Who Owns Beacon Tactical Risk ETF (BTR)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$2540.5T
% of Float Held
—
QoQ Change in Holders
+3 / -2
Price History
BTR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Beacon Capital Management, Inc. | New Position | +1.0M | +$25.4M |
| RFG Advisory, LLC | New Position | +250K | +$6.3M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +80K | +$2.0M |
BTR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JANE STREET GROUP, LLC | Closed Position | -10K | -$255.3M |
| Hurley Capital, LLC | Closed Position | -10K | -$1.5M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Beacon Capital Management, Inc. | 1,003,237 | $25.4M | 1.36% | Share |
| 2 | RFG Advisory, LLC | 249,794 | $6.3M | 0.12% | Share |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 79,649 | $2.0M | 0.00% | Share |
BTR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $33.7M | +1 |
| Q3 2025 | 2 | $256.7M | -2 |
| Q2 2025 | 4 | $25.1B | +2 |
| Q1 2025 | 2 | $25.0B | -1 |
| Q4 2024 | 3 | $27.9B | +0 |
| Q3 2024 | 3 | $28.4T | +0 |
| Q2 2024 | 3 | $26.1T | +0 |
| Q1 2024 | 3 | $25.9T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold BTR (Beacon Tactical Risk ETF). The largest holder is Beacon Capital Management, Inc. with $25.4M in shares. This quarter, 3 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own BTR?
As of Q4 2025, 3 institutional investors report holding BTR (Beacon Tactical Risk ETF) in their 13F filings.
Who is the largest institutional holder of BTR?
The largest institutional holder of BTR is Beacon Capital Management, Inc. with $25.4M in shares.
Is institutional ownership of BTR increasing or decreasing?
This quarter, 3 institutions opened new positions in BTR and 2 closed their positions.