BARON ETF TR - BCGD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rollins Financial Advisors, LLC | History | No change | 78,829 | 2,084 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 35,296 | 933 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 18,987 | 502 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 13,378 | 351 | 0.1% | 0.04% | 4 | +8,053 | 151.23% | Q3 2026 | Oct 22, 2026 |
| TCFG Investment Advisors, LLC | History | New | 9,340 | 245 | 0.08% | — | 5 | +9,340 | New | Q3 2026 | Oct 20, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 8,574 | 225 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 1,000 | 26 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UBS Group AG | History | No change | 149 | 3 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |