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 | Reduced | 2,071,766 | 67,293 | 0.04% | 0.03% | 1 | -88,051 | -4.08% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | Added to | 333,688 | 10,838 | 0.0% | 0.0% | 2 | +30,526 | 10.07% | Q2 2026 | Aug 07, 2026 |
| VestGen Advisors, LLC | History | Reduced | 177,432 | 5,763 | 0.17% | 0.14% | 3 | -865 | -0.49% | Q2 2026 | Aug 11, 2026 |
| Blueprint Financial Advisors LLC | History | New | 161,403 | 5,242 | 0.58% | — | 4 | +161,403 | New | Q2 2026 | Aug 14, 2026 |
| Blueprint Investment Partners LLC | History | New | 157,528 | 5,116 | 0.43% | — | 5 | +157,528 | New | Q2 2026 | Aug 04, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 130,846 | 4,250 | 1.18% | 0.91% | 6 | +1,031 | 0.79% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 128,227 | 4,164 | 0.0% | — | 7 | +128,227 | New | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 108,058 | 3,509 | 0.0% | 0.0% | 8 | -5,639 | -4.96% | Q2 2026 | Jul 29, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 103,330 | 3,356 | 3.03% | 2.18% | 9 | +11,217 | 12.18% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | No change | 60,245 | 1,956 | 0.01% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 46,474 | 1,509 | 0.0% | 0.0% | 11 | +16,898 | 57.13% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 36,509 | 1,185 | 0.36% | 0.34% | 12 | -3,786 | -9.4% | Q2 2026 | Aug 07, 2026 |
| Johnson Financial Group, LLC | History | New | 34,453 | 1,119 | 0.06% | — | 13 | +34,453 | New | Q2 2026 | Aug 06, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 30,683 | 996 | 0.08% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 23,580 | 765 | 0.04% | 0.03% | 15 | +2,540 | 12.07% | Q2 2026 | Aug 10, 2026 |
| UNIQUE WEALTH, LLC | History | New | 22,567 | 733 | 0.09% | — | 16 | +22,567 | New | Q2 2026 | Jul 21, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 18,683 | 606 | 0.08% | 0.08% | 17 | -2,060 | -9.93% | Q2 2026 | Aug 04, 2026 |
| Procyon Advisors, LLC | History | Added to | 15,832 | 514 | 0.02% | 0.02% | 18 | +65 | 0.41% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 15,533 | 505 | 0.0% | 0.0% | 19 | +400 | 2.64% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | No change | 8,828 | 286 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 8,641 | 280 | 0.12% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | New | 7,136 | 231 | 0.0% | — | 22 | +7,136 | New | Q2 2026 | Aug 12, 2026 |
| INVESTMENT PARTNERS, LTD. | History | New | 6,821 | 221 | 0.07% | — | 23 | +6,821 | New | Q2 2026 | Aug 04, 2026 |
| Trek Financial, LLC | History | New | 6,633 | 215 | 0.01% | — | 24 | +6,633 | New | Q2 2026 | Aug 13, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,917 | 159 | 0.18% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 3,908 | 126 | 0.0% | 0.0% | 26 | -90 | -2.25% | Q2 2026 | Aug 05, 2026 |
| CWM, LLC | History | No change | 3,817 | 89 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 1,341 | 43 | 0.0% | 0.0% | 28 | -90 | -6.29% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 1,257 | 40 | 0.0% | — | 29 | +1,257 | New | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | Added to | 1,027 | 33 | 0.0% | 0.0% | 30 | +540 | 110.88% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 1,000 | 32 | 0.01% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COUNTRY TRUST BANK | History | No change | 631 | 20 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | Reduced | 425 | 13 | 0.0% | 0.0% | 33 | -8,283 | -95.12% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,420 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,664 | -100.0% | Q2 2026 | Aug 14, 2026 |