AGF US MARKET NEUTRAL ANTI-B BTAL
$11.58
+2.1% 52w: $10.92 – $17.86
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data10.9214.3917.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
+6 QoQ
13F value
$269.8M
+54.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $4K puts
Institutional value by quarter
Number of holders
Who owns BTAL?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Pasadena Private Wealth, LLC | Wealth advisor | 2.3M | $31.9M | 4.4% | New |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 2.2M | $31.1M | 0.1% | -0.8% |
| FMR LLC | Long only active | 1.9M | $27.1M | 0.0% | Held |
| Carrera Capital Advisors | Wealth advisor | 1.7M | $24.3M | 3.7% | +252.0% |
| Focus Partners Wealth | Wealth advisor | 1.4M | $19.6M | 0.0% | +10.8% |
| HighTower Advisors, LLC | Diversified mechanical | 1.4M | $19.3M | 0.0% | +8282.4% |
| CIBC WORLD MARKET INC. | Diversified mechanical | 874.4K | $12.2M | 0.0% | +11.0% |
| AE Wealth Management LLC | Wealth advisor | 773.0K | $10.8M | 0.1% | +91.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 594.4K | $8.3M | 0.1% | -13.8% |
| Krilogy Financial LLC | Wealth advisor | 597.6K | $7.7M | 0.2% | +31.7% |
| Crescent Grove Advisors, LLC | Wealth advisor | 473.8K | $6.6M | 0.7% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 392.5K | $5.5M | 0.0% | +3.8% |
| Advisory Services Network, LLC | Diversified mechanical | 347.5K | $4.9M | 0.1% | +5.4% |
| Encompass More Asset Management | Wealth advisor | 280.0K | $3.9M | 0.7% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 266.8K | $3.7M | 0.0% | +657.7% |
| WealthPlan Investment Management, LLC | Wealth advisor | 255.5K | $3.6M | 0.2% | +215.5% |
| ROYAL BANK OF CANADA | Bank broker | 249.8K | $3.5M | 0.0% | +3393.0% |
| PMV Capital Advisers, LLC | Wealth advisor | 246.6K | $3.4M | 5.8% | +14.0% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 196.8K | $2.7M | 0.0% | +21.2% |
| Purpose Unlimited Inc. | Other | 195.4K | $2.7M | 0.1% | +281.4% |
| Trek Financial, LLC | Wealth advisor | 192.0K | $2.7M | 0.1% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 184.8K | $2.6M | 0.0% | +153.2% |
| HRT FINANCIAL LP | Diversified mechanical | 152.8K | $2.1M | 0.0% | -16.2% |
| JANE STREET GROUP, LLC | Market maker | 141.9K | $2.0M | 0.0% | -38.1% |
| Latitude Advisors, LLC | Wealth advisor | 134.0K | $1.9M | 0.9% | +62.8% |
| Hilltop Holdings Inc. | Other | 121.8K | $1.7M | 0.2% | -57.0% |
| Savvy Advisors, Inc. | Wealth advisor | 118.7K | $1.7M | 0.0% | New |
| LPL Financial LLC | Bank broker | 107.5K | $1.5M | 0.0% | -10.8% |
| Avestar Capital, LLC | Other | 85.0K | $1.2M | 0.1% | -5.7% |
| Belpointe Asset Management LLC | Wealth advisor | 76.2K | $1.1M | 0.0% | -70.1% |
| Axim Planning & Wealth | Other | 75.7K | $1.1M | 1.3% | +24.2% |
| Good Steward Wealth Advisors,LLC | Wealth advisor | 74.4K | $1.0M | 0.7% | +7.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 62.1K | $867K | 0.0% | +61.2% |
| Ferguson Shapiro LLC | Wealth advisor | 60.4K | $843K | 0.3% | New |
| Hudson Bay Capital Management LP | Multistrat pod | 60.2K | $840K | 0.0% | Held |
| GeoWealth Management, LLC | Wealth advisor | 55.0K | $768K | 0.0% | New |
| Arete Wealth Advisors, LLC | Wealth advisor | 51.8K | $723K | 0.1% | +36.0% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 44.7K | $624K | 0.0% | +10.2% |
| Bison Wealth, LLC | Wealth advisor | 49.7K | $597K | 0.1% | +120.7% |
| NBC SECURITIES, INC. | Diversified mechanical | 42.3K | $591K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 41.8K | $583K | 0.0% | -35.8% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 41.5K | $580K | 0.0% | New |
| BANK OF MONTREAL /CAN/ | Bank broker | 41.3K | $577K | 0.0% | New |
| Entelevest, LLC | Wealth advisor | 36.9K | $515K | 0.5% | +33.7% |
| GREENWOOD CAPITAL ASSOCIATES LLC | Other | 36.4K | $508K | 0.1% | +50.2% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | Other | 35.6K | $497K | 0.2% | +40.1% |
| IFP Advisors, Inc | Wealth advisor | 35.6K | $497K | 0.0% | +36.1% |
| Advyzon Investment Management, LLC | Wealth advisor | 34.9K | $487K | 0.0% | +50.5% |
| MORGAN STANLEY | Bank broker | 34.3K | $478K | 0.0% | -1.8% |
| Worth Asset Management, LLC | Wealth advisor | 30.5K | $425K | 0.2% | +20.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.