Baron First Principles ETFRONBETF

13F holders, Q2 2026 (June 30)
91holders +49
52new positions
4sold out
$24.39avg. 13F price*

At the end of Q2 2026, 91 institutions reported holding Baron First Principles ETF (RONB) in their 13F filings, up 49 from Q1 2026. 52 opened new positions and 4 sold out. The largest holders were DRW Securities, LLC ($29.9M), Weiss Asset Management LP ($26.5M) and UBS Group AG ($6.9M).

Company
Baron First Principles ETF
Filed as
BARON ETF TR (Q2 2026)
CUSIP
06829D107
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q4 2025: 4Q4 2025Q1 2026: 42Q1 2026Q2 2026: 91Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$94.7M
Exits4$2.1M

All 13F filers, Q1 2026 → Q2 2026: 4,696,957 shares bought and 466,081 shares sold, net +4,230,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 91 holders

DRW Securities, LLC 1.79% New 1,226,435 $29.9M
Weiss Asset Management LP 0.45% New 1,087,386 $26.5M
UBS Group AG 0.00% Add +1144.9% 284,469 $6.9M
Altfest L J & Co. Inc. 0.55% New 231,295 $5.6M
Private Advisor Group, LLC 0.03% New 228,264 $5.6M
Susquehanna International Group, LLP 0.00% Add +136.8% 190,983 $4.7M
D.A. Davidson & Co. 0.02% New 158,957 $3.9M
Sanctuary Advisors, LLC 0.02% New 156,044 $3.8M
Osaic Holdings, Inc. 0.00% Add +235.7% 145,255 $3.5M
Principal Securities, Inc. 0.04% Add +27.7% 133,403 $3.3M
LPL Financial LLC 0.00% New 128,391 $3.1M
Stifel Financial Corp. 0.00% Add +141.4% 123,284 $3.0M
Royal Bank of Canada 0.00% Add +354.4% 95,726 $2.3M
Fortis Group Advisors, LLC 0.33% Reduce -24.5% 83,580 $2.0M
MML Investors Services, LLC 0.00% New 83,574 $2.0M
Commonwealth Equity Services, LLC 0.00% Add +4.2% 71,320 $1.7M
Envestnet Asset Management Inc. 0.00% Add +156.8% 70,012 $1.7M
Bank of New York Mellon Corp 0.00% New 69,594 $1.7M
Atria Investments, Inc 0.02% New 68,928 $1.7M
Oppenheimer & Co. Inc. 0.02% Add +29.1% 68,211 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Add +39.8% 60,475 $1.5M
one8zero8, LLC 0.23% Add +409.2% 47,100 $1.1M
Independent Financial Group, LLC 0.02% New 42,689 $1.0M
HRT Financial LP 0.00% New 35,550 $867K
Kestra Advisory Services, LLC 0.00% Add +97.4% 34,018 $830K
Janney Montgomery Scott LLC 0.00% Reduce -56.7% 26,705 $652K
Neuberger Berman Group LLC 0.00% New 25,171 $614K
Kelleher Financial Advisors 0.08% New 22,760 $555K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +10.7% 22,390 $546K
Truist Financial Corp. 0.00% Add +5.2% 22,189 $541K
Jane Street Group, LLC 0.00% New 20,748 $506K
Capital Investment Advisory Services, LLC 0.03% New 20,000 $488K
Strategic Family Wealth Counselors, L.L.C. 0.11% New 19,076 $465K
CreativeOne Wealth, LLC 0.01% New 18,986 $463K
HighTower Advisors, LLC 0.00% New 18,312 $447K
CRA Financial Services, LLC 0.05% New 17,560 $428K
Mariner, LLC 0.00% Add +53.5% 17,450 $426K
October Effect Ltd 0.37% New 16,250 $397K
Financial Management Network Inc. 0.06% New 17,180 $386K
Beaumont Financial Advisors, LLC 0.02% New 14,432 $352K
Fifth Third Bancorp 0.00% Add +43.6% 14,364 $350K
Mgo One Seven LLC 0.01% New 13,702 $334K
&partners 0.00% New 13,622 $332K
First Financial Bank - Trust Division 0.02% New 12,917 $315K
Brookstone Capital Management 0.00% New 11,850 $289K
Essex Financial Services, Inc. 0.01% Add +24.8% 11,643 $284K
Third View Private Wealth, LLC 0.04% Add +12.5% 11,640 $284K
PFG Investments, LLC 0.01% Add +9.7% 11,300 $276K
Retirement Planning Group, LLC 0.01% New 11,203 $273K
Wealth Enhancement Advisory Services, LLC 0.00% New 11,519 $273K
Ameritas Advisory Services, LLC 0.01% New 11,041 $269K
International Assets Investment Management, LLC 0.02% Add +10.0% 11,000 $266K
Berkeley Capital Partners, LLC 0.05% New 10,508 $256K
1776 Wealth LLC 0.09% No change 10,182 $248K
DUTCH ASSET Corp 0.12% No change 9,803 $239K
Northwest Financial Advisors 0.03% New 9,678 $236K
Security National Bank 0.03% New 9,592 $234K
Farther Finance Advisors, LLC 0.00% Add +629.6% 9,011 $220K
Savvy Advisors, Inc. 0.00% New 8,665 $211K
Harbour Investment Management LLC 0.11% New 8,648 $211K
Avestar Capital, LLC 0.01% New 8,422 $205K
Larson Financial Group LLC 0.00% Add +53.3% 4,891 $119K
Allworth Financial LP 0.00% Add +95.0% 3,900 $95K
Steward Partners Investment Advisory, LLC 0.00% Reduce -59.6% 3,791 $93K
Flagship Wealth Advisors, LLC 0.02% New 3,725 $91K
Institute for Wealth Management, LLC. 0.01% New 2,965 $72K
Brown, Lisle/Cummings, Inc. 0.01% New 2,000 $49K
Compass Financial Management LLC 0.01% — 1,930 $43K
Morgan Stanley 0.00% New 1,517 $37K
IFP Advisors, Inc 0.00% Add +300.0% 1,400 $34K
Bullseye Investment Management, LLC 0.01% Reduce -98.9% 850 $21K
BankPlus Trust Department 0.00% New 818 $20K
Lanark Financial, Inc. 0.00% Reduce -20.0% 800 $20K
CoreCap Advisors, LLC 0.00% New 600 $15K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 500 $12K
HHM Wealth Advisors, LLC 0.00% New 430 $10K
IMG Wealth Management, Inc. 0.00% Add +21.0% 300 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 250 $6K
Signaturefd, LLC 0.00% No change 239 $6K
Financial Consulate, Inc. 0.00% New 214 $5K
HighMark Wealth Management LLC 0.00% New 200 $5K
Continuum Advisory, LLC 0.00% New 192 $5K
JPMorgan Chase & Co. 0.00% Reduce -99.9% 148 $4K
Investors Research Corp 0.00% New 140 $3K
Godfrey Financial Associates, Inc. 0.00% New 50 $1K
McGuire Capital Advisors Inc. 0.00% New 50 $1K
Anchor Investment Management, LLC 0.00% No change 50 $1K
Nvwm, LLC 0.00% Add +520.0% 31 $756
Global Retirement Partners, LLC 0.00% — 27 $659
Commonwealth Retirement Investments LLC 0.00% New 4 $98
Harbour Investments, Inc. 0.00% Reduce -98.7% 2 $49

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