BEACON UNIFIED CATALYST ETF (BSR) Institutional Ownership and Insiders Activity
BEACON UNIFIED CATALYST ETF (BSR) is widely held by institutional investors, with 4 firms reporting positions valued at approximately $34.88M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Beacon Capital Management, Inc. is the largest disclosed holder, reporting approximately $29.81M in BSR holdings in its latest filing.
Institutional ownership remains highly concentrated, with Beacon Capital Management, Inc. representing the majority of disclosed value.
Institutional Holders
4
Total Reported Value
$34.88M
Largest Holder
Beacon Capital Management, Inc.
Largest Position
$29.81M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Beacon Capital Management, Inc.$29.81M
- Rfg Advisory, Llc$4.32M
- Independent Financial Group, Llc$623,749
- Morgan Stanley$123,087