Beacon Tactical Risk ETF (BTR)

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 for a capital-allocation analysis.

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 debt & leverage analysis.

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 Ratio2x

34th percentile

4 buying2 selling

+3

New

-0

Closed

-9,945

Net shares

Ownership Concentration

Top 5: 99.9%Top 10: 100.0%

Beacon Capital Management,74.6%

RFG Advisory,22.2%

INDEPENDENT FINANCIAL GROUP,1.4%

ENVESTNET ASSET MANAGEMENT1.1%

JANE STREET GROUP,0.6%

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

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.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.23%Max: 1.46%High conviction (>1%): 1

Beacon Capital Management,

RFG Advisory,

INDEPENDENT FINANCIAL GROUP,

ENVESTNET ASSET MANAGEMENT

JANE STREET GROUP,

MORGAN STANLEY

UBS Group AG

Institutional Trends (8 Quarters)

No trend data available for this metric.

Performance vs. S&P 500

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

$10,000 invested 2023-06

$11,482

BTR · +15%

$17,486

S&P 500 · +75%

−$6,005

behind the index

Total return (5Y)

+15%

S&P 500

+75%

vs. market

-60%

underperformed

Annualized

4.7%

mkt 20.5%

Volatility

10%

annualized

Beta

0.22

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

BTRS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

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

Beat the market

0 / 4 yrs

0% win rate

Best year

+14%

2024

Worst year

-6%

2023

Worst drawdown

-10%

recovered in 4 qtrs

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 -10%

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.