BSR Institutional Ownership
Beacon Unified Catalyst ETF
1W: -0.3%
1M: +0.4%
3M: +1.4%
YTD: +4.5%
1Y: +3.2%
3Y: +25.1%
$30.79
+0.19 (+0.61%)
Weekly Expected Move ±1.3%
$30
$30
$31
$31
$32
Overview
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Institutional Ownership — BSR
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
0
New Positions
2
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 975,994 | $30M | — | +0.0% | 13Q | SEC ↗ |
| 2 | RFG Advisory, LLC | 142,199 | $4M | -125,519 | -46.9% | 3Q | SEC ↗ |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | 19,599 | $603K | +549 | +2.9% | 5Q | SEC ↗ |
| 4 | MORGAN STANLEY | 4,052 | $125K | +4,029 | +17517.4% | 2Q | SEC ↗ |
| 5 | UBS Group AG | 0 | $0K | -125 | -100.0% | 7Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 0 | $0K | -12,757 | -100.0% | 11Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 0 | $0K | -7,310 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 12,757 | $393K |
| JANE STREET GROUP, LLC | 7,310 | $225K |
| UBS Group AG | 125 | $4K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +4,029 | +17517.4% | 4,052 |
| INDEPENDENT FINANCIAL GROUP, LLC | +549 | +2.9% | 19,599 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RFG Advisory, LLC | -125,519 | -46.9% | 142,199 |