Institutional Ownership
Agf Invts Tr
CUSIP 00110G408US MARKET NETRLBTALQ1 2026
Institutional Holders
87
13F filers
Shares Held
19.38M
Aggregate institutional
Institutional Value
$267.57M
Q1 2026
Net New Holders
+7
18 new · 11 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions18
Increased36
Decreased24
Sold out11
Institutional Holders
87 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Pasadena Private Wealth, LLC | 2.29M | $31.92M | +2.29M | New |
| 2 | Federation Des Caisses Desjardins Du Quebec | 2.22M | $31.05M | −18.0K | Reduced |
| 3 | Fmr LLC | 1.94M | $27.14M | 0 | Held |
| 4 | Carrera Capital Advisors | 1.74M | $24.32M | +1.25M | Added |
| 5 | Focus Partners Wealth | 1.41M | $19.64M | +137.1K | Added |
| 6 | Hightower Advisors, LLC | 1.38M | $19.26M | +1.36M | Added |
| 7 | Cibc World Market Inc. | 874.4K | $12.21M | +86.6K | Added |
| 8 | Ae Wealth Management LLC | 773.0K | $10.79M | +370.0K | Added |
| 9 | Onedigital Investment Advisors LLC | 594.4K | $8.30M | −94.8K | Reduced |
| 10 | Krilogy Financial LLC | 597.6K | $7.68M | +143.7K | Added |
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