Institutional Ownership
Baron ETF Tr
CUSIP 06829D305SMID CAP ETFBCSMQ1 2026
Institutional Holders
6
13F filers
Shares Held
459.3K
Aggregate institutional
Institutional Value
$9.91M
Q1 2026
Net New Holders
+5
5 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased0
Decreased0
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cwm, LLC | 388.4K | $8.38M | +388.4K | New |
| 2 | &Partners | 24.7K | $532.7K | +24.7K | New |
| 3 | Envestnet Asset Management Inc | 24.7K | $532.7K | +24.7K | New |
| 4 | Caprock Group, LLC | 10.9K | $235.7K | +10.9K | New |
| 5 | 1776 Wealth LLC | 10.3K | $222.8K | 0 | Held |
| 6 | Ubs Group AG | 274 | $5.9K | +274 | New |