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 | New | 388,354 | 8,380 | 0.02% | — | 1 | +388,354 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | New | 24,687 | 532 | 0.0% | — | 2 | +24,687 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 24,687 | 532 | 0.0% | — | 3 | +24,687 | New | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | New | 10,924 | 235 | 0.01% | — | 4 | +10,924 | New | Q1 2026 | May 11, 2026 |
| 1776 Wealth LLC | History | No change | 10,325 | 222 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | New | 274 | 5 | 0.0% | — | 6 | +274 | New | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |