AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership $19.73 -0.21 (-1.05%) Closing price 05/2/2025 04:10 PM EasternExtended Trading$19.70 -0.04 (-0.18%) As of 05/2/2025 04:40 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$7.09MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$1.88M Get BTAL Insider Trade Alerts Want to know when executives and insiders are buying or selling AGF U.S. Market Neutral Anti-Beta Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BTAL Institutional Buying and Selling by Quarter AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/23/2025 Creative Financial Designs Inc. ADV222,127$4.63M0.4%+16.7%1.092% 4/23/2025 PMV Capital Advisers LLC133,705$2.79M6.8%+3,446.6%0.657% 4/15/2025 Magnolia Private Wealth LLC18,629$388K0.2%+3.9%0.093% 4/14/2025 Farther Finance Advisors LLC9,116$189K0.0%N/A0.046% 2/17/2025Captrust Financial Advisors207,774$3.84M0.0%-4.2%1.453% 2/12/2025JPMorgan Chase & Co.4,526$84K0.0%-45.3%0.032% 2/10/2025 Creative Financial Designs Inc. ADV190,368$3.52M0.3%+20.0%1.331% 2/6/2025Ethos Financial Group LLC20,225$386K0.1%+49.1%0.141% 2/5/2025 Magnolia Private Wealth LLC17,929$331K0.2%N/A0.125% 12/26/2024JPMorgan Chase & Co.8,272$162K0.0%-90.3%0.058% Get the Latest News and Ratings for BTAL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AGF U.S. Market Neutral Anti-Beta Fund and its competitors with MarketBeat's FREE daily newsletter. 11/14/2024Captrust Financial Advisors216,982$4.25M0.0%-1.1%1.517% 10/28/2024 Creative Financial Designs Inc. ADV158,626$3.11M0.3%+8.8%1.109% 10/11/2024VitalStone Financial LLC85,335$1.67M1.1%+48.5%0.597% 10/9/2024 Worth Asset Management LLC41,346$810K0.4%+16.2%0.289% 8/12/2024Waterloo Capital L.P.24,300$477K0.1%N/A0.170% 8/8/2024VitalStone Financial LLC57,450$1.13M0.8%+109.1%0.402% 7/11/2024 Worth Asset Management LLC35,586$698K0.4%-10.8%0.249% 5/14/2024Toronto Dominion Bank3,930$71K0.0%+352.8%0.027% 5/6/2024VitalStone Financial LLC27,481$495K0.4%+883.2%0.192% 4/25/2024Triumph Capital Management26,029$474K0.2%N/A0.216% 4/12/2024 Worth Asset Management LLC39,913$719K0.4%-22.6%0.335% 2/14/2024VitalStone Financial LLC2,795$47K0.0%+5,173.6%0.023% 2/14/2024Vermillion & White Wealth Management Group LLC70,189$1.19M1.2%N/A0.590% 2/9/2024AXS Investments LLC29,955$508K0.1%-27.9%0.252% 2/7/2024Ethos Financial Group LLC18,763$338K0.1%-95.6%0.158% 1/11/2024 Worth Asset Management LLC51,594$875K0.6%+26.4%0.434% 10/31/2023Triumph Capital Management53,591$1.06M0.5%N/A0.450% 10/24/2023 Cambridge Investment Research Advisors Inc.39,951$793K0.0%-10.1%0.336% 10/11/2023 Worth Asset Management LLC40,802$810K0.7%+656.0%0.343% 8/10/2023AXS Investments LLC41,840$785K0.2%+2,647.2%0.352% 8/9/2023AGF Management Ltd.14,979$281K0.0%-42.9%0.126% 7/13/2023 Cambridge Investment Research Advisors Inc.44,428$833K0.0%+2.2%0.233% 7/11/2023 Worth Asset Management LLC5,397$101K0.1%-95.1%0.028% 5/12/2023AXS Investments LLC1,523$31K0.0%-58.1%0.007% 5/8/2023 L.M. Kohn & Company21,975$448K0.2%+59.3%0.105% 5/5/2023 Wayfinding Financial LLC21,949$447K0.3%N/A0.105% 5/3/2023AGF Management Ltd.26,236$535K0.0%N/A0.126% 5/2/2023AMJ Financial Wealth Management167,554$3.42M2.2%-47.7%0.802% 5/2/2023Arkadios Wealth Advisors12,075$246K0.0%N/A0.058% 4/20/2023Ethos Financial Group LLC423,522$8.64M2.7%-30.3%2.026% Trump Orders 'National Digital Asset Stockpile' (Ad)Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu4/12/2023 Worth Asset Management LLC111,257$2.27M1.7%-29.2%0.532% 3/6/2023OLD Mission Capital LLC3,500$74K0.0%N/A0.017% 2/22/2023Kovack Advisors Inc.24,408$518K0.1%N/A0.114% 2/13/2023AXS Investments LLC3,636$77K0.0%N/A0.017% 2/13/2023Wintrust Investments LLC28,355$601K0.1%+93.7%0.133% 2/10/2023CoreCap Advisors LLC114,771$2.43M0.2%-1.7%0.536% 2/9/2023Ethos Financial Group LLC607,480$13.01M4.4%N/A2.839% 2/8/2023 Cambridge Investment Research Advisors Inc.78,295$1.66M0.0%-50.5%0.366% 2/7/2023Toronto Dominion Bank22,264$472K0.0%N/A0.104% 2/1/2023AMJ Financial Wealth Management320,321$6.79M4.0%+2.3%1.497% 1/13/2023 Worth Asset Management LLC157,093$3.33M2.3%+84.7%0.829% 11/15/2022Adalta Capital Management LLC15,500$315K0.2%N/A0.086% 11/4/2022AMJ Financial Wealth Management313,071$6.37M4.1%N/A1.820% 10/19/2022Empirical Asset Management LLC53,550$1.09M1.2%+3.9%0.358% 10/17/2022 Cambridge Investment Research Advisors Inc.158,119$3.22M0.0%N/A1.017% 10/7/2022 Worth Asset Management LLC85,048$1.73M1.3%-18.2%0.554% 7/21/2022 Savior LLC1,174$26K0.0%N/A0.012% 7/18/2022Empirical Asset Management LLC51,558$1.12M1.2%+19.2%0.551% 7/8/2022 Worth Asset Management LLC103,942$2.26M1.5%+88.2%1.245% 6/15/2022Adalta Capital Management LLC17,500$321K0.2%N/A0.297% 5/6/2022Empirical Asset Management LLC43,242$793K0.8%+19.3%0.670% 1/18/2022 Accel Wealth Management4,370$78K0.0%N/A0.069% 1/12/2022IFP Advisors Inc13,019$235K0.0%-46.9%0.205% 11/10/2021AGF Investments LLC3,992$68K0.0%+19.4%0.069% 10/6/2021IFP Advisors Inc24,521$419K0.0%+2.9%0.423% 7/31/2021IFP Advisors Inc23,839$406K0.0%-5.4%0.404% 5/14/2021AGF Investments LLC3,268$56K0.0%-91.0%0.056% 5/13/2021Proequities Inc.27,246$467K0.0%-48.2%0.466% 4/30/2021IFP Advisors Inc25,212$431K0.0%-13.1%0.427% (Data available from 1/1/2016 forward) BTAL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BTAL shares? During the previous two years, 18 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($4.63M), Captrust Financial Advisors ($3.84M), PMV Capital Advisers LLC ($2.79M), VitalStone Financial LLC ($1.67M), Vermillion & White Wealth Management Group LLC ($1.19M), Worth Asset Management LLC ($810K), and Cambridge Investment Research Advisors Inc. ($793K).Learn more on BTAL's institutional investors. Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock? Of the 15 institutional investors that purchased AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PMV Capital Advisers LLC ($129.94K), VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Creative Financial Designs Inc. ADV ($76.29K), Vermillion & White Wealth Management Group LLC ($70.19K), Worth Asset Management LLC ($51.96K), and AXS Investments LLC ($40.32K). How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have bought a total of 626,438 shares in the last 24 months. This purchase volume represents approximately $12.13M in transactions. Which AGF U.S. Market Neutral Anti-Beta Fund major shareholders have been selling company stock? The following institutional investors have sold AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months: Ethos Financial Group LLC ($410.35K), Worth Asset Management LLC ($121.87K), JPMorgan Chase & Co. ($80.61K), AXS Investments LLC ($13.73K), Captrust Financial Advisors ($11.62K), AGF Management Ltd. ($11.26K), and Cambridge Investment Research Advisors Inc. ($4.48K). How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have sold a total of 653,914 shares in the last 24 months. This volume of shares sold represents approximately $11.57M in transactions. Related Companies NYLI Merger Arbitrage ETF Major Shareholders SPDR Bridgewater All Weather ETF Major Shareholders WisdomTree Managed Futures Strategy Fund Major Shareholders First Trust Managed Futures Strategy Fund Major Shareholders First Trust Alternative Absolute Return Strategy ETF Major Shareholders Hull Tactical US ETF Major Shareholders iMGP DBi Managed Futures Strategy ETF Major Shareholders American Beacon AHL Liquid Trend ETF Major Shareholders Clough Long/Short Equity ETF Major Shareholders Future Fund Long/Short ETF Major Shareholders This page (NYSEARCA:BTAL) was last updated on 5/4/2025 by MarketBeat.com Staff From Our PartnersWarning: “DOGE Collapse” imminentElon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. 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