MML Investors Services’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

MML Investors Services’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	$113K	Buy	+10,100	New	+$123K	﹤0.01%	3185
2026 Q1	–	Sell	-12,783	Closed	-$184K	–	3021
2025 Q4	$184K	Buy	+12,783	New	+$192K	﹤0.01%	2877
2025 Q3	–	Sell	-19,030	Closed	-$337K	–	2893
2025 Q2	$337K	Buy	+19,030	New	+$371K	﹤0.01%	2349
2024 Q1	–	Sell	-51,372	Closed	-$871K	–	2482
2023 Q4	$871K	Sell	51,372 -16,361	-24%	-$325K	﹤0.01%	1442
2023 Q3	$1.34M	Buy	67,733 +7,577	+13%	+$144K	0.01%	1085
2023 Q2	$1.13M	Sell	60,156 -1,907	-3%	-$38.5K	0.01%	1173
2023 Q1	$1.27M	Sell	62,063 -87,739	-59%	-$1.77M	0.01%	957
2022 Q4	$3.18M	Buy	149,802 +72,261	+93%	+$1.5M	0.02%	645
2022 Q3	$1.58M	Buy	+77,541	New	+$1.54M	0.01%	851
2021 Q1	–	Sell	-47,262	Closed	-$902K	–	1799
2020 Q4	$902K	Buy	47,262 +14,054	+42%	+$294K	0.01%	884
2020 Q3	$783K	Buy	33,208 +17,559	+112%	+$421K	0.01%	865
2020 Q2	$381K	Buy	+15,649	New	+$386K	0.01%	1122

Other funds holding BTAL

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 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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

MML Investors Services's BTAL Position: Q2 2026 in Review

MML Investors Services opened a new position in AGF US Market Neutral Anti-Beta Fund (BTAL) in Q2 2026: 10,100 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #3185 among its holdings. This is a return to the name: MML Investors Services previously reported a position in BTAL as recently as Q4 2025.

MML Investors Services first reported a position in BTAL in Q2 2020 and has held it in 12 quarters since. The position peaked at $3.18M in Q4 2022. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

MML Investors Services held 10,100 shares of AGF US Market Neutral Anti-Beta Fund worth $113K as of Q2 2026.
AGF US Market Neutral Anti-Beta Fund was a new MML Investors Services position in Q2 2026.
AGF US Market Neutral Anti-Beta Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #3185 holding.
MML Investors Services first reported a position in AGF US Market Neutral Anti-Beta Fund in Q2 2020 and has held it in 12 quarters since.
MML Investors Services's AGF US Market Neutral Anti-Beta Fund position peaked at $3.18M in Q4 2022.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.