BSR Institutional Ownership & Shareholders
BEACON UNIFIED CATALYST ETF (BSR) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $34.88M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Beacon Capital Management, Inc. is currently the largest disclosed institutional shareholder of BSR tracked by InsiderSet, reporting ownership valued at approximately $29.81M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $29.50M, representing an estimated loss of -1.04% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BSR value among the investors covered in this analysis. Major shareholders include Beacon Capital Management, Inc., Rfg Advisory, Llc, Independent Financial Group, Llc, and several other long-term asset managers with concentrated positions in BEACON UNIFIED CATALYST ETF (BSR).
This page ranks the largest institutional BSR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1.87% | 975,994 | $29,814,177 | $29,503,323 | -$310,854 | -1.04% | |
| Rfg Advisory, Llc | 0.07% | 142,199 | $4,319,562 | $4,298,534 | -$21,028 | -0.49% | |
| Independent Financial Group, Llc | 0.01% | 20,419 | $623,749 | $617,246 | -$6,503 | -1.04% | |
| Morgan Stanley | 0.00% | 4,052 | $123,087 | $122,488 | -$599 | -0.49% |
Frequently asked questions about BSR
Who are the largest institutional holders of BSR?
The largest institutional holders of BSR reported in the latest SEC Form 13F filings include Beacon Capital Management, Inc., Rfg Advisory, Llc, Independent Financial Group, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported BSR position.
What is BSR institutional ownership?
This page tracks BSR positions reported by institutional investment managers through SEC Form 13F. BEACON UNIFIED CATALYST ETF (BSR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BSR?
InsiderSet currently tracks 4 institutional managers reporting BSR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BSR shareholders.
How much BSR stock do institutions own?
Institutional investment managers disclosed approximately $34.88M in BSR holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BSR institutional ownership last updated?
The latest BSR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BSR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BSR position after the reporting date.
Are institutions buying or selling BSR?
Institutional buying and selling can be analyzed by comparing BSR positions across consecutive 13F reporting periods. InsiderSet's BSR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BSR ownership changes.
How has BSR institutional ownership changed over time?
InsiderSet tracks BSR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.