BTAL Institutional Ownership & Shareholders
AGF US MARKET NEUTRAL ANTI-B (BTAL) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $162.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of BTAL tracked by InsiderSet, reporting ownership valued at approximately $21.68M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.76M, representing an estimated gain of +18.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed BTAL value among the investors covered in this analysis. Major shareholders include Fmr Llc, Federation Des Caisses Desjardins Du Quebec, Carrera Capital Advisors, and several other long-term asset managers with concentrated positions in AGF US MARKET NEUTRAL ANTI-B (BTAL).
This page ranks the largest institutional BTAL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$162.40M
Largest Holder
Fmr Llc
Largest Position
$21.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 1,944,444 | $21,680,551 | $25,763,883 | +$4,083,332 | +18.83% | |
| Federation Des Caisses Desjardins Du Quebec | 0.06% | 1,758,251 | $19,604,499 | $23,296,826 | +$3,692,327 | +18.83% | |
| Carrera Capital Advisors | 2.54% | 1,539,121 | $17,161,197 | $20,393,353 | +$3,232,156 | +18.83% | |
| Focus Partners Wealth | 0.02% | 1,537,923 | $17,147,847 | $20,377,480 | +$3,229,633 | +18.83% | |
| Krilogy Financial Llc | 0.32% | 942,778 | $11,643,303 | $12,491,809 | +$848,506 | +7.29% | |
| Cibc World Market Inc. | 0.01% | 783,771 | $8,739,047 | $10,384,966 | +$1,645,919 | +18.83% | |
| Onedigital Investment Advisors Llc | 0.06% | 606,507 | $6,762,548 | $8,036,218 | +$1,273,670 | +18.83% | |
| Crescent Grove Advisors, Llc | 0.48% | 473,811 | $5,685,732 | $6,277,996 | +$592,264 | +10.42% | |
| Kestra Advisory Services, Llc | 0.02% | 439,254 | $5,271,053 | $5,820,116 | +$549,063 | +10.42% | |
| Ifg Advisory, Llc | 0.16% | 409,162 | $4,562,166 | $5,421,397 | +$859,231 | +18.83% | |
| Advisory Services Network, Llc | 0.04% | 342,385 | $3,817,590 | $4,536,601 | +$719,011 | +18.83% | |
| Wealthplan Investment Management, Llc | 0.18% | 305,184 | $3,662,211 | $4,043,688 | +$381,477 | +10.42% | |
| Jane Street Group, Llc | 0.00% | 239,792 | $2,673,681 | $3,177,244 | +$503,563 | +18.83% | |
| Purpose Unlimited Inc. | 0.09% | 201,503 | $2,233,427 | $2,669,915 | +$436,488 | +19.54% | |
| Osaic Holdings, Inc. | 0.00% | 193,580 | $2,158,405 | $2,564,935 | +$406,530 | +18.83% | |
| Captrust Financial Advisors | 0.00% | 189,200 | $2,109,580 | $2,506,900 | +$397,320 | +18.83% | |
| Pmv Capital Advisers, Llc | 3.15% | 188,303 | $2,099,583 | $2,495,015 | +$395,432 | +18.83% | |
| Collaborative Fund Advisors, Llc | 0.96% | 149,474 | $1,793,688 | $1,980,531 | +$186,843 | +10.42% | |
| Susquehanna International Group, Llp | 0.00% | 124,237 | $1,385,243 | $1,646,140 | +$260,897 | +18.83% | |
| Avestar Capital, Llc | 0.11% | 110,740 | $1,328,880 | $1,467,305 | +$138,425 | +10.42% | |
| Citadel Advisors Llc | 0.00% | 114,285 | $1,274,278 | $1,514,276 | +$239,998 | +18.83% | |
| Lpl Financial Llc | 0.00% | 108,802 | $1,213,144 | $1,441,627 | +$228,483 | +18.83% | |
| Latitude Advisors, Llc | 0.37% | 98,316 | $1,179,790 | $1,302,687 | +$122,897 | +10.42% | |
| Maridea Wealth Management Llc | 0.13% | 105,600 | $1,177,440 | $1,399,200 | +$221,760 | +18.83% | |
| Good Steward Wealth Advisors,Llc | 0.70% | 104,503 | $1,165,208 | $1,384,665 | +$219,457 | +18.83% | |
| Greenwood Capital Associates Llc | 0.11% | 95,744 | $1,148,928 | $1,268,608 | +$119,680 | +10.42% | |
| Nbc Securities, Inc. | 0.05% | 64,692 | $776,304 | $857,169 | +$80,865 | +10.42% | |
| Arete Wealth Advisors, Llc | 0.05% | 64,770 | $722,185 | $858,203 | +$136,018 | +18.83% | |
| Hudson Bay Capital Management Lp | 0.00% | 60,170 | $670,896 | $797,253 | +$126,357 | +18.83% | |
| Integrity Alliance, Llc. | 0.02% | 51,645 | $619,740 | $684,296 | +$64,556 | +10.42% | |
| Ifp Advisors, Inc | 0.01% | 50,062 | $600,744 | $663,322 | +$62,578 | +10.42% | |
| Flagship Harbor Advisors, Llc | 0.02% | 49,977 | $599,725 | $662,195 | +$62,470 | +10.42% | |
| Dynamic Advisor Solutions Llc | 0.02% | 45,963 | $551,556 | $609,010 | +$57,454 | +10.42% | |
| Farther Finance Advisors, Llc | 0.00% | 42,356 | $508,272 | $561,217 | +$52,945 | +10.42% | |
| Town & Country Bank & Trust Co Dba First Bankers Trust Co | 0.15% | 44,597 | $497,256 | $590,910 | +$93,654 | +18.83% | |
| Bison Wealth, Llc | 0.04% | 39,948 | $493,353 | $529,311 | +$35,958 | +7.29% | |
| Invested Advisors | 0.39% | 37,954 | $455,448 | $502,891 | +$47,443 | +10.42% | |
| Bank Of New York Mellon Corp | 0.00% | 39,025 | $435,128 | $517,081 | +$81,953 | +18.83% | |
| Rhs Financial, Llc | 0.14% | 33,344 | $400,128 | $441,808 | +$41,680 | +10.42% | |
| Morgan Stanley | 0.00% | 35,341 | $394,057 | $468,268 | +$74,211 | +18.83% | |
| Zega Investments, Llc | 0.06% | 32,066 | $357,536 | $424,875 | +$67,339 | +18.83% | |
| Ethos Financial Group, Llc | 0.02% | 26,455 | $335,979 | $350,529 | +$14,550 | +4.33% | |
| Ignite Planners, Llc | 0.04% | 27,880 | $334,582 | $369,410 | +$34,828 | +10.41% | |
| Wealthplan Partners, Llc | 0.06% | 27,812 | $333,744 | $368,509 | +$34,765 | +10.42% | |
| Advyzon Investment Management, Llc | 0.02% | 26,347 | $293,769 | $349,098 | +$55,329 | +18.83% | |
| Ausdal Financial Partners, Inc. | 0.01% | 26,288 | $293,111 | $348,316 | +$55,205 | +18.83% | |
| Creative Financial Designs Inc | 0.01% | 26,205 | $292,186 | $347,216 | +$55,030 | +18.83% | |
| Innovative Wealth Building Llc | 0.13% | 19,145 | $229,740 | $253,671 | +$23,931 | +10.42% | |
| Wealthedge Investment Advisors, Llc | 0.08% | 20,453 | $228,051 | $271,002 | +$42,951 | +18.83% | |
| Comprehensive Money Management Services Llc | 0.14% | 19,855 | $221,383 | $263,079 | +$41,696 | +18.83% |
Frequently asked questions about BTAL
Who are the largest institutional holders of BTAL?
The largest institutional holders of BTAL reported in the latest SEC Form 13F filings include Fmr Llc, Federation Des Caisses Desjardins Du Quebec, Carrera Capital Advisors, Focus Partners Wealth, and Krilogy Financial Llc. InsiderSet ranks institutional holders by their latest reported BTAL position.
What is BTAL institutional ownership?
This page tracks BTAL positions reported by institutional investment managers through SEC Form 13F. AGF US MARKET NEUTRAL ANTI-B (BTAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BTAL?
InsiderSet currently tracks 89 institutional managers reporting BTAL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BTAL shareholders.
How much BTAL stock do institutions own?
Institutional investment managers disclosed approximately $162.40M in BTAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BTAL institutional ownership last updated?
The latest BTAL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BTAL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BTAL position after the reporting date.
Are institutions buying or selling BTAL?
Institutional buying and selling can be analyzed by comparing BTAL positions across consecutive 13F reporting periods. InsiderSet's BTAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BTAL ownership changes.
How has BTAL institutional ownership changed over time?
InsiderSet tracks BTAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.