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 |
|---|---|---|---|---|---|
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 02/12/2026 | 2.24 M | $32.27 M | -2.87% | 9.59% |
| FMR LLC | 02/17/2026 | 1.94 M | $27.98 M | 0.00% | 8.34% |
| COLONY GROUP, LLC | 02/13/2026 | 1.27 M | $18.27 M | 100.00% | 5.44% |
| CIBC WORLD MARKET INC. | 02/10/2026 | 787.80 K | $11.34 M | 32.18% | 3.34% |
| RESOURCES INVESTMENT ADVISORS, LLC. | 02/13/2026 | 689.19 K | $9.92 M | 8.78% | 2.95% |
| CARRERA CAPITAL ADVISORS | 01/30/2026 | 494.84 K | $7.30 M | 100.00% | 2.34% |
| KRILOGY FINANCIAL LLC | 01/27/2026 | 453.90 K | $6.43 M | 25.15% | 2.15% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 402.91 K | $5.80 M | 79.76% | 1.72% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 378.11 K | $5.44 M | 13.35% | 1.62% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 329.60 K | $4.74 M | 2,091.66% | 1.41% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 282.92 K | $4.07 M | 100.00% | 1.21% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 254.90 K | $3.67 M | 100.00% | 1.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 229.06 K | $3.30 M | 100.00% | 1.08% |
| PMV CAPITAL ADVISERS, LLC | 01/08/2026 | 216.39 K | $3.11 M | 5.68% | 1.02% |
| HRT FINANCIAL LP | 02/12/2026 | 182.25 K | $2.62 M | 100.00% | 0.78% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 162.32 K | $2.34 M | -10.67% | 0.69% |
| LPL FINANCIAL LLC | 02/11/2026 | 120.58 K | $1.74 M | -78.50% | 0.51% |
| CACHETECH INC. | 02/18/2026 | 108.04 K | $1.55 M | 100.00% | 0.46% |
| QVR LLC | 01/28/2026 | 86.02 K | $1.24 M | 580.95% | 0.41% |
| LATITUDE ADVISORS, LLC | 01/27/2026 | 82.35 K | $1.19 M | -2.37% | 0.39% |
| AVESTAR CAPITAL, LLC | 02/10/2026 | 90.12 K | $1.31 M | -25.94% | 0.38% |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 02/05/2026 | 80.98 K | $1.17 M | 100.00% | 0.35% |
| GOOD STEWARD WEALTH ADVISORS,LLC | 01/22/2026 | 69.31 K | $997.39 K | 98.95% | 0.33% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 02/17/2026 | 76.40 K | $1.10 M | -85.23% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 72.98 K | $1.05 M | -64.81% | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 65.11 K | $936.90 K | 67.24% | 0.28% |
| AXIM PLANNING & WEALTH | 02/13/2026 | 60.97 K | $877.40 K | -20.86% | 0.26% |
| HUDSON BAY CAPITAL MANAGEMENT LP | 02/13/2026 | 60.17 K | $865.85 K | 0.00% | 0.26% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 40.55 K | $583.50 K | -1.02% | 0.19% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 38.54 K | $554.53 K | -50.96% | 0.18% |
| ABLE WEALTH MANAGEMENT LLC | 01/27/2026 | 34.87 K | $501.82 K | -18.21% | 0.17% |
| ARETE WEALTH ADVISORS, LLC | 02/13/2026 | 38.05 K | $548.00 K | 4.97% | 0.16% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 37.20 K | $535.28 K | -83.42% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 35.21 K | $506.72 K | -97.83% | 0.15% |
| MORGAN STANLEY | 02/13/2026 | 34.89 K | $502.05 K | 1.14% | 0.15% |
| NWAM LLC | 02/04/2026 | 29.05 K | $411.33 K | 170.22% | 0.14% |
| TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | 01/20/2026 | 25.44 K | $366.01 K | 15.43% | 0.12% |
| WORTH ASSET MANAGEMENT, LLC | 01/14/2026 | 25.28 K | $363.81 K | 100.00% | 0.12% |
| 02/11/2026 | 27.58 K | $396.81 K | 100.00% | 0.12% | |
| GREENWOOD CAPITAL ASSOCIATES LLC | 01/26/2026 | 24.22 K | $348.51 K | 46.84% | 0.11% |
| IFP ADVISORS, INC | 02/06/2026 | 26.13 K | $376.03 K | 14.29% | 0.11% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 26.08 K | $384.65 K | 0.79% | 0.11% |
| MAGNOLIA PRIVATE WEALTH, LLC | 02/06/2026 | 25.09 K | $361.10 K | -60.65% | 0.11% |
| ADVYZON INVESTMENT MANAGEMENT, LLC | 02/13/2026 | 23.19 K | $333.75 K | 100.68% | 0.10% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 23.39 K | $336.58 K | -5.52% | 0.10% |
| TOROSO INVESTMENTS, LLC | 02/13/2026 | 22.01 K | $316.68 K | -35.04% | 0.09% |
| 01/27/2026 | 19.60 K | $282.03 K | 94.24% | 0.09% | |
| REAP FINANCIAL GROUP, LLC | 02/10/2026 | 19.34 K | $278.33 K | -1.48% | 0.08% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 01/22/2026 | 16.11 K | $231.75 K | 25.28% | 0.08% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 17.09 K | $245.92 K | 100.00% | 0.07% |
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AGF U.S. Market Neutral Anti-Beta Fund institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were:
Federation des caisses Desjardins du Quebec: 2.24 M
FMR LLC: 1.94 M
Colony Group, LLC: 1.27 M
CIBC WORLD MARKET INC.: 787,802
Resources Investment Advisors, LLC.: 689,190
Carrera Capital Advisors: 494,840
57.02% of AGF U.S. Market Neutral Anti-Beta Fund stock is owned by institutional investors.
Institutional investors have bought a total of 14.61 M shares in the last 24 months. This purchase volume represents approximately $205.21 M in transactions.