AGF INVTS TR

Watch

Share

BTAL·00110G408·US·etf·Unknown - Unknown-13D/G

US MARKET NETRL

BTAL (AGF INVTS TR) is held by 28 institutional investors as of Q1 2026. Largest holders: Federation des caisses Desjardins du Quebec ($31.1M), FMR LLC ($27.1M), Focus Partners Wealth ($19.6M). Net institutional sentiment: Mixed.

28

Holders

Avg rating(6 Elite)

$153.3M

Total Value

50% (32)

Fund Consensus

15 buying - 15 selling

Smart Money Verdict

View all

56Mixed MomentumSplit Signals

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)49

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how BTAL's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

15

★★★★

Strong

9

★★★

Solid

2

★★

Below

0

★

Weak

Held by 28 funds

6 elite

Who's Trading

ActivistFMR LLC6.3%May 6, 2026

View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (28)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Federation des caisses Desjardins du Quebec	Decreased	2.2M(-0.8%)	$31.1M	0.1%	-30.98%	0
FMR LLC	Unchanged	1.9M	$27.1M	0.0%	-29.16%	0
FWFocus Partners Wealth	Increased	1.4M(+10.8%)	$19.6M	0.0%	-15.13%	31
HighTower Advisors, LLC	Increased	1.4M(+8282.4%)	$19.3M	0.0%	-14.84%	46
CIBC WORLD MARKET INC.	Increased	874,397(+11.0%)	$12.2M	0.0%	-23.54%	31
AE Wealth Management LLC	Increased	772,951(+91.8%)	$10.8M	0.1%	-19.63%	44
OneDigital Investment Advisors LLC	Decreased	594,352(-13.8%)	$8.3M	0.1%	-24.62%	0
Kestra Advisory Services, LLC	Increased	392,471(+3.8%)	$5.5M	0.0%	-20.05%	28
OSAIC HOLDINGS, INC.	Increased	266,781(+657.8%)	$3.7M	0.0%	-18.95%	43
ROYAL BANK OF CANADA	Increased	249,785(+3393.0%)	$3.5M	0.0%	-15.27%	43
CAPTRUST FINANCIAL ADVISORS	Increased	196,782(+21.2%)	$2.7M	0.0%	-25.94%	31
ENVESTNET ASSET MANAGEMENT INC	Increased	184,770(+153.2%)	$2.6M	0.0%	-19.28%	42
JANE STREET GROUP, LLC	Decreased	141,893(-38.1%)	$2M	0.0%	-15.19%	0
LPL Financial LLC	Decreased	107,513(-10.8%)	$1.5M	0.0%	-33.20%	0
Hudson Bay Capital Management LP	Unchanged	60,170	$839,973	0.0%	-20.87%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	41,774(-35.8%)	$583,165	0.0%	-30.18%	0
BANK OF MONTREAL /CAN/	New	41,305	$576,618	0.0%	-14.60%	34
MORGAN STANLEY	Decreased	34,257(-1.8%)	$478,240	0.0%	-26.67%	0
Bank of New York Mellon Corp	Increased	27,235(+59.4%)	$380,203	0.0%	-14.97%	34
COMMONWEALTH EQUITY SERVICES, LLC	New	13,547	$189,110	0.0%	-14.60%	31

Showing 1-20 of 32

Per page:

1 / 2

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer