AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Institutional Ownership $16.02 -0.34 (-2.05%) As of 03:46 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for AGF U.S. Market Neutral Anti-Beta Fund (NYSEARCA:BTAL)Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$7.42MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$3.08M 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. 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 CompanyDetails8/15/2025 Captrust Financial Advisors200,143$3.54M0.0%-7.3%1.048% 8/6/2025 Ethos Financial Group LLC25,229$446K0.0%+24.7%0.137% 8/4/2025 Creative Financial Designs Inc. ADV218,805$3.87M0.3%-1.5%1.186% 8/4/2025 L.M. Kohn & Company32,183$570K0.2%N/A0.174% 7/28/2025 J.Safra Asset Management Corp2,738$48K0.0%N/A0.015% 7/22/2025 Belpointe Asset Management LLC22,790$403K0.0%-69.9%0.125% 7/18/2025 Magnolia Private Wealth LLC68,189$1.21M0.9%+266.0%0.374% 7/11/2025 Farther Finance Advisors LLC8,450$150K0.0%-7.3%0.047% 7/10/2025 PMV Capital Advisers LLC151,160$2.68M6.0%+13.1%0.840% 4/23/2025 Creative Financial Designs Inc. ADV222,127$4.63M0.4%+16.7%1.092% 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. 4/23/2025 PMV Capital Advisers LLC133,705$2.79M6.8%+3,446.6%0.657% 4/15/2025 Magnolia Private Wealth LLC18,629$388K0.2%+3.9%0.093% 4/14/2025 Farther Finance Advisors LLC9,116$189K0.0%N/A0.046% 2/17/2025 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% 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% INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (Ad)Right now, we’re witnessing a monumental shift in the world.Our No. 1 AI Pick is currently trading for pennies on the dollar compared to Nividia.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% 2/13/2023Wintrust 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% (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, 18 institutional investors and hedge funds held shares of AGF U.S. Market Neutral Anti-Beta Fund. The most heavily invested institutionals were Creative Financial Designs Inc. ADV ($3.87M), Captrust Financial Advisors ($3.54M), PMV Capital Advisers LLC ($2.68M), VitalStone Financial LLC ($1.67M), Magnolia Private Wealth LLC ($1.21M), Vermillion & White Wealth Management Group LLC ($1.19M), and Worth Asset Management LLC ($810K).Learn more on AGF U.S. Market Neutral Anti-Beta Fund's institutional investors. Which institutional investors have been buying AGF U.S. Market Neutral Anti-Beta Fund's stock? Of the 13 institutional investors that purchased AGF U.S. Market Neutral Anti-Beta Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PMV Capital Advisers LLC ($147.39K), VitalStone Financial LLC ($85.28K), Triumph Capital Management ($79.62K), Creative Financial Designs Inc. ADV ($76.29K), Vermillion & White Wealth Management Group LLC ($70.19K), Magnolia Private Wealth LLC ($68.19K), and Worth Asset Management LLC ($51.96K). How much institutional buying is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have bought a total of 381,217 shares in the last 24 months. This purchase volume represents approximately $7.42M in transactions. Which of AGF U.S. Market Neutral Anti-Beta Fund's 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: JPMorgan Chase & Co. ($80.61K), Belpointe Asset Management LLC ($52.83K), Captrust Financial Advisors ($27.32K), Creative Financial Designs Inc. ADV ($3.32K), and Farther Finance Advisors LLC ($666.00). How much institutional selling is happening at AGF U.S. Market Neutral Anti-Beta Fund? Institutional investors have sold a total of 164,751 shares in the last 24 months. This volume of shares sold represents approximately $3.08M in transactions. Related Companies SPDR Bridgewater All Weather ETF Major Shareholders NYLI Merger Arbitrage ETF Major Shareholders First Trust Managed Futures Strategy Fund Major Shareholders WisdomTree Managed Futures Strategy Fund Major Shareholders Hull Tactical US ETF Major Shareholders First Trust Alternative Absolute Return Strategy ETF Major Shareholders American Beacon AHL Trend ETF Major Shareholders Clough Hedged Equity ETF Major Shareholders Future Fund Long/Short ETF Major Shareholders Timothy Plan Market Neutral ETF Major Shareholders This page (NYSEARCA:BTAL) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredTake a look at this picture ...A strange investment secret — discovered just a few short weeks before this image was taken — correctly predic...Weiss Ratings | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredThink you missed gold’s boom? Think againIf you've been watching gold's historic run and wondering if it's too late… I've got good news. Because the...Investors Alley | SponsoredThe End of Elon Musk…?The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...Brownstone Research | SponsoredThis is my Christian duty“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredTrump's "Big Beautiful Bill" hides ugly truthWashington’s new “Big Beautiful Bill” promises tax breaks… but the fine print tells a different story: trillio...Defi Master | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding AGF U.S. Market Neutral Anti-Beta Fund Please log in to your account or sign up in order to add this asset to your watchlist. Share AGF U.S. Market Neutral Anti-Beta Fund With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access