DOSSIER · 13F Holders · Q1 2026
BCSM

BARON SMID CAP ETF

9 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 06829D305·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$10M
visible holders
Holders
9
filers reporting
Concentration
83.47%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported BCSM in Q1 2026. CWM, LLC leads at 83.5% 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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$533K25K0.00%Q1 2026
03
&PARTNERS
CIK 0000107136
$533K25K0.00%Q1 2026
04
Caprock Group, LLC
CIK 0001610769
$272K11K0.01%Q2 2026
05
1776 Wealth LLC
CIK 0001803140
$223K10K0.09%Q1 2026
06
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$81K3K0.02%Q2 2026
07
Institute for Wealth Management, LLC.
CIK 0001533954
$8K3100.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$6K2740.00%Q1 2026
09
SageView Advisory Group, LLC
CIK 0001914558
$5K2000.00%Q4 2025