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Disclosery

BTAL AGF INVTS TR

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US MARKET NETRL (fund)

93 managers (93 13F filers) reported a position in BTAL shares at 2026-06-30, 15,789,472 shares in all. 21 filers opened a position and 16 filers sold out during the quarter.

Managers
93
13F filers
93
New
21
Added
30
Reduced
28
Sold out
16
Shares held by filers
15,789,472

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC1,944,444$21.7M<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,758,251$19.6M0.06%-466,17813F-HRTimeline
Carrera Capital Advisors1,539,121$17.2M2.54%-202,71413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,537,923$17.1M0.02%+131,14713F-HRTimelineGroup
AE Wealth Management LLC927,590$10.3M0.05%+154,63913F-HRTimeline
Krilogy Financial LLC822,619$9.17M0.27%+225,05713F-HRTimeline
HighTower Advisors, LLC797,480$8.89M0.01%-582,08813F-HRTimeline
CIBC WORLD MARKET INC.783,771$8.74M0.01%-90,62613F-HRTimeline
OneDigital Investment Advisors LLC606,507$6.76M0.06%+12,15513F-HRTimeline
Crescent Grove Advisors, LLC473,811$5.28M0.45%013F-HRTimeline
IFG Advisory, LLC409,162$4.56M0.16%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC407,856$4.55M0.01%+15,38513F-HRTimelineGroup
Advisory Services Network, LLC342,385$3.82M0.04%-5,07213F-HRTimeline
WealthPlan Investment Management, LLC257,710$2.87M0.14%+2,22213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC239,792$2.67M<0.01%+97,89913F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.201,503$2.23M0.09%+6,11713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.193,580$2.16M<0.01%-73,20113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS189,200$2.11M<0.01%-7,58213F-HRTimeline
PMV Capital Advisers, LLC188,303$2.1M3.15%-58,31813F-HRTimeline
Trek Financial, LLC152,514$1.7M0.08%-39,45913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…124,237$1.39M<0.01%+82,46313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC114,285$1.27M<0.01%new13F-HRTimelineGroup
LPL Financial LLC108,802$1.21M<0.01%+1,28913F-HRTimeline
Maridea Wealth Management LLC105,600$1.18M0.13%new13F-HRTimeline
Good Steward Wealth Advisors,LLC104,503$1.17M0.7%+30,07913F-HRTimeline
Latitude Advisors, LLC100,681$1.12M0.45%-33,36513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC82,706$922K0.09%+46,32313F-HRTimeline
Avestar Capital, LLC79,403$885K0.05%-5,62513F-HRTimeline
Axim Planning & Wealth76,602$854K1.21%+89413F-HRTimeline
Arete Wealth Advisors, LLC64,770$722K0.05%+13,00513F-HR/ATimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…60,170$671K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.60,086$670K0.05%+17,74313F-HRTimeline
Persium Advisors, LLC57,600$642K0.42%new13F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC52,181$582K0.02%+7,50013F-HRTimeline
Dynamic Advisor Solutions LLC48,129$537K0.02%-14,00613F-HRTimeline
INTEGRITY ALLIANCE, LLC.47,278$527K0.02%+5,76213F-HRTimeline
IFP Advisors, Inc44,633$498K0.01%+9,06113F-HRTimeline
Town & Country Bank & Trust CO dba Firs…44,597$497K0.15%+8,97513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,025$435K<0.01%+11,79013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,341$394K<0.01%+1,08413F-HRTimelineGroup
ZEGA Investments, LLC32,066$358K0.06%+13,80713F-HRTimeline
Ethos Financial Group, LLC26,455$336K0.02%-9613F-HRTimeline
INVESTED ADVISORS28,329$316K0.28%new13F-HRTimeline
Advyzon Investment Management, LLC26,347$294K0.02%-8,57013F-HRTimeline
Ausdal Financial Partners, Inc.26,288$293K0.01%-2,50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV26,205$292K0.01%-3,21913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC20,453$228K0.08%-4,50013F-HRTimeline
Comprehensive Money Management Services…19,855$221K0.14%+4,75013F-HRTimeline
Bison Wealth, LLC19,211$221K0.02%-30,52513F-HRTimeline
WealthPLAN Partners, LLC19,532$218K0.04%+8,48313F-HRTimeline
Sankala Group LLC17,211$209K0.14%+12,31413F-HRTimeline
Innovative Wealth Building LLC17,542$196K0.11%+1,61513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,463$194K<0.01%-232,32213F-HRTimelineGroup
RHS Financial, LLC16,902$188K0.08%new13F-HRTimeline
HUB Investment Partners, LLC15,818$176K<0.01%013F-HRTimeline
IPG Investment Advisors LLC15,176$169K0.02%+3,40013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,720$164K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC14,559$162K0.03%-2,23813F-HRTimeline
NWAM LLC14,360$160K0.01%-13,18913F-HRTimeline
Able Wealth Management LLC14,315$160K0.04%-6,86713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,210$158K<0.01%-170,56013F-HRTimelineGroup
HRT FINANCIAL LP13,844$154K<0.01%-138,96213F-HRTimeline
TWO SIGMA SECURITIES, LLC12,936$144K0.01%new13F-HRTimeline
Empirical Asset Management, LLC12,897$144K0.03%new13F-HRTimeline
Cetera Investment Advisers12,755$142K<0.01%-35113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC11,791$131K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.11,754$131K0.01%new13F-HRTimelineGroup
Ignite Planners, LLC10,764$120K0.02%new13F-HRTimeline
Entelevest, LLC10,260$114K0.1%-26,60013F-HRTimeline
SIMPLEX TRADING, LLC10,151$113K<0.01%+9,26113F-HRTimeline
MML INVESTORS SERVICES, LLC10,100$113K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp8,943$99.7K<0.01%+56013F-HRTimeline
Steward Partners Investment Advisory, L…4,225$47.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,074$45.4K<0.01%-43813F-HRTimeline
CoreCap Advisors, LLC3,273$36.5K<0.01%new13F-HRTimeline
Triumph Capital Management3,220$35.9K0.01%-71213F-HRTimeline
Geneos Wealth Management Inc.2,250$25.1K<0.01%+2,00013F-HRTimeline
Signature Resources Capital Management,…1,546$17.2K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP796$9.05K<0.01%new13F-HRTimelineGroup
Highland Investment Advisors LLC728$8.12K<0.01%13F-HRTimeline
Continuum Advisory, LLC628$7K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.306$3.41K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC203$2.26K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.200$2.23K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC121$1.36K<0.01%013F-HRTimeline
SHP Wealth Management120$1.34K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…90$1K<0.01%new13F-HRTimelineGroup
Mosley Wealth Management79$881<0.01%013F-HRTimeline
GROUP ONE TRADING LLC70$780<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63$700<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.58$647<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG51$569<0.01%new13F-HRTimelineGroup
Capital Advisor Network LLC8$89<0.01%013F-HRTimeline