Institutional Ownership
Baron ETF Tr
CUSIP 06829D305SMID CAP ETFBCSMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cwm, LLC | 388.4K | $8.38M |
| 2 | &Partners | 24.7K | $532.7K |
| 3 | Envestnet Asset Management Inc | 24.7K | $532.7K |
| 4 | Caprock Group, LLC | 10.9K | $235.7K |
| 5 | 1776 Wealth LLC | 10.3K | $222.8K |
| 6 | Ubs Group AG | 274 | $5.9K |