SEC 13F Intelligence

Baron Wealth Management LLC / DIVI

Baron Wealth Management LLC’s Franklin Templeton Etf Tr Position

Does Baron Wealth Management LLC own Franklin Templeton Etf Tr (DIVI)? Yes — 749.0K shares worth $32M (+8.30% of its 13F portfolio) as of Q2 2026, up from 739.6K shares the prior filed quarter.

Position Value
$32M
Q2 2026
Shares
749.0K
% of Portfolio
+8.30%
Quarters Held
6
currently held

Position History DIVI

Reported value by quarter
Q1 ’25: $11MQ1 ’25Q2 ’25: $24MQ2 ’25Q3 ’25: $26MQ3 ’25Q4 ’25: $28MQ4 ’25Q1 ’26: $29MQ1 ’26Q2 ’26: $32MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026749.0K$32M+8.30%
Q1 2026739.6K$29M+8.81%
Q4 2025726.9K$28M+8.71%
Q3 2025707.0K$26M+8.73%
Q2 2025678.7K$24M+8.57%
Q1 2025350.3K$11M+5.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baron Wealth Management LLC’s full portfolio or all institutional holders of DIVI.