Institutional Ownership
Baron ETF Tr
CUSIP 06829D107FIRST PRINCIPLESRONBQ1 2026
Institutional Holders
41
13F filers
Shares Held
1.17M
Aggregate institutional
Institutional Value
$24.36M
Q1 2026
Net New Holders
+38
38 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions38
Increased2
Decreased0
Sold out0
Institutional Holders
41 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 230.0K | $5.12M | +230.0K | New |
| 2 | Fortis Group Advisors, LLC | 110.7K | $2.57M | +110.7K | New |
| 3 | Principal Securities, Inc. | 104.5K | $2.39M | +104.5K | New |
| 4 | Susquehanna International Group, LLP | 80.7K | $1.84M | +80.7K | New |
| 5 | Clay Northam Wealth Management, LLC | 73.6K | $1.68M | +73.6K | New |
| 6 | Commonwealth Equity Services, LLC | 68.5K | $1.57M | +68.5K | New |
| 7 | Oppenheimer & Co Inc | 52.9K | $1.21M | +52.9K | New |
| 8 | Stifel Financial Corp | 51.1K | $1.17M | +51.1K | New |
| 9 | Osaic Holdings, Inc. | 43.3K | $989.7K | +43.3K | New |
| 10 | Envestnet Asset Management Inc | 27.3K | $623.4K | +27.3K | New |
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