BTR Institutional Ownership
Beacon Tactical Risk ETF
1W: -0.3%
1M: -10.0%
3M: -7.5%
YTD: +0.6%
1Y: +2.3%
3Y: +8.6%
$25.59
-2.10 (-7.60%)
Overview
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Institutional Ownership — BTR
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
32M
Total Invested
0
New Positions
1
Increased
4
Reduced
2
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. | 1,003,237 | 26M | — | +0.0% | 13Q | SEC ↗ |
| 2 | RFG Advisory, LLC | 152,121 | 4M | -146,667 | -49.1% | 3Q | SEC ↗ |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | 19,250 | 493K | +596 | +3.2% | 5Q | SEC ↗ |
| 4 | MORGAN STANLEY | 37 | 1K | -812 | -95.6% | 2Q | SEC ↗ |
| 5 | UBS Group AG | 1 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 0 | 0K | -14,957 | -100.0% | 11Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 0 | 0K | -7,961 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 14,957 | 383K |
| JANE STREET GROUP, LLC | 7,961 | 204K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | +596 | +3.2% | 19,250 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RFG Advisory, LLC | -146,667 | -49.1% | 152,121 |
| MORGAN STANLEY | -812 | -95.6% | 37 |