STOCKNO.DE
Institutional ownership intelligence

BTAL Institutional Ownership

AGF US MARKET NEUTRAL ANTI-B

Latest stored close $12.00 as of Oct 7, 2026 View live quote ↗

☆ Add to watchlist
STOCKNODE Outlook

Neutral

38/100 1 tracked · 1 comparable
Latest filing Aug 6, 2026
Positive breadth 0 positive · 1 negative
Recent close $12.00
Research confidence Limited
Institutional Research 34/100 · 0 accumulating · 1 reducing / exited
Ownership history

Reported ownership % history

Latest filing Aug 6, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview
Unlock the reported ownership timeline Unlock full research
Accumulating0
Newly reported0
Reducing / exited 1
52-week position —
Institutional Intelligence

Why STOCKNODE says Neutral

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

3 evidence layers available
STOCKNODE Outlook
Neutral 38/100
Confidence:Limited
Why this signal
  • 0 tracked institutions accumulating versus 1 reducing/exited.
STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.
Institutional
38/100

Cross-institution positioning

Aug 6, 2026

Reduction leaning. 1 reducing across 1 comparable institution.

Source: Schedule 13 research

Quarterly 13F activity

Mar 31, 2026

0 increased/new, 0 reduced/exited, and 1 unchanged across 1 manager in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings

Price context

Aug 12, 2026

Recent close is 15% through its reported 52-week range; -27.0% over one year.

Source: Stored historical price series
Latest filing decision brief Investor / Pro

Research the latest Schedule 13G amendment from Fidelity / FMR.

Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

Premium research values are withheld until unlocked.

Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing Aug 6, 2026
Fidelity / FMR Filed Aug 6, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis. No premium position values are sent in this locked preview.
Unlock full research

Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

Fidelity / FMR Filed Aug 6, 2026
Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock
Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Aug 12, 2026
Recent stored close $11.86 View live quote ↗
52-week low $10.86 Jun 22, 2026
52-week high $17.36 Aug 20, 2025
Below 52-week high 31.7%
1W return -0.2%
1M return +2.0%
3M return -1.3%
6M return -16.1%
YTD return -17.6%
1Y return -27.0%
30-day volatility 27.0%
90-day volatility 26.8%
1Y max drawdown -36.2%

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0
Increased0
Reduced0
Exited0
Unchanged1
View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager Quarter Activity Shares Prior Change
Fidelity / FMR Mar 31, 2026 vs Dec 31, 2025 Unchanged 1.9M 1.9M 0 0.0%
Fidelity / FMR Dec 31, 2025 vs Sep 30, 2025 Unchanged 1.9M 1.9M 0 0.0%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Dec 31, 2025 vs Sep 30, 2025 Exited 0 789 Exited
Fidelity / FMR Sep 30, 2025 vs Jun 30, 2025 Reduced 1.9M 1.9M -345 0.0%
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Sep 30, 2025 vs Jun 30, 2025 Increased 789 769 +20 +2.6%
Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Mar 31, 2026
Holding records 16
Manager entities 2
Report quarters 8
Amendment rows 3
View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager Quarter Shares Reported value Filed Form
Fidelity / FMR Mar 31, 2026 1.9M $27,144,438.00 May 15, 2026 13F-HR
Fidelity / FMR Dec 31, 2025 1.9M $27,980,549.00 Feb 17, 2026 13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Sep 30, 2025 789 $12,561.00 Nov 26, 2025 13F-HR/A Amendment
Fidelity / FMR Sep 30, 2025 1.9M $30,955,548.00 Nov 13, 2025 13F-HR
J.P. Morgan Asset Management JPMorgan Chase / Asset Management Sep 30, 2025 789 $12,561.00 Nov 7, 2025 13F-HR

Form 13F reports quarter-end holdings and reported value; they do not establish exact purchase or sale dates.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 5 filing(s) · 2 older require more history access
View beneficial ownership filing evidence
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
Fidelity / FMR CIK0000315066 Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment Reported shares unchanged 1.9M 0 7.80% -4.20 pts $11.15 $12.17 $12.00
Fidelity / FMR CIK0000315066 Mar 31, 2026 observed May 6, 2026 filed · 36d Schedule 13G amendment Reported shares unchanged 1.9M 0 12.00% +3.50 pts $13.96 $11.84 $12.00
Fidelity / FMR CIK0000315066 Sep 30, 2025 observed Nov 5, 2025 filed · 36d Schedule 13G amendment Reported accumulation 1.9M +1.9M 8.50% -3.10 pts $15.92 $14.90 $12.00
Explore more institutional activity

Related research

Compare BTAL with other securities showing similar institutional activity or recent accumulation across several tracked institutions.