BCSM BARON ETF TR
FollowSMID CAP ETF (fund)
6 managers (6 13F filers) reported a position in BCSM shares at 2026-03-31, 459,251 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 5
- Added
- 0
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 459,251
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CWM, LLCin group CWM, LLC | 388,354 | $8.38M | 0.02% | new | 13F-HRTimelineGroup |
| &PARTNERS | 24,687 | $533K | <0.01% | new | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 24,687 | $533K | <0.01% | new | 13F-HRTimelineGroup |
| Caprock Group, LLC | 10,924 | $236K | 0.01% | new | 13F-HRTimeline |
| 1776 Wealth LLC | 10,325 | $223K | 0.09% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 274 | $5.91K | <0.01% | new | 13F-HRTimelineGroup |