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Disclosery

BTAL AGF INVTS TR

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US MARKET NETRL (fund)

74 managers (74 13F filers) reported a position in BTAL shares at 2025-03-31, 13,447,910 shares in all. 19 filers opened a position and 14 filers sold out during the quarter.

Managers
74
13F filers
74
New
19
Added
36
Reduced
12
Sold out
14
Shares held by filers
13,447,910

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Federation des caisses Desjardins du Qu…2,382,592$49.7M0.25%+13,16313F-HRTimeline
NorthCoast Asset Management LLC1,809,339$37.7M0.19%+594,07813F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,798,835$37.5M0.08%+1,721,87413F-HRTimelineGroup
LPL Financial LLC703,101$14.7M0.01%+293,89313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC700,000$14.6M0.03%+640,57213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY661,514$13.8M<0.01%+8,00113F-HRTimelineGroup
OneDigital Investment Advisors LLC649,220$13.5M0.16%-38,21913F-HRTimeline
HighTower Advisors, LLC396,056$8.25M0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…339,960$7.08M0.29%+19,75813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC338,781$7.06M0.01%+127,89313F-HRTimeline
Fortis Group Advisors, LLC307,987$6.42M1.25%+276,70713F-HRTimeline
Advisory Services Network, LLC281,847$5.87M0.11%+42,21013F-HRTimeline
Ausdal Financial Partners, Inc.224,257$4.67M0.35%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV222,127$4.63M0.37%+31,75913F-HRTimeline
Maridea Wealth Management LLC221,655$4.62M1.51%+155,22813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS215,840$4.5M0.01%+8,06613F-HRTimeline
B. Riley Wealth Advisors, Inc.198,212$4.13M0.13%new13F-HRTimeline
Sanctuary Advisors, LLC186,834$3.89M0.03%-3,75213F-HRTimeline
AE Wealth Management LLC168,499$3.51M0.03%+19,11013F-HRTimeline
Avestar Capital, LLC136,143$2.84M0.27%-32,14813F-HRTimeline
PMV Capital Advisers, LLC133,705$2.79M6.77%+129,93513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…124,695$2.6M<0.01%+86,74513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,804$1.98M<0.01%+32,27013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.93,955$1.94M0.66%+52,60913F-HRTimeline
GeoWealth Management, LLC90,615$1.89M0.08%new13F-HRTimeline
Bison Wealth, LLC81,129$1.69M0.16%+16,56713F-HRTimeline
Belpointe Asset Management LLC75,624$1.58M0.08%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC57,731$1.2M<0.01%+41,23113F-HRTimeline
Hobbs Group Advisors, LLC51,306$1.07M0.41%+27,68713F-HRTimeline
Axim Planning & Wealth41,528$865K0.77%new13F-HRTimeline
Mutual Advisors, LLC42,998$862K0.02%+31,93213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,250$839K0.02%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,072$835K<0.01%+13,13613F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC39,908$832K0.04%+7,72313F-HRTimeline
Private Advisor Group, LLC38,338$799K<0.01%+18,29613F-HRTimeline
TD Waterhouse Canada Inc.37,294$771K0.01%+17,95213F-HRTimeline
HARBOUR INVESTMENTS, INC.33,002$688K0.02%+32,94413F-HRTimeline
Defined Financial Planning LLC30,581$635K0.64%-24113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…28,578$590K0.09%new13F-HRTimeline
Triumph Capital Management26,738$557K0.19%-9,71413F-HRTimeline
Clark Asset Management, LLC23,382$487K0.08%new13F-HRTimeline
Dynamic Advisor Solutions LLC23,280$485K0.02%+1,24413F-HRTimeline
Cetera Investment Advisers20,494$427K<0.01%-34313F-HRTimeline
CIBC WORLD MARKET INC.20,397$425K<0.01%+3,18213F-HRTimeline
IFP Advisors, Inc20,269$422K0.01%+13513F-HRTimeline
Magnolia Private Wealth, LLC18,629$388K0.33%+70013F-HRTimeline
Ethos Financial Group, LLC20,225$386K0.04%013F-HRTimeline
REAP Financial Group, LLC17,259$360K0.09%-2,97813F-HRTimeline
HUB Investment Partners, LLC15,818$330K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.15,297$319K<0.01%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,446$301K<0.01%new13F-HR/ATimelineGroup
Camarda Financial Advisors, LLC13,731$286K0.13%+2,11013F-HRTimeline
Reyes Financial Architecture, Inc.13,708$286K0.21%-62,53813F-HRTimeline
IPG Investment Advisors LLC12,215$255K0.06%013F-HRTimeline
Cooper Financial Group11,444$238K0.03%-79813F-HRTimeline
Farther Finance Advisors, LLC9,116$189K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,873$143K<0.01%+2,34713F-HRTimelineGroup
Goodman Advisory Group, LLC5,755$120K0.04%new13F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,012$104K<0.01%+3,09213F-HRTimelineGroup
Sound Income Strategies, LLC4,043$84.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA3,689$76.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…2,830$59K<0.01%-1,16213F-HRTimeline
Geneos Wealth Management Inc.1,247$26K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC825$17K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC605$12.6K<0.01%+36713F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC597$12.4K<0.01%-202,72613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…480$10K<0.01%new13F-HRTimelineGroup
Runnymede Capital Advisors, Inc.284$5.92K0.01%new13F-HRTimeline
Transce3nd, LLC203$4.23K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC87$1.79K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…19$404<0.01%-3,73213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$13<0.01%+113F-HRTimelineGroup
Creekmur Asset Management LLC0$10<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.