Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund meliputi Wealthedge Investment Advisors, Llc, Advyzon Investment Management, LLC, Able Wealth Management LLC, COIDX - IDX Commodity Opportunities Fund Institutional Class Shares, Integrity Alliance, Llc., Comprehensive Money Management Services LLC, RoundAngle Advisors LLC, Good Steward Wealth Advisors,LLC, Evolution Wealth Management Inc., J.Safra Asset Management Corp, Principal Securities, Inc., Allworth Financial LP, dan First Horizon Advisors, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 1,247 | 26 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 898 | 0 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 32,183 | 570 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 217 | 4 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,050 | 19 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 25,229 | 24.74 | 446 | 15.58 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 233,750 | 38.72 | 4,137 | 17.83 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18,405 | 326 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 14,405 | 255 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,090 | 26.29 | 639 | 8.32 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 13,510 | 239 | ||||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 151,160 | 13.05 | 2,676 | -3.98 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 29,129 | 516 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 26,764 | 474 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21,282 | 5.00 | 377 | -10.90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,944,789 | 321,352.73 | 34,423 | 286,750.00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 407,613 | 1,898.40 | 7,215 | 1,597.41 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 13,409 | 237 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,839 | 1 | ||||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 123,129 | 2,179 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 41,538 | 4.08 | 735 | -11.55 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 404,628 | 2.16 | 7,162 | -13.23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39,543 | 700 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 95,623 | 130.26 | 1,693 | 95.61 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 34,481 | 610 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,402,571 | 0.84 | 42,526 | -14.36 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 79,024 | 239.45 | 1,399 | 188.25 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,380 | 184 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 349,475 | 2.80 | 6,186 | -12.69 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 102,342 | 174.42 | 1,836 | 138.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43,954 | 9.20 | 778 | -7.28 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 11,895 | 211 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19,030 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 15,125 | 268 | ||||||
| 2025-05-28 | NP | NDOW - Anydrus Advantage ETF | 82,106 | 94.91 | 1,711 | 119.92 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 56,030 | 39.82 | 992 | 18.80 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,882 | 122 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 57,884 | 1,025 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 13,816 | 0 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 100 | 2 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 85,680 | 48.41 | 1,517 | 26.02 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 2,738 | 48 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,153 | 162 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 22,500 | 399 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 127,559 | 2.30 | 2,258 | -13.13 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 68,189 | 266.04 | 1,207 | 210.82 |
