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Baron Global Durable ADV ETF (BCGD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Institute for Wealth Management, Llc.
INCREASED
Shares38,997 from 1,000
Change+37,997 (+3800%)
Value$1.0M (+$997.6K)
Filed 2026-11-06
First United Bank & Trust
INCREASED
Shares13,378 from 5,325
Change+8,053 (+151%)
Value$351.3K (+$210.5K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
NEW
Shares9,340
Change+9,340
Value$245.3K
Filed 2026-10-20
A&I Financial Services, LLC
UNCHANGED
Shares8,574 from 8,574
Change0 (0%)
Value$225.2K (-$1.6K)
Filed 2026-10-15
Rollins Financial Advisors, LLC
N/A
Shares— from 78,829
Change-78,829 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 35,296
Change-35,296 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,987
Change-18,987 (-100%)
Value—
UBS Group AG
N/A
Shares— from 149
Change-149 (-100%)
Value—
Status
Institute for Wealth Management, Llc.
INCREASED38,9971,000+37,997+3800%$26.4K$1.0M+$997.6K2026-11-06
First United Bank & Trust
INCREASED13,3785,325+8,053+151%$140.8K$351.3K+$210.5K2026-10-22
Tcfg Investment Advisors, LLC
NEW9,340—+9,340——$245.3K—2026-10-20
A&I Financial Services, LLC
UNCHANGED8,5748,57400%$226.7K$225.2K-$1.6K2026-10-15
Rollins Financial Advisors, LLC
N/A—78,829-78,829-100%$2.1M———
Citadel Advisors LLC
N/A—35,296-35,296-100%$933.3K———
Jane Street Group, LLC
N/A—18,987-18,987-100%$502.1K———
UBS Group AG
N/A—149-149-100%$3.9K———
Showing 8 of 8 institutions