DOSSIER · 13F Holders · Q1 2026
BCSM

BARON SMID CAP ETF

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

CUSIP 06829D305·6 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$10M
visible holders
Holders
6
filers reporting
Concentration
84.43%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

6 institutions reported BCSM in Q1 2026. CWM, LLC leads at 84.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$8M388K0.02%Q1 2026
02
&PARTNERS
CIK 0000107136
$592K24K0.00%Q2 2026
03
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$592K24K0.00%Q2 2026
04
Caprock Group, LLC
CIK 0001610769
$272K11K0.01%Q2 2026
05
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$81K3K0.02%Q2 2026
06
Institute for Wealth Management, LLC.
CIK 0001533954
$8K3100.00%Q2 2026