13F

Stock

Baron Etf Tr

Ticker not mapped · held by 41 managers

Reported value

$24.4M

Holders

41

+38 new · −0 exited

Holders’ est. mark

−$23.9K

Price effect on 3 books still in the name

Largest holder

$5.12M

JPMORGAN CHASE & CO

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
JPMORGAN CHASE & CO230K$5.12MNew
Fortis Group Advisors, LLC110.7K$2.57MNew
PRINCIPAL SECURITIES, INC.104.5K$2.39MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP80.7K$1.84MNew
Clay Northam Wealth Management, LLC73.6K$1.68MNew
COMMONWEALTH EQUITY SERVICES, LLC68.5K$1.57MNew
OPPENHEIMER & CO INC52.9K$1.21MNew
STIFEL FINANCIAL CORP51.1K$1.17MNew
OSAIC HOLDINGS, INC.43.3K$989.7KNew
ENVESTNET ASSET MANAGEMENT INC27.3K$623.4KNew
UBS Group AG22.9K$522.6K−$434Added$517.5K
ROYAL BANK OF CANADA21.1K$481KNew
TRUIST FINANCIAL CORP21.1K$480.7KNew
Pinnacle Wealth Planning Services, Inc.20.2K$462.7KNew
Kestra Advisory Services, LLC17.2K$394.1K−$1.71KAdded$374.1K
Cannon Global Investment Management, LLC15.6K$356.8KNew
Mariner, LLC11.4K$260KNew
Third View Private Wealth, LLC10.3K$236.7KNew
PFG Investments, LLC10.3K$235.6KNew
1776 Wealth LLC10.2K$232.9K−$21.8KCut−$21.8K
FIFTH THIRD BANCORP10K$228.7KNew
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC10K$228.6KNew
DUTCH ASSET Corp9.8K$224.2KNew
Steward Partners Investment Advisory, LLC9.39K$214.7KNew
Essex Financial Services, Inc.9.33K$213.4KNew
one8zero8, LLC9.25K$211.5KNew
Larson Financial Group LLC3.19K$73KNew
Allworth Financial LP2K$45.7KNew
Farther Finance Advisors, LLC1.24K$28.2KNew
NBC SECURITIES, INC.1K$22.9KNew
CWM, LLC585$13.4KNew
Chung Wu Investment Group, LLC500$11.4KNew
IFP Advisors, Inc350$8KNew
IMG Wealth Management, Inc.248$5.67KNew
SIGNATUREFD, LLC239$5.47KNew
HARBOUR INVESTMENTS, INC.150$3.43KNew
Janney Montgomery Scott LLC61.7K$1.41KNew
Anchor Investment Management, LLC50$1.14KNew
Cambridge Investment Research Advisors, Inc.43.3K$989New
WELLS FARGO & COMPANY/MN42$961New
NVWM, LLC5$114New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.