13F Insight
DOSSIER · 13F Holders · Q1 2026
BCTK

BARON ETF TR

29 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 06829D503·29 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$81M
visible holders
Holders
29
filers reporting
Concentration
62.40%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported BCTK in Q1 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 62.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$50M2.2M0.03%Q1 202602
LPL Financial LLC
CIK 0001403438
$7M303K0.00%Q1 202603
VestGen Advisors, LLC
CIK 0002050130
$5M178K0.14%Q1 202604
MADDEN SECURITIES Corp
CIK 0001803566
$4M131K1.18%Q2 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M108K0.00%Q2 202606
Western Pacific Wealth Management, LP
CIK 0001907320
$2M92K2.18%Q1 202607
Lido Advisors, LLC
CIK 0001650150
$1M60K0.00%Q1 202608
Joseph P. Lucia & Associates, LLC
CIK 0001775391
$940K40K0.34%Q1 202609
UNIQUE WEALTH, LLC
CIK 0001957124
$733K23K0.09%Q2 202610
Zuckerman Investment Group, LLC
CIK 0001423296
$716K31K0.07%Q1 202611
Orion Porfolio Solutions, LLC
CIK 0001360533
$692K30K0.01%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$690K30K0.00%Q1 202613
Procyon Advisors, LLC
CIK 0001804329
$514K16K0.02%Q2 202614
Pursuit Wealth Management LLC
CIK 0002106233
$509K20K0.44%Q4 202515
Essex Financial Services, Inc.
CIK 0001315785
$491K21K0.03%Q1 202616
Rollins Financial Advisors, LLC
CIK 0001884018
$484K21K0.08%Q1 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$353K15K0.00%Q1 202618
A&I FINANCIAL SERVICES, LLC
CIK 0001728031
$281K9K0.12%Q2 202619
CHOREO, LLC
CIK 0001679031
$206K9K0.00%Q1 202620
MORGAN STANLEY
CIK 0000895421
$203K9K0.00%Q1 2026
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