Who owns Beacon Tactical Risk ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BTR from SEC Form 13F filings across 5 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, 5 institutions disclosed 1.2M shares of Beacon Tactical Risk ETF worth $32.5M — about 99.2% of shares outstanding; the largest disclosed holder is Beacon Capital Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$32.5M
value, 2026 filers
99.2%
of shares outstanding (1.2M 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 BTR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 1.0M | $27.7M | 1.7% | 84.7% | 0.0% |
| 2 | RFG Advisory, LLC | 152,121 | $4.2M | 0.1% | 12.9% | -49.1% |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | 19,250 | $532,291 | 0.0% | 1.6% | +3.2% |
| 4 | MORGAN STANLEY | 37 | $1,023 | 0.0% | 0% | -95.6% |
| 5 | UBS Group AG | 1 | $28 | 0.0% | 0% | 0.0% |
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.