AGF US MARKET NEUTRAL ANTI-B (BTAL) Institutional Shareholders
AGF US MARKET NEUTRAL ANTI-B (BTAL) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $258.05M in BTAL holdings during the latest filing period.
Pasadena Private Wealth, Llc is currently the largest disclosed institutional shareholder of BTAL tracked by InsiderSet, reporting ownership valued at approximately $31.92M in its March 31, 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 $28.01M, representing an estimated loss of -12.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed BTAL value among the investors covered in this analysis. Major shareholders include Pasadena Private Wealth, Llc, Federation Des Caisses Desjardins Du Quebec, Fmr Llc, 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
83
Total Reported Value
$258.05M
Largest Holder
Pasadena Private Wealth, Llc
Largest Position
$31.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pasadena Private Wealth, Llc | 4.43% | 2,286,833 | $31,924,189 | $28,013,704 | -$3,910,485 | -12.25% | |
| Federation Des Caisses Desjardins Du Quebec | 0.11% | 2,224,429 | $31,053,029 | $27,249,255 | -$3,803,774 | -12.25% | |
| Fmr Llc | 0.00% | 1,944,444 | $27,144,438 | $23,819,439 | -$3,324,999 | -12.25% | |
| Carrera Capital Advisors | 3.75% | 1,741,835 | $24,316,015 | $21,337,479 | -$2,978,536 | -12.25% | |
| Focus Partners Wealth | 0.02% | 1,406,776 | $19,638,600 | $17,233,006 | -$2,405,594 | -12.25% | |
| Hightower Advisors, Llc | 0.02% | 1,379,568 | $19,258,769 | $16,899,708 | -$2,359,061 | -12.25% | |
| Cibc World Market Inc. | 0.02% | 874,397 | $12,206,582 | $10,711,363 | -$1,495,219 | -12.25% | |
| Ae Wealth Management Llc | 0.06% | 772,951 | $10,790,405 | $9,468,650 | -$1,321,755 | -12.25% | |
| Krilogy Financial Llc | 0.27% | 822,619 | $9,172,197 | $10,077,083 | +$904,886 | +9.87% | |
| Onedigital Investment Advisors Llc | 0.08% | 594,352 | $8,297,147 | $7,280,812 | -$1,016,335 | -12.25% | |
| Crescent Grove Advisors, Llc | 0.66% | 473,811 | $6,614,402 | $5,804,185 | -$810,217 | -12.25% | |
| Advisory Services Network, Llc | 0.06% | 347,457 | $4,850,496 | $4,256,348 | -$594,148 | -12.25% | |
| Kestra Advisory Services, Llc | 0.01% | 407,856 | $4,547,597 | $4,996,236 | +$448,639 | +9.87% | |
| Osaic Holdings, Inc. | 0.01% | 266,781 | $3,724,092 | $3,268,067 | -$456,025 | -12.25% | |
| Royal Bank Of Canada | 0.00% | 249,785 | $3,487,000 | $3,059,866 | -$427,134 | -12.25% | |
| Pmv Capital Advisers, Llc | 5.81% | 246,621 | $3,442,835 | $3,021,107 | -$421,728 | -12.25% | |
| Wealthplan Investment Management, Llc | 0.14% | 257,710 | $2,873,464 | $3,156,948 | +$283,484 | +9.87% | |
| Captrust Financial Advisors | 0.00% | 196,782 | $2,747,077 | $2,410,580 | -$336,498 | -12.25% | |
| Purpose Unlimited Inc. | 0.11% | 195,386 | $2,717,820 | $2,393,479 | -$324,342 | -11.93% | |
| Trek Financial, Llc | 0.14% | 191,973 | $2,679,943 | $2,351,669 | -$328,274 | -12.25% | |
| Envestnet Asset Management Inc | 0.00% | 184,770 | $2,579,383 | $2,263,433 | -$315,951 | -12.25% | |
| Jane Street Group, Llc | 0.00% | 141,893 | $1,980,826 | $1,738,189 | -$242,637 | -12.25% | |
| Hilltop Holdings Inc. | 0.15% | 121,755 | $1,699,700 | $1,491,499 | -$208,201 | -12.25% | |
| Savvy Advisors, Inc. | 0.04% | 118,666 | $1,656,577 | $1,453,659 | -$202,919 | -12.25% | |
| Lpl Financial Llc | 0.00% | 107,513 | $1,500,882 | $1,317,034 | -$183,848 | -12.25% | |
| Latitude Advisors, Llc | 0.45% | 100,681 | $1,122,592 | $1,233,342 | +$110,750 | +9.87% | |
| Axim Planning & Wealth | 1.29% | 75,708 | $1,056,884 | $927,423 | -$129,461 | -12.25% | |
| Good Steward Wealth Advisors,Llc | 0.67% | 74,424 | $1,038,959 | $911,694 | -$127,265 | -12.25% | |
| Greenwood Capital Associates Llc | 0.09% | 82,706 | $922,172 | $1,013,149 | +$90,977 | +9.87% | |
| Avestar Capital, Llc | 0.05% | 79,403 | $885,343 | $972,687 | +$87,344 | +9.87% | |
| Hudson Bay Capital Management Lp | 0.01% | 60,170 | $839,973 | $737,083 | -$102,891 | -12.25% | |
| Arete Wealth Advisors, Llc | 0.05% | 51,765 | $723,146 | $634,121 | -$89,025 | -12.31% | |
| Nbc Securities, Inc. | 0.05% | 60,086 | $669,958 | $736,054 | +$66,096 | +9.87% | |
| Susquehanna International Group, Llp | 0.00% | 41,774 | $583,165 | $511,732 | -$71,434 | -12.25% | |
| Flagship Harbor Advisors, Llc | 0.02% | 52,181 | $581,817 | $639,217 | +$57,400 | +9.87% | |
| Bank Of Montreal | 0.00% | 41,305 | $576,618 | $505,986 | -$70,632 | -12.25% | |
| Dynamic Advisor Solutions Llc | 0.02% | 48,129 | $536,638 | $589,580 | +$52,942 | +9.87% | |
| Integrity Alliance, Llc. | 0.02% | 47,278 | $527,150 | $579,156 | +$52,006 | +9.87% | |
| Ifp Advisors, Inc | 0.01% | 44,633 | $497,658 | $546,754 | +$49,096 | +9.87% | |
| Town & Country Bank & Trust Co Dba First Bankers Trust Co | 0.15% | 44,597 | $497,256 | $546,313 | +$49,057 | +9.87% | |
| Advyzon Investment Management, Llc | 0.04% | 34,917 | $487,441 | $427,733 | -$59,708 | -12.25% | |
| Morgan Stanley | 0.00% | 34,257 | $478,240 | $419,648 | -$58,592 | -12.25% | |
| Ausdal Financial Partners, Inc. | 0.02% | 28,788 | $401,880 | $352,653 | -$49,227 | -12.25% | |
| Bank Of New York Mellon Corp | 0.00% | 27,235 | $380,203 | $333,629 | -$46,574 | -12.25% | |
| Ethos Financial Group, Llc | 0.03% | 26,551 | $370,652 | $325,250 | -$45,402 | -12.25% | |
| Zega Investments, Llc | 0.06% | 32,066 | $357,536 | $392,809 | +$35,273 | +9.87% | |
| Magnolia Private Wealth, Llc | 0.21% | 22,219 | $310,177 | $272,183 | -$37,994 | -12.25% | |
| Creative Financial Designs Inc | 0.01% | 26,205 | $292,186 | $321,011 | +$28,825 | +9.87% | |
| Silverlake Wealth Management Llc | 0.05% | 17,758 | $247,902 | $217,536 | -$30,367 | -12.25% | |
| Reap Financial Group, Llc | 0.05% | 16,797 | $234,481 | $205,763 | -$28,718 | -12.25% |
Frequently asked questions about BTAL
Who owns the most BTAL stock?
The largest holders of BTAL are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for AGF US MARKET NEUTRAL ANTI-B (BTAL).
Is BTAL widely held by superinvestors?
Many widely followed stocks like BTAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BTAL is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.