Public ownership evidence

AGF U.S. Market Neutral Anti-Beta Fund (BTAL) Ownership Disclosures

Read BTAL insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

AGF U.S. Market Neutral Anti-Beta Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
198,212
Value (USD)
$4,130,742
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BTAL fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BTAL fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29198,212$4,130,742None
Sankala Group LLC2026-06-302026-08-1917,211$208,684None
Comprehensive Money Management Services LLC2026-06-302026-08-1819,855$221,383None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,758,251$19,604,499None
Advyzon Investment Management, LLC2026-06-302026-08-1559$658None
Advyzon Investment Management, LLC2026-06-302026-08-1526,288$293,111None
PMV Capital Advisers, LLC2026-06-302026-08-15188,303$2,099,583None
Axim Planning & Wealth2026-06-302026-08-1576,602$854,112None
IFG Advisory, LLC2026-06-302026-08-15409,162$4,562,166None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,000$66,900None
OSAIC HOLDINGS, INC.2026-06-302026-08-15187,580$2,091,505None
JANE STREET GROUP, LLC2026-06-302026-08-15239,792$2,673,681None
HRT FINANCIAL LP2026-06-302026-08-1513,844$154,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15124,237$1,385,243None
Hudson Bay Capital Management LP2026-06-302026-08-1560,170$670,896None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15796$9,051None
Ausdal Financial Partners, Inc.2026-06-302026-08-1526,288$293,111None
ROYAL BANK OF CANADA2026-06-302026-08-1517,079$190,000None
ROYAL BANK OF CANADA2026-06-302026-08-15384$4,000None
CITADEL ADVISORS LLC2026-06-302026-08-15114,285$1,274,278None
GROUP ONE TRADING LLC2026-06-302026-08-1570$780None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-1512,936$144,236None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15730$8,140None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,990$155,989None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1563$700None
Highland Investment Advisors LLC2026-06-302026-08-14728$8,117None
Capital Advisor Network LLC2026-06-302026-08-148$89None
Tidal Investments LLC2026-06-302026-08-1411,791$131,470None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,225$47,109None
UBS Group AG2026-06-302026-08-1451$569None
Arete Wealth Advisors, LLC2026-06-302026-08-1464,770$722,185None
CIBC WORLD MARKET INC.2026-06-302026-08-14783,771$8,739,047None
Purpose Unlimited Inc.2026-06-302026-08-14201,503$2,233,427None
Trek Financial, LLC2026-06-302026-08-14152,514$1,700,531None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-14189,200$2,109,580None
MORGAN STANLEY2026-06-302026-08-142$27None
MORGAN STANLEY2026-06-302026-08-1435,339$394,030None
FMR LLC2026-06-302026-08-141,944,444$21,680,551None
Smartleaf Asset Management LLC2026-06-302026-08-13121$1,356None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13306$3,412None
Cetera Investment Advisers2026-06-302026-08-1312,755$142,218None
IPG Investment Advisors LLC2026-06-302026-08-1315,176$169,212None
Advisory Services Network, LLC2026-06-302026-08-13342,385$3,817,590None
Focus Partners Wealth2026-06-302026-08-131,537,923$17,147,847None
SIMPLEX TRADING, LLC2026-06-302026-08-1310,151$113,183None
StoneX Group Inc.2026-06-302026-08-1311,754$131,057None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1358$647None
SHP Wealth Management2026-06-302026-08-12120$1,338None
Arete Wealth Advisors, LLC2025-12-312026-08-1238,054$547,597None
Arete Wealth Advisors, LLC2026-06-302026-08-1264,770$722,185None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Sankala Group LLC ↗Comprehensive Money Management Services LLC ↗Federation des caisses Desjardins du Quebec ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗PMV Capital Advisers, LLC ↗Axim Planning & Wealth ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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