Baron Financials ETFBCFNETF

13F holders, Q4 2025 (December 31)
12holders
$24.90avg. 13F price*

At the end of Q4 2025, 12 institutions reported holding Baron Financials ETF (BCFN) in their 13F filings. The largest holders were Biltmore Family Office, LLC ($13.7M), Sterling Investment Counsel, LLC ($763K) and Susquehanna International Group, LLP ($615K).

Company
Baron Financials ETF
Filed as
BARON ETF TR (Q4 2025)
CUSIP
06829D404
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q4 2025: 12Q4 2025Q1 2026: 9Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q4 2025

InstitutionsTotal Value
New Positions12$17.3M
Exits0$0

Ownership 12 holders

Biltmore Family Office, LLC 1.89% New 550,113 $13.7M
Sterling Investment Counsel, LLC 0.22% New 30,666 $763K
Susquehanna International Group, LLP 0.00% New 24,719 $615K
Bank Ozk 0.20% New 22,429 $558K
LPL Financial LLC 0.00% New 16,300 $406K
Osaic Holdings, Inc. 0.00% New 16,240 $404K
Jane Street Group, LLC 0.00% New 14,357 $357K
Commonwealth Equity Services, LLC 0.00% New 11,456 $285K
Morgan Stanley 0.00% New 3,749 $93K
Royal Bank of Canada 0.00% New 1,123 $28K
Larson Financial Group LLC 0.00% New 909 $23K
Navalign, LLC 0.01% New 873 $22K

"% of holder's portfolio" is BCFN's weight in each manager's 13F, not the share of Baron Financials ETF the manager owns.