BARON ETF TR (BCTK)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
31
Reporting holders
$120.6M
Reported value
0.0%
Held as options
+5
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 |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $67.3M | 2,071,766 | 0.04% | 3q | -4.1%-$2.9M |
| LPL Financial LLC | $10.8M | 333,688 | 0.00% | 3q | +10.1%+$991.5K |
| VestGen Advisors, LLC | $5.8M | 177,432 | 0.17% | 3q | HELD |
| Blueprint Financial Advisors LLC | $5.2M | 161,403 | 0.58% | new | NEW |
| Blueprint Investment Partners LLC | $5.1M | 157,528 | 0.43% | new | NEW |
| MADDEN SECURITIES Corp | $4.3M | 130,846 | 1.18% | 3q | +0.8%+$33.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 128,227 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 108,058 | 0.00% | 3q | -5.0%-$183.2K |
| Western Pacific Wealth Management, LP | $3.4M | 103,330 | 3.03% | 3q | +12.2%+$364.3K |
| Lido Advisors, LLC | $2.0M | 60,245 | 0.01% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $1.5M | 46,474 | 0.00% | 3q | +57.1%+$548.8K |
| Joseph P. Lucia & Associates, LLC | $1.2M | 36,509 | 0.36% | 3q | -9.4%-$123.0K |
| Johnson Financial Group, LLC | $1.1M | 34,453 | 0.06% | new | NEW |
| Zuckerman Investment Group, LLC | $996.6K | 30,683 | 0.08% | 3q | HELD |
| Essex Financial Services, Inc. | $765.9K | 23,580 | 0.04% | 3q | +12.1%+$82.5K |
| UNIQUE WEALTH, LLC | $733.0K | 22,567 | 0.09% | new | NEW |
| Rollins Financial Advisors, LLC | $606.8K | 18,683 | 0.08% | 2q | -9.9%-$66.9K |
| Procyon Advisors, LLC | $514.2K | 15,832 | 0.02% | 2q | HELD |
| CHOREO, LLC | $286.7K | 8,828 | 0.00% | 3q | HELD |
| A&I FINANCIAL SERVICES, LLC | $280.7K | 8,641 | 0.12% | 3q | HELD |
| Cetera Investment Advisers | $231.8K | 7,136 | 0.00% | new | NEW |
| INVESTMENT PARTNERS, LTD. | $221.6K | 6,821 | 0.07% | new | NEW |
| Trek Financial, LLC | $215.4K | 6,633 | 0.01% | new | NEW |
| KERR FINANCIAL PLANNING Corp | $159.7K | 4,917 | 0.18% | 3q | -50.0%-$159.7K |
| FIFTH THIRD BANCORP | $126.9K | 3,908 | 0.00% | 2q | -2.3%-$2.9K |
| FMR LLC | $43.6K | 1,341 | 0.00% | 3q | -6.3%-$2.9K |
| Global Retirement Partners, LLC | $40.8K | 1,257 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $33.4K | 1,027 | 0.00% | 2q | +110.9%+$17.5K |
| Key Financial Inc | $32.5K | 1,000 | 0.01% | 2q | HELD |
| COUNTRY TRUST BANK | $20.5K | 631 | 0.00% | 2q | HELD |
| MORGAN STANLEY | $13.8K | 425 | 0.00% | 3q | -95.1%-$269.1K |
| Cambridge Investment Research Advisors, Inc. | $1.0K | 31,066 | 0.00% | 3q | +105.3% |
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 | 31 | $120.6M | 3,713,869 | 8 | 6 | 8 | 0.0% |
| Q1 2026 | 26 | $79.0M | 3,342,851 | 9 | 6 | 6 | 0.0% |
| Q4 2025 | 24 | $78.0M | 3,105,966 | 23 | 0 | 0 | 0.0% |