RONB Baron First Principles ETF
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Institutional owners (13F) 89 filers · $97.8M 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 |
|---|---|---|---|---|
| 52 | 4 | 26 | 6 | — |
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. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Weiss Asset Management LP | $26,532,218 | 1,087,386 | 27.13% | Shares |
| UBS Group AG | $6,370,767 | 261,097 | 6.51% | Shares |
| ALTFEST L J & CO INC | $5,643,598 | 231,295 | 5.77% | Shares |
| Private Advisor Group, LLC | $5,569,643 | 228,264 | 5.69% | Shares |
| D.A. DAVIDSON & CO. | $3,878,551 | 158,957 | 3.97% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,862,959 | 158,318 | 3.95% | Shares |
| Sanctuary Advisors, LLC | $3,807,474 | 156,044 | 3.89% | Shares |
| OSAIC HOLDINGS, INC. | $3,433,940 | 140,738 | 3.51% | Shares |
| PRINCIPAL SECURITIES, INC. | $3,255,033 | 133,403 | 3.33% | Shares |
| LPL Financial LLC | $3,132,740 | 128,391 | 3.20% | Shares |
| STIFEL FINANCIAL CORP | $3,008,130 | 123,284 | 3.08% | Shares |
| ROYAL BANK OF CANADA | $2,319,000 | 95,030 | 2.37% | Shares |
| Fortis Group Advisors, LLC | $2,039,352 | 83,580 | 2.09% | Shares |
| MML INVESTORS SERVICES, LLC | $2,039,206 | 83,574 | 2.08% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $1,740,210 | 71,320 | 1.78% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,708,283 | 70,012 | 1.75% | Shares |
| Atria Investments, Inc | $1,681,843 | 68,928 | 1.72% | Shares |
| OPPENHEIMER & CO INC | $1,664,348 | 68,211 | 1.70% | Shares |
| one8zero8, LLC | $1,149,240 | 47,100 | 1.18% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $1,041,612 | 42,689 | 1.06% | Shares |
| Kestra Advisory Services, LLC | $830,039 | 34,018 | 0.85% | Shares |
| NEUBERGER BERMAN GROUP LLC | $614,172 | 25,171 | 0.63% | Shares |
| KELLEHER FINANCIAL ADVISORS | $555,344 | 22,760 | 0.57% | Shares |
| Pinnacle Wealth Planning Services, Inc. | $546,316 | 22,390 | 0.56% | Shares |
| TRUIST FINANCIAL CORP | $541,412 | 22,189 | 0.55% | Shares |
| JANE STREET GROUP, LLC | $506,251 | 20,748 | 0.52% | Shares |
| Capital Investment Advisory Services, LLC | $488,000 | 20,000 | 0.50% | Shares |
| Strategic Family Wealth Counselors, L.L.C. | $465,455 | 19,076 | 0.48% | Shares |
| CreativeOne Wealth, LLC | $463,258 | 18,986 | 0.47% | Shares |
| HighTower Advisors, LLC | $446,806 | 18,312 | 0.46% | Shares |
| CRA Financial Services, LLC | $428,474 | 17,560 | 0.44% | Shares |
| Mariner, LLC | $425,780 | 17,450 | 0.44% | Shares |
| October Effect Ltd | $396,500 | 16,250 | 0.41% | Shares |
| FINANCIAL MANAGEMENT NETWORK INC | $386,378 | 17,180 | 0.40% | Shares |
| Beaumont Financial Advisors, LLC | $352,141 | 14,432 | 0.36% | Shares |
| FIFTH THIRD BANCORP | $350,482 | 14,364 | 0.36% | Shares |
| MGO ONE SEVEN LLC | $334,329 | 13,702 | 0.34% | Shares |
| &PARTNERS | $332,377 | 13,622 | 0.34% | Shares |
| FIRST FINANCIAL BANK - TRUST DIVISION | $315,175 | 12,917 | 0.32% | Shares |
| Brookstone Capital Management | $289,140 | 11,850 | 0.30% | Shares |
| Essex Financial Services, Inc. | $284,089 | 11,643 | 0.29% | Shares |
| Third View Private Wealth, LLC | $284,019 | 11,640 | 0.29% | Shares |
| PFG Investments, LLC | $275,720 | 11,300 | 0.28% | Shares |
| Retirement Planning Group, LLC | $273,353 | 11,203 | 0.28% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $273,000 | 11,519 | 0.28% | Shares |
| Ameritas Advisory Services, LLC | $269,400 | 11,041 | 0.28% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $265,650 | 11,000 | 0.27% | Shares |
| Berkeley Capital Partners, LLC | $256,396 | 10,508 | 0.26% | Shares |
| 1776 Wealth LLC | $248,441 | 10,182 | 0.25% | Shares |
| DUTCH ASSET Corp | $239,202 | 9,803 | 0.24% | Shares |
| Northwest Financial Advisors | $236,143 | 9,678 | 0.24% | Shares |
| Security National Bank | $234,045 | 9,592 | 0.24% | Shares |
| Farther Finance Advisors, LLC | $219,868 | 9,011 | 0.22% | Shares |
| Savvy Advisors, Inc. | $211,428 | 8,665 | 0.22% | Shares |
| HARBOUR INVESTMENT MANAGEMENT LLC | $211,011 | 8,648 | 0.22% | Shares |
| Avestar Capital, LLC | $205,497 | 8,422 | 0.21% | Shares |
| Integrated Wealth Concepts LLC | $171,337 | 7,022 | 0.18% | Shares |
| Larson Financial Group LLC | $119,340 | 4,891 | 0.12% | Shares |
| Allworth Financial LP | $95,160 | 3,900 | 0.10% | Shares |
| Steward Partners Investment Advisory, LLC | $92,500 | 3,791 | 0.09% | Shares |
| FLAGSHIP WEALTH ADVISORS, LLC | $90,890 | 3,725 | 0.09% | Shares |
| Institute for Wealth Management, LLC. | $72,346 | 2,965 | 0.07% | Shares |
| MORGAN STANLEY | $37,015 | 1,517 | 0.04% | Shares |
| IFP Advisors, Inc | $34,160 | 1,400 | 0.03% | Shares |
| Bank of New York Mellon Corp | $24,400 | 1,000 | 0.02% | Shares |
| BankPlus Trust Department | $19,959 | 818 | 0.02% | Shares |
| LANARK FINANCIAL, INC. | $19,520 | 800 | 0.02% | Shares |
| CoreCap Advisors, LLC | $14,640 | 600 | 0.01% | Shares |
| CWM, LLC | $13,379 | 585 | 0.01% | Shares |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $12,200 | 500 | 0.01% | Shares |
| HHM Wealth Advisors, LLC | $10,492 | 430 | 0.01% | Shares |
| IMG Wealth Management, Inc. | $7,320 | 300 | 0.01% | Shares |
| Ritter Daniher Financial Advisory LLC / DE | $6,100 | 250 | 0.01% | Shares |
| SIGNATUREFD, LLC | $5,832 | 239 | 0.01% | Shares |
| FINANCIAL CONSULATE, INC | $5,222 | 214 | 0.01% | Shares |
| HighMark Wealth Management LLC | $4,880 | 200 | 0.00% | Shares |
| Continuum Advisory, LLC | $4,685 | 192 | 0.00% | Shares |
| JPMORGAN CHASE & CO | $2,845 | 118 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,476 | 60,475 | 0.00% | Shares |
| Godfrey Financial Associates, Inc. | $1,220 | 50 | 0.00% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $1,220 | 50 | 0.00% | Shares |
| MCGUIRE CAPITAL ADVISORS INC | $1,220 | 50 | 0.00% | Shares |
| Anchor Investment Management, LLC | $1,144 | 50 | 0.00% | Shares |
| HRT FINANCIAL LP | $867 | 35,550 | 0.00% | Shares |
| NVWM, LLC | $756 | 31 | 0.00% | Shares |
| Global Retirement Partners, LLC | $659 | 27 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $652 | 26,705 | 0.00% | Shares |
| Commonwealth Retirement Investments LLC | $98 | 4 | 0.00% | Shares |
| HARBOUR INVESTMENTS, INC. | $49 | 2 | 0.00% | Shares |