Baron Smid Cap ETFBCSMETF
13F holders, Q1 2026 (March 31)6holders +4
5new positions
1sold out
$21.58avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Baron Smid Cap ETF (BCSM) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Cwm, LLC ($8.4M), &partners ($533K) and Envestnet Asset Management Inc. ($533K).
- Company
- Baron Smid Cap ETF
- Filed as
- BARON ETF TR (Q1 2026)
- CUSIP
- 06829D305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $9.7M |
| Exits | 1 | $5K |
All 13F filers, Q4 2025 → Q1 2026: 448,926 shares bought and 200 shares sold, net +448,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Cwm, LLC | 0.02% | New | 388,354 | $8.4M |
| &partners | 0.00% | New | 24,687 | $533K |
| Envestnet Asset Management Inc. | 0.00% | New | 24,687 | $533K |
| Caprock Group, LLC | 0.01% | New | 10,924 | $236K |
| 1776 Wealth LLC | 0.09% | No change | 10,325 | $223K |
| UBS Group AG | 0.00% | New | 274 | $6K |
"% of holder's portfolio" is BCSM's weight in each manager's 13F, not the share of Baron Smid Cap ETF the manager owns.