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Beacon Unified Catalyst ETF (BSR)

CUSIP: 66538F199 | NYSE | 8 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Beacon Capital Management, Inc.975,994
1.9% of portfolio›$29.8M
RFG Advisory, LLC91,808
0.0% of portfolio›$2.8M
Independent Financial Group, LLC20,419
0.0% of portfolio›$623.7K
StyleTurnoverLocationFiled
Beacon Capital Management, Inc.
975,994$29.8M1.9%ETFMediumDayton, OH2026-10-13
RFG Advisory, LLC
91,808$2.8M0.0%ETFMediumBirmingham, AL2026-11-03
Independent Financial Group, LLC
20,419$623.7K0.0%GrowthLowSan Diego, CA2026-10-13