BARON ETF TR (BCGD)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$3.9M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Rollins Financial Advisors, LLC | $2.1M | 78,829 | 0.27% | 3q | -24.1%-$663.2K |
| CITADEL ADVISORS LLC | $933.3K | 35,296 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $502.1K | 18,987 | 0.00% | 2q | +70.9%+$208.3K |
| A&I FINANCIAL SERVICES, LLC | $226.7K | 8,574 | 0.10% | new | NEW |
| FIRST UNITED BANK & TRUST | $140.8K | 5,325 | 0.04% | 2q | +124.2%+$78.0K |
| Institute for Wealth Management, LLC. | $26.4K | 1,000 | 0.00% | new | NEW |
| UBS Group AG | $3.9K | 149 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $3.9M | 148,160 | 4 | 2 | 1 | 0.0% |
| Q1 2026 | 3 | $2.7M | 117,394 | 2 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $779.2K | 30,654 | 2 | 0 | 0 | 0.0% |