Who Owns AGF AGFIQ US MARKET NEUTRAL (BTAL)? -- Institutional Holders (2026-06-30)

109 institutions reported holding $176.1M of AGF AGFIQ US MARKET NEUTRAL (BTAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($21.7M), Federation des caisses Desjardins du Quebec ($19.6M), Carrera Capital Advisors ($17.2M), Focus Partners Wealth ($17.1M), AE Wealth Management LLC ($10.3M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	FMR LLC	$21.7M	1.9M	Hold
2	Federation des caisses Desjardins du Quebec	$19.6M	1.8M	Trimmed
3	Carrera Capital Advisors	$17.2M	1.5M	Trimmed
4	Focus Partners Wealth	$17.1M	1.5M	Added
5	AE Wealth Management LLC	$10.3M	927,590	Added
6	Krilogy Financial LLC	$9.2M	822,619	Added
7	HighTower Advisors, LLC	$8.9M	797,480	Trimmed
8	CIBC WORLD MARKET INC.	$8.7M	783,771	Trimmed
9	OneDigital Investment Advisors LLC	$6.8M	606,507	Added
10	Crescent Grove Advisors, LLC	$5.3M	473,811	Hold
11	IFG Advisory, LLC	$4.6M	409,162	New
12	Kestra Advisory Services, LLC	$4.5M	407,856	Added
13	Advisory Services Network, LLC	$3.8M	342,385	Trimmed
14	WealthPlan Investment Management, LLC	$2.9M	257,710	Added
15	JANE STREET GROUP, LLC	$2.7M	239,792	Added
16	Purpose Unlimited Inc.	$2.2M	201,503	Added
17	OSAIC HOLDINGS, INC.	$2.2M	193,580	Trimmed
18	CAPTRUST FINANCIAL ADVISORS	$2.1M	189,200	Trimmed
19	PMV Capital Advisers, LLC	$2.1M	188,303	Trimmed
20	Trek Financial, LLC	$1.7M	152,514	Trimmed
21	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.4M	124,237	Added
22	CITADEL ADVISORS LLC	$1.3M	114,285	New
23	LPL Financial LLC	$1.2M	108,802	Added
24	Maridea Wealth Management LLC	$1.2M	105,600	New
25	Good Steward Wealth Advisors,LLC	$1.2M	104,503	Added

Source: SEC Form 13F filings · as of 2026-06-30