OneDigital Investment Advisors LLC
Position in BTAL — AGF U.S. Market Neutral Anti-Beta Fund
CIK 1690370
OVERLAND PARK, KS
Position in BTAL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$8,297,153
-$1,620,291 QoQ
Shares Held
594,352
-13.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTAL Over Time
Shares Held
Position Value (USD)
All Filings in BTAL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,297,153 | 594,352 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,917,444 | 689,190 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,086,609 | 633,581 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,683,755 | 603,602 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,529,744 | 649,220 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,703,872 | 687,439 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,381,300 | 631,699 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,647,946 | 695,614 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,464,125 | 636,189 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,772,131 | 635,524 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||