Skip to content
Disclosery

BTAL AGF INVTS TR

Follow

US MARKET NETRL (fund)

87 managers (87 13F filers) reported a position in BTAL shares at 2026-03-31, 19,382,174 shares in all. 18 filers opened a position and 12 filers sold out during the quarter.

Managers
87
13F filers
87
New
18
Added
36
Reduced
24
Sold out
12
Shares held by filers
19,382,174

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Pasadena Private Wealth, LLC2,286,833$31.9M4.43%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,224,429$31.1M0.11%-17,99313F-HRTimeline
FMR LLCin group FMR LLC1,944,444$27.1M<0.01%013F-HRTimelineGroup
Carrera Capital Advisors1,741,835$24.3M3.75%+1,246,99513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,406,776$19.6M0.02%+137,13513F-HRTimelineGroup
HighTower Advisors, LLC1,379,568$19.3M0.02%+1,363,11013F-HRTimeline
CIBC WORLD MARKET INC.874,397$12.2M0.02%+86,59513F-HRTimeline
AE Wealth Management LLC772,951$10.8M0.06%+370,04113F-HRTimeline
OneDigital Investment Advisors LLC594,352$8.3M0.08%-94,83813F-HRTimeline
Krilogy Financial LLC597,562$7.68M0.25%+143,66113F-HRTimeline
Crescent Grove Advisors, LLC473,811$6.61M0.66%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC392,471$5.48M0.02%+14,36313F-HRTimelineGroup
Advisory Services Network, LLC347,457$4.85M0.06%+17,85313F-HRTimeline
Encompass More Asset Management280,005$3.91M0.66%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.266,781$3.72M0.01%+231,57413F-HRTimelineGroup
WealthPlan Investment Management, LLC255,488$3.57M0.2%+174,50613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA249,785$3.49M<0.01%+242,63413F-HRTimelineGroup
PMV Capital Advisers, LLC246,621$3.44M5.81%+30,23413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS196,782$2.75M<0.01%+34,46513F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.195,386$2.72M0.11%+144,15913F-HRTimelineGroup
Trek Financial, LLC191,973$2.68M0.14%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC184,770$2.58M<0.01%+111,79513F-HRTimelineGroup
HRT FINANCIAL LP152,806$2.13M0.01%-29,44513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC141,893$1.98M<0.01%-87,17113F-HRTimelineGroup
Latitude Advisors, LLC134,046$1.87M0.86%+51,69213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.121,755$1.7M0.15%-161,16113F-HRTimelineGroup
Savvy Advisors, Inc.118,666$1.66M0.04%new13F-HRTimeline
LPL Financial LLC107,513$1.5M<0.01%-13,07013F-HRTimeline
Avestar Capital, LLC85,028$1.19M0.08%-5,09313F-HRTimeline
Belpointe Asset Management LLC76,246$1.06M0.04%-178,65613F-HRTimeline
Axim Planning & Wealth75,708$1.06M1.29%+14,73513F-HRTimeline
Good Steward Wealth Advisors,LLC74,424$1.04M0.67%+5,11313F-HRTimeline
Dynamic Advisor Solutions LLC62,135$867K0.03%+23,59913F-HRTimeline
Ferguson Shapiro LLC60,400$843K0.26%new13F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…60,170$840K0.01%013F-HRTimelineGroup
GeoWealth Management, LLC55,005$768K0.03%new13F-HRTimeline
Arete Wealth Advisors, LLC51,765$723K0.05%+13,71113F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC44,681$624K0.03%+4,13213F-HRTimeline
Bison Wealth, LLC49,736$597K0.06%+27,20013F-HRTimeline
LANARK FINANCIAL, INC.42,343$591K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…41,774$583K<0.01%-23,33413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.41,516$580K0.02%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/41,305$577K<0.01%new13F-HRTimelineGroup
Entelevest, LLC36,860$515K0.53%+9,28413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC36,383$508K0.06%+12,16413F-HRTimeline
Town & Country Bank & Trust CO dba Firs…35,622$497K0.17%+10,18713F-HRTimeline
IFP Advisors, Inc35,572$497K0.01%+9,44113F-HRTimeline
Advyzon Investment Management, LLC34,917$487K0.04%+11,72413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34,257$478K<0.01%-63113F-HRTimelineGroup
Worth Asset Management, LLC30,472$425K0.16%+5,19013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29,424$411K0.02%-7,77413F-HRTimeline
Ausdal Financial Partners, Inc.28,788$402K0.02%+5,39813F-HRTimeline
NWAM LLC27,549$385K0.02%-1,50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp27,235$380K<0.01%+10,14613F-HRTimelineGroup
Ethos Financial Group, LLC26,551$371K0.03%+46913F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC24,953$348K0.13%-51,44313F-HRTimeline
Magnolia Private Wealth, LLC22,219$310K0.21%-2,87513F-HRTimeline
Able Wealth Management LLC21,182$296K0.08%-13,69113F-HRTimeline
ZEGA Investments, LLC18,259$255K0.05%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,758$248K0.05%new13F-HRTimeline
REAP Financial Group, LLC16,797$234K0.05%-2,54513F-HRTimeline
Innovative Wealth Building LLC15,927$222K0.16%new13F-HRTimeline
HUB Investment Partners, LLC15,818$221K0.01%013F-HRTimeline
Comprehensive Money Management Services…15,105$211K0.14%-1,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,547$189K<0.01%new13F-HRTimeline
Cetera Investment Advisers13,106$183K<0.01%-1,51013F-HRTimeline
IPG Investment Advisors LLC11,776$164K0.03%013F-HRTimeline
WealthPLAN Partners, LLC11,049$154K0.03%new13F-HRTimeline
J.Safra Asset Management Corp8,383$117K0.01%+24113F-HRTimeline
Arkos Global Advisors7,629$107K0.01%new13F-HRTimeline
Sankala Group LLC4,897$68.9K0.06%+3,15713F-HRTimeline
Farther Finance Advisors, LLC4,512$62.3K<0.01%+3,57313F-HRTimeline
Steward Partners Investment Advisory, L…4,225$59K<0.01%+9913F-HRTimeline
Triumph Capital Management3,932$54.9K0.01%013F-HRTimeline
WFA of San Diego, LLC1,031$14.4K0.01%-16013F-HRTimeline
SIMPLEX TRADING, LLC890$12.4K<0.01%-90813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/670$9.35K<0.01%-5,07013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.306$4.27K<0.01%+1113F-HRTimeline
TD Waterhouse Canada Inc.282$3.88K<0.01%-2,13613F-HRTimeline
Geneos Wealth Management Inc.250$3.49K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.200$2.79K<0.01%-35413F-HRTimeline
Smartleaf Asset Management LLC121$1.74K<0.01%013F-HRTimeline
SHP Wealth Management120$1.68K<0.01%-4813F-HRTimeline
Mosley Wealth Management79$1.26K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63$877<0.01%new13F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.58$810<0.01%013F-HRTimeline
Capital Advisor Network LLC8$112<0.01%13F-HR/ATimeline