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Public ownership evidence

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Ownership Disclosures

Read BTAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29198,212$4,130,742None
Sankala Group LLC2026-06-302026-08-1917,211$208,684None
Comprehensive Money Management Services LLC2026-06-302026-08-1819,855$221,383None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,758,251$19,604,499None
Advyzon Investment Management, LLC2026-06-302026-08-1559$658None
Advyzon Investment Management, LLC2026-06-302026-08-1526,288$293,111None
PMV Capital Advisers, LLC2026-06-302026-08-15188,303$2,099,583None
Axim Planning & Wealth2026-06-302026-08-1576,602$854,112None
IFG Advisory, LLC2026-06-302026-08-15409,162$4,562,166None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,000$66,900None
OSAIC HOLDINGS, INC.2026-06-302026-08-15187,580$2,091,505None
JANE STREET GROUP, LLC2026-06-302026-08-15239,792$2,673,681None
HRT FINANCIAL LP2026-06-302026-08-1513,844$154,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15124,237$1,385,243None
Hudson Bay Capital Management LP2026-06-302026-08-1560,170$670,896None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15796$9,051None
Ausdal Financial Partners, Inc.2026-06-302026-08-1526,288$293,111None
ROYAL BANK OF CANADA2026-06-302026-08-1517,079$190,000None
ROYAL BANK OF CANADA2026-06-302026-08-15384$4,000None
CITADEL ADVISORS LLC2026-06-302026-08-15114,285$1,274,278None
GROUP ONE TRADING LLC2026-06-302026-08-1570$780None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-1512,936$144,236None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15730$8,140None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,990$155,989None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1563$700None
Highland Investment Advisors LLC2026-06-302026-08-14728$8,117None
Capital Advisor Network LLC2026-06-302026-08-148$89None
Tidal Investments LLC2026-06-302026-08-1411,791$131,470None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,225$47,109None
UBS Group AG2026-06-302026-08-1451$569None
Arete Wealth Advisors, LLC2026-06-302026-08-1464,770$722,185None
CIBC WORLD MARKET INC.2026-06-302026-08-14783,771$8,739,047None
Purpose Unlimited Inc.2026-06-302026-08-14201,503$2,233,427None
Trek Financial, LLC2026-06-302026-08-14152,514$1,700,531None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14189,200$2,109,580None
MORGAN STANLEY2026-06-302026-08-142$27None
MORGAN STANLEY2026-06-302026-08-1435,339$394,030None
FMR LLC2026-06-302026-08-141,944,444$21,680,551None
Smartleaf Asset Management LLC2026-06-302026-08-13121$1,356None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13306$3,412None
Cetera Investment Advisers2026-06-302026-08-1312,755$142,218None
IPG Investment Advisors LLC2026-06-302026-08-1315,176$169,212None
Advisory Services Network, LLC2026-06-302026-08-13342,385$3,817,590None
Focus Partners Wealth2026-06-302026-08-131,537,923$17,147,847None
SIMPLEX TRADING, LLC2026-06-302026-08-1310,151$113,183None
StoneX Group Inc.2026-06-302026-08-1311,754$131,057None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1358$647None
SHP Wealth Management2026-06-302026-08-12120$1,338None
Arete Wealth Advisors, LLC2025-12-312026-08-1238,054$547,597None
Arete Wealth Advisors, LLC2026-06-302026-08-1264,770$722,185None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Sankala Group LLC ↗Comprehensive Money Management Services LLC ↗Federation des caisses Desjardins du Quebec ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗PMV Capital Advisers, LLC ↗Axim Planning & Wealth ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.