HolderBook

BARON ETF TR (RONB)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

87
Reporting holders
$130.9M
Reported value
0.0%
Held as options
+48
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

FilerValueShares Their book Held Change
DRW Securities, LLC$29.9M1,226,4350.73%newNEW
Weiss Asset Management LP$26.5M1,087,3860.28%newNEW
UBS Group AG$6.9M284,4690.00%3q+1144.9%+$6.4M
ALTFEST L J & CO INC$5.6M231,2950.55%newNEW
Private Advisor Group, LLC$5.6M228,2640.03%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M190,9830.00%2q+136.8%+$2.7M
D.A. DAVIDSON & CO.$3.9M158,9570.02%newNEW
Sanctuary Advisors, LLC$3.8M156,0440.02%newNEW
OSAIC HOLDINGS, INC.$3.5M145,2550.00%2q+235.6%+$2.5M
PRINCIPAL SECURITIES, INC.$3.3M133,4030.04%2q+27.7%+$705.5K
LPL Financial LLC$3.1M128,3910.00%newNEW
STIFEL FINANCIAL CORP$3.0M123,2840.00%2q+141.4%+$1.8M
ROYAL BANK OF CANADA$2.3M95,7260.00%2q+354.3%+$1.8M
Fortis Group Advisors, LLC$2.0M83,5800.33%2q-24.5%-$662.0K
MML INVESTORS SERVICES, LLC$2.0M83,5740.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$1.7M71,3200.00%2q+4.2%+$69.9K
ENVESTNET ASSET MANAGEMENT INC$1.7M70,0120.00%2q+156.8%+$1.0M
Bank of New York Mellon Corp$1.7M69,5940.00%newNEW
Atria Investments, Inc$1.7M68,9280.02%newNEW
OPPENHEIMER & CO INC$1.7M68,2110.02%2q+29.1%+$374.7K
one8zero8, LLC$1.1M47,1000.23%2q+409.2%+$923.5K
INDEPENDENT FINANCIAL GROUP, LLC$1.0M42,6890.02%newNEW
Kestra Advisory Services, LLC$830.0K34,0180.00%3q+97.4%+$409.6K
NEUBERGER BERMAN GROUP LLC$614.2K25,1710.00%newNEW
KELLEHER FINANCIAL ADVISORS$555.3K22,7600.08%newNEW
Pinnacle Wealth Planning Services, Inc.$546.3K22,3900.05%2q+10.7%+$52.7K
TRUIST FINANCIAL CORP$541.4K22,1890.00%2q+5.2%+$27.0K
JANE STREET GROUP, LLC$506.3K20,7480.00%newNEW
Capital Investment Advisory Services, LLC$488.0K20,0000.03%newNEW
Strategic Family Wealth Counselors, L.L.C.$465.5K19,0760.11%newNEW
CreativeOne Wealth, LLC$463.3K18,9860.01%newNEW
HighTower Advisors, LLC$446.8K18,3120.00%newNEW
CRA Financial Services, LLC$428.5K17,5600.05%newNEW
Mariner, LLC$425.8K17,4500.00%2q+53.5%+$148.4K
October Effect Ltd$396.5K16,2500.37%newNEW
FINANCIAL MANAGEMENT NETWORK INC$386.4K17,1800.06%newNEW
Beaumont Financial Advisors, LLC$352.1K14,4320.02%newNEW
FIFTH THIRD BANCORP$350.5K14,3640.00%2q+43.6%+$106.5K
MGO ONE SEVEN LLC$334.3K13,7020.01%newNEW
&PARTNERS$332.4K13,6220.00%newNEW
FIRST FINANCIAL BANK - TRUST DIVISION$315.2K12,9170.02%newNEW
Brookstone Capital Management$289.1K11,8500.00%newNEW
Essex Financial Services, Inc.$284.1K11,6430.01%2q+24.8%+$56.4K
Third View Private Wealth, LLC$284.0K11,6400.03%2q+12.5%+$31.5K
PFG Investments, LLC$275.7K11,3000.01%2q+9.7%+$24.4K
Retirement Planning Group, LLC$273.4K11,2030.01%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$273.0K11,5190.00%newNEW
Ameritas Advisory Services, LLC$269.4K11,0410.01%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$265.6K11,0000.02%2q+10.0%+$24.1K
Berkeley Capital Partners, LLC$256.4K10,5080.05%newNEW
1776 Wealth LLC$248.4K10,1820.09%3qHELD
DUTCH ASSET Corp$239.2K9,8030.12%2qHELD
Northwest Financial Advisors$236.1K9,6780.03%newNEW
Security National Bank$234.0K9,5920.03%newNEW
Farther Finance Advisors, LLC$219.9K9,0110.00%2q+629.6%+$189.7K
Savvy Advisors, Inc.$211.4K8,6650.00%newNEW
HARBOUR INVESTMENT MANAGEMENT LLC$211.0K8,6480.11%newNEW
Avestar Capital, LLC$205.5K8,4220.01%newNEW
Integrated Wealth Concepts LLC$171.3K7,0220.00%newNEW
Larson Financial Group LLC$119.3K4,8910.00%2q+53.3%+$41.5K
Allworth Financial LP$95.2K3,9000.00%2q+95.0%+$46.4K
Steward Partners Investment Advisory, LLC$92.5K3,7910.00%2q-59.6%-$136.5K
FLAGSHIP WEALTH ADVISORS, LLC$90.9K3,7250.02%newNEW
Institute for Wealth Management, LLC.$72.3K2,9650.01%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$43.1K1,9300.01%newFIRST
MORGAN STANLEY$37.0K1,5170.00%newNEW
IFP Advisors, Inc$34.2K1,4000.00%2q+300.0%+$25.6K
BankPlus Trust Department$20.0K8180.00%newNEW
LANARK FINANCIAL, INC.$19.5K8000.00%2q-20.0%-$4.9K
CoreCap Advisors, LLC$14.6K6000.00%newNEW
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$12.2K5000.00%newNEW
HHM Wealth Advisors, LLC$10.5K4300.00%newNEW
IMG Wealth Management, Inc.$7.3K3000.00%2q+21.0%+$1.3K
Ritter Daniher Financial Advisory LLC / DE$6.1K2500.00%newNEW
SIGNATUREFD, LLC$5.8K2390.00%2qHELD
FINANCIAL CONSULATE, INC$5.2K2140.00%newNEW
HighMark Wealth Management LLC$4.9K2000.00%newNEW
Continuum Advisory, LLC$4.7K1920.00%newNEW
JPMORGAN CHASE & CO$3.6K1480.00%2q-99.9%-$5.5M
Investors Research Corp$3.4K1400.00%newNEW
Cambridge Investment Research Advisors, Inc.$3.0K120,9500.00%2q+179.6%+$1.9K
MERCER GLOBAL ADVISORS INC /ADV$1.2K500.00%newNEW
Godfrey Financial Associates, Inc.$1.2K500.00%newNEW
MCGUIRE CAPITAL ADVISORS INC$1.2K500.00%newNEW
HRT FINANCIAL LP$86735,5500.00%newNEW
NVWM, LLC$756310.00%2q+520.0%
Global Retirement Partners, LLC$659270.00%newNEW
Janney Montgomery Scott LLC$65226,7050.00%2q-56.7%
Commonwealth Retirement Investments LLC$9840.00%newNEW
HARBOUR INVESTMENTS, INC.$4920.00%2q-98.7%-$3.6K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202687$130.9M5,367,918532550.0%
Q1 202639$24.4M1,070,06136200.0%
Q4 20253$279.7K11,1853000.0%