BCFN Institutional Ownership
Baron Financials ETF
1W: -2.3%
1M: -8.9%
3M: -5.5%
YTD: -13.4%
$21.37
+0.04 (+0.18%)
Weekly Expected Move ±1.8%
$21
$21
$21
$22
$22
Overview
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Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BCFN
12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
13M
Total Invested
3
New Positions
3
Increased
5
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Biltmore Family Office, LLC | 485,680 | $10M | -25,972 | -5.1% | 3Q | SEC ↗ |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,595 | $1M | +28,751 | +125.9% | 3Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 42,347 | $905K | — | +0.0% | 1Q | SEC ↗ |
| 4 | BANK OZK | 21,889 | $468K | — | +0.0% | 3Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 15,408 | $329K | +14,670 | +1987.8% | 3Q | SEC ↗ |
| 6 | JANE STREET GROUP, LLC | 11,748 | $251K | -7,806 | -39.9% | 3Q | SEC ↗ |
| 7 | Institute for Wealth Management, LLC. NEW | 2,740 | $59K | — | +0.0% | 1Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1,214 | $26K | +317 | +35.3% | 3Q | SEC ↗ |
| 9 | UBS Group AG NEW | 581 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 10 | LPL Financial LLC | 0 | $0K | -16,300 | -100.0% | 1Q | SEC ↗ |
| 11 | Larson Financial Group LLC | 0 | $0K | -909 | -100.0% | 1Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 0 | $0K | -1,123 | -100.0% | 1Q | SEC ↗ |
| 13 | Sterling Investment Counsel, LLC | 0 | $0K | -34,878 | -100.0% | 2Q | SEC ↗ |
| 14 | KERR FINANCIAL PLANNING Corp | 0 | $0K | -387 | -100.0% | 1Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -11,336 | -100.0% | 2Q | SEC ↗ |
| 16 | Navalign, LLC | 0 | $0K | -873 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 42,347 | $905K |
| Institute for Wealth Management, LL | 2,740 | $59K |
| UBS Group AG | 581 | $12K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sterling Investment Counsel, LLC | 34,878 | $745K |
| LPL Financial LLC | 16,300 | $348K |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,336 | $242K |
| ROYAL BANK OF CANADA | 1,123 | $24K |
| Larson Financial Group LLC | 909 | $19K |
| Navalign, LLC | 873 | $19K |
| KERR FINANCIAL PLANNING Corp | 387 | $8K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +28,751 | +125.9% | 51,595 |
| OSAIC HOLDINGS, INC. | +14,670 | +1987.8% | 15,408 |
| MORGAN STANLEY | +317 | +35.3% | 1,214 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Biltmore Family Office, LLC | -25,972 | -5.1% | 485,680 |
| JANE STREET GROUP, LLC | -7,806 | -39.9% | 11,748 |