BCTK Institutional Ownership
Baron Technology ETF
1W: +2.4%
1M: +8.9%
3M: +1.8%
YTD: +25.7%
$31.80
+0.56 (+1.80%)
Weekly Expected Move ±3.0%
$30
$31
$32
$33
$34
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BCTK
35
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
121M
Total Invested
9
New Positions
8
Increased
11
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (40 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 2,071,766 | 66M | -88,051 | -4.1% | 3Q | SEC ↗ |
| 2 | LPL Financial LLC | 333,688 | 11M | +30,526 | +10.1% | 3Q | SEC ↗ |
| 3 | VestGen Advisors, LLC | 177,432 | 6M | -865 | -0.5% | 3Q | SEC ↗ |
| 4 | Blueprint Financial Advisors LLC NEW | 161,403 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Blueprint Investment Partners LLC NEW | 157,528 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | MADDEN SECURITIES Corp | 130,846 | 4M | +1,031 | +0.8% | 3Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 128,227 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 108,058 | 3M | -5,639 | -5.0% | 3Q | SEC ↗ |
| 9 | Western Pacific Wealth Management, LP | 103,330 | 3M | +11,217 | +12.2% | 3Q | SEC ↗ |
| 10 | Lido Advisors, LLC | 60,245 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 46,474 | 1M | +16,898 | +57.1% | 3Q | SEC ↗ |
| 12 | Joseph P. Lucia & Associates, LLC | 36,509 | 1M | -3,786 | -9.4% | 3Q | SEC ↗ |
| 13 | Johnson Financial Group, LLC NEW | 34,453 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | Zuckerman Investment Group, LLC | 30,683 | 976K | — | +0.0% | 3Q | SEC ↗ |
| 15 | Essex Financial Services, Inc. | 23,580 | 750K | +2,540 | +12.1% | 3Q | SEC ↗ |
| 16 | UNIQUE WEALTH, LLC NEW | 22,567 | 718K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Rollins Financial Advisors, LLC | 18,683 | 594K | -2,060 | -9.9% | 2Q | SEC ↗ |
| 18 | Procyon Advisors, LLC | 15,832 | 503K | +65 | +0.4% | 2Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 15,533 | 494K | +400 | +2.6% | 3Q | SEC ↗ |
| 20 | CHOREO, LLC | 8,828 | 281K | — | +0.0% | 3Q | SEC ↗ |
| 21 | A&I FINANCIAL SERVICES, LLC | 8,641 | 275K | — | +0.0% | 3Q | SEC ↗ |
| 22 | Cetera Investment Advisers NEW | 7,136 | 227K | — | +0.0% | 1Q | SEC ↗ |
| 23 | INVESTMENT PARTNERS, LTD. NEW | 6,821 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Trek Financial, LLC NEW | 6,633 | 211K | — | +0.0% | 1Q | SEC ↗ |
| 25 | KERR FINANCIAL PLANNING Corp | 4,917 | 156K | — | +0.0% | 3Q | SEC ↗ |
| 26 | FIFTH THIRD BANCORP | 3,908 | 124K | -90 | -2.3% | 2Q | SEC ↗ |
| 27 | CWM, LLC | 3,817 | 121K | — | +0.0% | 2Q | SEC ↗ |
| 28 | FMR LLC | 1,341 | 43K | -90 | -6.3% | 3Q | SEC ↗ |
| 29 | Global Retirement Partners, LLC NEW | 1,257 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Arax Advisory Partners | 1,027 | 33K | +540 | +110.9% | 2Q | SEC ↗ |
| 31 | Key Financial Inc | 1,000 | 32K | — | +0.0% | 2Q | SEC ↗ |
| 32 | COUNTRY TRUST BANK | 631 | 20K | — | +0.0% | 2Q | SEC ↗ |
| 33 | MORGAN STANLEY | 425 | 14K | -8,283 | -95.1% | 3Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 0 | 0K | -33,314 | -100.0% | 1Q | SEC ↗ |
| 35 | ASSETMARK, INC | 0 | 0K | -175 | -100.0% | 1Q | SEC ↗ |
| 36 | CITADEL ADVISORS LLC | 0 | 0K | -70,420 | -100.0% | 1Q | SEC ↗ |
| 37 | HC Advisors, LLC | 0 | 0K | -9,023 | -100.0% | 1Q | SEC ↗ |
| 38 | Western Wealth Management, LLC | 0 | 0K | -142 | -100.0% | 1Q | SEC ↗ |
| 39 | Orion Porfolio Solutions, LLC | 0 | 0K | -29,664 | -100.0% | 2Q | SEC ↗ |
| 40 | UBS Group AG | 0 | 0K | -17 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Blueprint Financial Advisors LLC | 161,403 | 5M |
| Blueprint Investment Partners LLC | 157,528 | 5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 128,227 | 4M |
| Johnson Financial Group, LLC | 34,453 | 1M |
| UNIQUE WEALTH, LLC | 22,567 | 718K |
| Cetera Investment Advisers | 7,136 | 227K |
| INVESTMENT PARTNERS, LTD. | 6,821 | 217K |
| Trek Financial, LLC | 6,633 | 211K |
| Global Retirement Partners, LLC | 1,257 | 40K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 70,420 | 2M |
| JANE STREET GROUP, LLC | 33,314 | 1M |
| Orion Porfolio Solutions, LLC | 29,664 | 943K |
| HC Advisors, LLC | 9,023 | 287K |
| ASSETMARK, INC | 175 | 6K |
| Western Wealth Management, LLC | 142 | 5K |
| UBS Group AG | 17 | 1K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +30,526 | +10.1% | 333,688 |
| OSAIC HOLDINGS, INC. | +16,898 | +57.1% | 46,474 |
| Western Pacific Wealth Management, | +11,217 | +12.2% | 103,330 |
| Essex Financial Services, Inc. | +2,540 | +12.1% | 23,580 |
| MADDEN SECURITIES Corp | +1,031 | +0.8% | 130,846 |
| Arax Advisory Partners | +540 | +110.9% | 1,027 |
| Cambridge Investment Research Advis | +400 | +2.6% | 15,533 |
| Procyon Advisors, LLC | +65 | +0.4% | 15,832 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -88,051 | -4.1% | 2,071,766 |
| MORGAN STANLEY | -8,283 | -95.1% | 425 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,639 | -5.0% | 108,058 |
| Joseph P. Lucia & Associates, LLC | -3,786 | -9.4% | 36,509 |
| Rollins Financial Advisors, LLC | -2,060 | -9.9% | 18,683 |
| VestGen Advisors, LLC | -865 | -0.5% | 177,432 |
| FIFTH THIRD BANCORP | -90 | -2.3% | 3,908 |
| FMR LLC | -90 | -6.3% | 1,341 |