AGF INVTS TR (DIVA)
Institutional ownership reported to the SEC as of Q1 2022, across 14 quarters.
7
Reporting holders
$2.6M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $1.1M | 40,609 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $874.0K | 33,556 | 0.00% | 9q | -60.0%-$1.3M |
| Cedar Brook Financial Partners, LLC | $431.0K | 16,570 | 0.11% | 10q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $174.0K | 6,659 | 0.00% | 4q | +200.8%+$116.1K |
| Accel Wealth Management | $43.0K | 1,644 | 0.02% | 2q | HELD |
| AGF Investments LLC | $17.0K | 656 | 0.00% | 10q | +185.2%+$11.0K |
| UBS Group AG | $5.0K | 182 | 0.00% | 10q | -87.8%-$35.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2022 | 7 | $2.6M | 99,876 | 1 | 2 | 2 | 0.0% |
| Q4 2021 | 6 | $2.6M | 105,942 | 1 | 2 | 1 | 0.0% |
| Q3 2021 | 5 | $1.4M | 60,310 | 0 | 2 | 0 | 0.0% |
| Q2 2021 | 6 | $1.4M | 57,421 | 1 | 2 | 0 | 0.0% |
| Q1 2021 | 5 | $1.2M | 52,339 | 0 | 1 | 1 | 0.0% |
| Q4 2020 | 5 | $1.6M | 74,878 | 0 | 1 | 2 | 0.0% |
| Q3 2020 | 4 | $782.0K | 38,796 | 0 | 2 | 1 | 0.0% |
| Q2 2020 | 5 | $811.0K | 39,569 | 0 | 4 | 1 | 0.0% |
| Q1 2020 | 5 | $642.0K | 33,020 | 1 | 2 | 1 | 0.0% |
| Q4 2019 | 7 | $1.3M | 53,970 | 7 | 0 | 0 | 0.0% |
| Q3 2019 | 8 | $1.6M | 65,436 | 3 | 2 | 1 | 0.0% |
| Q2 2019 | 5 | $839.0K | 35,103 | 1 | 1 | 1 | 0.0% |
| Q1 2019 | 4 | $205.0K | 8,474 | 0 | 1 | 2 | 0.0% |
| Q4 2018 | 6 | $1.6M | 69,848 | 0 | 0 | 0 | 0.0% |