SEC 13F Intelligence

BCTKBARON ETF TR

CUSIP 06829D503 · Yahoo Finance ↗ · Google Finance ↗

Baron Etf Tr (BCTK) has 25 institutional holders in Filings Flow’s 13F database, together reporting 1.19M shares worth $29M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Vestgen Advisors, LLC, and Madden Securities Corp.

Institutional Holders
25
Q1 2026
Reported Value
$29M
Ticker
BCTK
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 25Q4 ’25Q1 ’26: 25Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $27MQ4 ’25Q1 ’26: $29MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
LPL Financial LLC$376.6B AUM0.00%$7M303.2KQ1 2026
VestGen Advisors, LLC$3.8B AUM0.14%$5M178.3KQ1 2026
MADDEN SECURITIES Corp$333M AUM0.91%$3M129.8KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$3M113.7KQ1 2026
Western Pacific Wealth Management, LP$98M AUM2.18%$2M92.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M70.4KQ1 2026
Lido Advisors, LLC$32.7B AUM0.00%$1M60.2KQ1 2026
Joseph P. Lucia & Associates, LLC$280M AUM0.34%$940,02240.3KQ1 2026
JANE STREET GROUP, LLC$777.2B AUM0.00%$836,80133.3KQ4 2025OLDER
Zuckerman Investment Group, LLC$1.1B AUM0.07%$715,78830.7KQ1 2026
Orion Porfolio Solutions, LLC$11.7B AUM0.01%$692,01729.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$689,99629.6KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$613,64724.4KQ4 2025OLDER
Pursuit Wealth Management LLC$116M AUM0.44%$508,55120.2KQ4 2025OLDER
Essex Financial Services, Inc.$1.8B AUM0.03%$490,83221.0KQ1 2026
Rollins Financial Advisors, LLC$632M AUM0.08%$483,90320.7KQ1 2026
Procyon Advisors, LLC$2.3B AUM0.02%$367,81715.8KQ1 2026
Cambridge Investment Research Advisors, Inc.$38.8B AUM0.00%$353,00015.1KQ1 2026
HC Advisors, LLC$149M AUM0.16%$226,6459.0KQ4 2025OLDER
CHOREO, LLC$8.1B AUM0.00%$205,9448.8KQ1 2026
MORGAN STANLEY$1.66T AUM0.00%$203,1458.7KQ1 2026
A&I FINANCIAL SERVICES, LLC$230M AUM0.10%$201,5828.6KQ1 2026
KERR FINANCIAL PLANNING Corp$90M AUM0.09%$130,7444.9KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$93,2674.0KQ1 2026
CWM, LLC$38.1B AUM0.00%$89,0453.8KQ1 2026
COMERICA BANK$25.1B AUM0.00%$55,7532.2KQ4 2025OLDER
FMR LLC$1.90T AUM0.00%$33,3781.4KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$31,5741.3KQ4 2025OLDER
Key FInancial Inc$562M AUM0.00%$23,3281.0KQ1 2026
COUNTRY TRUST BANK$5.3B AUM0.00%$14,720631Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$11,361487Q1 2026
ASSETMARK, INC$49.0B AUM0.00%$4,396175Q4 2025OLDER
UBS Group AG$666.3B AUM0.00%$42717Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.