Who Owns BTR?
Beacon Tactical Risk ETF — Institutional Ownership & 13F Holdings
$27.06
-0.01 (-0.03%)
Market Cap
$28.8M
Shares Outstanding
1,103,477
Institutional Holders
2
Total Inst. Value
$23.4M
% of Float Held
—
QoQ Holder Change
-1
Institutional data as of Q1 2025
New Positions
0
Closed Positions
1
Increased
1
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | $23.4M | 1,003,237 |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2K | 61,194 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +487 | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold BTR?
As of Q1 2025, 2 institutional investors report holding BTR (Beacon Tactical Risk ETF) in their 13F filings.
Which hedge fund owns the most BTR?
The largest institutional holder of BTR is Beacon Capital Management, Inc. with $23.4M in shares.
Are institutions buying or selling BTR?
This quarter, 0 institutions opened new positions in BTR and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.