Baron Financials ETFBCFNETF
13F holders, Q2 2026 (June 30)9holders
3new positions
3sold out
1famous investor
$21.22avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Baron Financials ETF (BCFN) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were Biltmore Family Office, LLC ($10.3M), Susquehanna International Group, LLP ($1.1M) and Citadel Advisors ($899K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Baron Financials ETF
- Filed as
- BARON ETF TR (Q2 2026)
- CUSIP
- 06829D404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $969K |
| Exits | 3 | $972K |
All 13F filers, Q1 2026 → Q2 2026: 89,406 shares bought and 80,379 shares sold, net +9,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Biltmore Family Office, LLC | 1.35% | Reduce -5.1% | 485,680 | $10.3M |
| Susquehanna International Group, LLP | 0.00% | Add +125.9% | 51,595 | $1.1M |
| Citadel Advisors | 0.00% | New | 42,347 | $899K |
| Bank Ozk | 0.14% | No change | 21,889 | $465K |
| Osaic Holdings, Inc. | 0.00% | Add +1987.8% | 15,408 | $327K |
| Jane Street Group, LLC | 0.00% | Reduce -39.9% | 11,748 | $249K |
| Institute for Wealth Management, LLC. | 0.01% | New | 2,740 | $58K |
| Morgan Stanley | 0.00% | Add +35.3% | 1,214 | $26K |
| UBS Group AG | 0.00% | New | 581 | $12K |
"% of holder's portfolio" is BCFN's weight in each manager's 13F, not the share of Baron Financials ETF the manager owns.