13FBOX
BARON ETF TR FIRST PRINC ETF · 13F Institutional Holdings
Options Calculator Rankings
B

BARON ETF TR FIRST PRINC ETF

RONB
Institutions
88
Combined AUM (Q2 2026)
$133.4M
Combined Shares (Q2 2026)
5.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.7M
79 · 53 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-388,289
12 · 6 Exit · ≈
⚖️ Net
+4.3M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$133.4M
Institutions
88
New Buys
53
Adds
26
Reduces
6
Exits
6
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
DRW Securities, LLC
0.73%#1$29.9M1.2M$00+1.2MNew Buy
Weiss Asset Management LP
0.28%#5$26.5M1.1M$00+1.1MNew Buy
UBS Group AG
<0.01%<0.01%#59$6.9M284,469$522,58022,850+261,619+1,144.94%Add
ALTFEST L J & CO INC
0.55%#2$5.6M231,295$00+231,295New Buy
Private Advisor Group, LLC
0.03%#20$5.6M228,264$00+228,264New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#77$4.7M190,983$1.8M80,666+110,317+136.76%Add
D.A. DAVIDSON & CO.
0.02%#22$3.9M158,957$00+158,957New Buy
Sanctuary Advisors, LLC
0.02%#26$3.8M156,044$00+156,044New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#41$3.5M145,255$989,71143,276+101,979+235.65%Add
PRINCIPAL SECURITIES, INC.
0.04%0.04%#16$3.3M133,403$2.4M104,488+28,915+27.67%Add
LPL Financial LLC
<0.01%#61$3.1M128,391$00+128,391New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#48$3.0M123,284$1.2M51,060+72,224+141.45%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#78$2.3M95,726$481,00021,069+74,657+354.35%Add
Fortis Group Advisors, LLC
0.33%0.42%#4$2.0M83,580$2.6M110,711-27,131-24.51%Reduce
MML INVESTORS SERVICES, LLC
<0.01%#42$2.0M83,574$00+83,574New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#49$1.7M71,320$1.6M68,456+2,864+4.18%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#75$1.7M70,012$623,38127,258+42,754+156.85%Add
Bank of New York Mellon Corp
<0.01%#79$1.7M69,594$00+69,594New Buy
Atria Investments, Inc
0.02%#27$1.7M68,928$00+68,928New Buy
OPPENHEIMER & CO INC
0.02%0.01%#25$1.7M68,211$1.2M52,854+15,357+29.06%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#44$1.5M60,475$989,00043,260+17,215+39.79%Add
one8zero8, LLC
0.23%0.05%#6$1.1M47,100$211,5489,250+37,850+409.19%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#24$1.0M42,689$00+42,689New Buy
HRT FINANCIAL LP
<0.01%#52$867,42035,550$00+35,550New Buy
Kestra Advisory Services, LLC
<0.01%<0.01%#47$830,03934,018$394,07317,231+16,787+97.42%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#55$651,60226,705$1.4M61,672-34,967-56.70%Reduce
Neuberger Berman Group LLC
<0.01%#73$614,17225,171$00+25,171New Buy
KELLEHER FINANCIAL ADVISORS
0.08%#11$555,34422,760$00+22,760New Buy
Pinnacle Wealth Planning Services, Inc.
0.05%0.05%#14$546,31622,390$462,66020,230+2,160+10.68%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#63$541,41222,189$480,71521,084+1,105+5.24%Add
JANE STREET GROUP, LLC
<0.01%#82$506,25120,748$00+20,748New Buy
Capital Investment Advisory Services, LLC
0.03%#18$488,00020,000$00+20,000New Buy
Strategic Family Wealth Counselors, L.L.C.
0.11%#9$465,45519,076$00+19,076New Buy
CreativeOne Wealth, LLC
0.01%#31$463,25818,986$00+18,986New Buy
HighTower Advisors, LLC
<0.01%#71$446,80618,312$00+18,312New Buy
CRA Financial Services, LLC
0.05%#15$428,47417,560$00+17,560New Buy
Mariner, LLC
<0.01%<0.01%#70$425,78017,450$260,03211,370+6,080+53.47%Add
October Effect Ltd
0.37%#3$396,50016,250$00+16,250New Buy
FINANCIAL MANAGEMENT NETWORK INC
0.06%#12$386,37817,180$00+17,180New Buy
Beaumont Financial Advisors, LLC
0.02%#21$352,14114,432$00+14,432New Buy
FIFTH THIRD BANCORP
<0.01%<0.01%#67$350,48214,364$228,70010,000+4,364+43.64%Add
MGO ONE SEVEN LLC
0.01%#35$334,32913,702$00+13,702New Buy
&PARTNERS
<0.01%#53$332,37713,622$00+13,622New Buy
Brookstone Capital Management
<0.01%#46$289,14011,850$00+11,850New Buy
Essex Financial Services, Inc.
0.01%0.01%#28$284,08911,643$213,4469,333+2,310+24.75%Add
Third View Private Wealth, LLC
0.03%0.03%#17$284,01911,640$236,65910,348+1,292+12.49%Add
PFG Investments, LLC
0.01%0.01%#30$275,72011,300$235,56110,300+1,000+9.71%Add
Retirement Planning Group, LLC
0.01%#33$273,35311,203$00+11,203New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#69$273,00011,519$00+11,519New Buy
Ameritas Advisory Services, LLC
0.01%#36$269,40011,041$00+11,041New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow