BARON ETF TR (BCSM)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
6
Reporting holders
$1.7M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| &PARTNERS | $592.1K | 23,754 | 0.00% | 2q | -3.8%-$23.3K |
| ENVESTNET ASSET MANAGEMENT INC | $592.1K | 23,754 | 0.00% | 2q | -3.8%-$23.3K |
| Caprock Group, LLC | $272.3K | 10,924 | 0.01% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $143.3K | 5,749 | 0.00% | new | NEW |
| Strategic Investment Solutions, Inc. /IL | $80.9K | 3,244 | 0.02% | new | NEW |
| Institute for Wealth Management, LLC. | $7.7K | 310 | 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 | 6 | $1.7M | 67,735 | 3 | 0 | 2 | 0.0% |
| Q1 2026 | 6 | $9.9M | 459,251 | 5 | 0 | 0 | 0.0% |
| Q4 2025 | 2 | $254.5K | 10,525 | 2 | 0 | 0 | 0.0% |