# BARON ETF TR (BCSM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BCSM/

- Reporting holders: 6
- Reported value: $2.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $1.2M | 47,508 | 0.0% | 2 |
| [&PARTNERS](https://holderbook.com/funds/107136-partners/) | $592.1K | 23,754 | 0.0% | 2 |
| [Caprock Group, LLC](https://holderbook.com/funds/1610769-caprock-group-llc/) | $272.3K | 10,924 | 0.0% | 2 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $143.3K | 5,749 | 0.0% | 1 |
| [Strategic Investment Solutions, Inc. /IL](https://holderbook.com/funds/1960144-strategic-investment-solutions-inc-il/) | $80.9K | 3,244 | 0.0% | 1 |
| [Institute for Wealth Management, LLC.](https://holderbook.com/funds/1533954-institute-for-wealth-management-llc/) | $7.7K | 310 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $2.3M |
| Q1 2026 | 6 | $9.9M |
| Q4 2025 | 2 | $254.5K |

