Who Owns AGF INVTS TR (BTAL)? -- Institutional Holders (2026-03-31)
98 institutions reported holding $269.8M of AGF INVTS TR (BTAL) in SEC 13F filings for 2026-03-31. Largest institutional holders: Pasadena Private Wealth, LLC ($31.9M), Federation des caisses Desjardins du Quebec ($31.1M), FMR LLC ($27.1M), Carrera Capital Advisors ($24.3M), Focus Partners Wealth ($19.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Pasadena Private Wealth, LLC | $31.9M | 2.3M | New |
| 2 | Federation des caisses Desjardins du Quebec | $31.1M | 2.2M | Trimmed |
| 3 | FMR LLC | $27.1M | 1.9M | Hold |
| 4 | Carrera Capital Advisors | $24.3M | 1.7M | Added |
| 5 | Focus Partners Wealth | $19.6M | 1.4M | Added |
| 6 | HighTower Advisors, LLC | $19.3M | 1.4M | Added |
| 7 | CIBC WORLD MARKET INC. | $12.2M | 874,397 | Added |
| 8 | AE Wealth Management LLC | $10.8M | 772,951 | Added |
| 9 | OneDigital Investment Advisors LLC | $8.3M | 594,352 | Trimmed |
| 10 | Krilogy Financial LLC | $7.7M | 597,562 | Added |
| 11 | Crescent Grove Advisors, LLC | $6.6M | 473,811 | New |
| 12 | Kestra Advisory Services, LLC | $5.5M | 392,471 | Added |
| 13 | Advisory Services Network, LLC | $4.9M | 347,457 | Added |
| 14 | Encompass More Asset Management | $3.9M | 280,005 | New |
| 15 | OSAIC HOLDINGS, INC. | $3.7M | 266,781 | Added |
| 16 | WealthPlan Investment Management, LLC | $3.6M | 255,488 | Added |
| 17 | Royal Bank of Canada | $3.5M | 249,785 | Added |
| 18 | PMV Capital Advisers, LLC | $3.4M | 246,621 | Added |
| 19 | CAPTRUST FINANCIAL ADVISORS | $2.7M | 196,782 | Added |
| 20 | Purpose Unlimited Inc. | $2.7M | 195,386 | Added |
| 21 | Trek Financial, LLC | $2.7M | 191,973 | New |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 184,770 | Added |
| 23 | HRT FINANCIAL LP | $2.1M | 152,806 | Trimmed |
| 24 | JANE STREET GROUP, LLC | $2.0M | 141,893 | Trimmed |
| 25 | Latitude Advisors, LLC | $1.9M | 134,046 | Added |
Source: SEC Form 13F filings · as of 2026-03-31