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Disclosery

BTAL AGF INVTS TR

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US MARKET NETRL (fund)

72 managers (72 13F filers) reported a position in BTAL shares at 2025-09-30, 15,070,359 shares in all. 17 filers opened a position and 26 filers sold out during the quarter.

Managers
72
13F filers
72
New
17
Added
24
Reduced
24
Sold out
26
Shares held by filers
15,070,359

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…2,308,578$36.8M0.14%-93,99313F-HRTimeline
NorthCoast Asset Management LLC2,221,703$35.4M0.14%+1,350,76713F-HRTimeline
FMR LLCin group FMR LLC1,944,444$31M<0.01%-34513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,619,669$26.5M0.04%-98,29513F-HRTimelineGroup
HighTower Advisors, LLC828,111$13.2M0.01%+423,48313F-HRTimeline
OneDigital Investment Advisors LLC633,581$10.1M0.1%+29,97913F-HRTimeline
CIBC WORLD MARKET INC.595,985$9.49M0.02%+188,37213F-HRTimeline
LPL Financial LLC560,882$8.93M<0.01%+119,39213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC517,257$8.23M3.12%+394,12813F-HRTimeline
Clark Capital Management Group, Inc.362,712$5.77M0.04%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…360,604$5.74M0.2%+11,12913F-HRTimelineGroup
Krilogy Financial LLC362,688$5.4M0.2%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC333,570$5.31M0.02%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV224,292$3.57M0.24%+5,48713F-HRTimeline
AE Wealth Management LLC224,136$3.57M0.02%-9,61413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC207,387$3.3M<0.01%+135,47413F-HRTimelineGroup
PMV Capital Advisers, LLC204,763$3.26M6.33%+53,60313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS181,707$2.89M0.01%-18,43613F-HRTimeline
Avestar Capital, LLC121,690$1.94M0.14%-10,03513F-HRTimeline
Latitude Advisors, LLC84,354$1.34M0.61%+70,84413F-HRTimeline
Dynamic Advisor Solutions LLC78,578$1.25M0.04%-44613F-HRTimeline
Axim Planning & Wealth77,041$1.23M0.98%-18,58213F-HRTimeline
TD Waterhouse Canada Inc.77,669$1.22M0.01%-24,67313F-HRTimeline
Magnolia Private Wealth, LLC63,769$1.02M0.74%-4,42013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…60,170$949K0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA57,418$914K<0.01%+1,38813F-HRTimelineGroup
Able Wealth Management LLC42,636$679K0.26%+15,87213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC40,965$652K0.03%-57313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,931$620K<0.01%-88,62813F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,905$619K<0.01%-2,93413F-HRTimeline
Arete Wealth Advisors, LLC36,253$577K0.04%new13F-HRTimeline
Good Steward Wealth Advisors,LLC34,839$555K0.38%+22,94413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34,496$549K<0.01%+20,80113F-HR/ATimelineGroup
Tidal Investments LLCin group Tidal Investments LLC33,876$539K<0.01%+4,74713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,821$538K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,869$444K<0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC25,877$412K0.03%+64813F-HRTimeline
Ausdal Financial Partners, Inc.24,757$394K0.02%-22,72613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC24,576$391K0.01%+23,52613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC23,882$380K<0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC23,382$372K0.04%013F-HRTimeline
Tactive Advisors, LLC23,134$368K0.1%-385,31213F-HRTimeline
IFP Advisors, Inc22,864$364K0.01%+1,58213F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…22,035$351K0.12%+11,65513F-HRTimeline
Strategic Wealth Partners, Ltd.19,903$317K0.02%new13F-HRTimeline
REAP Financial Group, LLC19,633$313K0.07%+3,35713F-HRTimeline
Cetera Investment Advisers16,809$268K<0.01%-3,56513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC16,494$263K0.03%new13F-HRTimeline
HUB Investment Partners, LLC15,818$252K0.01%013F-HRTimeline
Advisory Services Network, LLC15,039$239K<0.01%new13F-HRTimeline
Comprehensive Money Management Services…12,855$205K0.14%-1,55013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC12,632$201K0.01%new13F-HRTimeline
QVR LLC12,632$201K0.24%new13F-HRTimeline
IPG Investment Advisors LLC11,776$187K0.03%-43913F-HRTimeline
Advyzon Investment Management, LLC11,557$184K0.03%-46,32713F-HRTimeline
Sanctuary Advisors, LLC11,510$183K<0.01%013F-HR/ATimeline
Fiscal Wisdom Wealth Management, LLC10,090$158K0.15%13F-HRTimeline
J.Safra Asset Management Corp7,401$118K0.01%+3,95513F-HRTimeline
SIMPLEX TRADING, LLC4,574$72K<0.01%+3,67613F-HRTimeline
Global Retirement Partners, LLC1,871$29.8K<0.01%new13F-HRTimeline
WFA of San Diego, LLC1,232$19.6K0.01%-10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO789$12.6K<0.01%+2013F-HR/ATimelineGroup
GROUP ONE TRADING LLC600$9.55K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.547$8.71K<0.01%-31,79213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC240$3.82K<0.01%-9613F-HRTimelineGroup
PRIVATE TRUST CO NA163$2.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC131$2.08K<0.01%-8,31913F-HRTimeline
Smartleaf Asset Management LLC87$1.37K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.58$923<0.01%-4213F-HRTimelineGroup
Park Square Financial Group, LLC43$685<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…19$309<0.01%013F-HRTimeline
Creekmur Asset Management LLC0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.