Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
22,875,812
-
Total 13F shares
-
12,046,709
-
Share change
-
-3,031,299
-
Total reported value
-
$173,440,230
-
Price per share
-
$14.39
-
Number of holders
-
76
-
Value change
-
-$48,308,552
-
Number of buys
-
44
-
Number of sells
-
41
Institutional Holders of AGF U.S. Market Neutral Anti-Beta Fund - COMMON STOCK (BTAL) as of Q4 2025
As of 31 Dec 2025,
AGF U.S. Market Neutral Anti-Beta Fund - COMMON STOCK (BTAL) was held by
76 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,046,709 shares.
The largest 10 holders included
Federation des caisses Desjardins du Quebec, FMR LLC, Focus Partners Wealth, CIBC WORLD MARKET INC., OneDigital Investment Advisors LLC, Carrera Capital Advisors, Krilogy Financial LLC, AE Wealth Management LLC, Kestra Advisory Services, LLC, and Advisory Services Network, LLC.
This page lists
76
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.