Baron First Principles ETFRONB ETF 13F holders, Q1 2026 (March 31) 42 holders +38
38 new positions
0 sold out
$22.78 avg. 13F price*
At the end of Q1 2026 , 42 institutions reported holding Baron First Principles ETF (RONB) in their 13F filings, up 38 from Q4 2025. 38 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($5.1M), Fortis Group Advisors, LLC ($2.6M) and Principal Securities, Inc. ($2.4M).
Company Baron First Principles ETF
Filed as BARON ETF TR (Q1 2026)
CUSIP 06829D107
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026 Institutions Total Value New Positions 38 $25.6M Exits 0 $0
All 13F filers, Q4 2025 → Q1 2026: 1,172,424 shares bought, net +1,172,424 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders Portfolio Manager % of Holder's Portfolio Change vs Q4 2025 Shares Value ▼ JPMorgan Chase & Co. 0.00% New 230,000 $5.1M Fortis Group Advisors, LLC 0.42% New 110,711 $2.6M Principal Securities, Inc. 0.04% New 104,488 $2.4M Susquehanna International Group, LLP 0.00% New 80,666 $1.8M Bullseye Investment Management, LLC 0.98% Add +12.3% 79,277 $1.8M Clay Northam Wealth Management, LLC 0.95% New 73,618 $1.7M Commonwealth Equity Services, LLC 0.00% New 68,456 $1.6M Janney Montgomery Scott LLC 0.00% New 61,672 $1.4M Oppenheimer & Co. Inc. 0.01% New 52,854 $1.2M Stifel Financial Corp. 0.00% New 51,060 $1.2M Osaic Holdings, Inc. 0.00% New 43,276 $990K Cambridge Investment Research Advisors, Inc. 0.00% New 43,260 $989K Envestnet Asset Management Inc. 0.00% New 27,258 $623K UBS Group AG 0.00% Add +11156.2% 22,850 $523K Royal Bank of Canada 0.00% New 21,069 $481K Truist Financial Corp. 0.00% New 21,084 $481K Pinnacle Wealth Planning Services, Inc. 0.05% New 20,230 $463K Kestra Advisory Services, LLC 0.00% Add +2053.9% 17,231 $394K Cannon Global Investment Management, LLC 0.87% New 15,600 $357K Mariner, LLC 0.00% New 11,370 $260K Third View Private Wealth, LLC 0.03% New 10,348 $237K PFG Investments, LLC 0.01% New 10,300 $236K 1776 Wealth LLC 0.09% No change 10,182 $233K Fifth Third Bancorp 0.00% New 10,000 $229K International Assets Investment Management, LLC 0.02% New 10,000 $229K DUTCH ASSET Corp 0.15% New 9,803 $224K Steward Partners Investment Advisory, LLC 0.00% New 9,387 $215K Essex Financial Services, Inc. 0.01% New 9,333 $213K one8zero8, LLC 0.05% New 9,250 $212K Larson Financial Group LLC 0.00% New 3,191 $73K Allworth Financial LP 0.00% New 2,000 $46K Farther Finance Advisors, LLC 0.00% New 1,235 $28K Lanark Financial, Inc. 0.00% New 1,000 $23K Cwm, LLC 0.00% New 585 $13K Chung Wu Investment Group, LLC 0.01% New 500 $11K IFP Advisors, Inc 0.00% New 350 $8K IMG Wealth Management, Inc. 0.00% New 248 $6K Signaturefd, LLC 0.00% New 239 $5K Harbour Investments, Inc. 0.00% New 150 $3K Anchor Investment Management, LLC 0.00% New 50 $1K Wells Fargo & Company 0.00% New 42 $961 Nvwm, LLC 0.00% New 5 $114
"% of holder's portfolio" is RONB's weight in each manager's 13F, not the share of Baron First Principles ETF the manager owns.