Farther Finance Advisors, LLC BTAL — AGF U.S. MARKET NEUTRAL ANTI-BETA FUND

Ownership history in Farther Finance Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Farther Finance Advisors, LLC reported AGF U.S. MARKET NEUTRAL ANTI-BETA FUND (BTAL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows BTAL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Farther Finance Advisors, LLC's position in AGF U.S. MARKET NEUTRAL ANTI-BETA FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BTAL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTAL stock page Farther Finance Advisors, LLC fund profile Farther Finance Advisors, LLC full holdings
How Farther Finance Advisors, LLC held BTAL — position size vs. price
% of Fund (quarterly)    BTAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,512 +3,573 +380.5% 0.00% $62K 2026-04-07 $13.92
2025 Q4 ADDED — — — 939 +808 +616.8% 0.00% $14K 2026-01-23 $14.06
2025 Q3 REDUCED 98.4% -8.4% ✅ 131 -8,319 -98.4% 0.00% $2K 2025-10-14 $15.17
2025 Q2 REDUCED 7.3% -10.9% ✅ 8,450 -666 -7.3% 0.00% $150K 2025-07-11 $16.67
2025 Q1 INITIATED — — — 9,116 — — 0.00% $189K 2025-04-14 $20.46

🏢 Other funds also holding BTAL

As of 2026 Q1 — sorted by position size

PMV Capital Advisers, LLC 5.81% Pasadena Private Wealth, LLC 3Y 7Y 4.41% Carrera Capital Advisors 3.75% Axim Planning & Wealth 3Y 1.28% Latitude Advisors, LLC 3Y 0.86% Good Steward Wealth Advisors,LLC 0.67% Encompass More Asset Management 0.66% Crescent Grove Advisors, LLC 3Y 7Y 0.64% Entelevest, LLC 0.51% Ferguson Shapiro LLC 3Y 0.26%

FAQ About Farther Finance Advisors, LLC and BTAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Farther Finance Advisors, LLC reported owning BTAL?

Farther Finance Advisors, LLC reported BTAL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported BTAL position in Farther Finance Advisors, LLC's portfolio?

The largest reported portfolio weight for BTAL was 0.00% in 2025 Q1.

What is the latest reported BTAL position on this page?

The most recent filing on this page is 2026 Q1, when Farther Finance Advisors, LLC reported 4,512 shares, equal to 0.00% of portfolio, with an estimated market value of $62K.

What does the chart on this BTAL ownership page compare?

The chart compares Farther Finance Advisors, LLC's quarterly BTAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Farther Finance Advisors, LLC time their BTAL position?

Based on 13F filing dates vs. subsequent BTAL price moves, Farther Finance Advisors, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on BTAL relative to SPY over the holding period was -95.8%.

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