Who owns AGF Investments Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BTAL from SEC Form 13F filings across 94 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 94 institutions disclosed 15.8M shares of AGF Investments Trust worth $176.0M — about 68.5% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
94
13F holders
$176.0M
value, 2026 filers
68.5%
of shares outstanding (15.8M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BTAL's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 1.9M | $21.7M | 0.0% | 8.4% | 0.0% |
| 2 | Federation des caisses Desjardins du Quebec | 1.8M | $19.6M | 0.1% | 7.6% | -21.0% |
| 3 | Carrera Capital Advisors | 1.5M | $17.2M | 2.5% | 6.7% | -11.6% |
| 4 | Focus Partners Wealth | 1.5M | $17.1M | 0.0% | 6.7% | +9.3% |
| 5 | AE Wealth Management LLC | 927,590 | $10.3M | 0.0% | 4% | +20.0% |
| 6 | Krilogy Financial LLC | 822,619 | $9.2M | 0.3% | 3.6% | +37.7% |
| 7 | HighTower Advisors, LLC | 797,480 | $8.9M | 0.0% | 3.5% | -42.2% |
| 8 | CIBC WORLD MARKET INC. | 783,771 | $8.7M | 0.0% | 3.4% | -10.4% |
| 9 | OneDigital Investment Advisors LLC | 606,507 | $6.8M | 0.1% | 2.6% | +2.0% |
| 10 | Crescent Grove Advisors, LLC | 473,811 | $5.3M | 0.4% | 2.1% | 0.0% |
| 11 | IFG Advisory, LLCNEW | 409,162 | $4.6M | 0.2% | 1.8% | new |
| 12 | Kestra Advisory Services, LLC | 407,856 | $4.5M | 0.0% | 1.8% | +3.9% |
| 13 | Advisory Services Network, LLC | 342,385 | $3.8M | 0.0% | 1.5% | -1.5% |
| 14 | WealthPlan Investment Management, LLC | 257,710 | $2.9M | 0.1% | 1.1% | +0.9% |
| 15 | JANE STREET GROUP, LLC | 239,792 | $2.7M | 0.0% | 1% | +69.0% |
| 16 | Purpose Unlimited Inc. | 201,503 | $2.2M | 0.1% | 0.9% | +3.1% |
| 17 | OSAIC HOLDINGS, INC. | 193,580 | $2.2M | 0.0% | 0.8% | -27.4% |
| 18 | CAPTRUST FINANCIAL ADVISORS | 189,200 | $2.1M | 0.0% | 0.8% | -3.9% |
| 19 | PMV Capital Advisers, LLC | 188,303 | $2.1M | 3.2% | 0.8% | -23.6% |
| 20 | Trek Financial, LLC | 152,514 | $1.7M | 0.1% | 0.7% | -20.6% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 124,237 | $1.4M | 0.0% | 0.5% | +197.4% |
| 22 | CITADEL ADVISORS LLCNEW | 114,285 | $1.3M | 0.0% | 0.5% | new |
| 23 | LPL Financial LLC | 108,802 | $1.2M | 0.0% | 0.5% | +1.2% |
| 24 | Maridea Wealth Management LLCNEW | 105,600 | $1.2M | 0.1% | 0.5% | new |
| 25 | Good Steward Wealth Advisors,LLC | 104,503 | $1.2M | 0.7% | 0.5% | +40.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.