13F Insight
DOSSIER · 13F Holders · Q2 2026
BTAL

AGF INVTS TR

98 institutions still hold AGF INVTS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00110G408·98 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$154M
visible holders
Holders
98
filers reporting
Concentration
14.10%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported BTAL in Q2 2026. FMR LLC leads at 14.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$22M1.9M0.00%Q2 202602
Federation des caisses Desjardins du Quebec
CIK 0002022297
$20M1.8M0.06%Q2 202603
Carrera Capital Advisors
CIK 0002035329
$17M1.5M2.54%Q2 202604
Focus Partners Wealth
CIK 0001542153
$17M1.5M0.02%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$10M928K0.05%Q2 202606
Krilogy Financial LLC
CIK 0001659047
$9M823K0.27%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$9M797K0.01%Q2 202608
CIBC WORLD MARKET INC.
CIK 0001421224
$9M784K0.01%Q2 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$7M607K0.06%Q2 202610
Crescent Grove Advisors, LLC
CIK 0001713520
$5M474K0.44%Q2 202611
IFG Advisory, LLC
CIK 0001728319
$5M409K0.16%Q2 202612
Kestra Advisory Services, LLC
CIK 0001830819
$5M408K0.01%Q2 202613
Advisory Services Network, LLC
CIK 0001573876
$4M342K0.04%Q2 202614
WealthPlan Investment Management, LLC
CIK 0001929986
$3M258K0.14%Q2 202615
HRT FINANCIAL LP
CIK 0001475597
$3M182K0.01%Q4 202516
Purpose Unlimited Inc.
CIK 0002115120
$2M202K0.09%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M194K0.00%Q2 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M189K0.00%Q2 202619
PMV Capital Advisers, LLC
CIK 0001980695
$2M188K3.15%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M142K0.00%Q1 2026
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