Baron Financials ETFBCFNETF
13F holders, Q1 2026 (March 31)9holders −3
1new positions
4sold out
$20.86avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Baron Financials ETF (BCFN) in their 13F filings, down 3 from Q4 2025. 1 opened new positions and 4 sold out. The largest holders were Biltmore Family Office, LLC ($10.7M), Sterling Investment Counsel, LLC ($727K) and Susquehanna International Group, LLP ($476K).
- Company
- Baron Financials ETF
- Filed as
- BARON ETF TR (Q1 2026)
- CUSIP
- 06829D404
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 4 | $478K |
All 13F filers, Q4 2025 → Q1 2026: 9,796 shares bought and 78,555 shares sold, net −68,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Biltmore Family Office, LLC | 1.49% | Reduce -7.0% | 511,652 | $10.7M |
| Sterling Investment Counsel, LLC | 0.20% | Add +13.7% | 34,878 | $727K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.6% | 22,844 | $476K |
| Bank Ozk | 0.16% | Reduce -2.4% | 21,889 | $457K |
| Jane Street Group, LLC | 0.00% | Add +36.2% | 19,554 | $408K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 11,336 | $236K |
| Morgan Stanley | 0.00% | Reduce -76.1% | 897 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -95.5% | 738 | $15K |
| KERR FINANCIAL PLANNING Corp | 0.01% | New | 387 | $8K |
"% of holder's portfolio" is BCFN's weight in each manager's 13F, not the share of Baron Financials ETF the manager owns.