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 | No change | 2,071,766 | 67,293 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TOTAL INVESTMENT MANAGEMENT INC | History | New | 1,287,393 | 39,844 | 3.88% | — | 2 | +1,287,393 | New | Q3 2026 | Oct 22, 2026 |
| LPL Financial LLC | History | No change | 333,688 | 10,838 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 299,886 | 9,368 | 0.02% | — | 4 | +299,886 | New | Q3 2026 | Nov 05, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 186,951 | 5,786 | 0.47% | 0.43% | 5 | +29,423 | 18.68% | Q3 2026 | Oct 28, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 179,251 | 5,547 | 0.59% | 0.58% | 6 | +17,848 | 11.06% | Q3 2026 | Oct 28, 2026 |
| VestGen Advisors, LLC | History | Reduced | 165,876 | 5,133 | 0.16% | 0.17% | 7 | -11,556 | -6.51% | Q3 2026 | Oct 27, 2026 |
| MADDEN SECURITIES Corp | History | Added to | 143,317 | 4,435 | 1.17% | 1.18% | 8 | +12,471 | 9.53% | Q3 2026 | Oct 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 128,227 | 4,164 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 117,226 | 3,628 | 0.0% | 0.0% | 10 | +9,168 | 8.48% | Q3 2026 | Nov 02, 2026 |
| Western Pacific Wealth Management, LP | History | Added to | 110,181 | 3,410 | 2.87% | 3.03% | 11 | +6,851 | 6.63% | Q3 2026 | Oct 16, 2026 |
| Lido Advisors, LLC | History | No change | 60,245 | 1,864 | 0.0% | 0.01% | 12 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 46,474 | 1,509 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 34,896 | 1,080 | 0.31% | 0.36% | 14 | -1,613 | -4.42% | Q3 2026 | Oct 30, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 30,683 | 996 | 0.08% | 0.08% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essex Financial Services, Inc. | History | No change | 23,580 | 765 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 24,692 | 764 | 0.09% | 0.09% | 17 | +2,125 | 9.42% | Q3 2026 | Oct 16, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 18,683 | 606 | 0.08% | 0.08% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BXM Wealth LLC | History | New | 18,980 | 587 | 0.31% | — | 19 | +18,980 | New | Q3 2026 | Nov 03, 2026 |
| EdgeRock Capital LLC | History | New | 17,719 | 548 | 0.12% | — | 20 | +17,719 | New | Q3 2026 | Nov 03, 2026 |
| Procyon Advisors, LLC | History | Added to | 17,070 | 528 | 0.02% | 0.02% | 21 | +1,238 | 7.82% | Q3 2026 | Oct 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,108 | 468 | 0.0% | 0.0% | 22 | -425 | -2.74% | Q3 2026 | Nov 02, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 13,642 | 422 | 0.07% | 0.07% | 23 | +6,821 | 100.0% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | New | 11,661 | 360 | 0.0% | — | 24 | +11,661 | New | Q3 2026 | Oct 30, 2026 |
| Prospera Financial Services Inc | History | New | 10,100 | 277 | 0.0% | — | 25 | +10,100 | New | Q3 2026 | Nov 04, 2026 |
| CHOREO, LLC | History | Added to | 8,842 | 273 | 0.0% | 0.0% | 26 | +14 | 0.16% | Q3 2026 | Oct 28, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | No change | 8,641 | 267 | 0.11% | 0.12% | 27 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Cetera Investment Advisers | History | No change | 7,136 | 231 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,273 | 225 | 0.0% | 0.0% | 29 | +3,365 | 86.11% | Q3 2026 | Nov 05, 2026 |
| Trek Financial, LLC | History | Added to | 6,642 | 205 | 0.01% | 0.01% | 30 | +9 | 0.14% | Q3 2026 | Oct 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 4,917 | 159 | 0.18% | 0.18% | 31 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| FMR LLC | History | No change | 1,341 | 43 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,257 | 40 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 1,027 | 33 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 1,000 | 30 | 0.0% | 0.01% | 35 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| William Mack & Associates, Inc. | History | New | 811 | 25 | 0.01% | — | 36 | +811 | New | Q3 2026 | Oct 27, 2026 |
| COUNTRY TRUST BANK | History | No change | 631 | 19 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MORGAN STANLEY | History | No change | 425 | 13 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -34,453 | -100.0% | Q3 2026 | Nov 03, 2026 |