BARON ETF TR - BCFN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Biltmore Family Office, LLC | History | Reduced | 447,100 | 9,517 | 1.27% | 1.35% | 1 | -38,580 | -7.94% | Q3 2026 | Nov 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 51,595 | 1,095 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,347 | 898 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bank OZK | History | No change | 21,889 | 464 | 0.14% | 0.14% | 4 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 15,408 | 326 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 14,544 | 309 | 0.03% | 0.01% | 6 | +11,804 | 430.8% | Q3 2026 | Nov 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,748 | 249 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 1,996 | 42 | 0.0% | 0.0% | 8 | +1,415 | 243.55% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 1,214 | 25 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |