Who owns BTAL?
AGF U.S. Market Neutral Anti-Beta Fund · AGF
93 institutions reported holding BTAL, worth $176.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BTAL
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| FMR LLC | Boston, MA | $21.7M | 1,944,444 | No change |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $19.6M | 1,758,251 | −466,178 shares |
| Carrera Capital Advisors | Troy, MI | $17.2M | 1,539,121 | −202,714 shares |
| Focus Partners Wealth | St Louis, MO | $17.1M | 1,537,923 | +131,147 shares |
| AE Wealth Management LLC | Topeka, KS | $10.3M | 927,590 | +154,639 shares |
| Krilogy Financial LLC | St. Louis, MO | $9.2M | 822,619 | +225,057 shares |
| HighTower Advisors, LLC | Chicago, IL | $8.9M | 797,480 | −582,088 shares |
| CIBC World Market Inc. | Toronto, Ontario, Canada | $8.7M | 783,771 | −90,626 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $6.8M | 606,507 | +12,155 shares |
| Crescent Grove Advisors, LLC | Lake Forest, IL | $5.3M | 473,811 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BTAL?
93 institutional managers reported holding BTAL in Form 13F filings for June 30, 2026, worth $176.1M in total. The largest reported position was held by FMR LLC, at $21.7M.
Did institutions buy or sell BTAL last quarter?
Reported 13F value fell 34.7% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BTAL ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.