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DaveManuel.com · Institutional Ownership · Who Owns It

BARON ETF TR (RONB)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

92
Reporting holders
$135.3M
Reported value
0.0%
Calls
0.0%
Puts
+50
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
DRW Securities, LLC$29.9M1,226,4350.73%newNEW
Weiss Asset Management LP$26.5M1,087,3860.28%newNEW
UBS Group AG$6.9M284,4690.00%3q+1144.9%+$6.4M
ALTFEST L J & CO INC$5.6M231,2950.55%newNEW
Private Advisor Group, LLC$5.6M228,2640.03%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.7M190,9830.00%2q+136.8%+$2.7M
D.A. DAVIDSON & CO.$3.9M158,9570.02%newNEW
Sanctuary Advisors, LLC$3.8M156,0440.02%newNEW
OSAIC HOLDINGS, INC.$3.5M145,2550.00%2q+235.6%+$2.5M
PRINCIPAL SECURITIES, INC.$3.3M133,4030.04%2q+27.7%+$705.5K
LPL Financial LLC$3.1M128,3910.00%newNEW
STIFEL FINANCIAL CORP$3.0M123,2840.00%2q+141.4%+$1.8M
Cambridge Investment Research Advisors, Inc.$3.0M120,9500.00%2q+179.6%+$1.9M
ROYAL BANK OF CANADA$2.3M95,7260.00%2q+354.3%+$1.8M
Fortis Group Advisors, LLC$2.0M83,5800.33%2q-24.5%-$662.0K
MML INVESTORS SERVICES, LLC$2.0M83,5740.00%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$1.7M71,3200.00%2q+4.2%+$69.9K
ENVESTNET ASSET MANAGEMENT INC$1.7M70,0120.00%2q+156.8%+$1.0M
Bank of New York Mellon Corp$1.7M69,5940.00%newNEW
Atria Investments, Inc$1.7M68,9280.02%newNEW
OPPENHEIMER & CO INC$1.7M68,2110.02%2q+29.1%+$374.7K
one8zero8, LLC$1.1M47,1000.23%2q+409.2%+$923.5K
INDEPENDENT FINANCIAL GROUP, LLC$1.0M42,6890.02%newNEW
HRT FINANCIAL LP$867.0K35,5500.00%newNEW
Kestra Advisory Services, LLC$830.0K34,0180.00%3q+97.4%+$409.6K
Janney Montgomery Scott LLC$652.0K26,7050.00%2q-56.7%-$853.7K
NEUBERGER BERMAN GROUP LLC$614.2K25,1710.00%newNEW
KELLEHER FINANCIAL ADVISORS$555.3K22,7600.08%newNEW
Pinnacle Wealth Planning Services, Inc.$546.3K22,3900.05%2q+10.7%+$52.7K
TRUIST FINANCIAL CORP$541.4K22,1890.00%2q+5.2%+$27.0K
JANE STREET GROUP, LLC$506.3K20,7480.00%newNEW
Capital Investment Advisory Services, LLC$488.0K20,0000.03%newNEW
Strategic Family Wealth Counselors, L.L.C.$465.5K19,0760.11%newNEW
CreativeOne Wealth, LLC$463.3K18,9860.01%newNEW
HighTower Advisors, LLC$446.8K18,3120.00%newNEW
CRA Financial Services, LLC$428.5K17,5600.05%newNEW
Mariner, LLC$425.8K17,4500.00%2q+53.5%+$148.4K
October Effect Ltd$396.5K16,2500.37%newNEW
FINANCIAL MANAGEMENT NETWORK INC$386.4K17,1800.06%newNEW
Beaumont Financial Advisors, LLC$352.1K14,4320.02%newNEW
FIFTH THIRD BANCORP$350.5K14,3640.00%2q+43.6%+$106.5K
MGO ONE SEVEN LLC$334.3K13,7020.01%newNEW
&PARTNERS$332.4K13,6220.00%newNEW
FIRST FINANCIAL BANK - TRUST DIVISION$315.2K12,9170.02%newNEW
Brookstone Capital Management$289.1K11,8500.00%newNEW
Essex Financial Services, Inc.$284.1K11,6430.01%2q+24.8%+$56.4K
Third View Private Wealth, LLC$284.0K11,6400.03%2q+12.5%+$31.5K
PFG Investments, LLC$275.7K11,3000.01%2q+9.7%+$24.4K
Retirement Planning Group, LLC$273.4K11,2030.01%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$273.0K11,5190.00%newNEW
Ameritas Advisory Services, LLC$269.4K11,0410.01%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$265.6K11,0000.02%2q+10.0%+$24.1K
Berkeley Capital Partners, LLC$256.4K10,5080.05%newNEW
1776 Wealth LLC$248.4K10,1820.09%3qHELD
DUTCH ASSET Corp$239.2K9,8030.12%2qHELD
Northwest Financial Advisors$236.1K9,6780.03%newNEW
Security National Bank$234.0K9,5920.03%newNEW
Farther Finance Advisors, LLC$219.9K9,0110.00%2q+629.6%+$189.7K
Savvy Advisors, Inc.$211.4K8,6650.00%newNEW
HARBOUR INVESTMENT MANAGEMENT LLC$211.0K8,6480.11%newNEW
Avestar Capital, LLC$205.5K8,4220.01%newNEW
Larson Financial Group LLC$119.3K4,8910.00%2q+53.3%+$41.5K
Allworth Financial LP$95.2K3,9000.00%2q+95.0%+$46.4K
Steward Partners Investment Advisory, LLC$92.5K3,7910.00%2q-59.6%-$136.5K
FLAGSHIP WEALTH ADVISORS, LLC$90.9K3,7250.02%newNEW
Institute for Wealth Management, LLC.$72.3K2,9650.01%newNEW
BROWN, LISLE/CUMMINGS, INC.$48.8K2,0000.01%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$43.1K1,9300.01%newFIRST
MORGAN STANLEY$37.0K1,5170.00%newNEW
IFP Advisors, Inc$34.2K1,4000.00%2q+300.0%+$25.6K
BFC Planning, Inc.$34.2K1,4000.00%newNEW
Bullseye Investment Management, LLC$20.7K8500.01%3q-98.9%-$1.9M
BankPlus Trust Department$20.0K8180.00%newNEW
LANARK FINANCIAL, INC.$19.5K8000.00%2q-20.0%-$4.9K
CoreCap Advisors, LLC$14.6K6000.00%newNEW
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$12.2K5000.00%newNEW
HHM Wealth Advisors, LLC$10.5K4300.00%newNEW
IMG Wealth Management, Inc.$7.3K3000.00%2q+21.0%+$1.3K
Ritter Daniher Financial Advisory LLC / DE$6.1K2500.00%newNEW
SIGNATUREFD, LLC$5.8K2390.00%2qHELD
FINANCIAL CONSULATE, INC$5.2K2140.00%newNEW
HighMark Wealth Management LLC$4.9K2000.00%newNEW
Continuum Advisory, LLC$4.7K1920.00%newNEW
JPMORGAN CHASE & CO$3.6K1480.00%2q-99.9%-$5.5M
Investors Research Corp$3.4K1400.00%newNEW
Anchor Investment Management, LLC$1.2K500.00%2qHELD
Godfrey Financial Associates, Inc.$1.2K500.00%newNEW
MCGUIRE CAPITAL ADVISORS INC$1.2K500.00%newNEW
NVWM, LLC$756310.00%2q+520.0%
Global Retirement Partners, LLC$659270.00%newNEW
Commonwealth Retirement Investments LLC$9840.00%newNEW
HARBOUR INVESTMENTS, INC.$4920.00%2q-98.7%-$3.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202627$10.9M490,23763110.0%
Q2 202692$135.3M5,548,351542670.0%
Q1 202642$28.6M1,254,22838300.0%
Q4 20254$2.0M81,8044000.0%