AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership $17.79 -0.14 (-0.78%) As of 04:10 PM Eastern 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)7TotalInstitutional Inflows(last 12 months)$4.18MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$9.00M 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 CompanyDetails12/26/2024JPMorgan Chase & Co.8,272$162K0.0%-90.3%0.058% 11/14/2024Captrust Financial Advisors216,982$4.25M0.0%-1.1%1.517% 10/28/2024Creative 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% 8/12/2024Waterloo 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% 5/14/2024Toronto Dominion Bank3,930$71K0.0%+352.8%0.027% 5/6/2024VitalStone Financial LLC27,481$495K0.4%+883.2%0.192% 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. 4/25/2024Triumph 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% 2/14/2024Vermillion & White Wealth Management Group LLC70,189$1.19M1.2%N/A0.590% 2/9/2024AXS Investments LLC29,955$508K0.1%-27.9%0.252% 2/7/2024Ethos Financial Group LLC18,763$338K0.1%-95.6%0.158% 1/11/2024 Worth Asset Management LLC51,594$875K0.6%+26.4%0.434% 10/31/2023Triumph Capital Management53,591$1.06M0.5%N/A0.450% 10/24/2023Cambridge 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% 8/10/2023AXS Investments LLC41,840$785K0.2%+2,647.2%0.352% 8/9/2023AGF Management Ltd.14,979$281K0.0%-42.9%0.126% 7/13/2023Cambridge 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% 5/12/2023AXS Investments LLC1,523$31K0.0%-58.1%0.007% 5/8/2023L.M. Kohn & Company21,975$448K0.2%+59.3%0.105% 5/5/2023Wayfinding Financial LLC21,949$447K0.3%N/A0.105% 5/3/2023AGF Management Ltd.26,236$535K0.0%N/A0.126% 5/2/2023AMJ Financial Wealth Management167,554$3.42M2.2%-47.7%0.802% 5/2/2023 Arkadios Wealth Advisors12,075$246K0.0%N/A0.058% 4/20/2023Ethos 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% 3/6/2023OLD Mission Capital LLC3,500$74K0.0%N/A0.017% 2/22/2023Kovack Advisors Inc.24,408$518K0.1%N/A0.114% 2/13/2023AXS Investments LLC3,636$77K0.0%N/A0.017% 2/13/2023Wintrust Investments LLC28,355$601K0.1%+93.7%0.133% 2/10/2023CoreCap Advisors LLC114,771$2.43M0.2%-1.7%0.536% 2/9/2023Ethos Financial Group LLC607,480$13.01M4.4%N/A2.839% 2/8/2023Cambridge Investment Research Advisors Inc.78,295$1.66M0.0%-50.5%0.366% 2/7/2023Toronto Dominion Bank22,264$472K0.0%N/A0.104% Ignore every stock… (Ad)Stocks have been on a tear in 2024… And there’s plenty of great opportunities out there. 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The last time things aligned like this on gold it surged 536%We put together this handy gold guide for you (no cost) so you know what to look for2/1/2023AMJ 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% 11/15/2022Adalta Capital Management LLC15,500$315K0.2%N/A0.086% 11/4/2022AMJ 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% 10/17/2022Cambridge 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% 7/21/2022Savior 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% 6/15/2022Adalta Capital Management LLC17,500$321K0.2%N/A0.297% 5/6/2022 Empirical Asset Management LLC43,242$793K0.8%+19.3%0.670% 1/18/2022Accel Wealth Management4,370$78K0.0%N/A0.069% 1/12/2022IFP Advisors Inc13,019$235K0.0%-46.9%0.205% 11/10/2021AGF Investments LLC3,992$68K0.0%+19.4%0.069% 10/6/2021IFP Advisors Inc24,521$419K0.0%+2.9%0.423% 7/31/2021IFP Advisors Inc23,839$406K0.0%-5.4%0.404% 5/14/2021AGF Investments LLC3,268$56K0.0%-91.0%0.056% 5/13/2021Proequities Inc.27,246$467K0.0%-48.2%0.466% 4/30/2021IFP Advisors Inc25,212$431K0.0%-13.1%0.427% 2/17/2021Adalta Capital Management LLC123,007$2.35M1.5%+16.7%1.745% 2/13/2021Ancora Advisors LLC3,331$64K0.0%+38.3%0.047% 2/8/2021AGF Investments LLC36,174$690K0.1%+71.7%0.513% 2/2/2021Proequities Inc.52,626$1.00M0.1%+20.2%0.752% 1/25/2021IFP Advisors Inc29,021$553K0.0%-3.2%0.418% (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, 21 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 ($4.25M), AMJ Financial Wealth Management ($3.42M), Creative Financial Designs Inc. ADV ($3.11M), CoreCap Advisors LLC ($2.43M), VitalStone Financial LLC ($1.67M), Vermillion & White Wealth Management Group LLC ($1.19M), and Worth Asset Management LLC ($810K).Learn more on BTAL's institutional investors. Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund stock? Of the 18 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: Ethos Financial Group LLC ($607.48K), VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Vermillion & White Wealth Management Group LLC ($70.19K), Worth Asset Management LLC ($51.96K), AXS Investments LLC ($43.95K), 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 1,119,163 shares in the last 24 months. This purchase volume represents approximately $22.77M in transactions. Which AGF U.S. Market Neutral Anti-Beta Fund major shareholders have been selling company stock? Of the 9 institutional investors that sold AGF U.S. Market Neutral Anti-Beta Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ethos Financial Group LLC ($594.31K), Worth Asset Management LLC ($167.70K), AMJ Financial Wealth Management ($152.77K), Cambridge Investment Research Advisors Inc. ($84.30K), JPMorgan Chase & Co. ($76.86K), AXS Investments LLC ($13.73K), 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 1,105,334 shares in the last 24 months. This volume of shares sold represents approximately $20.87M in transactions. 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