BTR NORTHERN LTS FD TR II
FollowBEACON TACTICAL (fund)
4 managers (4 13F filers) reported a position in BTR shares at 2025-12-31, 1,354,392 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 1,354,392
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | $25.4M | 1.36% | 0 | 13F-HRTimeline |
| RFG Advisory, LLC | 249,794 | $6.33M | 0.12% | new | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 79,649 | $2.02M | <0.01% | +41,535 | 13F-HRTimelineGroup |
| INDEPENDENT FINANCIAL GROUP, LLC | 21,712 | $550K | 0.01% | +536 | 13F-HRTimeline |