Baron ETF Trust - BCSM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | No change | 388,354 | 8,380 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 23,754 | 592 | 0.0% | 0.0% | 2 | -933 | -3.78% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 23,754 | 592 | 0.0% | 0.0% | 3 | -933 | -3.78% | Q2 2026 | Sep 23, 2026 |
| Caprock Group, LLC | History | No change | 10,924 | 272 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 3,244 | 80 | 0.02% | — | 5 | +3,244 | New | Q2 2026 | Jul 08, 2026 |
| Institute for Wealth Management, LLC. | History | New | 310 | 7 | 0.0% | — | 6 | +310 | New | Q2 2026 | Jul 28, 2026 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,325 | -100.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q2 2026 | Aug 13, 2026 |