Beacon Selective Risk

BSR • ARCA

Beacon Selective Risk is an exchange-traded fund on ARCA. As of Q3 2025, 3 institutional investors hold shares in this ETF, with total holdings valued at $30.1M. Beacon Capital Management, Inc. is the largest holder with a position valued at $29.1M.

Overview

Overview of institutional ownership in BSR as of Q3 2025

All Institutions

Institutions: 3
Value Held: $30.1M
Shares Held: 1.0M
Avg Position: $10.0M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in BSR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Beacon Capital Management, Inc. RIA/Wealth	Emily Marlene Damman President	$29.1M 1.39% of portfolio	976.0K shares	Q2 2023 Held for 2y 5m	$2.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$1.0M 0.00% of portfolio	33.8K shares	Q3 2023 Held for 2y 2m	$341.99B
UBS Group AG Institution	Sergio P. Ermotti CEO	$3.7K 0.00% of portfolio	125.0 shares	Q3 2024 Held for 1y 2m	$511.54B

Net Capital Flow

Institutional buying and selling activity for BSR in Q3 2025

Traded: −$227.5K
Buyers: 0
Sellers: 1
Total Bought: +-
Total Sold: −$227.5K
Avg Position: $10.0M

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$227.5K −7.6K shares	$1.0M 33.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BSR in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in BSR as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BSR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Beacon Capital Management, Inc. RIA/Wealth	Emily Marlene Damman President	1.39% $29.1M	976.0K shares	Q2 2023 Held for 2y 5m	$2.1B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	0.00% $1.0M	33.8K shares	Q3 2023 Held for 2y 2m	$341.99B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% $3.7K	125.0 shares	Q3 2024 Held for 1y 2m	$511.54B