Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Agf Invts Tr (BTAL)

94 + Investors. Track Smart Money conviction in BTAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — BTAL

Based on 94 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BTAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
94 hedge funds hold BTAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

53 buying44 selling
Last quarter: 53 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 26 → 20 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 35% new

■ 37% conviction (2yr+) ■ 28% medium ■ 35% new
Of the 94 current holders: 35 (37%) held >2 years, 26 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares -18%, value -35%

Value
-34%
Shares
-18%
Last quarter: funds added -18% more shares while total portfolio value only changed -35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~24 new funds/quarter

27 → 20 → 26 → 20 → 24 new funds/Q
New funds entering each quarter: 20 → 26 → 20 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 43% newcomers

■ 46% veterans ■ 12% 1-2yr ■ 43% new
Entry-cohort mix of 94 holders: 43 (46%) are 2+ year veterans, 11 entered 1–2 years ago, and 40 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
11 of 94 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BTAL

In 2026 Q2, 53 hedge funds were net buyers of BTAL (24 opened a new position, 29 added to an existing one), while 44 reduced or exited (28 trimmed, 16 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 94.

Hedge Fund Ownership: BTAL

How many hedge funds hold BTAL — quarterly history vs. share price
Quarterly hedge fund ownership of BTAL vs. share price

Market Analysis: BTAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BTAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: BTAL
94 + Investors

Track Smart Money conviction in BTAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 94 86 9.3%
13F Shares 16M 19M -18.5%
Total Value $176M $270M -34.67%
New Positions 24 20 +4
Increased Positions 29 34 -5
Closed Positions 16 13 +3
Reduced Positions 28 24 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BTAL

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

94 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BTAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BTAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PMV Capital Advisers, LLC 3.15% 188,303 $2.1M
2 Carrera Capital Advisors 2.54% 1,539,121 $17.2M
3 Axim Planning & Wealth 1.19% 76,602 $854K
4 Good Steward Wealth Advisors,LLC 0.70% 104,503 $1.2M
5 Latitude Advisors, LLC 0.45% 100,681 $1.1M
6 Crescent Grove Advisors, LLC 0.44% 473,811 $5.3M
7 Persium Advisors, LLC 0.42% 57,600 $642K
8 Invested Advisors 0.28% 28,329 $316K
9 Krilogy Financial LLC 0.27% 822,619 $9.2M
10 IFG Advisory, LLC 0.16% 409,162 $4.6M
11 Town & Country Bank & Trust CO dba First Bankers Trust CO 0.15% 44,597 $497K
12 WealthPlan Investment Management, LLC 0.14% 257,710 $2.9M
13 Comprehensive Money Management Services LLC 0.14% 19,855 $221K
14 Sankala Group LLC 0.14% 17,211 $209K
15 Maridea Wealth Management LLC 0.13% 105,600 $1.2M
16 Innovative Wealth Building LLC 0.11% 17,542 $196K
17 Entelevest, LLC 0.10% 10,260 $114K
18 Greenwood Capital Associates LLC 0.09% 82,706 $922K
19 Purpose Unlimited Inc. 0.09% 201,503 $2.2M
20 Trek Financial, LLC 0.08% 152,514 $1.7M
21 Wealthedge Investment Advisors, LLC 0.08% 20,453 $228K
22 RHS Financial, LLC 0.08% 16,902 $188K
23 Federation des caisses Desjardins du Quebec 0.06% 1,758,251 $19.6M
24 OneDigital Investment Advisors LLC 0.06% 606,507 $6.8M
25 Avestar Capital, LLC 0.05% 79,403 $885K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Agf Invts Tr (BTAL)

What does the Smart Money Trend signal show for BTAL?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BTAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BTAL?

Slight buying edge — 55% buying: Last quarter: 53 funds bought or added vs 44 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BTAL holders?

Smaller funds dominant — 14% AUM from top-100: 11 of 94 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BTAL?

Mixed — 37% long-term, 35% new: Of the 94 current holders: 35 (37%) held >2 years, 26 held 1–2 years, and 33 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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