13FBOX
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND · 13F 机构持仓分析
期权收益计算器 机构排行
A

AGF U.S. MARKET NEUTRAL ANTI-BETA FUND

BTAL
持有机构数
93
机构合计市值 (Q2 2026)
$1.72亿
机构合计股数 (Q2 2026)
1,538.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+136.0万股
52 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-535.4万股
44 · 16 清仓 · ≈
⚖️ 净额
-399.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.72亿
持有机构数
93
新买入
23
加仓
29
减仓
28
清仓
16
持股不变
13
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
富达投资FMR LLC
<0.01%<0.01%#62$2,168.1万194.4万股$2,714.4万194.4万股00.00%持仓不变
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.06%0.11%#22$1,960.4万175.8万股$3,105.3万222.4万股-46.6万股-20.96%减仓
Carrera Capital Advisors
2.54%3.75%#2$1,716.1万153.9万股$2,431.6万174.2万股-20.3万股-11.64%减仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#39$1,714.8万153.8万股$1,963.9万140.7万股+13.1万股+9.32%加仓
AE财富管理AE Wealth Management LLC
0.05%0.06%#25$1,034.3万92.8万股$1,079.0万77.3万股+15.5万股+20.01%加仓
Krilogy Financial LLC
0.27%0.25%#9$917.2万82.3万股$767.9万59.8万股+22.5万股+37.66%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.02%#49$889.2万79.7万股$1,925.9万138.0万股-58.2万股-42.19%减仓
CIBC世界市场CIBC WORLD MARKET INC.
0.01%0.02%#45$873.9万78.4万股$1,220.7万87.4万股-9.1万股-10.36%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.06%0.08%#23$676.3万60.7万股$829.7万59.4万股+1.2万股+2.05%加仓
Crescent Grove Advisors, LLC
0.44%0.64%#6$528.3万47.4万股$661.4万47.4万股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.02%#43$454.8万40.8万股$547.9万39.2万股+1.5万股+3.92%加仓
咨询服务网络Advisory Services Network, LLC
0.04%0.06%#27$381.8万34.2万股$485.0万34.7万股-5,072股-1.46%减仓
WealthPlan Investment Management, LLC
0.14%0.2%#11$287.3万25.8万股$356.7万25.5万股+2,222股+0.87%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#73$267.4万24.0万股$198.1万14.2万股+9.8万股+68.99%加仓
Purpose Unlimited Inc.
0.09%0.11%#18$223.3万20.2万股$271.8万19.5万股+6,117股+3.13%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#58$215.8万19.4万股$372.4万26.7万股-7.3万股-27.44%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#56$211.0万18.9万股$274.7万19.7万股-7,582股-3.85%减仓
PMV Capital Advisers, LLC
3.15%5.81%#1$210.0万18.8万股$344.3万24.7万股-5.8万股-23.65%减仓
Trek Financial, LLC
0.08%0.14%#19$170.1万15.3万股$268.0万19.2万股-3.9万股-20.55%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#78$138.5万12.4万股$58.3万4.2万股+8.2万股+197.40%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#75$127.4万11.4万股$00股+11.4万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#68$121.3万10.9万股$150.1万10.8万股+1,289股+1.20%加仓
Maridea Wealth Management LLC
0.13%#14$117.7万10.6万股$00股+10.6万股新买入
Good Steward Wealth Advisors,LLC
0.7%0.67%#4$116.5万10.5万股$103.9万7.4万股+3.0万股+40.42%加仓
Latitude Advisors, LLC
0.45%0.86%#5$112.3万10.1万股$187.1万13.4万股-3.3万股-24.89%减仓
GREENWOOD CAPITAL ASSOCIATES LLC
0.09%0.06%#17$92.2万8.3万股$50.8万3.6万股+4.6万股+127.32%加仓
Avestar Capital, LLC
0.05%0.08%#24$88.5万7.9万股$118.7万8.5万股-5,625股-6.62%减仓
Axim Planning & Wealth
1.2%1.28%#3$85.4万7.7万股$105.7万7.6万股+894股+1.18%加仓
Arete Wealth 顾问Arete Wealth Advisors, LLC
0.02%0.05%#34$72.2万6.5万股$72.3万5.2万股+1.3万股+25.12%加仓
哈德逊湾资本管理Hudson Bay Capital Management LP
<0.01%<0.01%#59$67.1万6.0万股$84.0万6.0万股00.00%持仓不变
LANARK FINANCIAL, INC.
0.05%0.04%#26$67.0万6.0万股$59.1万4.2万股+1.8万股+41.90%加仓
Persium Advisors, LLC
0.42%#7$64.2万5.8万股$00股+5.8万股新买入
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.02%0.03%#36$58.2万5.2万股$62.4万4.5万股+7,500股+16.79%加仓
Dynamic Advisor Solutions LLC
0.02%0.03%#42$53.7万4.8万股$86.7万6.2万股-1.4万股-22.54%减仓
INTEGRITY ALLIANCE, LLC.
0.02%0.02%#41$52.7万4.7万股$58.0万4.2万股+5,762股+13.88%加仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#48$49.8万4.5万股$49.7万3.6万股+9,061股+25.47%加仓
Town & Country Bank & Trust CO dba First Bankers Trust CO
0.15%0.17%#10$49.7万4.5万股$49.7万3.6万股+8,975股+25.20%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#80$43.5万3.9万股$38.0万2.7万股+1.2万股+43.29%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#88$39.4万3.5万股$54.9万3.4万股+845股+2.45%加仓
ZEGA Investments, LLC
0.04%0.03%#29$35.8万3.2万股$25.5万1.8万股+1.4万股+75.62%加仓
Ethos Financial Group, LLC
0.02%0.03%#35$33.6万2.6万股$37.1万2.7万股-96股-0.36%减仓
INVESTED ADVISORS
0.28%#8$31.6万2.8万股$00股+2.8万股新买入
Advyzon Investment Management, LLC
0.02%0.04%#37$29.4万2.6万股$48.7万3.5万股-8,570股-24.54%减仓
Ausdal Financial Partners, Inc.
0.01%0.02%#47$29.3万2.6万股$40.2万2.9万股-2,500股-8.68%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.01%0.02%#44$29.2万2.6万股$41.1万2.9万股-3,219股-10.94%减仓
WEALTHEDGE INVESTMENT ADVISORS, LLC
0.08%0.13%#20$22.8万2.0万股$34.8万2.5万股-4,500股-18.03%减仓
Comprehensive Money Management Services LLC
0.14%0.14%#13$22.1万2.0万股$21.1万1.5万股+4,750股+31.45%加仓
Bison Wealth, LLC
0.02%0.06%#38$22.1万1.9万股$59.7万5.0万股-3.1万股-61.37%减仓
WealthPLAN Partners, LLC
0.04%0.03%#28$21.8万2.0万股$15.4万1.1万股+8,483股+76.78%加仓
Sankala Group LLC
0.14%#12$20.9万1.7万股$00股+1.7万股新买入

🧭 机构资金流板块热力图

净流出 净流入