Institutional Ownership
Baron ETF Tr
CUSIP 06829D404FINANCIALS ETFBCFNQ1 2026
Institutional Holders
9
13F filers
Shares Held
624.2K
Aggregate institutional
Institutional Value
$13.02M
Q1 2026
Net New Holders
-3
1 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased6
Sold out4
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Biltmore Family Office, LLC | 511.7K | $10.67M | −38.5K | Reduced |
| 2 | Sterling Investment Counsel, LLC | 34.9K | $727.4K | +4.2K | Added |
| 3 | Susquehanna International Group, LLP | 22.8K | $476.4K | −1.9K | Reduced |
| 4 | Bank Ozk | 21.9K | $456.5K | −540 | Reduced |
| 5 | Jane Street Group, LLC | 19.6K | $407.8K | +5.2K | Added |
| 6 | Commonwealth Equity Services, LLC | 11.3K | $236.4K | −120 | Reduced |
| 7 | Morgan Stanley | 897 | $18.7K | −2.9K | Reduced |
| 8 | Osaic Holdings, Inc. | 738 | $15.4K | −15.5K | Reduced |
| 9 | Kerr Financial Planning Corp | 387 | $8.4K | +387 | New |