Vault-13

BARON ETF TR RONB

FIRST PRINC ETF · ETP · CUSIP 06829D107

41 institutional holders +38 vs Q4 2025
1,174,9511.2m shares reported held*
$26.8mreported value*
38 new 2 added 0 reduced 0 sold out net bought ≈ $26.6m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $22.77.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 25: 3Q1 26: 4141Q4 25Q1 26
Numbers
QuarterHolders
Q4 20253
Q1 202641

Biggest buyers

JPMORGAN CHASE & CO New +230,000+230.0k
Fortis Group Advisors, LLC New +110,711+110.7k
PRINCIPAL SECURITIES, INC. New +104,488+104.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +80,666+80.7k
Clay Northam Wealth Management, LLC New +73,618+73.6k
COMMONWEALTH EQUITY SERVICES, LLC New +68,456+68.5k
Janney Montgomery Scott LLC New +61,672+61.7k
OPPENHEIMER & CO INC New +52,854+52.9k
STIFEL FINANCIAL CORP New +51,060+51.1k
OSAIC HOLDINGS, INC. New +43,276+43.3k

Biggest sellers

None

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 230,000230.0k $5.1m $5.1m 0.00% New
2 Fortis Group Advisors, LLC 0.42% of their portfolio WESTWOOD, NJ 110,711110.7k $2.6m $2.6m 0.42% New
3 PRINCIPAL SECURITIES, INC. 0.04% of their portfolio DES MOINES, IA 104,488104.5k $2.4m $2.4m 0.04% New
4 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 80,66680.7k $1.8m $1.8m 0.00% New
5 Clay Northam Wealth Management, LLC 0.95% of their portfolio HUNTINGTON BEACH, CA 73,61873.6k $1.7m $1.7m 0.95% New
6 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 68,45668.5k $1.6m $1.6m 0.00% New
7 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 61,67261.7k $1.4m $1.4m 0.00% New
8 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 52,85452.9k $1.2m $1.2m 0.01% New
9 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 51,06051.1k $1.2m $1.2m 0.00% New
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 43,27643.3k $989.7k $989.7k 0.00% New
11 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 43,26043.3k $989.0k $989.0k 0.00% New
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 27,25827.3k $623.4k $623.4k 0.00% New
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,85022.9k $522.6k $522.6k 0.00% Added +22.6k +22,647
14 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 21,08421.1k $480.7k $480.7k 0.00% New
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,06921.1k $481.0k $481.0k 0.00% New
16 Pinnacle Wealth Planning Services, Inc. 0.05% of their portfolio MANSFIELD, OH 20,23020.2k $462.7k $462.7k 0.05% New
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,23117.2k $394.1k $394.1k 0.00% Added +16.4k +16,431
18 Cannon Global Investment Management, LLC 0.86% of their portfolio DAVIE, FL 15,60015.6k $356.8k $356.8k 0.86% New
19 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,37011.4k $260.0k $260.0k 0.00% New
20 Third View Private Wealth, LLC 0.03% of their portfolio WESTPORT, CT 10,34810.3k $236.7k $236.7k 0.03% New
21 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 10,30010.3k $235.6k $235.6k 0.01% New
22 1776 Wealth LLC 0.09% of their portfolio ATLANTA, GA 10,18210.2k $232.9k $232.9k 0.09% Unchanged
23 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 10,00010.0k $228.7k $228.7k 0.00% New
24 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 10,00010.0k $228.6k $228.6k 0.02% New
25 DUTCH ASSET Corp 0.15% of their portfolio SELKIRK, NY 9,8039.8k $224.2k $224.2k 0.15% New
26 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,3879.4k $214.7k $214.7k 0.00% New
27 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 9,3339.3k $213.4k $213.4k 0.01% New
28 one8zero8, LLC 0.05% of their portfolio GREENSBORO, NC 9,2509.2k $211.5k $211.5k 0.05% New
29 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 3,1913.2k $73.0k $73.0k 0.00% New
30 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,0002.0k $45.7k $45.7k 0.00% New
31 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,2351.2k $28.2k $28.2k 0.00% New
32 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,0001.0k $22.9k $22.9k 0.00% New
33 CWM, LLC 0.00% of their portfolio OMAHA, NE 585585 $13.4k $13.4k 0.00% New
34 Chung Wu Investment Group, LLC 0.01% of their portfolio SUGAR LAND, TX 500500 $11.4k $11.4k 0.01% New
35 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 350350 $8.0k $8.0k 0.00% New
36 IMG Wealth Management, Inc. 0.00% of their portfolio JACKSONVILLE, FL 248248 $5.7k $5.7k 0.00% New
37 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 239239 $5.5k $5.5k 0.00% New
38 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 150150 $3.4k $3.4k 0.00% New
39 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 5050 $1.1k $1.1k 0.00% New
40 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4242 $961 $961 0.00% New
41 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 55 $114 $114 0.00% New