BCSM Baron SMID Cap ETF
NYSE close Oct 5, 2026BCSM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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value · ≈ 5Y avg · industry median · verdict relative to median
Institutional owners (13F) 6 filers · $9.9M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 2 (-3 vs prior Q) | 2 (+1 vs prior Q) | 0 (0 vs prior Q) | 2 (+2 vs prior Q) | -397K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| CWM, LLC | $8,380,679 | 388,354 | 84.43% | Shares |
| &PARTNERS | $592,059 | 23,754 | 5.96% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $592,059 | 23,754 | 5.96% | Shares |
| Caprock Group, LLC | $272,276 | 10,924 | 2.74% | Shares |
| Strategic Investment Solutions, Inc. /IL | $80,855 | 3,244 | 0.81% | Shares |
| Institute for Wealth Management, LLC. | $7,727 | 310 | 0.08% | Shares |
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