Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund inkluderar Pasadena Private Wealth, LLC, Crescent Grove Advisors, LLC, Encompass More Asset Management, Savvy Advisors, Inc., Ferguson Shapiro LLC, Nbc Securities, Inc., ZEGA Investments, LLC, Silverlake Wealth Management Llc, Innovative Wealth Building LLC, WealthPLAN Partners, LLC, Archetype Wealth Partners, Tucker Asset Management Llc, Mosley Wealth Management, och Capital Advisor Network LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 266 781 | 657,75 | 3 724 | 635,97 | ||||
| 2026-05-04 | 13F | Entelevest, LLC | 36 860 | 33,67 | 515 | 29,80 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 18 259 | 255 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 34 917 | 50,55 | 487 | 46,25 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 255 488 | 215,49 | 3 567 | 206,09 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 63 | 1 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 1 741 835 | 252,00 | 24 316 | 233,23 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 28 788 | 23,08 | 402 | 19,35 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 347 457 | 5,42 | 4 850 | 2,26 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 44 681 | 10,19 | 624 | 6,86 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 41 516 | 580 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 874 397 | 10,99 | 12 207 | 7,67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 41 305 | 577 | ||||||
| 2026-05-01 | 13F | Innovative Wealth Building LLC | 15 927 | 222 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 42 343 | 591 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 17 758 | 248 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 79 | 1 | ||||||
| 2026-05-04 | 13F | Good Steward Wealth Advisors,LLC | 74 424 | 7,38 | 1 039 | 4,11 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 26 551 | 1,80 | 371 | −3,65 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 512 | 380,51 | 62 | 376,92 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 597 562 | 31,65 | 7 679 | 19,46 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 7 629 | 0 | ||||||
| 2026-03-31 | 13F | Sankala Group LLC | 4 897 | 181,44 | 69 | 183,33 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 11 049 | 154 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 225 | 2,40 | 59 | −1,69 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 49 736 | 120,70 | 597 | 87,74 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 195 386 | 281,41 | 2 718 | 273,21 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 473 811 | 6 614 | ||||||
| 2026-04-16 | 13F | PMV Capital Advisers, LLC | 246 621 | 13,97 | 3 443 | 10,57 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 55 005 | 768 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 118 666 | 1 657 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 1 379 568 | 8 282,36 | 19 259 | 8 060,17 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 196 782 | 21,23 | 2 747 | 17,64 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 184 770 | 153,20 | 2 579 | 145,62 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 772 951 | 91,84 | 10 790 | 86,13 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 62 135 | 61,24 | 867 | 56,50 | ||||
| 2026-05-14 | 13F | Axim Planning & Wealth | 75 708 | 24,17 | 1 057 | 20,41 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 000 | 14 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 35 572 | 36,13 | 497 | 31,91 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 8 | 0 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 280 005 | 3 909 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 51 765 | 36,03 | 723 | |||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 27 235 | 59,37 | 380 | 55,10 | ||||
| 2026-04-23 | 13F | Ferguson Shapiro LLC | 60 400 | 843 | ||||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 2 286 833 | 31 924 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 392 471 | 3,80 | 5 479 | 0,70 | ||||
| 2026-04-27 | 13F | Latitude Advisors, LLC | 134 046 | 62,77 | 1 871 | 57,89 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 249 785 | 3 393,01 | 3 487 | 3 285,44 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 306 | 3,73 | 4 | 0,00 | ||||
| 2026-04-16 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 35 622 | 40,05 | 497 | 35,79 | ||||
| 2026-05-04 | 13F | J.Safra Asset Management Corp | 8 383 | 2,96 | 117 | 0,00 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 30 472 | 20,53 | 425 | 17,08 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 191 973 | 2 680 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 36 383 | 50,23 | 508 | 45,69 |
