AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 1.94 M | $21.68 M | 0.00% | 5.91% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 1.76 M | $19.60 M | -20.96% | 5.34% |
| CARRERA CAPITAL ADVISORS | 08/03/2026 | 1.54 M | $17.16 M | -11.64% | 4.68% |
| COLONY GROUP, LLC | 08/12/2026 | 1.54 M | $17.15 M | 9.32% | 4.67% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 927.59 K | $10.34 M | 20.01% | 2.82% |
| KRILOGY FINANCIAL LLC | 07/27/2026 | 822.62 K | $9.17 M | 37.66% | 2.50% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 797.48 K | $8.89 M | -42.19% | 2.42% |
| CIBC WORLD MARKET INC. | 08/13/2026 | 783.77 K | $8.74 M | -10.36% | 2.38% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 08/07/2026 | 606.51 K | $6.76 M | 2.05% | 1.84% |
| CRESCENT GROVE ADVISORS, LLC | 08/10/2026 | 473.81 K | $5.28 M | 0.00% | 1.44% |
| IFG ADVISORY, LLC | 08/14/2026 | 409.16 K | $4.56 M | 100.00% | 1.24% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 407.86 K | $4.55 M | 3.92% | 1.24% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 342.39 K | $3.82 M | -1.46% | 1.04% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 07/28/2026 | 257.71 K | $2.87 M | 0.87% | 0.78% |
| JANE STREET GROUP, LLC | 08/14/2026 | 239.79 K | $2.67 M | 68.99% | 0.73% |
| PURPOSE UNLIMITED INC. | 08/13/2026 | 201.50 K | $2.23 M | 3.13% | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 193.58 K | $2.16 M | -27.44% | 0.59% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 189.20 K | $2.11 M | -3.85% | 0.58% |
| PMV CAPITAL ADVISERS, LLC | 08/14/2026 | 188.30 K | $2.10 M | -23.65% | 0.57% |
| TREK FINANCIAL, LLC | 08/13/2026 | 152.51 K | $1.70 M | -20.55% | 0.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 124.24 K | $1.39 M | 197.40% | 0.38% |
| CITADEL ADVISORS LLC | 09/02/2026 | 114.29 K | $1.27 M | 100.00% | 0.35% |
| LPL FINANCIAL LLC | 08/07/2026 | 108.80 K | $1.21 M | 1.20% | 0.33% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 105.60 K | $1.18 M | 100.00% | 0.32% |
| GOOD STEWARD WEALTH ADVISORS,LLC | 08/03/2026 | 104.50 K | $1.17 M | 40.42% | 0.32% |
| LATITUDE ADVISORS, LLC | 07/28/2026 | 100.68 K | $1.12 M | -24.89% | 0.31% |
| GREENWOOD CAPITAL ASSOCIATES LLC | 07/28/2026 | 82.71 K | $922.17 K | 127.32% | 0.25% |
| AVESTAR CAPITAL, LLC | 07/29/2026 | 79.40 K | $885.34 K | -6.62% | 0.24% |
| AXIM PLANNING & WEALTH | 08/14/2026 | 76.60 K | $854.11 K | 1.18% | 0.23% |
| ARETE WEALTH ADVISORS, LLC | 08/13/2026 | 64.77 K | $722.19 K | 25.12% | 0.20% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 08/14/2026 | 60.17 K | $670.90 K | 0.00% | 0.18% |
| NBC SECURITIES, INC. | 07/21/2026 | 60.09 K | $669.96 K | 41.90% | 0.18% |
| PERSIUM ADVISORS, LLC | 08/06/2026 | 57.60 K | $642.24 K | 100.00% | 0.18% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 52.18 K | $581.82 K | 16.79% | 0.16% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 48.13 K | $536.64 K | -22.54% | 0.15% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 47.28 K | $527.15 K | 13.88% | 0.14% |
| IFP ADVISORS, INC | 07/20/2026 | 44.63 K | $497.66 K | 25.47% | 0.14% |
| TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | 07/09/2026 | 44.60 K | $497.26 K | 25.20% | 0.14% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 39.03 K | $435.13 K | 43.29% | 0.12% |
| MORGAN STANLEY | 08/13/2026 | 35.34 K | $394.06 K | 3.16% | 0.11% |
| ZEGA INVESTMENTS, LLC | 07/31/2026 | 32.07 K | $357.54 K | 75.62% | 0.10% |
| INVESTED ADVISORS | 08/04/2026 | 28.33 K | $315.87 K | 100.00% | 0.09% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 26.46 K | $335.98 K | -0.36% | 0.08% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 26.35 K | $293.77 K | -24.54% | 0.08% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 26.29 K | $293.11 K | -8.68% | 0.08% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 26.21 K | $292.19 K | -10.94% | 0.08% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 07/21/2026 | 20.45 K | $228.05 K | -18.03% | 0.06% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 08/17/2026 | 19.86 K | $221.38 K | 31.45% | 0.06% |
| WEALTHPLAN PARTNERS, LLC | 07/28/2026 | 19.53 K | $217.78 K | 76.78% | 0.06% |
| BISON WEALTH, LLC | 07/07/2026 | 19.21 K | $220.73 K | -61.37% | 0.06% |
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AGF U.S. Market Neutral Anti-Beta Fund institutional Ownership - FAQ's
During the previous two years, 134 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were:
FMR LLC: 1.94 M
Federation des caisses Desjardins du Quebec: 1.76 M
Carrera Capital Advisors: 1.54 M
Colony Group, LLC: 1.54 M
AE Wealth Management LLC: 927,590
Krilogy Financial LLC: 822,619
48.00% of AGF U.S. Market Neutral Anti-Beta Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.38 M shares in the last 24 months. This purchase volume represents approximately $262.82 M in transactions.