DOSSIER · 13F Holders · Q2 2026
BCGD

BARON GLOBAL DURABLE ADVANTAGE ETF

8 institutions still hold BARON GLOBAL DURABLE ADVANTAGE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 06829D206·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
8
filers reporting
Concentration
50.47%
Rollins Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported BCGD in Q2 2026. Rollins Financial Advisors, LLC leads at 50.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rollins Financial Advisors, LLC
CIK 0001884018
$2M79K0.27%Q2 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$933K35K0.00%Q2 2026
03
FIRST UNITED BANK & TRUST
CIK 0001214183
$351K13K0.10%Q3 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$260K11K0.00%Q1 2026
05
TCFG Investment Advisors, LLC
CIK 0002121836
$245K9K0.08%Q3 2026
06
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$225K9K0.10%Q3 2026
07
Institute for Wealth Management, LLC.
CIK 0001533954
$26K1K0.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$4K1490.00%Q2 2026