Who owns Baron Financials ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BCFN from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 633,202 shares of Baron Financials ETF worth $13.4M — about 31.2% of shares outstanding; the largest disclosed holder is Biltmore Family Office, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$13.4M
value, 2026 filers
31.2%
of shares outstanding (633,202 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BCFN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Biltmore Family Office, LLC | 485,680 | $10.3M | 1.4% | 23.9% | -5.1% |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,595 | $1.1M | 0.0% | 2.5% | +125.9% |
| 3 | CITADEL ADVISORS LLCNEW | 42,347 | $898,798 | 0.0% | 2.1% | new |
| 4 | BANK OZK | 21,889 | $464,585 | 0.1% | 1.1% | 0.0% |
| 5 | OSAIC HOLDINGS, INC. | 15,408 | $326,948 | 0.0% | 0.8% | +1987.8% |
| 6 | JANE STREET GROUP, LLC | 11,748 | $249,347 | 0.0% | 0.6% | -39.9% |
| 7 | Institute for Wealth Management, LLC.NEW | 2,740 | $58,156 | 0.0% | 0.1% | new |
| 8 | MORGAN STANLEY | 1,214 | $25,767 | 0.0% | 0.1% | +35.3% |
| 9 | UBS Group AGNEW | 581 | $12,332 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.