BTAL

AGF US Market Neutral Anti-BETF$12.70 2.58%
UnclassifiedUSCUSIP 00110G408· EOD Jul 29, 2026◍ Confluence graph
Tracked 13F Holders
63
-39 QoQ
13F Value (tracked)
$183.4M
13F Moves · latest Q
20 added
10 trimmed
Recent Filings
0

Price & smart-money activity

$12.70 2.58%5Y -26.3%
$10.37$13.42$16.47$19.52$22.572021202220232024202520262224372145811610771085965968132461420181617152210910
Hover for who · click for detailEnd-of-day closing prices52w $10.92 – $17.11

Who owns BTAL?

63 tracked 13F filers

63 tracked 13F filers disclose a position in BTAL as of the latest SEC 13F filings, a combined $183.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Federation des caisses Desjardins du Quebec
$31.1M
2.2M
−0.8%
Reduced · −18K sh
Q1 2026
2FMR LLC
$27.1M
1.9M
Held
Q1 2026
3Focus Partners Wealth
$19.6M
1.4M
+11%
Added · +137K sh
Q1 2026
4HighTower Advisors, LLC
$19.3M
1.4M
84×
Added · +1.4M sh
Q1 2026
5CIBC WORLD MARKET INC.
$12.2M
874K
+11%
Added · +87K sh
Q1 2026
6AE Wealth Management LLC
$10.8M
773K
+92%
Added · +370K sh
Q1 2026
7Krilogy Financial LLC
$7.7M
598K
+32%
Added · +144K sh
Q1 2026
8OneDigital Investment Advisors LLC
$8.3M
594K
−14%
Reduced · −95K sh
Q1 2026
9Kestra Advisory Services, LLC
$4.5M
408K
+3.9%
Added · +15K sh
Q2 2026
10Advisory Services Network, LLC
$4.9M
347K
+5.4%
Added · +18K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$3.7M
267K
+658%
Added · +232K sh
Q1 2026
12WealthPlan Investment Management, LLC
$2.9M
258K
+0.9%
Added · +2K sh
Q2 2026
13ROYAL BANK OF CANADA
$3.5M
250K
35×
Added · +243K sh
Q1 2026
14Purpose Unlimited Inc.
$2.7M
195K
+281%
Added · +144K sh
Q1 2026
15Trek Financial, LLC
$2.7M
192K
New
+192K sh
Q1 2026
16ENVESTNET ASSET MANAGEMENT INC
$2.6M
185K
+153%
Added · +112K sh
Q1 2026
17JANE STREET GROUP, LLC
$2.0M
142K
−38%
Reduced · −87K sh
Q1 2026
18Savvy Advisors, Inc.
$1.7M
119K
New
+119K sh
Q1 2026
19LPL Financial LLC
$1.5M
108K
−11%
Reduced · −13K sh
Q1 2026
20Latitude Advisors, LLC
$1.1M
101K
−25%
Reduced · −33K sh
Q2 2026
21GREENWOOD CAPITAL ASSOCIATES LLC
$922K
83K
+127%
Added · +46K sh
Q2 2026
22Avestar Capital, LLC
$885K
79K
−6.6%
Reduced · −6K sh
Q2 2026
23Belpointe Asset Management LLC
$1.1M
76K
−70%
Reduced · −179K sh
Q1 2026
24Hudson Bay Capital Management LP
$840K
60K
Held
Q1 2026
25LANARK FINANCIAL, INC.
$670K
60K
+42%
Added · +18K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is BTAL being bought or sold by institutions?

Last quarter, 7 funds opened a new position in BTAL and 13 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
13
funds
Reduced
10
funds
Exited
0
funds

Funds that own BTAL also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA27 funds$7.0B
AMAZON.COM INCAMZN27 funds$4.3B
ALPHABET INC-CL AGOOGL27 funds$3.3B
TESLA INCTSLA27 funds$2.1B
META PLATFORMS INC-CLASS AMETA27 funds$2.1B
ALPHABET INC-CL CGOOG27 funds$1.8B
NETFLIX INCNFLX27 funds$1.2B
COSTCO WHOLESALE CORPCOST27 funds$1.2B
EXXON MOBIL CORPXOM27 funds$1.2B
JOHNSON & JOHNSONJNJ27 funds$1.2B
WALMART INCWMT27 funds$1.1B
ADVANCED MICRO DEVICESAMD27 funds$937.4M

Ranked by how many of BTAL's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

24 funds-23 since Q3 2024
03263Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $14.9M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

Build

Ask your agent what changed in BTAL

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/BTAL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for BTAL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BTAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.