Baron ETF Trust - RONB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DRW Securities, LLC | History | New | 1,226,435 | 29,925 | 0.73% | — | 1 | +1,226,435 | New | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management LP | History | New | 1,087,386 | 26,532 | 0.28% | — | 2 | +1,087,386 | New | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 284,469 | 6,941 | 0.0% | 0.0% | 3 | +261,619 | 1144.94% | Q2 2026 | Aug 13, 2026 |
| ALTFEST L J & CO INC | History | New | 231,295 | 5,643 | 0.55% | — | 4 | +231,295 | New | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | New | 228,264 | 5,569 | 0.03% | — | 5 | +228,264 | New | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 190,983 | 4,659 | 0.0% | 0.0% | 6 | +110,317 | 136.76% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | New | 158,957 | 3,878 | 0.02% | — | 7 | +158,957 | New | Q2 2026 | Jul 24, 2026 |
| Sanctuary Advisors, LLC | History | New | 156,044 | 3,807 | 0.02% | — | 8 | +156,044 | New | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 145,255 | 3,544 | 0.0% | 0.0% | 9 | +101,979 | 235.65% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 133,403 | 3,255 | 0.04% | 0.04% | 10 | +28,915 | 27.67% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | New | 128,391 | 3,132 | 0.0% | — | 11 | +128,391 | New | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 123,284 | 3,008 | 0.0% | 0.0% | 12 | +72,224 | 141.45% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 95,726 | 2,336 | 0.0% | 0.0% | 13 | +74,657 | 354.35% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 83,574 | 2,039 | 0.0% | — | 15 | +83,574 | New | Q2 2026 | Aug 07, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 83,580 | 2,039 | 0.33% | 0.42% | 14 | -27,131 | -24.51% | Q2 2026 | Jul 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,320 | 1,740 | 0.0% | 0.0% | 16 | +2,864 | 4.18% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 70,012 | 1,708 | 0.0% | 0.0% | 17 | +42,754 | 156.85% | Q2 2026 | Sep 23, 2026 |
| Bank of New York Mellon Corp | History | New | 69,594 | 1,698 | 0.0% | — | 18 | +69,594 | New | Q2 2026 | Aug 06, 2026 |
| Atria Investments, Inc | History | New | 68,928 | 1,681 | 0.02% | — | 19 | +68,928 | New | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 68,211 | 1,664 | 0.02% | 0.01% | 20 | +15,357 | 29.06% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,475 | 1,476 | 0.0% | 0.0% | 21 | +17,215 | 39.79% | Q2 2026 | Jul 27, 2026 |
| one8zero8, LLC | History | Added to | 47,100 | 1,149 | 0.23% | 0.05% | 22 | +37,850 | 409.19% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 42,689 | 1,041 | 0.02% | — | 23 | +42,689 | New | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | New | 35,550 | 867 | 0.0% | — | 24 | +35,550 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,018 | 830 | 0.0% | 0.0% | 25 | +16,787 | 97.42% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 26,705 | 652 | 0.0% | 0.0% | 26 | -34,967 | -56.7% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | New | 25,171 | 614 | 0.0% | — | 27 | +25,171 | New | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 22,760 | 555 | 0.08% | — | 28 | +22,760 | New | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 22,390 | 546 | 0.05% | 0.05% | 29 | +2,160 | 10.68% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,189 | 541 | 0.0% | 0.0% | 30 | +1,105 | 5.24% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,748 | 506 | 0.0% | — | 31 | +20,748 | New | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 20,000 | 488 | 0.03% | — | 32 | +20,000 | New | Q2 2026 | Jul 23, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | New | 19,076 | 465 | 0.11% | — | 33 | +19,076 | New | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | New | 18,986 | 463 | 0.01% | — | 34 | +18,986 | New | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | New | 18,312 | 446 | 0.0% | — | 35 | +18,312 | New | Q2 2026 | Aug 05, 2026 |
| CRA Financial Services, LLC | History | New | 17,560 | 428 | 0.05% | — | 36 | +17,560 | New | Q2 2026 | Jul 24, 2026 |
| Mariner, LLC | History | Added to | 17,450 | 425 | 0.0% | 0.0% | 37 | +6,080 | 53.47% | Q2 2026 | Aug 13, 2026 |
| October Effect Ltd | History | New | 16,250 | 396 | 0.37% | — | 38 | +16,250 | New | Q2 2026 | Jul 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 17,180 | 386 | 0.06% | — | 39 | +17,180 | New | Q2 2026 | Aug 06, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 14,432 | 352 | 0.02% | — | 40 | +14,432 | New | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,364 | 350 | 0.0% | 0.0% | 41 | +4,364 | 43.64% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | New | 13,702 | 334 | 0.01% | — | 42 | +13,702 | New | Q2 2026 | Jul 31, 2026 |
| &PARTNERS | History | New | 13,622 | 332 | 0.0% | — | 43 | +13,622 | New | Q2 2026 | Aug 14, 2026 |
| First Financial Bank - Trust Division | History | New | 12,917 | 315 | 0.02% | — | 44 | +12,917 | New | Q2 2026 | Jul 01, 2026 |
| Brookstone Capital Management | History | New | 11,850 | 289 | 0.0% | — | 45 | +11,850 | New | Q2 2026 | Jul 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 11,643 | 284 | 0.01% | 0.01% | 46 | +2,310 | 24.75% | Q2 2026 | Aug 10, 2026 |
| Third View Private Wealth, LLC | History | Added to | 11,640 | 284 | 0.03% | 0.03% | 47 | +1,292 | 12.49% | Q2 2026 | Jul 27, 2026 |
| PFG Investments, LLC | History | Added to | 11,300 | 275 | 0.01% | 0.01% | 48 | +1,000 | 9.71% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,519 | 273 | 0.0% | — | 50 | +11,519 | New | Q2 2026 | Jul 15, 2026 |
| Retirement Planning Group, LLC | History | New | 11,203 | 273 | 0.01% | — | 49 | +11,203 | New | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | New | 11,041 | 269 | 0.01% | — | 51 | +11,041 | New | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 11,000 | 265 | 0.02% | 0.02% | 52 | +1,000 | 10.0% | Q2 2026 | Jul 22, 2026 |
| Berkeley Capital Partners, LLC | History | New | 10,508 | 256 | 0.05% | — | 53 | +10,508 | New | Q2 2026 | Aug 06, 2026 |
| 1776 Wealth LLC | History | No change | 10,182 | 248 | 0.09% | 0.09% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DUTCH ASSET Corp | History | No change | 9,803 | 239 | 0.12% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northwest Financial Advisors | History | New | 9,678 | 236 | 0.03% | — | 56 | +9,678 | New | Q2 2026 | Jul 27, 2026 |
| Security National Bank | History | New | 9,592 | 234 | 0.03% | — | 57 | +9,592 | New | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,011 | 219 | 0.0% | 0.0% | 58 | +7,776 | 629.64% | Q2 2026 | Jul 17, 2026 |
| Savvy Advisors, Inc. | History | New | 8,665 | 211 | 0.0% | — | 60 | +8,665 | New | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | New | 8,648 | 211 | 0.11% | — | 59 | +8,648 | New | Q2 2026 | Jul 22, 2026 |
| Avestar Capital, LLC | History | New | 8,422 | 205 | 0.01% | — | 61 | +8,422 | New | Q2 2026 | Jul 29, 2026 |
| Larson Financial Group LLC | History | Added to | 4,891 | 119 | 0.0% | 0.0% | 62 | +1,700 | 53.27% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 3,900 | 95 | 0.0% | 0.0% | 63 | +1,900 | 95.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,791 | 92 | 0.0% | 0.0% | 64 | -5,596 | -59.61% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 3,725 | 90 | 0.02% | — | 65 | +3,725 | New | Q2 2026 | Jul 27, 2026 |
| Institute for Wealth Management, LLC. | History | New | 2,965 | 72 | 0.01% | — | 66 | +2,965 | New | Q2 2026 | Jul 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 2,000 | 48 | 0.01% | — | 67 | +2,000 | New | Q2 2026 | Sep 02, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,930 | 43 | 0.01% | — | 68 | +1,930 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | New | 1,517 | 37 | 0.0% | — | 69 | +1,517 | New | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,400 | 34 | 0.0% | 0.0% | 70 | +1,050 | 300.0% | Q2 2026 | Jul 20, 2026 |
| Bullseye Investment Management, LLC | History | Reduced | 850 | 20 | 0.01% | 0.98% | 71 | -78,427 | -98.93% | Q2 2026 | Sep 11, 2026 |
| BankPlus Trust Department | History | New | 818 | 19 | 0.0% | — | 73 | +818 | New | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 800 | 19 | 0.0% | 0.0% | 72 | -200 | -20.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | New | 600 | 14 | 0.0% | — | 74 | +600 | New | Q2 2026 | Jul 06, 2026 |
| CWM, LLC | History | No change | 585 | 13 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 500 | 12 | 0.0% | — | 76 | +500 | New | Q2 2026 | Jul 08, 2026 |
| HHM Wealth Advisors, LLC | History | New | 430 | 10 | 0.0% | — | 77 | +430 | New | Q2 2026 | Jul 13, 2026 |
| IMG Wealth Management, Inc. | History | Added to | 300 | 7 | 0.0% | 0.0% | 78 | +52 | 20.97% | Q2 2026 | Aug 07, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 250 | 6 | 0.0% | — | 79 | +250 | New | Q2 2026 | Jul 14, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 214 | 5 | 0.0% | — | 81 | +214 | New | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 239 | 5 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HighMark Wealth Management LLC | History | New | 200 | 4 | 0.0% | — | 82 | +200 | New | Q2 2026 | Aug 12, 2026 |
| Continuum Advisory, LLC | History | New | 192 | 4 | 0.0% | — | 83 | +192 | New | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 148 | 3 | 0.0% | 0.0% | 84 | -229,852 | -99.94% | Q2 2026 | Aug 12, 2026 |
| Investors Research Corp | History | New | 140 | 3 | 0.0% | — | 85 | +140 | New | Q2 2026 | Jul 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 50 | 1 | 0.0% | — | 87 | +50 | New | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 50 | 1 | 0.0% | — | 88 | +50 | New | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Clay Northam Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -73,618 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Cannon Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -15,600 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2 | 0 | — | 0.0% | — | -148 | -98.67% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q2 2026 | Aug 06, 2026 |
| NVWM, LLC | History | Added to | 31 | 0 | — | — | — | +26 | 520.0% | Q2 2026 | Jul 28, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 03, 2026 |