Beacon Selective Risk (BSR)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders7of 5,944

Avg: 68

Uncrowded67th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

34th percentile

4 buying1 selling

+2

New

-0

Closed

+7K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Beacon Capital Management,76.1%

RFG Advisory,20.9%

INDEPENDENT FINANCIAL GROUP,1.5%

ENVESTNET ASSET MANAGEMENT1.0%

JANE STREET GROUP,0.6%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.25%Max: 1.62%High conviction (>1%): 1

Beacon Capital Management,

RFG Advisory,

INDEPENDENT FINANCIAL GROUP,

ENVESTNET ASSET MANAGEMENT

JANE STREET GROUP,

UBS Group AG

MORGAN STANLEY

Crowding AnalysisModerate

Holders7of 5,944

Avg: 68

Uncrowded67th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

34th percentile

4 buying1 selling

+2

New

-0

Closed

+7K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Beacon Capital Management,76.1%

RFG Advisory,20.9%

INDEPENDENT FINANCIAL GROUP,1.5%

ENVESTNET ASSET MANAGEMENT1.0%

JANE STREET GROUP,0.6%

Crowding AnalysisModerate

Holders7of 5,944

Avg: 68

Uncrowded67th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

34th percentile

4 buying1 selling

+2

New

-0

Closed

+7K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Beacon Capital Management,76.1%

RFG Advisory,20.9%

INDEPENDENT FINANCIAL GROUP,1.5%

ENVESTNET ASSET MANAGEMENT1.0%

JANE STREET GROUP,0.6%

Ownership Map

Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 7 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-06

$12,199

BSR · +22%

$17,486

S&P 500 · +75%

−$5,288

behind the index

Total return (5Y)

+22%

S&P 500

+75%

vs. market

-53%

underperformed

Annualized

6.8%

mkt 20.5%

Volatility

7%

annualized

Beta

0.30

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BSRS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

BSR (solid)S&P 500 (outline)Green = positive year, red = negative. Number = BSR's return.

Beat the market

0 / 4 yrs

0% win rate

Best year

+12%

2024

Worst year

+0%

2023

Worst drawdown

-4%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -4%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.