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Disclosery

BTAL AGF INVTS TR

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US MARKET NETRL (fund)

83 managers (83 13F filers) reported a position in BTAL shares at 2025-06-30, 12,254,986 shares in all. 27 filers opened a position and 21 filers sold out during the quarter.

Managers
83
13F filers
83
New
27
Added
19
Reduced
26
Sold out
21
Shares held by filers
12,254,986

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Federation des caisses Desjardins du Qu…2,402,571$42.5M0.19%+19,97913F-HRTimeline
FMR LLCin group FMR LLC1,944,789$34.4M<0.01%+1,944,18413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,717,964$30.4M0.05%-80,87113F-HR/ATimelineGroup
NorthCoast Asset Management LLC870,936$15.4M0.07%-938,40313F-HRTimeline
OneDigital Investment Advisors LLC603,602$10.7M0.12%-45,61813F-HRTimeline
LPL Financial LLC441,490$7.81M<0.01%-261,61113F-HRTimeline
Tactive Advisors, LLC408,446$7.23M2.34%13F-HRTimeline
CIBC WORLD MARKET INC.407,613$7.21M0.02%+387,21613F-HRTimeline
HighTower Advisors, LLC404,628$7.16M0.01%+8,57213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…349,475$6.19M0.23%+9,51513F-HRTimelineGroup
AE Wealth Management LLC233,750$4.14M0.03%+65,25113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV218,805$3.87M0.28%-3,32213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS200,143$3.54M0.01%-15,69713F-HRTimeline
PMV Capital Advisers, LLC151,160$2.68M5.96%+17,45513F-HRTimeline
Avestar Capital, LLC131,725$2.33M0.17%-4,41813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…127,559$2.26M<0.01%+2,86413F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC123,129$2.18M0.91%new13F-HRTimeline
TD Waterhouse Canada Inc.102,342$1.84M0.01%+65,04813F-HRTimeline
Axim Planning & Wealth95,623$1.69M1.55%+54,09513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC85,680$1.52M<0.01%+27,94913F-HRTimeline
Dynamic Advisor Solutions LLC79,024$1.4M0.04%+55,74413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC71,913$1.27M<0.01%-22,89113F-HRTimelineGroup
Magnolia Private Wealth, LLC68,189$1.21M0.94%+49,56013F-HRTimeline
Advyzon Investment Management, LLC57,884$1.02M0.23%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA56,030$992K<0.01%+15,95813F-HR/ATimelineGroup
Bison Wealth, LLC50,085$887K0.07%-31,04413F-HRTimeline
Ausdal Financial Partners, Inc.47,483$840K0.06%-176,77413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,954$778K0.02%+3,70413F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,839$741K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC41,538$735K0.03%+1,63013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,543$700K<0.01%new13F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…36,090$639K0.09%+7,51213F-HRTimeline
Maridea Wealth Management LLC34,887$618K0.16%-186,76813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,481$610K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.32,339$572K0.01%-66313F-HRTimeline
L.M. KOHN & COMPANY32,183$570K0.15%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC29,129$516K<0.01%new13F-HRTimelineGroup
Able Wealth Management LLC26,764$474K0.24%new13F-HRTimeline
Ethos Financial Group, LLC25,229$446K0.04%+5,00413F-HRTimeline
Hobbs Group Advisors, LLC23,941$424K0.14%-27,36513F-HRTimeline
Clark Asset Management, LLC23,382$414K0.06%013F-HRTimeline
Belpointe Asset Management LLC22,790$403K0.02%-52,83413F-HRTimeline
IFP Advisors, Inc21,282$377K0.01%+1,01313F-HRTimeline
Cetera Investment Advisers20,374$361K<0.01%-12013F-HRTimeline
MML INVESTORS SERVICES, LLC19,030$337K<0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,405$326K0.02%new13F-HRTimeline
REAP Financial Group, LLC16,276$288K0.07%-98313F-HRTimeline
HUB Investment Partners, LLC15,818$280K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG15,125$268K<0.01%new13F-HRTimelineGroup
Comprehensive Money Management Services…14,405$255K0.19%new13F-HRTimeline
HRT FINANCIAL LP13,816$244K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,695$242K<0.01%-647,81913F-HRTimelineGroup
J HAGAN CAPITAL, INC.14,385$240K0.16%new13F-HRTimeline
Latitude Advisors, LLC13,510$239K0.12%new13F-HRTimeline
RoundAngle Advisors LLC13,409$237K0.2%new13F-HRTimeline
IPG Investment Advisors LLC12,215$216K0.04%013F-HRTimeline
Good Steward Wealth Advisors,LLC11,895$211K0.17%new13F-HRTimeline
Sanctuary Advisors, LLC11,510$204K<0.01%-175,32413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,487$186K0.01%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…10,380$184K0.07%new13F-HRTimeline
Cooper Financial Group10,167$180K0.02%-1,27713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,153$162K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC8,450$150K<0.01%-66613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,882$122K0.15%13F-HRTimeline
Sound Income Strategies, LLC3,678$65.1K<0.01%-36513F-HRTimeline
J.Safra Asset Management Corp3,446$61K<0.01%new13F-HR/ATimeline
WFA of San Diego, LLC1,332$23.6K0.02%13F-HRTimeline
Reyes Financial Architecture, Inc.1,102$19.5K0.02%-12,60613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,050$18.6K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC898$15K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC798$14K<0.01%-2713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO769$13.6K<0.01%-6,10413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC336$5.95K<0.01%-26113F-HRTimelineGroup
Allworth Financial LP217$3.84K<0.01%new13F-HRTimeline
Transce3nd, LLC203$3.59K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/118$2.09K<0.01%-4,89413F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.100$1.77K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC87$1.53K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC37$6270.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…19$343<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$9<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.
First Horizon Advisors, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.