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AGF US Market Neutral Anti-Beta Fund
BTAL

Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
1
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.6M -$666K -35,112 -1%
TWM
2
TMD Wealth Management
Arizona
$24.7M +$15M +788,133 +168%
OIA
3
OneDigital Investment Advisors
Kansas
$13.6M +$1.13M +59,425 +9%
Morgan Stanley
4
Morgan Stanley
New York
$12.8M +$12.3M +648,030 +11,156%
Jane Street
5
Jane Street
New York
$10.6M +$8.8M +463,921 +602%
LPL Financial
6
LPL Financial
California
$7.28M -$38.3K -2,021 -0.5%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$4.3M +$86.5K +4,560 +2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$4.26M +$3.9M +205,690 +2,018%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.21M +$94.2K +4,963 +2%
AC
10
Avestar Capital
New York
$3.47M +$737K +38,874 +28%
CFD
11
Creative Financial Designs
Indiana
$2.86M +$2.77M +145,838 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.8M +$1.34M +70,595 +98%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.71M -$1.16M -61,295 -31%
HGA
14
Hobbs Group Advisors
South Carolina
$2.58M +$2.49M +131,392 New
AWM
15
AE Wealth Management
Kansas
$2.19M -$20.4K -1,077 -1%
AssetMark Inc
16
AssetMark Inc
California
$2.15M -$354K -18,674 -15%
Osaic Holdings
17
Osaic Holdings
Arizona
$2M +$113K +5,980 +6%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.67M +$1.55M +81,868 +2,505%
BCM
19
Beaumont Capital Management
Massachusetts
$1.28M -$92.8K -4,893 -7%
CWM
20
Cedar Wealth Management
California
$1.16M – – –
VF
21
VitalStone Financial
Texas
$1.13M +$569K +29,969 +109%
EAM
22
Empirical Asset Management
Massachusetts
$1.02M -$369K -19,461 -27%
TI
23
Tidal Investments
Wisconsin
$955K -$41K -2,163 -4%
FGA
24
Fortis Group Advisors
New Jersey
$924K -$6.2M -326,931 -87%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$916K -$2.79M -147,281 -76%
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