BARON ETF TR (BCTK)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
32
Reporting holders
$121.6M
Reported value
0.0%
Calls
0.0%
Puts
+5
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Cambridge Investment Research Advisors, Inc. | $1.0M | 31,066 | 0.00% | 3q | +105.3%+$518.0K |
| 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 |
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 | 32 | $121.6M | 3,744,935 | 8 | 7 | 8 | 0.0% |
| Q1 2026 | 27 | $79.4M | 3,357,984 | 9 | 7 | 6 | 0.0% |
| Q4 2025 | 26 | $78.4M | 3,121,897 | 25 | 0 | 0 | 0.0% |