AGF US MARKET NEUTRAL ANTI-B (BTAL) Institutional Ownership Changes & 13F Activity
AGF US MARKET NEUTRAL ANTI-B (BTAL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Royal Bank Of Canada, Osaic Holdings, Inc., Trek Financial, Llc, and Hilltop Holdings Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Capital Advisor Network Llc | Buy | +8 | — | 8 | $112.00 | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +63 | — | 63 | $877.00 | Q1 2026 | Jul 08, 2026 |
| Arete Wealth Advisors, Llc | Buy | +13,711 | +36.0% | 51,765 | $723.15K | Q1 2026 | May 18, 2026 |
| Royal Bank Of Canada | Buy | +242,634 | +3393.0% | 249,785 | $3.49M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +231,574 | +657.7% | 266,781 | $3.72M | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | Buy | +144,159 | +281.4% | 195,386 | $2.72M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Buy | +137,135 | +10.8% | 1,406,776 | $19.64M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +34,465 | +21.2% | 196,782 | $2.75M | Q1 2026 | May 15, 2026 |
| Bison Wealth, Llc | Buy | +27,200 | +120.7% | 49,736 | $597.33K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -23,334 | -35.8% | 41,774 | $583.16K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +17,853 | +5.4% | 347,457 | $4.85M | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Sell | -5,070 | -88.3% | 670 | $9.35K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -631 | -1.8% | 34,257 | $478.24K | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | Sell | -161,161 | -57.0% | 121,755 | $1.70M | Q1 2026 | May 14, 2026 |
| Cibc World Market Inc. | Buy | +86,595 | +11.0% | 874,397 | $12.21M | Q1 2026 | May 14, 2026 |
| Hrt Financial Lp | Sell | -29,445 | -16.2% | 152,806 | $2.13M | Q1 2026 | May 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -17,993 | -0.8% | 2,224,429 | $31.05M | Q1 2026 | May 14, 2026 |
| Axim Planning & Wealth | Buy | +14,735 | +24.2% | 75,708 | $1.06M | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Sell | -908 | -50.5% | 890 | $12.42K | Q1 2026 | May 14, 2026 |
| Ae Wealth Management Llc | Buy | +370,041 | +91.8% | 772,951 | $10.79M | Q1 2026 | May 13, 2026 |
| Trek Financial, Llc | Buy | +191,973 | — | 191,973 | $2.68M | Q1 2026 | May 13, 2026 |
| Geowealth Management, Llc | Buy | +55,005 | — | 55,005 | $767.87K | Q1 2026 | May 13, 2026 |
| Bank Of Montreal | Buy | +41,305 | — | 41,305 | $576.62K | Q1 2026 | May 13, 2026 |
| Arkos Global Advisors | Buy | +7,629 | — | 7,629 | $107.00K | Q1 2026 | May 13, 2026 |
| Avestar Capital, Llc | Sell | -5,093 | -5.7% | 85,028 | $1.19M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -1,510 | -10.3% | 13,106 | $182.96K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -87,171 | -38.1% | 141,893 | $1.98M | Q1 2026 | May 12, 2026 |
| Advyzon Investment Management, Llc | Buy | +11,724 | +50.5% | 34,917 | $487.44K | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +5,398 | +23.1% | 28,788 | $401.88K | Q1 2026 | May 12, 2026 |
| Td Waterhouse Canada Inc. | Sell | -2,136 | -88.3% | 282 | $3.88K | Q1 2026 | May 12, 2026 |
Frequently asked questions about BTAL activity
Which institutional owners are buying BTAL?
Institutional owners buying BTAL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BTAL activity?
"Buy" means an investor increased their reported position in BTAL compared to the prior reporting period. This reflects growing exposure to AGF US MARKET NEUTRAL ANTI-B (BTAL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BTAL increasing?
Institutional interest in BTAL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.