Skip to content
Disclosery

BTAL AGF INVTS TR

Follow

US MARKET NETRL (fund)

71 managers (71 13F filers) reported a position in BTAL shares at 2024-12-31, 13,565,262 shares in all. 8 filers opened a position and 15 filers sold out during the quarter.

Managers
71
13F filers
71
New
8
Added
16
Reduced
29
Sold out
15
Shares held by filers
13,565,262

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Tredje AP-fonden4,800,000$88.7M0.8%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,369,429$43.8M0.22%+19,51813F-HRTimeline
NorthCoast Asset Management LLC1,215,261$22.5M0.11%-201,67713F-HR/ATimeline
OneDigital Investment Advisors LLC687,439$12.7M0.15%+55,74013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY653,513$12.1M<0.01%-37213F-HR/ATimelineGroup
LPL Financial LLC409,208$7.56M<0.01%-41,08513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…320,202$5.92M0.24%+13,91313F-HRTimelineGroup
Advisory Services Network, LLC239,637$4.43M0.08%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/227,405$4.2M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC210,888$3.9M0.01%+6,93113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS207,774$3.84M0.01%-9,20813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203,323$3.76M0.01%-12,37713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV190,368$3.52M0.29%+31,74213F-HRTimeline
Sanctuary Advisors, LLC190,586$3.45M0.02%-8,49613F-HRTimeline
Avestar Capital, LLC168,291$3.21M0.29%-3,03913F-HRTimeline
AE Wealth Management LLC149,389$2.76M0.02%+14,37413F-HRTimeline
Algorithmic Investment Models, LLC133,215$2.46M1.9%+4,79613F-HRTimeline
Cedar Wealth Management, LLC91,441$1.69M0.61%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.76,961$1.42M<0.01%-1,616,85013F-HR/ATimelineGroup
Reyes Financial Architecture, Inc.76,246$1.41M1.11%13F-HRTimeline
Maridea Wealth Management LLC66,427$1.23M0.4%13F-HRTimeline
Bison Wealth, LLC64,562$1.19M0.15%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC62,534$1.16M<0.01%-108,97613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,428$1.1M<0.01%-180,52013F-HRTimelineGroup
Retireful, LLC42,125$778K0.44%new13F-HRTimeline
Astoria Portfolio Advisors LLC.41,346$761K0.27%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,950$701K<0.01%-54,72113F-HRTimelineGroup
Triumph Capital Management36,452$674K0.23%+3,14813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC32,185$595K0.03%-12,98413F-HRTimeline
Fortis Group Advisors, LLC31,280$578K0.11%-12,47213F-HRTimeline
Defined Financial Planning LLC30,822$570K0.61%13F-HRTimeline
Socha Financial Group, LLC28,618$529K0.25%+2,17513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC28,468$526K<0.01%-10,43513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,936$498K<0.01%-58,59913F-HRTimelineGroup
Hobbs Group Advisors, LLC23,619$436K0.16%-7813F-HRTimeline
Dynamic Advisor Solutions LLC22,036$407K0.02%-3,92613F-HRTimeline
Ethos Financial Group, LLC20,225$386K0.05%+6,66313F-HRTimeline
Cetera Investment Advisers20,837$385K<0.01%-25013F-HRTimeline
REAP Financial Group, LLC20,237$374K0.09%-2,83313F-HRTimeline
IFP Advisors, Inc20,134$372K0.01%+50413F-HRTimeline
Private Advisor Group, LLC20,042$370K<0.01%+8913F-HRTimeline
Aveo Capital Partners, LLC19,726$365K0.04%+1,06213F-HRTimeline
TD Waterhouse Canada Inc.19,342$358K<0.01%new13F-HRTimeline
Magnolia Private Wealth, LLC17,929$331K0.29%13F-HRTimeline
CIBC WORLD MARKET INC.17,215$318K<0.01%-199,28713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC16,500$305K<0.01%-27,02513F-HRTimeline
HUB Investment Partners, LLC15,818$292K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,277$245K<0.01%-8,42913F-HRTimelineGroup
Cooper Financial Group12,242$226K0.03%-5,63113F-HRTimeline
IPG Investment Advisors LLC12,215$226K0.05%013F-HRTimeline
Camarda Financial Advisors, LLC11,621$215K0.08%-4,80613F-HRTimeline
Mutual Advisors, LLC11,066$199K0.01%-1,70713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,595$196K<0.01%13F-HR/ATimelineGroup
COMERICA BANK5,325$98.4K<0.01%-76313F-HR/ATimeline
Balefire, LLC4,827$88.9K0.03%+2,03713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,526$83.6K<0.01%-3,74613F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,992$73.8K<0.01%013F-HRTimeline
PMV Capital Advisers, LLC3,770$69.7K0.19%13F-HRTimeline
Vermillion & White Wealth Management Gr…3,751$69.3K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,920$35.5K<0.01%+1,08313F-HRTimelineGroup
UBS Group AGin group UBS Group AG736$13.6K<0.01%-25,38513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/675$12.5K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC429$7.93K<0.01%+1813F-HRTimeline
Householder Group Estate & Retirement S…340$6K<0.01%-67413F-HRTimeline
FMR LLCin group FMR LLC238$4.4K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC203$3.75K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC87$1.61K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.58$1.07K<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.