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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | History | New | 49,126 | 1,192 | 0.0% | — | 1 | +49,126 | New | Q3 2026 | Nov 02, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 46,025 | 1,116 | 0.1% | 0.0% | 2 | +45,715 | 14746.77% | Q3 2026 | Nov 06, 2026 |
| &PARTNERS | History | No change | 23,754 | 592 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 23,754 | 592 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Caprock Group, LLC | History | No change | 10,924 | 272 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 3,244 | 80 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |