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Disclosery

BTAL AGF INVTS TR

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US MARKET NETRL (fund)

81 managers (81 13F filers) reported a position in BTAL shares at 2025-12-31, 12,122,699 shares in all. 23 filers opened a position and 17 filers sold out during the quarter.

Managers
81
13F filers
81
New
23
Added
22
Reduced
25
Sold out
17
Shares held by filers
12,122,699

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Federation des caisses Desjardins du Qu…2,242,422$32.3M0.12%-66,15613F-HRTimeline
FMR LLCin group FMR LLC1,944,444$28M<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,269,641$18.3M0.02%new13F-HRTimelineGroup
CIBC WORLD MARKET INC.787,802$11.3M0.02%+191,81713F-HRTimeline
OneDigital Investment Advisors LLC689,190$9.92M0.1%+55,60913F-HRTimeline
Carrera Capital Advisors494,840$7.3M1.23%new13F-HRTimeline
Krilogy Financial LLC453,901$6.43M0.22%+91,21313F-HRTimeline
AE Wealth Management LLC402,910$5.8M0.03%+178,77413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC378,108$5.44M0.02%+44,53813F-HRTimelineGroup
Advisory Services Network, LLC329,604$4.74M0.07%+314,56513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.282,916$4.07M0.24%new13F-HRTimelineGroup
Belpointe Asset Management LLC254,902$3.67M0.13%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC229,064$3.3M<0.01%new13F-HRTimelineGroup
PMV Capital Advisers, LLC216,387$3.11M5.67%+11,62413F-HRTimeline
HRT FINANCIAL LP182,251$2.62M0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS162,317$2.34M<0.01%-19,39013F-HRTimeline
LPL Financial LLC120,583$1.74M<0.01%-440,29913F-HRTimeline
CacheTech Inc.108,040$1.55M0.29%new13F-HRTimeline
Avestar Capital, LLC90,121$1.31M0.09%-31,56913F-HRTimeline
QVR LLC86,018$1.24M0.86%+73,38613F-HRTimeline
Latitude Advisors, LLC82,354$1.19M0.52%-2,00013F-HRTimeline
WealthPlan Investment Management, LLC80,982$1.17M0.07%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC76,396$1.1M0.41%-440,86113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC72,975$1.05M<0.01%-134,41213F-HRTimelineGroup
Good Steward Wealth Advisors,LLC69,311$997K0.66%+34,47213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…65,108$937K<0.01%+26,17713F-HRTimelineGroup
Axim Planning & Wealth60,973$877K0.93%-16,06813F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…60,170$866K<0.01%013F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.51,227$728K0.03%13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC40,549$584K0.03%-41613F-HRTimeline
Dynamic Advisor Solutions LLC38,536$555K0.02%-40,04213F-HRTimeline
Arete Wealth Advisors, LLC38,054$548K0.04%+1,80113F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,198$535K0.03%-187,09413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,207$507K<0.01%-1,584,46213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,888$502K<0.01%+39213F-HR/ATimelineGroup
Able Wealth Management LLC34,873$502K0.16%-7,76313F-HRTimeline
NWAM LLC29,049$411K0.02%new13F-HRTimeline
Entelevest, LLC27,576$397K0.41%13F-HRTimeline
Ethos Financial Group, LLC26,082$385K0.03%+20513F-HRTimeline
IFP Advisors, Inc26,131$376K0.01%+3,26713F-HRTimeline
Town & Country Bank & Trust CO dba Firs…25,435$366K0.12%+3,40013F-HRTimeline
Worth Asset Management, LLC25,282$364K0.15%new13F-HRTimeline
Magnolia Private Wealth, LLC25,094$361K0.25%-38,67513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC24,219$349K0.04%+7,72513F-HRTimeline
Ausdal Financial Partners, Inc.23,390$337K0.02%-1,36713F-HRTimeline
Advyzon Investment Management, LLC23,193$334K0.04%+11,63613F-HRTimeline
Bison Wealth, LLC22,536$319K0.04%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC22,007$317K<0.01%-11,86913F-HRTimelineGroup
Fiscal Wisdom Wealth Management, LLC19,599$282K0.27%+9,50913F-HRTimeline
REAP Financial Group, LLC19,342$278K0.06%-29113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,089$246K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC16,458$237K<0.01%-811,65313F-HRTimeline
Comprehensive Money Management Services…16,105$232K0.16%+3,25013F-HRTimeline
HUB Investment Partners, LLC15,818$228K0.01%013F-HRTimeline
Cetera Investment Advisers14,616$210K<0.01%-2,19313F-HRTimeline
MML INVESTORS SERVICES, LLC12,783$184K<0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC12,632$182K<0.01%013F-HRTimeline
IPG Investment Advisors LLC11,776$169K0.03%013F-HRTimeline
MGO ONE SEVEN LLC10,807$156K<0.01%new13F-HRTimeline
Atria Investments, Inc10,318$148K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp8,142$117K0.01%+74113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,151$103K<0.01%-50,26713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/5,740$82.4K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…4,126$59.4K<0.01%new13F-HRTimeline
Triumph Capital Management3,932$56.6K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.2,418$34.7K<0.01%-75,25113F-HRTimeline
SIMPLEX TRADING, LLC1,798$25.9K<0.01%-2,77613F-HRTimeline
Sankala Group LLC1,740$24.5K0.02%13F-HRTimeline
WFA of San Diego, LLC1,191$17.1K0.01%-4113F-HRTimeline
UBS Group AGin group UBS Group AG1,160$16.7K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC1,000$14.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC939$13.5K<0.01%+80813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.554$7.97K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.295$4.25K<0.01%-19,60813F-HRTimeline
Geneos Wealth Management Inc.250$3.6K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…240$3.45K<0.01%new13F-HRTimelineGroup
SHP Wealth Management168$2.41K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC121$1.74K<0.01%+3413F-HRTimeline
HARBOUR INVESTMENTS, INC.58$835<0.01%-48913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.58$835<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…19$279<0.01%013F-HRTimeline