BTR NORTHERN LTS FD TR II
FollowBEACON TACTICAL (fund)
5 managers (5 13F filers) reported a position in BTR shares at 2026-06-30, 1,174,646 shares in all. 0 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 0
- Added
- 1
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 1,174,646
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Beacon Capital Management, Inc. | 1,003,237 | $27.7M | 1.68% | 0 | 13F-HRTimeline |
| RFG Advisory, LLC | 152,121 | $4.21M | 0.07% | -146,667 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 19,250 | $532K | 0.01% | +596 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 37 | $1.02K | <0.01% | -812 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1 | $28 | <0.01% | 0 | 13F-HRTimelineGroup |