Baron ETF Trust - BCTK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,159,817 | 50,385 | 0.03% | 0.03% | 1 | +115,934 | 5.67% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 303,162 | 7,072 | 0.0% | 0.0% | 2 | +76,561 | 33.79% | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | Added to | 178,297 | 5,161 | 0.14% | 0.19% | 3 | +21 | 0.01% | Q1 2026 | May 14, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 129,815 | 3,028 | 0.91% | 0.96% | 4 | +4,535 | 3.62% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 113,697 | 2,652 | 0.0% | 0.0% | 5 | -17,100 | -13.07% | Q1 2026 | Apr 27, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 92,113 | 2,148 | 2.18% | 1.9% | 6 | +13,817 | 17.65% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 70,420 | 1,642 | 0.0% | — | 7 | +70,420 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | New | 60,245 | 1,405 | 0.0% | — | 8 | +60,245 | New | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Added to | 40,295 | 940 | 0.34% | 0.35% | 9 | +1,980 | 5.17% | Q1 2026 | May 14, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 30,683 | 715 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 29,664 | 692 | 0.01% | 0.01% | 11 | -25,675 | -46.4% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,576 | 689 | 0.0% | 0.0% | 12 | -25,289 | -46.09% | Q1 2026 | May 15, 2026 |
| Pursuit Wealth Management LLC | History | No change | 20,246 | 508 | 0.44% | 0.44% | 13 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 21,040 | 490 | 0.03% | 0.03% | 14 | -1,650 | -7.27% | Q1 2026 | Apr 24, 2026 |
| Rollins Financial Advisors, LLC | History | New | 20,743 | 483 | 0.08% | — | 15 | +20,743 | New | Q1 2026 | May 05, 2026 |
| Procyon Advisors, LLC | History | New | 15,767 | 367 | 0.02% | — | 16 | +15,767 | New | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,133 | 353 | 0.0% | 0.0% | 17 | +3,019 | 24.92% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | No change | 8,828 | 205 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 8,708 | 203 | 0.0% | 0.0% | 19 | +8,283 | 1948.94% | Q1 2026 | May 15, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 8,641 | 201 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 4,917 | 130 | 0.16% | 0.16% | 21 | -200 | -3.91% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,998 | 93 | 0.0% | — | 22 | +3,998 | New | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | No change | 3,817 | 89 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,220 | 55 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 1,431 | 33 | 0.0% | 0.0% | 25 | -700 | -32.85% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,257 | 31 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key FInancial Inc | History | New | 1,000 | 23 | 0.0% | — | 27 | +1,000 | New | Q1 2026 | Apr 24, 2026 |
| COUNTRY TRUST BANK | History | New | 631 | 14 | 0.0% | — | 28 | +631 | New | Q1 2026 | Apr 10, 2026 |
| Arax Advisory Partners | History | New | 487 | 11 | 0.0% | — | 29 | +487 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 142 | 3 | 0.0% | — | 30 | +142 | New | Q1 2026 | May 19, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,314 | -100.0% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -24,430 | -100.0% | Q1 2026 | May 15, 2026 |
| HC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -9,023 | -100.0% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 05, 2026 |