BTAL institutional holders

AGF U.S. MARKET NEUTRAL ANTI-BETA FUND · 13F, 2026Q2

Managers holding93
Shares held15,789,472
Reported value$176.1m
Quarter flows22 new, 30 added, 28 trimmed, 16 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC1,944,444$21.7m0.0%
Federation des caisses Desjardins du Quebec1,758,251$19.6m0.1%
Carrera Capital Advisors1,539,121$17.2m2.5%
Focus Partners Wealth1,537,923$17.1m0.0%
AE Wealth Management LLC927,590$10.3m0.0%
Krilogy Financial LLC822,619$9.2m0.3%
HighTower Advisors, LLC797,480$8.9m0.0%
CIBC WORLD MARKET INC.783,771$8.7m0.0%
OneDigital Investment Advisors LLC606,507$6.8m0.1%
Crescent Grove Advisors, LLC473,811$5.3m0.4%
IFG Advisory, LLC409,162$4.6m0.2%
Kestra Advisory Services, LLC407,856$4.5m0.0%
Advisory Services Network, LLC342,385$3.8m0.0%
WealthPlan Investment Management, LLC257,710$2.9m0.1%
JANE STREET GROUP, LLC239,792$2.7m0.0%
Purpose Unlimited Inc.201,503$2.2m0.1%
OSAIC HOLDINGS, INC.193,580$2.2m0.0%
CAPTRUST FINANCIAL ADVISORS189,200$2.1m0.0%
PMV Capital Advisers, LLC188,303$2.1m3.2%
Trek Financial, LLC152,514$1.7m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP124,237$1.4m0.0%
CITADEL ADVISORS LLC114,285$1.3m0.0%
LPL Financial LLC108,802$1.2m0.0%
Maridea Wealth Management LLC105,600$1.2m0.1%
Good Steward Wealth Advisors,LLC104,503$1.2m0.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BTAL"). BTAL price history · All 13F data

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