BCFN · Baron Financials ETF ETF
$23.57
-0.33 (-1.40%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $898,815
Total Shares: 42,347
Institutional Ownership Trend
3 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+18.0 pts
Top 5
100.0%
+2.1 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+3,210
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
9
Unchanged
0
Holder count:
-8
Institutional value:
-93.1%
Shares held:
-93.2%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 42,347 | $898,815 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Biltmore Family Office, LLC | 511,652 | $10,671,014 | |
| Small Sterling Investment Counsel, LLC | 34,878 | $727,415 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,844 | $476,434 | |
| Small BANK OZK | 21,889 | $456,516 | |
| Mega JANE STREET GROUP, LLC | 19,554 | $407,818 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC BCFN | $898,815 | 100.00% | 42,347 | Shares | 2026-09-02 |