Baron Smid Cap ETFBCSMETF
13F holders, Q2 2026 (June 30)5holders −1
2new positions
2sold out
$24.92avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Baron Smid Cap ETF (BCSM) in their 13F filings, down 1 from Q1 2026. 2 opened new positions and 2 sold out. The largest holders were &partners ($592K), Envestnet Asset Management Inc. ($592K) and Caprock Group, LLC ($272K).
- Company
- Baron Smid Cap ETF
- Filed as
- BARON ETF TR (Q2 2026)
- CUSIP
- 06829D305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $89K |
| Exits | 2 | $229K |
All 13F filers, Q1 2026 → Q2 2026: 3,554 shares bought and 12,465 shares sold, net −8,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| &partners | 0.00% | Reduce -3.8% | 23,754 | $592K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 23,754 | $592K |
| Caprock Group, LLC | 0.01% | No change | 10,924 | $272K |
| Strategic Investment Solutions, Inc. | 0.02% | New | 3,244 | $81K |
| Institute for Wealth Management, LLC. | 0.00% | New | 310 | $8K |
"% of holder's portfolio" is BCSM's weight in each manager's 13F, not the share of Baron Smid Cap ETF the manager owns.