BARON ETF TR
CUSIP 06829D503
Baron Etf Tr has 27 institutional holders in Filings Flow’s 13F database, together reporting 3.34M shares worth $79M as of Q1 2026. The largest reported holders are Northwestern Mutual Wealth Management Co, Lpl Financial LLC, and Vestgen Advisors, LLC.
Institutional Holders
27
Q1 2026
Reported Value
$79M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MADDEN SECURITIES Corp$333M AUM | 0.91% | $3M | 129.8K | Q1 2026OLDER |
| Pursuit Wealth Management LLC$116M AUM | 0.44% | $508,551 | 20.2K | Q4 2025OLDER |
| Joseph P. Lucia & Associates, LLC$280M AUM | 0.34% | $940,022 | 40.3K | Q1 2026OLDER |
| HC Advisors, LLC$149M AUM | 0.16% | $226,645 | 9.0K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.14% | $5M | 178.3K | Q1 2026OLDER |
| A&I FINANCIAL SERVICES, LLC$230M AUM | 0.12% | $280,670 | 8.6K | Q2 2026 |
| Rollins Financial Advisors, LLC$632M AUM | 0.08% | $483,903 | 20.7K | Q1 2026OLDER |
| Zuckerman Investment Group, LLC$1.1B AUM | 0.07% | $715,788 | 30.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.03% | $50M | 2.16M | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.03% | $490,832 | 21.0K | Q1 2026OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.02% | $514,237 | 15.8K | Q2 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $692,017 | 29.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 60.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $23,328 | 1.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 113.7K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $205,944 | 8.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 303.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $689,996 | 29.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $31,574 | 1.3K | Q4 2025OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $11,361 | 487 | Q1 2026OLDER |
| COUNTRY TRUST BANK$5.3B AUM | 0.00% | $14,720 | 631 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 70.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $89,045 | 3.8K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $55,753 | 2.2K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $93,267 | 4.0K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $836,801 | 33.3K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $3,313 | 142 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $613,647 | 24.4K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $4,396 | 175 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $33,378 | 1.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $10,675 | 425 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $427 | 17 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.