JY
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Jeff Yass’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Jeff Yass’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 		$1.39M Buy
124,237
+82,463
+197% +$1M ﹤0.01% 7351
2026
Q1 		$583K Sell
41,774
-23,334
-36% -$327K ﹤0.01% 9265
2025
Q4 		$937K Buy
65,108
+26,177
+67% +$394K ﹤0.01% 7336
2025
Q3 		$620K Sell
38,931
-88,628
-69% -$1.46M ﹤0.01% 8473
2025
Q2 		$2.26M Buy
127,559
+2,864
+2% +$55.8K ﹤0.01% 5538
2025
Q1 		$2.6M Buy
124,695
+86,745
+229% +$1.64M ﹤0.01% 4961
2024
Q4 		$701K Sell
37,950
-54,721
-59% -$1.05M ﹤0.01% 7820
2024
Q3 		$1.82M Buy
92,671
+80,252
+646% +$1.6M ﹤0.01% 5453
2024
Q2 		$244K Sell
12,419
-261,195
-95% -$4.96M ﹤0.01% 9921
2024
Q1 		$4.93M Buy
273,614
+212,288
+346% +$3.85M ﹤0.01% 3666
2023
Q4 		$1.04M Sell
61,326
-199,034
-76% -$3.96M ﹤0.01% 6908
2023
Q3 		$5.17M Buy
260,360
+187,348
+257% +$3.55M ﹤0.01% 3462
2023
Q2 		$1.37M Buy
+73,012
New +$1.47M ﹤0.01% 5964
2023
Q1 		– Sell
-16,524
Closed -$350K – 12599
2022
Q4 		$350K Buy
+16,524
New +$343K ﹤0.01% 8721
2022
Q2 		– Sell
-13,942
Closed -$256K – 12928
2022
Q1 		$256K Buy
+13,942
New +$257K ﹤0.01% 10655
2021
Q4 		– Sell
-52,260
Closed -$890K – 13135
2021
Q3 		$890K Sell
52,260
-16,601
-24% -$285K ﹤0.01% 7874
2021
Q2 		$1.17M Sell
68,861
-8,425
-11% -$143K ﹤0.01% 7336
2021
Q1 		$1.32M Sell
77,286
-12,323
-14% -$221K ﹤0.01% 6983
2020
Q4 		$1.71M Buy
89,609
+17,866
+25% +$373K ﹤0.01% 5433
2020
Q3 		$1.69M Buy
71,743
+49,904
+229% +$1.2M ﹤0.01% 4940
2020
Q2 		$532K Sell
21,839
-80,567
-79% -$1.99M ﹤0.01% 7222
2020
Q1 		$2.63M Buy
102,406
+88,426
+633% +$2.1M ﹤0.01% 3501
2019
Q4 		$310K Sell
13,980
-16,457
-54% -$381K ﹤0.01% 7947
2019
Q3 		$721K Buy
30,437
+18,567
+156% +$431K ﹤0.01% 6447
2019
Q2 		$260K Buy
+11,870
New +$259K ﹤0.01% 8597
2018
Q2 		– Sell
-23,817
Closed -$458K – 9623
2018
Q1 		$458K Sell
23,817
-19,326
-45% -$362K ﹤0.01% 6813
2017
Q4 		$832K Sell
43,143
-16,665
-28% -$322K ﹤0.01% 5609
2017
Q3 		$1.15M Buy
59,808
+10,600
+22% +$212K ﹤0.01% 5028
2017
Q2 		$985K Buy
+49,208
New +$991K ﹤0.01% 5297

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 $103B AUM 28.65% 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

Jeff Yass's BTAL Position: Q2 2026 in Review

Jeff Yass increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 197% in Q2 2026, buying an estimated $1M and bringing the position to 124,237 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #7351.

Jeff Yass first reported a position in BTAL in Q2 2017 and has held it in 29 quarters since. The position peaked at $5.17M in Q3 2023. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

  • Jeff Yass held 124,237 shares of AGF US Market Neutral Anti-Beta Fund worth $1.39M as of Q2 2026.
  • Jeff Yass bought 82,463 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $1M.
  • AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7351 holding.
  • Jeff Yass first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2017 and has held it in 29 quarters since.
  • Jeff Yass's AGF US Market Neutral Anti-Beta Fund position peaked at $5.17M in Q3 2023.
  • 93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.