RONB · Baron First Principles ETF ETF
$24.02
-0.53 (-2.16%)
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: $48,800
Total Shares: 2,000
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 1 13F filers · Δ vs Dec 31, 2025Top Holder
100.0%
+9.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+1,659
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
-2
Institutional value:
-82.6%
Shares held:
-82.1%
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small BROWN, LISLE/CUMMINGS, INC. | 2,000 | $48,800 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small 1776 Wealth LLC | 10,182 | $254,641 | |
| Large Kestra Advisory Services, LLC | 800 | $20,007 | |
| Mega UBS Group AG | 203 | $5,076 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small BROWN, LISLE/CUMMINGS, INC. RONB | $48,800 | 100.00% | 2,000 | Shares | 2026-09-02 |