BCSM Baron SMID Cap ETF
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Institutional owners (13F) 7 filers · $10.1M 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 |
|---|---|---|---|---|
| 3 (-2 vs prior Q) | 2 (+1 vs prior Q) | 0 (0 vs prior Q) | 2 (+2 vs prior Q) | -392K |
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 | 83.23% | Shares |
| &PARTNERS | $592,059 | 23,754 | 5.88% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $592,059 | 23,754 | 5.88% | Shares |
| Caprock Group, LLC | $272,276 | 10,924 | 2.70% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $143,292 | 5,749 | 1.42% | Shares |
| Strategic Investment Solutions, Inc. /IL | $80,855 | 3,244 | 0.80% | Shares |
| Institute for Wealth Management, LLC. | $7,727 | 310 | 0.08% | Shares |