Citadel Advisors
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Citadel Advisors’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Citadel Advisors’s Portfolio BTAL Stock Details BTAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Buy
+114,285
New +$1.39M ﹤0.01% 7606
2025
Q4 		– Sell
-33,821
Closed -$538K – 12738
2025
Q3 		$538K Buy
+33,821
New +$557K ﹤0.01% 8953
2025
Q1 		– Sell
-13,277
Closed -$245K – 14527
2024
Q4 		$245K Sell
13,277
-8,429
-39% -$162K ﹤0.01% 10073
2024
Q3 		$425K Buy
+21,706
New +$432K ﹤0.01% 8603
2024
Q2 		– Sell
-27,493
Closed -$495K – 14305
2024
Q1 		$495K Buy
27,493
+10,832
+65% +$197K ﹤0.01% 8425
2023
Q4 		$282K Sell
16,661
-16,317
-49% -$324K ﹤0.01% 9295
2023
Q3 		$655K Buy
32,978
+14,529
+79% +$275K ﹤0.01% 7470
2023
Q2 		$346K Buy
+18,449
New +$372K ﹤0.01% 8727
2020
Q4 		– Sell
-350,804
Closed -$8.28M – 10927
2020
Q3 		$8.28M Buy
350,804
+326,254
+1,329% +$7.81M ﹤0.01% 2518
2020
Q2 		$598K Buy
+24,550
New +$606K ﹤0.01% 6749
2019
Q3 		– Sell
-17,173
Closed -$377K – 9173
2019
Q2 		$377K Buy
+17,173
New +$374K ﹤0.01% 7242
2017
Q1 		– Sell
-16,062
Closed -$316K – 7448
2016
Q4 		$316K Sell
16,062
-4,836
-23% -$97.7K ﹤0.01% 5596
2016
Q3 		$439K Sell
20,898
-9,385
-31% -$205K ﹤0.01% 5052
2016
Q2 		$704K Buy
+30,283
New +$665K ﹤0.01% 4022

Other funds holding BTAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

Citadel Advisors's BTAL Position: Q2 2026 in Review

Citadel Advisors opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 114,285 shares worth $1.27M. The stake represents ﹤0.01% of the portfolio and ranks #7606 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in BTAL as recently as Q3 2025.

Citadel Advisors first reported a position in BTAL in Q2 2016 and has held it in 14 quarters since. The position peaked at $8.28M in Q3 2020. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Citadel Advisors held 114,285 shares of AGF US Market Neutral Anti-Beta Fund worth $1.27M as of Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund was a new Citadel Advisors position in Q2 2026.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7606 holding.
  • Citadel Advisors first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2016 and has held it in 14 quarters since.
  • Citadel Advisors's AGF US Market Neutral Anti-Beta Fund position peaked at $8.28M in Q3 2020.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.