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Beacon Unified Catalyst ETF (BSR)
CUSIP: 66538F199 | NYSE | 8 institutional holders
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Q3 2026
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Institutional Holders — Q3 2026
Sort by
Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Beacon Capital Management, Inc.
975,994
1.9% of portfolio
›
$29.8M
RFG Advisory, LLC
91,808
0.0% of portfolio
›
$2.8M
Independent Financial Group, LLC
20,419
0.0% of portfolio
›
$623.7K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Beacon Capital Management, Inc.
975,994
$29.8M
1.9%
ETF
Medium
Dayton, OH
2026-10-13
RFG Advisory, LLC
91,808
$2.8M
0.0%
ETF
Medium
Birmingham, AL
2026-11-03
Independent Financial Group, LLC
20,419
$623.7K
0.0%
Growth
Low
San Diego, CA
2026-10-13