RONB Institutional Ownership
Baron ETF Trust - Baron First Principles ETF
1W: +2.6%
1M: +1.6%
YTD: +0.3%
$24.07
+0.68 (+2.91%)
Weekly Expected Move ±3.1%
$23
$23
$24
$25
$26
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — RONB
97
Institutional Holders
+55 vs prior quarter
0.0%
Ownership
+0.00pp
133M
Total Invested
56
New Positions
26
Increased
11
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (98 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DRW Securities, LLC NEW | 1,226,435 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Weiss Asset Management LP NEW | 1,087,386 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 3 | UBS Group AG | 284,469 | $7M | +261,619 | +1144.9% | 3Q | SEC ↗ |
| 4 | ALTFEST L J & CO INC NEW | 231,295 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Private Advisor Group, LLC NEW | 228,264 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 190,983 | $5M | +110,317 | +136.8% | 2Q | SEC ↗ |
| 7 | D.A. DAVIDSON & CO. NEW | 158,957 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 8 | Sanctuary Advisors, LLC NEW | 156,044 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 145,255 | $3M | +101,979 | +235.6% | 2Q | SEC ↗ |
| 10 | PRINCIPAL SECURITIES, INC. | 133,403 | $3M | +28,915 | +27.7% | 2Q | SEC ↗ |
| 11 | LPL Financial LLC NEW | 128,391 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 123,284 | $3M | +72,224 | +141.4% | 2Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 95,726 | $2M | +74,657 | +354.3% | 2Q | SEC ↗ |
| 14 | Fortis Group Advisors, LLC | 83,580 | $2M | -27,131 | -24.5% | 2Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC NEW | 83,574 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 71,320 | $2M | +2,864 | +4.2% | 2Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 70,012 | $2M | +42,754 | +156.8% | 2Q | SEC ↗ |
| 18 | Bank of New York Mellon Corp NEW | 69,594 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Atria Investments, Inc NEW | 68,928 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | OPPENHEIMER & CO INC | 68,211 | $2M | +15,357 | +29.1% | 2Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 60,475 | $1M | +17,215 | +39.8% | 2Q | SEC ↗ |
| 22 | one8zero8, LLC | 47,100 | $1M | +37,850 | +409.2% | 2Q | SEC ↗ |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 42,689 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 24 | HRT FINANCIAL LP NEW | 35,550 | $856K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 34,018 | $819K | +16,787 | +97.4% | 3Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 26,705 | $643K | -34,967 | -56.7% | 2Q | SEC ↗ |
| 27 | NEUBERGER BERMAN GROUP LLC NEW | 25,171 | $606K | — | +0.0% | 1Q | SEC ↗ |
| 28 | KELLEHER FINANCIAL ADVISORS NEW | 22,760 | $548K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Pinnacle Wealth Planning Services, Inc | 22,390 | $539K | +2,160 | +10.7% | 2Q | SEC ↗ |
| 30 | TRUIST FINANCIAL CORP | 22,189 | $534K | +1,105 | +5.2% | 2Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC NEW | 20,748 | $499K | — | +0.0% | 1Q | SEC ↗ |
| 32 | Capital Investment Advisory Services, NEW | 20,000 | $481K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Strategic Family Wealth Counselors, L. NEW | 19,076 | $459K | — | +0.0% | 1Q | SEC ↗ |
| 34 | CreativeOne Wealth, LLC NEW | 18,986 | $457K | — | +0.0% | 1Q | SEC ↗ |
| 35 | HighTower Advisors, LLC NEW | 18,312 | $441K | — | +0.0% | 1Q | SEC ↗ |
| 36 | CRA Financial Services, LLC NEW | 17,560 | $423K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Mariner, LLC | 17,450 | $420K | +6,080 | +53.5% | 2Q | SEC ↗ |
| 38 | FINANCIAL MANAGEMENT NETWORK INC NEW | 17,180 | $414K | — | +0.0% | 1Q | SEC ↗ |
| 39 | October Effect Ltd NEW | 16,250 | $391K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Beaumont Financial Advisors, LLC NEW | 14,432 | $347K | — | +0.0% | 1Q | SEC ↗ |
| 41 | FIFTH THIRD BANCORP | 14,364 | $346K | +4,364 | +43.6% | 2Q | SEC ↗ |
| 42 | MGO ONE SEVEN LLC NEW | 13,702 | $330K | — | +0.0% | 1Q | SEC ↗ |
| 43 | &PARTNERS NEW | 13,622 | $328K | — | +0.0% | 1Q | SEC ↗ |
| 44 | FIRST FINANCIAL BANK - TRUST DIVISION NEW | 12,917 | $311K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Brookstone Capital Management NEW | 11,850 | $285K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Essex Financial Services, Inc. | 11,643 | $280K | +2,310 | +24.8% | 2Q | SEC ↗ |
| 47 | Third View Private Wealth, LLC | 11,640 | $280K | +1,292 | +12.5% | 2Q | SEC ↗ |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 11,519 | $277K | — | +0.0% | 1Q | SEC ↗ |
| 49 | PFG Investments, LLC | 11,300 | $272K | +1,000 | +9.7% | 2Q | SEC ↗ |
| 50 | Retirement Planning Group, LLC NEW | 11,203 | $270K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| DRW Securities, LLC | 1,226,435 | $30M |
| Weiss Asset Management LP | 1,087,386 | $26M |
| ALTFEST L J & CO INC | 231,295 | $6M |
| Private Advisor Group, LLC | 228,264 | $5M |
| D.A. DAVIDSON & CO. | 158,957 | $4M |
| Sanctuary Advisors, LLC | 156,044 | $4M |
| LPL Financial LLC | 128,391 | $3M |
| MML INVESTORS SERVICES, LLC | 83,574 | $2M |
| Bank of New York Mellon Corp | 69,594 | $2M |
| Atria Investments, Inc | 68,928 | $2M |
| INDEPENDENT FINANCIAL GROUP, LLC | 42,689 | $1M |
| HRT FINANCIAL LP | 35,550 | $856K |
| NEUBERGER BERMAN GROUP LLC | 25,171 | $606K |
| KELLEHER FINANCIAL ADVISORS | 22,760 | $548K |
| JANE STREET GROUP, LLC | 20,748 | $499K |
| Capital Investment Advisory Service | 20,000 | $481K |
| Strategic Family Wealth Counselors, | 19,076 | $459K |
| CreativeOne Wealth, LLC | 18,986 | $457K |
| HighTower Advisors, LLC | 18,312 | $441K |
| CRA Financial Services, LLC | 17,560 | $423K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clay Northam Wealth Management, LLC | 73,618 | $2M |
| Cannon Global Investment Management | 15,600 | $375K |
| Chung Wu Investment Group, LLC | 500 | $12K |
| WELLS FARGO & COMPANY/MN | 42 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +261,619 | +1144.9% | 284,469 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +110,317 | +136.8% | 190,983 |
| OSAIC HOLDINGS, INC. | +101,979 | +235.6% | 145,255 |
| ROYAL BANK OF CANADA | +74,657 | +354.3% | 95,726 |
| STIFEL FINANCIAL CORP | +72,224 | +141.4% | 123,284 |
| ENVESTNET ASSET MANAGEMENT INC | +42,754 | +156.8% | 70,012 |
| one8zero8, LLC | +37,850 | +409.2% | 47,100 |
| PRINCIPAL SECURITIES, INC. | +28,915 | +27.7% | 133,403 |
| Cambridge Investment Research Advis | +17,215 | +39.8% | 60,475 |
| Kestra Advisory Services, LLC | +16,787 | +97.4% | 34,018 |
| OPPENHEIMER & CO INC | +15,357 | +29.1% | 68,211 |
| Farther Finance Advisors, LLC | +7,776 | +629.6% | 9,011 |
| Mariner, LLC | +6,080 | +53.5% | 17,450 |
| FIFTH THIRD BANCORP | +4,364 | +43.6% | 14,364 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,864 | +4.2% | 71,320 |
| Essex Financial Services, Inc. | +2,310 | +24.8% | 11,643 |
| Pinnacle Wealth Planning Services, | +2,160 | +10.7% | 22,390 |
| Allworth Financial LP | +1,900 | +95.0% | 3,900 |
| Larson Financial Group LLC | +1,700 | +53.3% | 4,891 |
| Third View Private Wealth, LLC | +1,292 | +12.5% | 11,640 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -229,852 | -99.9% | 148 |
| Bullseye Investment Management, LLC | -78,427 | -98.9% | 850 |
| Janney Montgomery Scott LLC | -34,967 | -56.7% | 26,705 |
| Fortis Group Advisors, LLC | -27,131 | -24.5% | 83,580 |
| Steward Partners Investment Advisor | -5,596 | -59.6% | 3,791 |
| LANARK FINANCIAL, INC. | -200 | -20.0% | 800 |
| HARBOUR INVESTMENTS, INC. | -148 | -98.7% | 2 |