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Baron First Principles ETF (RONB)

CUSIP: 06829D107 | NYSE | 105 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC132,169
0.0% of portfolio›$3.1M
D.A. Davidson & Co.117,691
0.0% of portfolio›$2.8M
Institute for Wealth Management, Llc.102,051
0.2% of portfolio›$2.4M
Atria Investments, Inc98,284
0.0% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.75,677
0.0% of portfolio›$1.8M
Bank of New York Mellon Corp75,104
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC66,277
0.0% of portfolio›$1.6M
Independent Financial Group, LLC29,889
0.0% of portfolio›$700.3K
Kestra Advisory Services, LLC26,418
0.0% of portfolio›$619.0K
Strategic Family Wealth Counselors, L.L.C.26,375
0.1% of portfolio›$618.0K
Truist Financial Corp22,779
0.0% of portfolio›$533.7K
Concurrent Investment Advisors, LLC20,870
0.0% of portfolio›$489.0K
Oppenheimer & Co Inc20,488
0.0% of portfolio›$480.0K
Pinnacle Wealth Planning Services, Inc.20,230
0.0% of portfolio›$474.0K
Capital Investment Advisory Services, LLC18,269
0.0% of portfolio›$428.0K
October Effect Ltd15,780
0.4% of portfolio›$369.7K
Fifth Third Bancorp14,364
0.0% of portfolio›$336.5K
First Financial Bank - Trust Division12,917
0.0% of portfolio›$302.6K
MGO One Seven LLC12,380
0.0% of portfolio›$290.1K
StoneX Group Inc.12,249
0.0% of portfolio›$269.7K
Wealth Enhancement Advisory Services, LLC11,469
0.0% of portfolio›$283.1K
International Assets Investment Management, LLC11,360
0.0% of portfolio›$265.7K
Third View Private Wealth, LLC11,038
0.0% of portfolio›$258.6K
Retirement Planning Group, LLC10,703
0.0% of portfolio›$250.8K
Northwest Financial Advisors9,678
0.0% of portfolio›$226.8K
Relyea Zuckerberg Hanson LLC9,430
0.0% of portfolio›$220.9K
Mayfair Advisory Group, LLC9,100
0.1% of portfolio›$213.2K
Apollon Wealth Management, LLC8,803
0.0% of portfolio›$206.3K
Farther Finance Advisors, LLC8,023
0.0% of portfolio›$188.0K
Security National Bank6,295
0.0% of portfolio›$147.5K
Larson Financial Group LLC5,291
0.0% of portfolio›$124.0K
Allworth Financial LP3,900
0.0% of portfolio›$95.2K
Flagship Wealth Advisors, LLC3,725
0.0% of portfolio›$87.3K
CX Institutional3,018
0.0% of portfolio›$71.0K
Compass Financial Management LLC1,930
0.0% of portfolio›$45.2K
IFP Advisors, Inc1,400
0.0% of portfolio›$32.8K
Brown, Lisle Ings, Inc.1,000
0.0% of portfolio›$23.4K
Lanark Financial, Inc.800
0.0% of portfolio›$18.7K
Kelleher Financial Advisors630
0.0% of portfolio›$14.8K
Financial Consulate, Inc214
0.0% of portfolio›$5.0K
Latitude Advisors, LLC185
0.0% of portfolio›$4.3K
Investors Research Corp140
0.0% of portfolio›$3.3K
IMG Wealth Management, Inc.75
0.0% of portfolio›$1.8K
Financially Speaking Inc29
0.0% of portfolio›$680
Harbour Investments, Inc.2
0.0% of portfolio›$47
StyleTurnoverLocationFiled
LPL Financial LLC
132,169$3.1M0.0%IndexVery LowFort Mill, SC2026-11-06
D.A. Davidson & Co.
117,691$2.8M0.0%CoreLowGreat Falls, MT2026-10-28
Institute for Wealth Management, Llc.
102,051$2.4M0.2%GrowthLowDenver, CO2026-11-06
Atria Investments, Inc
98,284$2.3M0.0%CoreMediumCharlotte, NC2026-10-15
Cambridge Investment Research Advisors, Inc.
75,677$1.8M0.0%ETFLowFairfield, IA2026-11-02
Bank of New York Mellon Corp
75,104$1.8M0.0%CoreLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
66,277$1.6M0.0%ETFLowWaltham, MA2026-11-02
Independent Financial Group, LLC
29,889$700.3K0.0%GrowthLowSan Diego, CA2026-10-13
Kestra Advisory Services, LLC
26,418$619.0K0.0%IndexLowAustin, TX2026-11-02
Strategic Family Wealth Counselors, L.L.C.
26,375$618.0K0.1%ETFVery LowFairfield, NJ2026-10-29
Truist Financial Corp
22,779$533.7K0.0%CoreLowCharlotte, NC2026-10-30
Concurrent Investment Advisors, LLC
20,870$489.0K0.0%CoreMediumTampa, FL2026-10-16
Oppenheimer & Co Inc
20,488$480.0K0.0%CoreLowNew York, NY2026-10-26
Pinnacle Wealth Planning Services, Inc.
20,230$474.0K0.0%GARPLowMansfield, OH2026-10-27
Capital Investment Advisory Services, LLC
18,269$428.0K0.0%CoreMediumRaleigh, NC2026-10-30
October Effect Ltd
15,780$369.7K0.4%GrowthHighVirginia Beach, VA2026-10-20
Fifth Third Bancorp
14,364$336.5K0.0%GrowthLowCincinnati, OH2026-11-05
First Financial Bank - Trust Division
12,917$302.6K0.0%CoreLowHamilton, OH2026-10-01
MGO One Seven LLC
12,380$290.1K0.0%CoreLowBeachwood, OH2026-10-28
StoneX Group Inc.
12,249$269.7K0.0%ETFMediumNew York, NY2026-11-03
Wealth Enhancement Advisory Services, LLC
11,469$283.1K0.0%CoreLowPlymouth, MN2026-10-13
International Assets Investment Management, LLC
11,360$265.7K0.0%GrowthMediumOrlando, FL2026-11-02
Third View Private Wealth, LLC
11,038$258.6K0.0%GrowthLowWestport, CT2026-10-30
Retirement Planning Group, LLC
10,703$250.8K0.0%ETFVery LowLeawood, KS2026-10-19
Northwest Financial Advisors
9,678$226.8K0.0%ETFLowHerndon, VA2026-10-27
Relyea Zuckerberg Hanson LLC
9,430$220.9K0.0%ETFLowStamford, CT2026-10-20
Mayfair Advisory Group, LLC
9,100$213.2K0.1%ETFLowBirmingham, AL2026-10-20
Apollon Wealth Management, LLC
8,803$206.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Farther Finance Advisors, LLC
8,023$188.0K0.0%IndexLowSan Francisco, CA2026-10-08
Security National Bank
6,295$147.5K0.0%GrowthLowOmaha, NE2026-10-26
Larson Financial Group LLC
5,291$124.0K0.0%GrowthLowSt Louis, MO2026-11-05
Allworth Financial LP
3,900$95.2K0.0%ETFLowFolsom, CA2026-11-06
Flagship Wealth Advisors, LLC
3,725$87.3K0.0%ETFLowWakefield, MA2026-11-03
CX Institutional
3,018$71.0K0.0%CoreMediumAuburn, IN2026-10-02
Compass Financial Management LLC
1,930$45.2K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
1,400$32.8K0.0%CoreLowTampa, FL2026-10-16
Brown, Lisle Ings, Inc.
1,000$23.4K0.0%CoreVery LowProvidence, RI2026-10-16
Lanark Financial, Inc.
800$18.7K0.0%CoreMediumBirmingham, AL2026-10-26
Kelleher Financial Advisors
630$14.8K0.0%CoreMediumNew York, NY2026-10-30
Financial Consulate, Inc
214$5.0K0.0%ETFLowHunt Valley, MD2026-10-23
Latitude Advisors, LLC
185$4.3K0.0%ETFLowYorkville, IL2026-10-27
Investors Research Corp
140$3.3K0.0%ETFLowAtlanta, GA2026-10-07
IMG Wealth Management, Inc.
75$1.8K0.0%ETFMediumJacksonville, FL2026-10-27
Financially Speaking Inc
29$6800.0%ETFHighGreenwood Village, CO2026-11-05
Harbour Investments, Inc.
2$470.0%ETFLowMadison, WI2026-11-09