13FBOX
BARON FINANCIALS ETF · 13F Institutional Holdings
Options Calculator Rankings
B

BARON FINANCIALS ETF

BCFN
Institutions
9
Combined AUM (Q2 2026)
$13.4M
Combined Shares (Q2 2026)
633,202
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+90,303
6 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-80,379
5 · 3 Exit · ≈
⚖️ Net
+9,924
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$13.4M
Institutions
9
New Buys
4
Adds
2
Reduces
2
Exits
3
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Biltmore Family Office, LLC
1.35%1.49%#1$10.3M485,680$10.7M511,652-25,972-5.08%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#6$1.1M51,595$476,44422,844+28,751+125.86%Add
CITADEL ADVISORS LLC
<0.01%#5$898,79842,347$00+42,347New Buy
Bank OZK
0.14%0.16%#2$464,58521,889$456,52421,88900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#4$326,94815,408$15,394738+14,670+1,987.80%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#7$249,34711,748$407,82619,554-7,806-39.92%Reduce
Institute for Wealth Management, LLC.
0.01%#3$58,1562,740$00+2,740New Buy
MORGAN STANLEY
<0.01%#9$25,7671,214$00+1,214New Buy
UBS Group AG
<0.01%#8$12,332581$00+581New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow