BEACON UNIFIED CATALYST ETF (BSR) Institutional Ownership Changes & 13F Activity
BEACON UNIFIED CATALYST ETF (BSR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Rfg Advisory, Llc, Jane Street Group, Llc, Independent Financial Group, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | Buy | +23 | — | 23 | $680.00 | Q1 2026 | May 15, 2026 |
| Jane Street Group, Llc | Buy | +7,310 | — | 7,310 | $216.12K | Q1 2026 | May 12, 2026 |
| Independent Financial Group, Llc | Buy | +595 | +3.2% | 19,050 | $563.22K | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Sell | -55,085 | -81.2% | 12,757 | $377.17K | Q1 2026 | May 04, 2026 |
| Rfg Advisory, Llc | Buy | +53,921 | +25.2% | 267,718 | $7.92M | Q1 2026 | Apr 20, 2026 |
Frequently asked questions about BSR activity
Which institutional owners are buying BSR?
Institutional owners buying BSR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BSR activity?
"Buy" means an investor increased their reported position in BSR compared to the prior reporting period. This reflects growing exposure to BEACON UNIFIED CATALYST ETF (BSR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BSR increasing?
Institutional interest in BSR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.