Funds holding Baron SMID Cap ETF
1 fund declares a position · 0 ETFs and 1 other funds · 10M $ · US06829D3052
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Baron WealthBuilder Fund BARON SELECT FUNDS | 462,000 | 10M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
Institutional managers
6 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 | |
|---|---|---|---|
| CWM, LLC | 388,354 | 8.4M $ | as of Mar 31, 2026 |
| &PARTNERS | 24,687 | 532.7K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 24,687 | 532.7K $ | as of Mar 31, 2026 |
| Caprock Group, LLC | 10,924 | 235.7K $ | as of Mar 31, 2026 |
| 1776 Wealth LLC | 10,325 | 222.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 274 | 5.9K $ | as of Mar 31, 2026 |