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Baron Financials ETF (BCFN)
CUSIP: 06829D404 | NYSE | 16 institutional holders
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Q3 2026
Q2 2026
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Institutional Holders — Q3 2026
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Biltmore Family Office, LLC
447,100
1.3% of portfolio
›
$9.5M
Institute for Wealth Management, Llc.
14,544
0.0% of portfolio
›
$309.6K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Biltmore Family Office, LLC
447,100
$9.5M
1.3%
Growth
Low
Charlotte, NC
2026-11-03
Institute for Wealth Management, Llc.
14,544
$309.6K
0.0%
Growth
Low
Denver, CO
2026-11-06