Funds holding Baron Financials ETF
1 fund declares a position · 0 ETFs and 1 other funds · 10.8M $ · US06829D4043
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Baron WealthBuilder Fund BARON SELECT FUNDS | 520,005 | 10.8M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
Institutional managers
9 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Biltmore Family Office, LLC | 511,652 | 10.7M $ | as of Mar 31, 2026 |
| Sterling Investment Counsel, LLC | 34,878 | 727.4K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,844 | 476.4K $ | as of Mar 31, 2026 |
| BANK OZK | 21,889 | 456.5K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 19,554 | 407.8K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,336 | 236.4K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 897 | 18.7K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 738 | 15.4K $ | as of Mar 31, 2026 |
| KERR FINANCIAL PLANNING Corp | 387 | 8.4K $ | as of Mar 31, 2026 |