AGF Investments Trust - BTAL

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$174.5M

QoQ value delta ($000)

-$68.18M (-28.1%)

Implied price effect (QoQ)

-10.03%

Total shares

12,122,404

QoQ shares delta

-3,045,958 (-20.08%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 9 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Federation des caisses Desjardins du Quebec	32,268	2,242,422	0.12%
FMR LLC	27,980	1,944,444	0.0%
Focus Partners Wealth	18,270	1,269,641	0.02%
CIBC WORLD MARKET INC.	11,336	787,802	0.02%
OneDigital Investment Advisors LLC	9,917	689,190	0.1%
Carrera Capital Advisors	7,297	494,840	1.23%
Krilogy Financial LLC	6,427	453,901	0.22%
AE Wealth Management LLC	5,797	402,910	0.03%
Kestra Advisory Services, LLC	5,440	378,108	0.02%
Advisory Services Network, LLC	4,743	329,604	0.07%
Hilltop Holdings Inc.	4,071	282,916	0.24%
Belpointe Asset Management LLC	3,668	254,902	0.13%
JANE STREET GROUP, LLC	3,296	229,064	0.0%
PMV Capital Advisers, LLC	3,113	216,387	5.67%
HRT FINANCIAL LP	2,622	182,251	0.01%
CAPTRUST FINANCIAL ADVISORS	2,335	162,317	0.0%
LPL Financial LLC	1,735	120,583	0.0%
CacheTech Inc.	1,554	108,040	0.29%
Avestar Capital, LLC	1,309	90,121	0.08%
QVR LLC	1,237	86,018	0.06%
Latitude Advisors, LLC	1,185	82,354	0.52%
WealthPlan Investment Management, LLC	1,165	80,982	0.07%
WEALTHEDGE INVESTMENT ADVISORS, LLC	1,099	76,396	0.41%
ENVESTNET ASSET MANAGEMENT INC	1,050	72,975	0.0%
Good Steward Wealth Advisors,LLC	997	69,311	0.66%