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Beacon Unified Catalyst ETF (BSR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Beacon Capital Management, Inc.
UNCHANGED
Shares975,994 from 975,994
Change0 (0%)
Value$29.8M (+$166.6K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares91,808 from 142,199
Change-50,391 (-35%)
Value$2.8M (-$1.5M)
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares20,419 from 19,599
Change+820 (+4%)
Value$623.7K (+$28.4K)
Filed 2026-10-13
Morgan Stanley
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Status
Beacon Capital Management, Inc.
UNCHANGED975,994975,99400%$29.6M$29.8M+$166.6K2026-10-13
RFG Advisory, LLC
DECREASED91,808142,199-50,391-35%$4.3M$2.8M-$1.5M2026-11-03
Independent Financial Group, LLC
INCREASED20,41919,599+820+4%$595.4K$623.7K+$28.4K2026-10-13
Morgan Stanley
N/A—4,052-4,052-100%$123.1K———
Showing 4 of 4 institutions