Inside-Filings
Projekt anfragen

Investitionen in Aktie AGF Investments Trust

Alle Fondsgesellschaften und deren Investment in diese Aktie über die letzten 4 Quartale.
Fonds2026/Q12025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
266.658.841 $+48.166.380 $
+2.235,1 %
170.677.631 $-69.731.342 $
+1.523,8 %
238.478.031 $+6.480.796 $
+53,2 %
214.977.619 $-34.448.026 $
+5.266,6 %
Federation des caisses Desjardins du Quebec31.053.029 $-1.215.424 $
-3,8 %
32.268.453 $-4.484.109 $
-12,2 %
36.752.562 $-5.772.945 $
-13,6 %
42.525.507 $-7.127.710 $
-14,4 %
NorthCoast Asset Management LLC35.369.515 $+19.953.952 $
+129,4 %
15.415.563 $-22.291.056 $
-59,1 %
FMR LLC27.144.438 $-836.111 $
-3,0 %
27.980.549 $-2.974.999 $
-9,6 %
30.955.548 $-3.467.214 $
-10,1 %
34.422.762 $+34.410.157 $
+272.988,2 %
Pasadena Private Wealth, LLC31.924.189 $
OSAIC HOLDINGS, INC.3.724.092 $+3.217.376 $
+634,9 %
506.716 $-25.964.664 $
-98,1 %
26.471.380 $-3.936.937 $
-12,9 %
30.408.317 $-7.079.192 $
-18,9 %
Carrera Capital Advisors24.316.015 $+17.018.176 $
+233,2 %
7.297.839 $
Focus Partners Wealth19.638.600 $+1.368.463 $
+7,5 %
18.270.137 $
HighTower Advisors, LLC19.258.769 $+19.021.938 $
+8.031,9 %
236.831 $-12.946.696 $
-98,2 %
13.183.527 $+6.021.611 $
+84,1 %
7.161.916 $-1.091.896 $
-13,2 %
CIBC WORLD MARKET INC.12.206.582 $+870.111 $
+7,7 %
11.336.471 $+1.848.390 $
+19,5 %
9.488.081 $+2.273.331 $
+31,5 %
7.214.750 $+6.789.677 $
+1.597,3 %
AE Wealth Management LLC10.790.405 $+4.992.519 $
+86,1 %
5.797.886 $+2.229.629 $
+62,5 %
3.568.257 $-569.123 $
-13,8 %
4.137.380 $+625.865 $
+17,8 %
OneDigital Investment Advisors LLC8.297.147 $-1.620.292 $
-16,3 %
9.917.439 $-169.174 $
-1,7 %
10.086.613 $-597.141 $
-5,6 %
10.683.754 $-2.845.986 $
-21,0 %
LPL Financial LLC1.500.882 $-234.313 $
-13,5 %
1.735.195 $-7.194.044 $
-80,6 %
8.929.239 $+1.114.862 $
+14,3 %
7.814.377 $-6.838.241 $
-46,7 %
WEALTHEDGE INVESTMENT ADVISORS, LLC348.344 $-750.994 $
-68,3 %
1.099.338 $-7.135.393 $
-86,6 %
8.234.731 $+6.055.348 $
+277,8 %
2.179.383 $
Krilogy Financial LLC7.678.666 $+1.251.434 $
+19,5 %
6.427.232 $+1.023.181 $
+18,9 %
5.404.051 $
Tactive Advisors, LLC368.293 $-6.861.204 $
-94,9 %
7.229.497 $
Crescent Grove Advisors, LLC6.614.402 $
LEVEL FOUR ADVISORY SERVICES, LLC5.740.816 $-444.892 $
-7,2 %
6.185.708 $-899.058 $
-12,7 %
Clark Capital Management Group, Inc.5.774.375 $
Kestra Advisory Services, LLC5.478.891 $+37.917 $
+0,7 %
5.440.974 $+130.540 $
+2,5 %
5.310.434 $
Advisory Services Network, LLC4.850.496 $+107.494 $
+2,3 %
4.743.002 $+4.503.581 $
+1.881,0 %
239.421 $-5.634.275 $
-95,9 %
Hilltop Holdings Inc.1.699.700 $-2.371.461 $
-58,3 %
4.071.161 $
Encompass More Asset Management3.908.870 $
CREATIVE FINANCIAL DESIGNS INC /ADV410.759 $-124.520 $
-23,3 %
535.279 $-3.035.450 $
-85,0 %
3.570.729 $-302.120 $
-7,8 %
3.872.849 $-756.278 $
-16,3 %
Belpointe Asset Management LLC1.064.401 $-2.603.639 $
-71,0 %
3.668.040 $+3.264.658 $
+809,3 %
403.382 $-1.172.622 $
-74,4 %
WealthPlan Investment Management, LLC3.566.609 $+2.401.278 $
+206,1 %
1.165.331 $
CAPTRUST FINANCIAL ADVISORS2.747.077 $+411.335 $
+17,6 %
2.335.742 $-557.033 $
-19,3 %
2.892.775 $-649.756 $
-18,3 %
3.542.531 $-955.575 $
-21,2 %
ROYAL BANK OF CANADA3.487.000 $+3.384.000 $
+3.285,4 %
103.000 $-811.000 $
-88,7 %
914.000 $-78.000 $
-7,9 %
992.000 $+157.000 $
+18,8 %
PMV Capital Advisers, LLC3.442.835 $+329.026 $
+10,6 %
3.113.809 $-146.018 $
-4,5 %
3.259.827 $+584.295 $
+21,8 %
2.675.532 $-110.880 $
-4,0 %
ENVESTNET ASSET MANAGEMENT INC2.579.383 $+1.529.266 $
+145,6 %
1.050.117 $-2.251.479 $
-68,2 %
3.301.596 $+2.028.742 $
+159,4 %
1.272.854 $-702.854 $
-35,6 %
JANE STREET GROUP, LLC1.980.826 $-1.315.405 $
-39,9 %
3.296.231 $-11.291.769 $
-77,4 %
Purpose Unlimited Inc.2.717.820 $+1.989.372 $
+273,1 %
728.448 $
Trek Financial, LLC2.679.943 $
Avestar Capital, LLC1.186.991 $-122.569 $
-9,4 %
1.309.560 $-627.745 $
-32,4 %
1.937.305 $-394.228 $
-16,9 %
2.331.533 $-505.687 $
-17,8 %
SUSQUEHANNA INTERNATIONAL GROUP, LLP583.165 $-353.739 $
-37,8 %
936.904 $+317.122 $
+51,2 %
619.782 $-1.638.012 $
-72,5 %
2.257.794 $-340.850 $
-13,1 %
Latitude Advisors, LLC1.871.284 $+686.210 $
+57,9 %
1.185.074 $-157.842 $
-11,8 %
1.342.916 $+1.103.789 $
+461,6 %
239.127 $
TD Waterhouse Canada Inc.3.880 $-30.818 $
-88,8 %
34.698 $-1.185.643 $
-97,2 %
1.220.341 $-615.183 $
-33,5 %
1.835.524 $+1.064.284 $
+138,0 %
Axim Planning & Wealth1.056.884 $+179.483 $
+20,5 %
877.401 $-349.092 $
-28,5 %
1.226.493 $-466.034 $
-27,5 %
1.692.527 $+827.083 $
+95,6 %
Savvy Advisors, Inc.1.656.577 $
CacheTech Inc.1.554.696 $
RENAISSANCE TECHNOLOGIES LLC1.516.536 $+313.422 $
+26,1 %
Dynamic Advisor Solutions LLC867.405 $+312.872 $
+56,4 %
554.533 $-696.429 $
-55,7 %
1.250.962 $-147.763 $
-10,6 %
1.398.725 $+913.570 $
+188,3 %
QVR LLC1.237.799 $+1.036.698 $
+515,5 %
201.101 $
Magnolia Private Wealth, LLC310.177 $-50.926 $
-14,1 %
361.103 $-654.099 $
-64,4 %
1.015.202 $-191.743 $
-15,9 %
1.206.945 $+818.717 $
+210,9 %
Good Steward Wealth Advisors,LLC1.038.959 $+41.574 $
+4,2 %
997.385 $+442.748 $
+79,8 %
554.637 $+344.095 $
+163,4 %
210.542 $
Advyzon Investment Management, LLC487.441 $+153.694 $
+46,1 %
333.747 $+149.760 $
+81,4 %
183.987 $-840.560 $
-82,0 %
1.024.547 $
Hudson Bay Capital Management LP839.973 $-25.873 $
-3,0 %
865.846 $-83.035 $
-8,8 %
948.881 $
Bison Wealth, LLC597.325 $+278.446 $
+87,3 %
318.879 $-567.623 $
-64,0 %
886.502 $-804.223 $
-47,6 %
Ferguson Shapiro LLC843.184 $
Ausdal Financial Partners, Inc.401.880 $+65.298 $
+19,4 %
336.582 $-57.549 $
-14,6 %
394.131 $-446.318 $
-53,1 %
840.449 $-3.833.068 $
-82,0 %
Concurrent Investment Advisors, LLC777.986 $-60.824 $
-7,3 %
GeoWealth Management, LLC767.870 $-1.120.546 $
-59,3 %
FLAGSHIP HARBOR ADVISORS, LLC623.744 $+40.241 $
+6,9 %
583.503 $-68.656 $
-10,5 %
652.159 $-83.060 $
-11,3 %
735.219 $-96.459 $
-11,6 %
Arete Wealth Advisors, LLC723.146 $+722.598 $
+131.860,9 %
548 $-29 $
-5,0 %
577 $
STIFEL FINANCIAL CORP699.914 $
Able Wealth Management LLC295.704 $-206.112 $
-41,1 %
501.816 $-176.951 $
-26,1 %
678.767 $+205.037 $
+43,3 %
473.730 $
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors638.793 $+48.943 $
+8,3 %
Maridea Wealth Management LLC617.500 $-4.001.790 $
-86,6 %
BANK OF AMERICA CORP /DE/610.314 $
NBC SECURITIES, INC.591.108 $
INTEGRITY ALLIANCE, LLC.579.563 $+253.794 $
+77,9 %
325.769 $
BANK OF MONTREAL /CAN/576.618 $
HARBOUR INVESTMENTS, INC.810 $-25 $
-3,0 %
835 $-7.873 $
-90,4 %
8.708 $-563.692 $
-98,5 %
572.400 $-115.362 $
-16,8 %
MORGAN STANLEY478.240 $-23.805 $
-4,7 %
502.045 $-47.139 $
-8,6 %
549.184 $+306.774 $
+126,6 %
242.410 $-13.543.546 $
-98,2 %
Tidal Investments LLC316.681 $-222.625 $
-41,3 %
539.306 $+23.723 $
+4,6 %
515.583 $
CITADEL ADVISORS LLC538.430 $
GREENWOOD CAPITAL ASSOCIATES LLC507.907 $+159.396 $
+45,7 %
348.511 $+85.927 $
+32,7 %
262.584 $
Town & Country Bank & Trust CO dba First Bankers Trust CO497.283 $+131.274 $
+35,9 %
366.009 $+15.212 $
+4,3 %
350.797 $+167.071 $
+90,9 %
183.726 $
IFP Advisors, Inc496.585 $+120.560 $
+32,1 %
376.025 $+12.030 $
+3,3 %
363.995 $-12.696 $
-3,4 %
376.691 $-45.722 $
-10,8 %
Ethos Financial Group, LLC370.652 $-14.002 $
-3,6 %
384.654 $-27.308 $
-6,6 %
411.962 $-33.671 $
-7,6 %
445.633 $+59.826 $
+15,5 %
Worth Asset Management, LLC425.390 $+61.582 $
+16,9 %
363.808 $
Hobbs Group Advisors, LLC423.756 $-645.461 $
-60,4 %
Clark Asset Management, LLC372.241 $-41.620 $
-10,1 %
413.861 $-73.420 $
-15,1 %
NWAM LLC384.584 $-26.750 $
-6,5 %
411.334 $
PRINCIPAL SECURITIES, INC.391.250 $+372.665 $
+2.005,2 %
18.585 $
GOLDMAN SACHS GROUP INC380.201 $+79.146 $
+26,3 %
Cetera Investment Advisers182.960 $-27.364 $
-13,0 %
210.324 $-57.275 $
-21,4 %
267.599 $-93.021 $
-25,8 %
360.620 $-66.475 $
-15,6 %
Strategic Wealth Partners, Ltd.4.272 $+27 $
+0,6 %
4.245 $-312.611 $
-98,7 %
316.856 $
REAP Financial Group, LLC234.481 $-43.846 $
-15,8 %
278.327 $-34.225 $
-11,0 %
312.552 $+24.473 $
+8,5 %
288.079 $-71.592 $
-19,9 %
Fiscal Wisdom Wealth Management, LLC282.030 $+123.617 $
+78,0 %
158.413 $
HUB Investment Partners, LLC220.819 $-6.802 $
-3,0 %
227.621 $-24.202 $
-9,6 %
251.823 $-28.156 $
-10,1 %
279.979 $-49.668 $
-15,1 %
UBS Group AG16.692 $-251.021 $
-93,8 %
267.713 $
Comprehensive Money Management Services LLC210.866 $-20.885 $
-9,0 %
231.751 $+27.099 $
+13,2 %
204.652 $-50.317 $
-19,7 %
254.969 $
ZEGA Investments, LLC254.896 $
SILVERLAKE WEALTH MANAGEMENT LLC247.902 $
J HAGAN CAPITAL, INC.239.654 $
RoundAngle Advisors LLC237.339 $
Innovative Wealth Building LLC222.338 $
IPG Investment Advisors LLC164.393 $-5.064 $
-3,0 %
169.457 $-18.017 $
-9,6 %
187.474 $-28.732 $
-13,3 %
216.206 $-38.355 $
-15,1 %
Sanctuary Advisors, LLC183.239 $-20.488 $
-10,1 %
203.727 $-3.689.894 $
-94,8 %
BOOTHBAY FUND MANAGEMENT, LLC181.774 $-19.327 $
-9,6 %
201.101 $
COMMONWEALTH EQUITY SERVICES, LLC189.110 $+182.050 $
+2.578,6 %
INDEPENDENT FINANCIAL GROUP, LLC185.620 $
MML INVESTORS SERVICES, LLC183.945 $+183.608 $
+54.483,1 %
337 $
Cooper Financial Group179.962 $-58.523 $
-24,5 %
RAYMOND JAMES FINANCIAL INC162.008 $
MGO ONE SEVEN LLC155.519 $
WealthPLAN Partners, LLC154.244 $
Farther Finance Advisors, LLC62.311 $+48.799 $
+361,2 %
13.512 $+11.429 $
+548,7 %
2.083 $-147.479 $
-98,6 %
149.562 $-39.686 $
-21,0 %
Atria Investments, Inc148.472 $
EVOLUTION WEALTH MANAGEMENT INC.2.792 $-5.180 $
-65,0 %
7.972 $-113.839 $
-93,5 %
121.811 $
J.Safra Asset Management Corp117.027 $-136 $
-0,1 %
117.163 $-661 $
-0,6 %
117.824 $+56.830 $
+93,2 %
60.994 $
NATIONAL BANK OF CANADA /FI/9.346 $-73.023 $
-88,7 %
82.369 $+80.279 $
+3.841,1 %
2.090 $-102.210 $
-98,0 %
Sankala Group LLC68.901 $+44.402 $
+181,2 %
24.499 $
Sound Income Strategies, LLC65.101 $-19.155 $
-22,7 %
Steward Partners Investment Advisory, LLC58.981 $-392 $
-0,7 %
59.373 $+396 $
+0,7 %
Triumph Capital Management54.891 $-1.690 $
-3,0 %
56.581 $-500.639 $
-89,8 %
Global Retirement Partners, LLC29.786 $
SIMPLEX TRADING, LLC12.424 $-13.449 $
-52,0 %
25.873 $+25.801 $
+35.834,7 %
72 $+57 $
+380,0 %
15 $
Reyes Financial Architecture, Inc.19.505 $-266.170 $
-93,2 %
JPMORGAN CHASE & CO12.561 $-1.050 $
-7,7 %
13.611 $-129.622 $
-90,5 %
GROUP ONE TRADING LLC9.552 $
ASSETMARK, INC3.821 $-2.126 $
-35,7 %
5.947 $-6.494 $
-52,2 %
Allworth Financial LP3.841 $
Geneos Wealth Management Inc.3.490 $-108 $
-3,0 %
3.598 $-22.389 $
-86,2 %
Transce3nd, LLC3.593 $-638 $
-15,1 %
PNC FINANCIAL SERVICES GROUP, INC.3.454 $
HRT FINANCIAL LP2.133 $-489 $
-18,6 %
2.622 $+2.378 $
+974,6 %
244 $
PRIVATE TRUST CO NA2.595 $-74.284 $
-96,6 %
SHP Wealth Management1.675 $-737 $
-30,6 %
2.412 $
CIBC Private Wealth Group LLC835 $-88 $
-9,5 %
923 $-847 $
-47,9 %
1.770 $
Smartleaf Asset Management LLC1.736 $+0 $
+0,0 %
1.736 $+365 $
+26,6 %
1.371 $-161 $
-10,5 %
1.532 $-263 $
-14,7 %
Mosley Wealth Management1.258 $
WELLS FARGO & COMPANY/MN877 $+864 $
+6.646,2 %
Cambridge Investment Research Advisors, Inc.619 $-122 $
-16,5 %
741 $
Park Square Financial Group, LLC685 $
PARK AVENUE SECURITIES LLC444 $
Vermillion & White Wealth Management Group, LLC279 $-30 $
-9,7 %
309 $-34 $
-9,9 %
343 $-61 $
-15,1 %
Capital Advisor Network LLC112 $
Arkos Global Advisors107 $
CWM, LLC14 $-3 $
-17,6 %
Creekmur Asset Management LLC8 $-1 $
-11,1 %
9 $-1 $
-10,0 %
266.658.841 $+48.166.380 $
+2.235,1 %
170.677.631 $-69.731.342 $
+1.523,8 %
238.478.031 $+6.480.796 $
+53,2 %
214.977.619 $-34.448.026 $
+5.266,6 %
Erweitert ×