Who Owns AGF INVTS TR (BTAL)? -- Institutional Holders (2026-06-30)
45 institutions reported holding $55.2M of AGF INVTS TR (BTAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Carrera Capital Advisors ($17.2M), AE Wealth Management LLC ($10.3M), Krilogy Financial LLC ($9.2M), Kestra Advisory Services, LLC ($4.5M), WealthPlan Investment Management, LLC ($2.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Carrera Capital Advisors | $17.2M | 1.5M | Trimmed |
| 2 | AE Wealth Management LLC | $10.3M | 927,590 | Added |
| 3 | Krilogy Financial LLC | $9.2M | 822,619 | Added |
| 4 | Kestra Advisory Services, LLC | $4.5M | 407,856 | Added |
| 5 | WealthPlan Investment Management, LLC | $2.9M | 257,710 | Added |
| 6 | Good Steward Wealth Advisors,LLC | $1.2M | 104,503 | Added |
| 7 | Latitude Advisors, LLC | $1.1M | 100,681 | Trimmed |
| 8 | GREENWOOD CAPITAL ASSOCIATES LLC | $922,172 | 82,706 | Added |
| 9 | Avestar Capital, LLC | $885,343 | 79,403 | Trimmed |
| 10 | NBC SECURITIES, INC. | $669,958 | 60,086 | Added |
| 11 | Persium Advisors, LLC | $642,240 | 57,600 | New |
| 12 | FLAGSHIP HARBOR ADVISORS, LLC | $581,817 | 52,181 | Added |
| 13 | Dynamic Advisor Solutions LLC | $536,638 | 48,129 | Trimmed |
| 14 | INTEGRITY ALLIANCE, LLC. | $527,150 | 47,278 | Added |
| 15 | IFP Advisors, Inc | $497,658 | 44,633 | Added |
| 16 | Town & Country Bank & Trust CO dba First Bankers Trust CO | $497,256 | 44,597 | Added |
| 17 | ZEGA Investments, LLC | $357,536 | 32,066 | Added |
| 18 | INVESTED ADVISORS | $315,868 | 28,329 | New |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $292,186 | 26,205 | Trimmed |
| 20 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $228,051 | 20,453 | Trimmed |
| 21 | Bison Wealth, LLC | $220,730 | 19,211 | Trimmed |
| 22 | WealthPLAN Partners, LLC | $217,782 | 19,532 | Added |
| 23 | Innovative Wealth Building LLC | $195,591 | 17,542 | Added |
| 24 | HUB Investment Partners, LLC | $176,371 | 15,818 | Hold |
| 25 | REAP Financial Group, LLC | $162,332 | 14,559 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30