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AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership

AGF U.S. Market Neutral Anti-Beta Fund logo
$12.05 -0.20 (-1.63%)
Closing price 10/9/2026 04:10 PM Eastern
Extended Trading
$12.15 +0.10 (+0.80%)
As of 10/9/2026 08:00 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$12.96M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.89M
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BTAL Institutional Buying and Selling by Quarter

AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC42,356$508K0.0%+939.7%0.167%
7/7/2026CoreCap Advisors LLC3,273$36K0.0%N/A0.013%
5/7/2026Crescent Grove Advisors LLC473,811$6.61M0.6%N/A1.844%
5/5/2026Bank of New York Mellon Corp27,235$380K0.0%+59.4%0.106%
4/17/2026Worth Asset Management LLC30,472$425K0.2%+20.5%0.105%
4/17/2026PMV Capital Advisers LLC246,621$3.44M5.8%+14.0%0.847%
2/17/2026Advisory Services Network LLC329,604$4.74M0.1%+2,091.7%1.421%
2/17/2026Captrust Financial Advisors162,317$2.34M0.0%-10.7%0.700%
2/11/2026J.Safra Asset Management Corp8,142$117K0.0%+10.0%0.035%
2/6/2026Magnolia Private Wealth LLC25,094$361K0.3%-60.6%0.108%
2/6/2026Creative Financial Designs Inc. ADV37,198$535K0.0%-83.4%0.160%
1/14/2026Worth Asset Management LLC25,282$364K0.2%N/A0.122%
12/23/2025Triumph Capital Management4,377$70K0.0%N/A0.018%
12/2/2025IFP Advisors Inc22,864$364K0.0%+7.4%0.091%
11/19/2025Captrust Financial Advisors181,707$2.89M0.0%-9.2%0.727%
11/17/2025Triumph Capital Management4,377$70K0.0%N/A0.018%
11/12/2025Creative Financial Designs Inc. ADV224,292$3.57M0.2%+2.5%0.897%
11/6/2025Magnolia Private Wealth LLC63,769$1.02M0.6%-6.5%0.255%
10/29/2025J.Safra Asset Management Corp7,401$118K0.0%+114.8%0.028%
10/6/2025PMV Capital Advisers LLC204,763$3.26M6.3%+35.5%0.896%
8/15/2025Captrust Financial Advisors200,143$3.54M0.0%-7.3%1.048%
8/6/2025Ethos Financial Group LLC25,229$446K0.0%+24.7%0.137%
8/4/2025Creative Financial Designs Inc. ADV218,805$3.87M0.3%-1.5%1.186%
8/4/2025L.M. Kohn & Company32,183$570K0.2%N/A0.174%
7/28/2025J.Safra Asset Management Corp2,738$48K0.0%N/A0.015%
7/22/2025Belpointe Asset Management LLC22,790$403K0.0%-69.9%0.125%
7/18/2025Magnolia Private Wealth LLC68,189$1.21M0.9%+266.0%0.374%
7/11/2025Farther Finance Advisors LLC8,450$150K0.0%-7.3%0.047%
7/10/2025PMV Capital Advisers LLC151,160$2.68M6.0%+13.1%0.840%
4/23/2025Creative Financial Designs Inc. ADV222,127$4.63M0.4%+16.7%1.092%
4/23/2025PMV Capital Advisers LLC133,705$2.79M6.8%+3,446.6%0.657%
4/15/2025Magnolia Private Wealth LLC18,629$388K0.2%+3.9%0.093%
4/14/2025Farther 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%
2/10/2025Creative 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%
2/5/2025Magnolia Private Wealth LLC17,929$331K0.2%N/A0.125%
12/26/2024JPMorgan Chase & Co.8,272$162K0.0%-90.3%0.058%
11/14/2024Captrust Financial Advisors216,982$4.25M0.0%-1.1%1.517%
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10/28/2024Creative 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%
10/9/2024Worth 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%
7/11/2024Worth 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%
4/12/2024Worth 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%
1/11/2024Worth Asset Management LLC51,594$875K0.6%+26.4%0.434%
10/31/2023Triumph Capital Management53,591$1.06M0.5%N/A0.450%
10/24/2023Cambridge Investment Research Advisors Inc.39,951$793K0.0%-10.1%0.336%
10/11/2023Worth 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%
7/13/2023Cambridge Investment Research Advisors Inc.44,428$833K0.0%+2.2%0.233%
7/11/2023Worth Asset Management LLC5,397$101K0.1%-95.1%0.028%
5/12/2023AXS Investments LLC1,523$31K0.0%-58.1%0.007%
5/8/2023L.M. Kohn & Company21,975$448K0.2%+59.3%0.105%
5/5/2023Wayfinding 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%
4/12/2023Worth 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%
2/8/2023Cambridge 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%
1/13/2023Worth 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%
10/17/2022Cambridge Investment Research Advisors Inc.158,119$3.22M0.0%N/A1.017%
10/7/2022Worth Asset Management LLC85,048$1.73M1.3%-18.2%0.554%


BTAL Institutional Ownership - Frequently Asked Questions

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 Crescent Grove Advisors LLC ($6.61M), Advisory Services Network LLC ($4.74M), PMV Capital Advisers LLC ($3.44M), Captrust Financial Advisors ($2.34M), VitalStone Financial LLC ($1.67M), L.M. Kohn & Company ($570K), and Creative Financial Designs Inc. ADV ($535K).Learn more on AGF U.S. Market Neutral Anti-Beta Fund's institutional investors.

Of the 15 institutional investors that purchased AGF U.S. Market Neutral Anti-Beta Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crescent Grove Advisors LLC ($473.81K), Advisory Services Network LLC ($314.57K), PMV Capital Advisers LLC ($231.23K), Creative Financial Designs Inc. ADV ($81.78K), Magnolia Private Wealth LLC ($68.19K), Farther Finance Advisors LLC ($47.40K), and L.M. Kohn & Company ($32.18K).

Institutional investors have bought a total of 921,302 shares in the last 24 months. This purchase volume represents approximately $12.96M in transactions.

The following institutional investors have sold AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months: Creative Financial Designs Inc. ADV ($187.09K), Magnolia Private Wealth LLC ($43.10K), and Captrust Financial Advisors ($37.83K).

Institutional investors have sold a total of 268,015 shares in the last 24 months. This volume of shares sold represents approximately $3.89M in transactions.


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Institutional ownership data for NYSEARCA:BTAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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