DOSSIER · 13F Holders · Q1 2026
BCGD

BARON GLOBAL DURABLE ADVANTAGE ETF

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

CUSIP 06829D206·6 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$4M
visible holders
Holders
6
filers reporting
Concentration
69.09%
Rollins Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported BCGD in Q1 2026. Rollins Financial Advisors, LLC leads at 69.1% 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
$2M104K0.38%Q1 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$434K17K0.00%Q4 2025
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$260K11K0.00%Q1 2026
04
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$227K9K0.10%Q2 2026
05
FIRST UNITED BANK & TRUST
CIK 0001214183
$141K5K0.04%Q2 2026
06
Institute for Wealth Management, LLC.
CIK 0001533954
$26K1K0.00%Q2 2026