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

BARON ETF TR

BCTK
Institutions
32
Combined AUM (Q2 2026)
$121.1M
Combined Shares (Q2 2026)
3.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+589,667
18 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-204,482
10 · 3 Exit · ≈
⚖️ Net
+385,185
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$121.1M
Institutions
32
New Buys
10
Adds
8
Reduces
7
Exits
3
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.04%0.03%#15$67.3M2.1M$50.4M2.2M-88,051-4.08%Reduce
LPL Financial LLC
<0.01%<0.01%#22$10.8M333,688$7.1M303,162+30,526+10.07%Add
VestGen Advisors, LLC
0.17%0.14%#7$5.8M177,432$5.2M178,297-865-0.49%Reduce
Blueprint Financial Advisors LLC
0.58%#3$5.2M161,403$00+161,403New Buy
Blueprint Investment Partners LLC
0.43%#4$5.1M157,528$00+157,528New Buy
MADDEN SECURITIES Corp
1.18%0.91%#2$4.3M130,846$3.0M129,815+1,031+0.79%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#27$4.2M128,227$00+128,227New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#20$3.5M108,058$2.7M113,697-5,639-4.96%Reduce
Western Pacific Wealth Management, LP
3.03%2.18%#1$3.4M103,330$2.1M92,113+11,217+12.18%Add
Lido Advisors, LLC
0.01%<0.01%#19$2.0M60,245$1.4M60,24500.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#23$1.5M46,474$689,99629,576+16,898+57.13%Add
Joseph P. Lucia & Associates, LLC
0.36%0.34%#5$1.2M36,509$940,02240,295-3,786-9.40%Reduce
Johnson Financial Group, LLC
0.06%#13$1.1M34,453$00+34,453New Buy
Zuckerman Investment Group, LLC
0.08%0.07%#10$996,62130,683$715,78830,68300.00%Unchanged
Essex Financial Services, Inc.
0.04%0.03%#14$765,90723,580$490,83221,040+2,540+12.07%Add
UNIQUE WEALTH, LLC
0.09%#9$733,00322,567$00+22,567New Buy
Rollins Financial Advisors, LLC
0.08%0.08%#11$606,84618,683$483,90320,743-2,060-9.93%Reduce
Procyon Advisors, LLC
0.01%<0.01%#17$514,23715,832$367,81715,767+65+0.41%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$504,53015,533$353,00015,133+400+2.64%Add
CHOREO, LLC
<0.01%<0.01%#21$286,7448,828$205,9448,82800.00%Unchanged
A&I FINANCIAL SERVICES, LLC
0.12%0.1%#8$280,6708,641$201,5828,64100.00%Unchanged
Cetera Investment Advisers
<0.01%#29$231,7867,136$00+7,136New Buy
INVESTMENT PARTNERS, LTD.
0.07%#12$221,5546,821$00+6,821New Buy
Trek Financial, LLC
0.01%#16$215,4486,633$00+6,633New Buy
KERR FINANCIAL PLANNING Corp
0.18%0.16%#6$159,7114,917$130,7444,91700.00%Unchanged
FIFTH THIRD BANCORP
<0.01%<0.01%#30$126,9373,908$93,2673,998-90-2.25%Reduce
FMR LLC
<0.01%<0.01%#31$43,5521,341$33,3781,431-90-6.29%Reduce
Global Retirement Partners, LLC
<0.01%#25$40,8291,257$00+1,257New Buy
Arax Advisory Partners
<0.01%<0.01%#28$33,3591,027$11,361487+540+110.88%Add
Key FInancial Inc
0.01%<0.01%#18$32,4811,000$23,3281,00000.00%Unchanged
COUNTRY TRUST BANK
<0.01%<0.01%#26$20,496631$14,72063100.00%Unchanged
MORGAN STANLEY
<0.01%#32$13,805425$00+425New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow