BCSM Institutional Ownership
Baron ETF Trust - Baron SMID Cap ETF
1W: -0.2%
1M: -0.3%
YTD: -5.7%
$24.51
+0.20 (+0.80%)
Weekly Expected Move ±1.8%
$24
$24
$25
$25
$25
Overview
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Institutional Ownership — BCSM
8
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
0
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC NEW | 388,354 | 10M | — | +0.0% | 1Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 23,754 | 582K | -933 | -3.8% | 2Q | SEC ↗ |
| 3 | &PARTNERS | 23,754 | 582K | -933 | -3.8% | 2Q | SEC ↗ |
| 4 | Caprock Group, LLC | 10,924 | 268K | — | +0.0% | 2Q | SEC ↗ |
| 5 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5,749 | 141K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Strategic Investment Solutions, Inc. / NEW | 3,244 | 79K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Institute for Wealth Management, LLC. NEW | 310 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 8 | UBS Group AG | 0 | 0K | -274 | -100.0% | 1Q | SEC ↗ |
| 9 | SageView Advisory Group, LLC | 0 | 0K | -200 | -100.0% | 1Q | SEC ↗ |
| 10 | 1776 Wealth LLC | 0 | 0K | -10,325 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| CWM, LLC | 388,354 | 10M |
| MERCER GLOBAL ADVISORS INC /ADV | 5,749 | 141K |
| Strategic Investment Solutions, Inc | 3,244 | 79K |
| Institute for Wealth Management, LL | 310 | 8K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 1776 Wealth LLC | 10,325 | 253K |
| UBS Group AG | 274 | 7K |
| SageView Advisory Group, LLC | 200 | 5K |
Biggest Increases (0)
None.
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| &PARTNERS | -933 | -3.8% | 23,754 |
| ENVESTNET ASSET MANAGEMENT INC | -933 | -3.8% | 23,754 |