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Beacon Tactical Risk ETF (BTR)

CUSIP: 66538F215 | NYSE | 8 institutional holders

Quarters

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

Beacon Capital Management, Inc.1,003,237
1.7% of portfolio›$27.7M
RFG Advisory, LLC152,121
0.1% of portfolio›$4.2M
Independent Financial Group, LLC19,250
0.0% of portfolio›$532.3K
Morgan Stanley37
0.0% of portfolio›$1.0K
UBS Group AG1
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Beacon Capital Management, Inc.
1,003,237$27.7M1.7%ETFMediumDayton, OH2026-08-13
RFG Advisory, LLC
152,121$4.2M0.1%ETFMediumBirmingham, AL2026-07-15
Independent Financial Group, LLC
19,250$532.3K0.0%GrowthLowSan Diego, CA2026-07-15
Morgan Stanley
37$1.0K0.0%CoreLowNew York, NY2026-08-13
UBS Group AG
1$280.0%CoreMediumZurich, Switzerland2026-08-13