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BCGD Institutional Ownership

Baron ETF Trust - Baron Global Durable Advantage ETF
1W: +0.1% 1M: -0.5% YTD: -1.9%
$26.34
+0.20 (+0.76%)
 
Weekly Expected Move ±1.8%
$25 $26 $26 $27 $27
ETF NYSE · AUM $9.8M

Institutional Ownership — BCGD

7
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
4
New Positions
2
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (7 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Rollins Financial Advisors, LLC 78,829 $2M -25,080 -24.1% 3Q SEC ↗
2 CITADEL ADVISORS LLC NEW 35,296 $930K — +0.0% 1Q SEC ↗
3 JANE STREET GROUP, LLC 18,987 $500K +7,877 +70.9% 2Q SEC ↗
4 A&I FINANCIAL SERVICES, LLC NEW 8,574 $226K — +0.0% 1Q SEC ↗
5 FIRST UNITED BANK & TRUST 5,325 $140K +2,950 +124.2% 2Q SEC ↗
6 Institute for Wealth Management, LLC. NEW 1,000 $26K — +0.0% 1Q SEC ↗
7 UBS Group AG NEW 149 $4K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (4)
HolderSharesValue
CITADEL ADVISORS LLC 35,296 $930K
A&I FINANCIAL SERVICES, LLC 8,574 $226K
Institute for Wealth Management, LL 1,000 $26K
UBS Group AG 149 $4K
Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (2)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +7,877 +70.9% 18,987
FIRST UNITED BANK & TRUST +2,950 +124.2% 5,325
Biggest Decreases (1)
HolderReducedChange %Total Shares
Rollins Financial Advisors, LLC -25,080 -24.1% 78,829

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms