K
Creative Financial Designs Inc7,698
0.0% of portfolio›$92.4K
Heritage Family Offices, LLP5,203
0.0% of portfolio›$62.4K
CoreCap Advisors, LLC3,901
0.0% of portfolio›$46.8K
Triumph Capital Management3,220
0.0% of portfolio›$38.6K
Simplex Trading, LLC2,896
0.0% of portfolio›$34.8K
Buck Wealth Strategies, LLC203
0.0% of portfolio›$2.4K
Evolution Wealth Management Inc.200
0.0% of portfolio›$2.4K
Mosley Wealth Management79
0.0% of portfolio›$1.0K
POM Investment Strategies, LLC20
0.0% of portfolio›$240
StyleTurnoverLocationFiled
Carrera Capital Advisors
1,635,648$19.6M2.8%ETFMediumTroy, MI2026-11-03
Krilogy Financial LLC
942,778$11.6M0.3%GrowthLowSt. Louis, MO2026-10-13
Crescent Grove Advisors, LLC
473,811$5.7M0.5%ETFLowLake Forest, IL2026-10-21
Kestra Advisory Services, LLC
439,254$5.3M0.0%CoreLowAustin, TX2026-11-02
WealthPlan Investment Management, LLC
305,184$3.7M0.2%GrowthMediumOmaha, NE2026-10-15
Collaborative Fund Advisors, LLC
149,474$1.8M1.0%GrowthVery HighReno, NV2026-11-02
Avestar Capital, LLC
110,740$1.3M0.1%GrowthLowNew York, NY2026-10-28
Latitude Advisors, LLC
98,316$1.2M0.4%ETFLowYorkville, IL2026-10-27
Greenwood Capital Associates LLC
95,744$1.1M0.1%CoreMediumGreenwood, SC2026-10-27
Lanark Financial, Inc.
64,692$776.3K0.1%CoreMediumBirmingham, AL2026-10-26
Integrity Alliance, Llc.
51,645$619.7K0.0%ETFMediumUrbandale, IA2026-10-29
Bank of New York Mellon Corp
51,308$615.7K0.0%CoreLowNew York, NY2026-11-05
IFP Advisors, Inc
50,062$600.7K0.0%GrowthLowTampa, FL2026-10-16
Flagship Harbor Advisors, LLC
49,977$599.7K0.0%ETFMediumBoston, MA2026-10-26
Dynamic Advisor Solutions LLC
45,963$551.6K0.0%ETFLowPhoenix, AZ2026-10-13
Farther Finance Advisors, LLC
42,356$508.3K0.0%IndexLowSan Francisco, CA2026-10-08
Bison Wealth, LLC
39,948$493.4K0.0%GrowthMediumAtlanta, GA2026-10-13
Invested Advisors
37,954$455.4K0.4%CoreMediumState College, PA2026-10-23
RHS Financial, LLC
33,344$400.1K0.1%ETFMediumSan Francisco, CA2026-10-13
Zega Investments, LLC
31,582$379.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Ignite Planners, LLC
27,880$334.6K0.0%CoreLowSan Clemente, CA2026-10-14
WealthPLAN Partners, LLC
27,812$333.7K0.1%CoreMediumOmaha, NE2026-10-15
Innovative Wealth Building LLC
19,145$229.7K0.1%ETFVery LowCalifornia, MD2026-10-14
StoneX Group Inc.
16,477$198.3K0.0%ETFMediumNew York, NY2026-11-03
HUB Investment Partners, LLC
15,818$189.8K0.0%GrowthLowAustin, TX2026-11-03
IPG Investment Advisors LLC
15,176$182.1K0.0%CoreMediumSan Diego, CA2026-10-30
Able Wealth Management LLC
14,658$174.6K0.0%ETFMediumToms River, NJ2026-10-13
Reap Financial Group, LLC
13,961$167.5K0.0%ETFLowAustin, TX2026-11-02
Trek Financial, LLC
13,332$160.0K0.0%ETFHighScottsdale, AZ2026-10-29
J.Safra Asset Management Corp
9,116$109.4K0.0%ETFLowNew York, NY2026-11-03
Creative Financial Designs Inc
7,698$92.4K0.0%ETFMediumKokomo, IN2026-11-04
Heritage Family Offices, LLP
5,203$62.4K0.0%GrowthHighScottsdale, AZ2026-11-02
CoreCap Advisors, LLC
3,901$46.8K0.0%ETFMediumSouthfield, MI2026-10-08
Triumph Capital Management
3,220$38.6K0.0%ETFMediumDenver, CO2026-10-14
Simplex Trading, LLC
2,896$34.8K0.0%CoreVery HighChicago, IL2026-11-04
Buck Wealth Strategies, LLC
203$2.4K0.0%ValueMediumDenver, CO2026-10-28
Evolution Wealth Management Inc.
200$2.4K0.0%ETFMediumFort Myers, FL2026-10-28
Mosley Wealth Management
79$1.0K0.0%ETFHighAnaheim, CA2026-10-16
POM Investment Strategies, LLC
20$2400.0%ETFVery HighRaleigh, NC2026-10-20