BCSM — Baron ETF Tr Institutional Holders · Q2 2026
Who owns Baron ETF Tr (BCSM)? 7 institutions reported holding $1.54M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: &Partners ($592,059), Envestnet Asset Management Inc ($592,059), Caprock Group, LLC ($272,276).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | &PARTNERS | $592,059 | 23,754 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $592,059 | 23,754 | Trimmed |
| 3 | Caprock Group, LLC | $272,276 | 10,924 | Hold |
| 4 | Strategic Investment Solutions, Inc. /IL | $80,855 | 3,244 | New |
| 5 | Institute for Wealth Management, LLC. | $7,727 | 310 | New |
| 6 | UBS Group AG | $0 | 0 | Exited |
| 7 | 1776 Wealth LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30