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 |
|---|---|---|---|---|---|
| PASADENA PRIVATE WEALTH, LLC | 04/22/2026 | 2.29 M | $31.92 M | 100.00% | 6.95% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 05/14/2026 | 2.22 M | $31.05 M | -0.80% | 6.76% |
| FMR LLC | 05/15/2026 | 1.94 M | $27.14 M | 0.00% | 5.91% |
| CARRERA CAPITAL ADVISORS | 05/04/2026 | 1.74 M | $24.32 M | 252.00% | 5.29% |
| COLONY GROUP, LLC | 05/15/2026 | 1.41 M | $19.64 M | 10.80% | 4.28% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.38 M | $19.26 M | 8,282.36% | 4.19% |
| CIBC WORLD MARKET INC. | 05/14/2026 | 874.40 K | $12.21 M | 10.99% | 2.66% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 772.95 K | $10.79 M | 91.84% | 2.35% |
| KRILOGY FINANCIAL LLC | 04/17/2026 | 597.56 K | $7.68 M | 31.65% | 1.82% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 05/08/2026 | 594.35 K | $8.30 M | -13.76% | 1.81% |
| CRESCENT GROVE ADVISORS, LLC | 05/06/2026 | 473.81 K | $6.61 M | 100.00% | 1.44% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 392.47 K | $5.48 M | 3.80% | 1.19% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 347.46 K | $4.85 M | 5.42% | 1.06% |
| ENCOMPASS MORE ASSET MANAGEMENT | 04/28/2026 | 280.01 K | $3.91 M | 100.00% | 0.85% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 266.78 K | $3.72 M | 657.75% | 0.81% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 04/29/2026 | 255.49 K | $3.57 M | 215.49% | 0.78% |
| ROYAL BANK OF CANADA | 05/15/2026 | 249.79 K | $3.49 M | 3,393.01% | 0.76% |
| PMV CAPITAL ADVISERS, LLC | 04/16/2026 | 246.62 K | $3.44 M | 13.97% | 0.75% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 196.78 K | $2.75 M | 21.23% | 0.60% |
| 05/15/2026 | 195.39 K | $2.72 M | 281.41% | 0.59% | |
| TREK FINANCIAL, LLC | 05/13/2026 | 191.97 K | $2.68 M | 100.00% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 184.77 K | $2.58 M | 153.20% | 0.56% |
| HRT FINANCIAL LP | 05/14/2026 | 152.81 K | $2.13 M | -16.16% | 0.46% |
| JANE STREET GROUP, LLC | 05/12/2026 | 141.89 K | $1.98 M | -38.06% | 0.43% |
| LATITUDE ADVISORS, LLC | 04/27/2026 | 134.05 K | $1.87 M | 62.77% | 0.41% |
| HILLTOP HOLDINGS INC. | 05/14/2026 | 121.76 K | $1.70 M | -56.96% | 0.37% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 118.67 K | $1.66 M | 100.00% | 0.36% |
| LPL FINANCIAL LLC | 05/06/2026 | 107.51 K | $1.50 M | -10.84% | 0.33% |
| AVESTAR CAPITAL, LLC | 05/13/2026 | 85.03 K | $1.19 M | -5.65% | 0.26% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 76.25 K | $1.06 M | -70.09% | 0.23% |
| AXIM PLANNING & WEALTH | 05/14/2026 | 75.71 K | $1.06 M | 24.17% | 0.23% |
| GOOD STEWARD WEALTH ADVISORS,LLC | 05/04/2026 | 74.42 K | $1.04 M | 7.38% | 0.23% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 62.14 K | $867.41 K | 61.24% | 0.19% |
| FERGUSON SHAPIRO LLC | 04/23/2026 | 60.40 K | $843.18 K | 100.00% | 0.18% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 05/13/2026 | 60.17 K | $839.97 K | 0.00% | 0.18% |
| GEOWEALTH MANAGEMENT, LLC | 05/13/2026 | 55.01 K | $767.87 K | 100.00% | 0.17% |
| ARETE WEALTH ADVISORS, LLC | 05/20/2026 | 51.77 K | $723.15 K | 36.03% | 0.16% |
| BISON WEALTH, LLC | 05/15/2026 | 49.74 K | $597.33 K | 120.70% | 0.15% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 44.68 K | $623.74 K | 10.19% | 0.14% |
| NBC SECURITIES, INC. | 04/14/2026 | 42.34 K | $591.11 K | 100.00% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 41.77 K | $583.17 K | -35.84% | 0.13% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 41.52 K | $579.56 K | 100.00% | 0.13% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 41.31 K | $576.62 K | 100.00% | 0.13% |
| 05/05/2026 | 36.86 K | $514.56 K | 33.67% | 0.11% | |
| GREENWOOD CAPITAL ASSOCIATES LLC | 04/29/2026 | 36.38 K | $507.91 K | 50.23% | 0.11% |
| TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | 04/16/2026 | 35.62 K | $497.28 K | 40.05% | 0.11% |
| IFP ADVISORS, INC | 04/13/2026 | 35.57 K | $496.59 K | 36.13% | 0.11% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 05/12/2026 | 34.92 K | $487.44 K | 50.55% | 0.11% |
| MORGAN STANLEY | 05/15/2026 | 34.26 K | $478.24 K | -1.81% | 0.10% |
| WORTH ASSET MANAGEMENT, LLC | 04/17/2026 | 30.47 K | $425.39 K | 20.53% | 0.09% |
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AGF U.S. Market Neutral Anti-Beta Fund institutional Ownership - FAQ's
During the previous two years, 124 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were:
Carrera Capital Advisors: 1.54 M
AE Wealth Management LLC: 927,590
Krilogy Financial LLC: 822,619
HighTower Advisors, LLC: 797,480
Kestra Advisory Services, LLC: 407,856
WealthPlan Investment Management, LLC: 257,710
58.90% of AGF U.S. Market Neutral Anti-Beta Fund stock is owned by institutional investors.
Institutional investors have bought a total of 20.77 M shares in the last 24 months. This purchase volume represents approximately $297.06 M in transactions.