13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
BCFN

BARON ETF TR

9 institutions still hold BARON ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06829D404·9 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 6.1%
vs prior quarter
13F value held
$13M
79.0% inst. owned
of float
Holders
9
-45 QoQ
filers reporting
Activity
+30 / −50
+899 added · −931 reduced
this quarter
Concentration
81.97%
Biltmore Family Office, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported BCFN in Q1 2026. Biltmore Family Office, LLC leads at 82.0% of the visible book. -45 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Biltmore Family Office, LLC
CIK 0001731123
$11M512K1.49%Q1 202602
Sterling Investment Counsel, LLC
CIK 0001925853
$727,43035K0.20%Q1 202603
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$476,44423K0.00%Q1 202604
Bank OZK
CIK 0001569650
$456,52422K0.16%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$407,82620K0.00%Q1 202606
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$236,43011K0.00%Q1 202607
MORGAN STANLEY
CIK 0000895421
$18,7088970.00%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$15,3947380.00%Q1 202609
KERR FINANCIAL PLANNING Corp
CIK 0002095947
$8,3893870.01%Q1 2026