Who owns Beacon Unified Catalyst ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BSR from SEC Form 13F filings across 4 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 4 institutions disclosed 1.1M shares of Beacon Unified Catalyst ETF worth $34.7M — about 93.5% of shares outstanding; the largest disclosed holder is Beacon Capital Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
4
13F holders
$34.7M
value, 2026 filers
93.5%
of shares outstanding (1.1M sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BSR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 975,994 | $29.6M | 1.8% | 79.9% | 0.0% |
| 2 | RFG Advisory, LLC | 142,199 | $4.3M | 0.1% | 11.6% | -46.9% |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | 19,599 | $595,355 | 0.0% | 1.6% | +2.9% |
| 4 | MORGAN STANLEY | 4,052 | $123,087 | 0.0% | 0.3% | +17517.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.