Who Owns AGF INVTS TR (BTAL)? -- Institutional Holders (2026-06-30)

109 institutions reported holding $176.1M of AGF INVTS TR (BTAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($21.7M), Federation des caisses Desjardins du Quebec ($19.6M), Carrera Capital Advisors ($17.2M), Focus Partners Wealth ($17.1M), AE Wealth Management LLC ($10.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$21.7M1.9MHold
2Federation des caisses Desjardins du Quebec$19.6M1.8MTrimmed
3Carrera Capital Advisors$17.2M1.5MTrimmed
4Focus Partners Wealth$17.1M1.5MAdded
5AE Wealth Management LLC$10.3M927,590Added
6Krilogy Financial LLC$9.2M822,619Added
7HighTower Advisors, LLC$8.9M797,480Trimmed
8CIBC WORLD MARKET INC.$8.7M783,771Trimmed
9OneDigital Investment Advisors LLC$6.8M606,507Added
10Crescent Grove Advisors, LLC$5.3M473,811Hold
11IFG Advisory, LLC$4.6M409,162New
12Kestra Advisory Services, LLC$4.5M407,856Added
13Advisory Services Network, LLC$3.8M342,385Trimmed
14WealthPlan Investment Management, LLC$2.9M257,710Added
15JANE STREET GROUP, LLC$2.7M239,792Added
16Purpose Unlimited Inc.$2.2M201,503Added
17OSAIC HOLDINGS, INC.$2.2M193,580Trimmed
18CAPTRUST FINANCIAL ADVISORS$2.1M189,200Trimmed
19PMV Capital Advisers, LLC$2.1M188,303Trimmed
20Trek Financial, LLC$1.7M152,514Trimmed
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M124,237Added
22CITADEL ADVISORS LLC$1.3M114,285New
23LPL Financial LLC$1.2M108,802Added
24Maridea Wealth Management LLC$1.2M105,600New
25Good Steward Wealth Advisors,LLC$1.2M104,503Added

Source: SEC Form 13F filings · as of 2026-06-30