AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership $18.56 +0.30 (+1.64%) Closing price 02/21/2025 04:10 PM EasternExtended Trading$18.73 +0.17 (+0.89%) As of 02/21/2025 06:56 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)Number ofInstitutional Buyers(last 12 months)8TotalInstitutional Inflows(last 12 months)$3.98MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$2.09M Get BTAL Insider Trade Alerts Want to know when executives and insiders are buying or selling AGF U.S. Market Neutral Anti-Beta Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BTAL Institutional Buying and Selling by Quarter AGF U.S. Market Neutral Anti-Beta Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Captrust Financial Advisors207,774$3.84M0.0%-4.2%1.453% 2/12/2025 JPMorgan Chase & Co.4,526$84K0.0%-45.3%0.032% 2/10/2025 Creative Financial Designs Inc. ADV190,368$3.52M0.3%+20.0%1.331% 2/6/2025 Ethos Financial Group LLC20,225$386K0.1%+49.1%0.141% 2/5/2025 Magnolia Private Wealth LLC17,929$331K0.2%N/A0.125% 12/26/2024 JPMorgan Chase & Co.8,272$162K0.0%-90.3%0.058% 11/14/2024 Captrust Financial Advisors216,982$4.25M0.0%-1.1%1.517% 10/28/2024 Creative Financial Designs Inc. ADV158,626$3.11M0.3%+8.8%1.109% 10/11/2024VitalStone Financial LLC85,335$1.67M1.1%+48.5%0.597% 10/9/2024 Worth Asset Management LLC41,346$810K0.4%+16.2%0.289% Get the Latest News and Ratings for BTAL and Related StocksEnter your email address below to receive the latest news and analysts' ratings for AGF U.S. Market Neutral Anti-Beta Fund and its competitors with MarketBeat's FREE daily newsletter. 8/12/2024 Waterloo Capital L.P.24,300$477K0.1%N/A0.170% 8/8/2024VitalStone Financial LLC57,450$1.13M0.8%+109.1%0.402% 7/11/2024 Worth Asset Management LLC35,586$698K0.4%-10.8%0.249% 5/14/2024 Toronto Dominion Bank3,930$71K0.0%+352.8%0.027% 5/6/2024VitalStone Financial LLC27,481$495K0.4%+883.2%0.192% 4/25/2024 Triumph Capital Management26,029$474K0.2%N/A0.216% 4/12/2024 Worth Asset Management LLC39,913$719K0.4%-22.6%0.335% 2/14/2024VitalStone Financial LLC2,795$47K0.0%+5,173.6%0.023% 2/14/2024 Vermillion & White Wealth Management Group LLC70,189$1.19M1.2%N/A0.590% 2/9/2024 AXS Investments LLC29,955$508K0.1%-27.9%0.252% 2/7/2024 Ethos Financial Group LLC18,763$338K0.1%-95.6%0.158% 1/11/2024 Worth Asset Management LLC51,594$875K0.6%+26.4%0.434% 10/31/2023 Triumph Capital Management53,591$1.06M0.5%N/A0.450% 10/24/2023 Cambridge Investment Research Advisors Inc.39,951$793K0.0%-10.1%0.336% 10/11/2023 Worth Asset Management LLC40,802$810K0.7%+656.0%0.343% 8/10/2023 AXS Investments LLC41,840$785K0.2%+2,647.2%0.352% 8/9/2023 AGF Management Ltd.14,979$281K0.0%-42.9%0.126% 7/13/2023 Cambridge Investment Research Advisors Inc.44,428$833K0.0%+2.2%0.233% 7/11/2023 Worth Asset Management LLC5,397$101K0.1%-95.1%0.028% 5/12/2023 AXS Investments LLC1,523$31K0.0%-58.1%0.007% 5/8/2023 L.M. Kohn & Company21,975$448K0.2%+59.3%0.105% 5/5/2023 Wayfinding Financial LLC21,949$447K0.3%N/A0.105% 5/3/2023 AGF Management Ltd.26,236$535K0.0%N/A0.126% 5/2/2023 AMJ Financial Wealth Management167,554$3.42M2.2%-47.7%0.802% 5/2/2023 Arkadios Wealth Advisors12,075$246K0.0%N/A0.058% 4/20/2023 Ethos Financial Group LLC423,522$8.64M2.7%-30.3%2.026% 4/12/2023 Worth Asset Management LLC111,257$2.27M1.7%-29.2%0.532% 3/6/2023 OLD Mission Capital LLC3,500$74K0.0%N/A0.017% 2/22/2023 Kovack Advisors Inc.24,408$518K0.1%N/A0.114% 2/13/2023 AXS Investments LLC3,636$77K0.0%N/A0.017% Shocking Elon Move: Bigger than DOGE? (Ad)After saving free speech with his acquisition of Twitter… And after blowing everyone’s minds with his recent DOGE moves… What Elon Musk is about to do next could not only shock the world… But also put an extra $30,000 a year in your pocket.Click here to see the details BEFORE March 17th…2/13/2023 Wintrust Investments LLC28,355$601K0.1%+93.7%0.133% 2/10/2023 CoreCap Advisors LLC114,771$2.43M0.2%-1.7%0.536% 2/9/2023 Ethos Financial Group LLC607,480$13.01M4.4%N/A2.839% 2/8/2023 Cambridge Investment Research Advisors Inc.78,295$1.66M0.0%-50.5%0.366% 2/7/2023 Toronto Dominion Bank22,264$472K0.0%N/A0.104% 2/1/2023 AMJ Financial Wealth Management320,321$6.79M4.0%+2.3%1.497% 1/13/2023 Worth Asset Management LLC157,093$3.33M2.3%+84.7%0.829% 11/15/2022 Adalta Capital Management LLC15,500$315K0.2%N/A0.086% 11/4/2022 AMJ Financial Wealth Management313,071$6.37M4.1%N/A1.820% 10/19/2022 Empirical Asset Management LLC53,550$1.09M1.2%+3.9%0.358% 10/17/2022 Cambridge Investment Research Advisors Inc.158,119$3.22M0.0%N/A1.017% 10/7/2022 Worth Asset Management LLC85,048$1.73M1.3%-18.2%0.554% 7/21/2022 Savior LLC1,174$26K0.0%N/A0.012% 7/18/2022 Empirical Asset Management LLC51,558$1.12M1.2%+19.2%0.551% 7/8/2022 Worth Asset Management LLC103,942$2.26M1.5%+88.2%1.245% 6/15/2022 Adalta Capital Management LLC17,500$321K0.2%N/A0.297% 5/6/2022 Empirical Asset Management LLC43,242$793K0.8%+19.3%0.670% 1/18/2022 Accel Wealth Management4,370$78K0.0%N/A0.069% 1/12/2022 IFP Advisors Inc13,019$235K0.0%-46.9%0.205% 11/10/2021AGF Investments LLC3,992$68K0.0%+19.4%0.069% 10/6/2021 IFP Advisors Inc24,521$419K0.0%+2.9%0.423% 7/31/2021 IFP Advisors Inc23,839$406K0.0%-5.4%0.404% 5/14/2021AGF Investments LLC3,268$56K0.0%-91.0%0.056% 5/13/2021 Proequities Inc.27,246$467K0.0%-48.2%0.466% 4/30/2021 IFP Advisors Inc25,212$431K0.0%-13.1%0.427% 2/17/2021 Adalta Capital Management LLC123,007$2.35M1.5%+16.7%1.745% 2/13/2021 Ancora Advisors LLC3,331$64K0.0%+38.3%0.047% (Data available from 1/1/2016 forward) BTAL Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BTAL shares? During the previous two years, 20 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were Captrust Financial Advisors ($3.84M), Creative Financial Designs Inc. ADV ($3.52M), AMJ Financial Wealth Management ($3.42M), VitalStone Financial LLC ($1.67M), Vermillion & White Wealth Management Group LLC ($1.19M), Worth Asset Management LLC ($810K), and Cambridge Investment Research Advisors Inc. ($793K).Learn more on BTAL's institutional investors. Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock? Of the 17 institutional investors that purchased AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Vermillion & White Wealth Management Group LLC ($70.19K), Worth Asset Management LLC ($51.96K), Creative Financial Designs Inc. ADV ($44.53K), AXS Investments LLC ($40.32K), and AGF Management Ltd. ($26.24K). How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have bought a total of 521,147 shares in the last 24 months. This purchase volume represents approximately $9.93M in transactions. Which AGF U.S. Market Neutral Anti-Beta Fund major shareholders have been selling company stock? The following institutional investors have sold AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months: Ethos Financial Group LLC ($594.31K), Worth Asset Management LLC ($167.70K), AMJ Financial Wealth Management ($152.77K), JPMorgan Chase & Co. ($80.61K), AXS Investments LLC ($13.73K), Captrust Financial Advisors ($11.62K), and AGF Management Ltd. ($11.26K). How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have sold a total of 1,036,475 shares in the last 24 months. This volume of shares sold represents approximately $19.37M in transactions. 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