Kovitz Investment Group Partners
BTAL icon

Kovitz Investment Group Partners’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,221,703
Closed -$35.4M – 564
2025
Q3 		$35.4M Buy
2,221,703
+1,350,767
+155% +$22.3M 0.14% 144
2025
Q2 		$15.4M Sell
870,936
-938,403
-52% -$18.3M 0.07% 238
2025
Q1 		$37.7M Buy
1,809,339
+594,078
+49% +$11.3M 0.19% 110
2024
Q4 		$22.5M Sell
1,215,261
-201,677
-14% -$3.88M 0.11% 160
2024
Q3 		$27.8M Buy
+1,416,938
New +$28.2M 0.2% 98

Other funds holding BTAL

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Kovitz Investment Group Partners's BTAL Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of AGF US Market Neutral Anti-Beta Fund (BTAL) in Q4 2025, closing a stake of 2,221,703 shares — an estimated $35.4M sold.

Kovitz Investment Group Partners first reported a position in BTAL in Q3 2024 and held it in 5 quarters. The position peaked at $37.7M in Q1 2025. 81 funds tracked by Wall St. Rank hold BTAL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining AGF US Market Neutral Anti-Beta Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,221,703 AGF US Market Neutral Anti-Beta Fund shares in Q4 2025, an estimated $35.4M.
  • Kovitz Investment Group Partners first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's AGF US Market Neutral Anti-Beta Fund position peaked at $37.7M in Q1 2025.
  • 81 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.