AGF Investments Trust - BTAL

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$269.8M
QoQ value delta ($000)
+$95.28M (+54.61%)
Implied price effect (QoQ)
-3.3%
Shares
Total shares
19,382,174
QoQ shares delta
+7,259,475 (+59.88%)
Total shares held by funds (by quarter)

Market chart (BTAL)

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 93 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
Pasadena Private Wealth, LLC 31,924 2,286,833 4.41%
Federation des caisses Desjardins du Quebec 31,053 2,224,429 0.11%
FMR LLC 27,144 1,944,444 0.0%
Carrera Capital Advisors 24,316 1,741,835 3.75%
Focus Partners Wealth 19,638 1,406,776 0.02%
HighTower Advisors, LLC 19,258 1,379,568 0.02%
CIBC WORLD MARKET INC. 12,206 874,397 0.02%
AE Wealth Management LLC 10,790 772,951 0.06%
OneDigital Investment Advisors LLC 8,297 594,352 0.08%
Krilogy Financial LLC 7,678 597,562 0.25%
Crescent Grove Advisors, LLC 6,614 473,811 0.64%
Kestra Advisory Services, LLC 5,478 392,471 0.02%
Advisory Services Network, LLC 4,850 347,457 0.06%
Encompass More Asset Management 3,908 280,005 0.66%
OSAIC HOLDINGS, INC. 3,724 266,781 0.01%
WealthPlan Investment Management, LLC 3,566 255,488 0.2%
ROYAL BANK OF CANADA 3,487 249,785 0.0%
PMV Capital Advisers, LLC 3,442 246,621 5.81%
CAPTRUST FINANCIAL ADVISORS 2,747 196,782 0.0%
Purpose Unlimited Inc. 2,717 195,386 0.11%
Trek Financial, LLC 2,679 191,973 0.14%
ENVESTNET ASSET MANAGEMENT INC 2,579 184,770 0.0%
HRT FINANCIAL LP 2,133 152,806 0.01%
JANE STREET GROUP, LLC 1,980 141,893 0.0%
Latitude Advisors, LLC 1,871 134,046 0.86%