IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Baron Financials ETF (BCFN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Biltmore Family Office, LLC
DECREASED
Shares447,100 from 485,680
Change-38,580 (-8%)
Value$9.5M (-$790.7K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
INCREASED
Shares14,544 from 2,740
Change+11,804 (+431%)
Value$309.6K (+$251.5K)
Filed 2026-11-06
Susquehanna International Group, LLP
N/A
Shares— from 51,595
Change-51,595 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,347
Change-42,347 (-100%)
Value—
Bank OZK
N/A
Shares— from 21,889
Change-21,889 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 15,408
Change-15,408 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,748
Change-11,748 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,214
Change-1,214 (-100%)
Value—
UBS Group AG
N/A
Shares— from 581
Change-581 (-100%)
Value—
Status
Biltmore Family Office, LLC
DECREASED447,100485,680-38,580-8%$10.3M$9.5M-$790.7K2026-11-03
Institute for Wealth Management, Llc.
INCREASED14,5442,740+11,804+431%$58.2K$309.6K+$251.5K2026-11-06
Susquehanna International Group, LLP
N/A—51,595-51,595-100%$1.1M———
Citadel Advisors LLC
N/A—42,347-42,347-100%$898.8K———
Bank OZK
N/A—21,889-21,889-100%$464.6K———
Osaic Holdings, Inc.
N/A—15,408-15,408-100%$326.9K———
Jane Street Group, LLC
N/A—11,748-11,748-100%$249.3K———
Morgan Stanley
N/A—1,214-1,214-100%$25.8K———
UBS Group AG
N/A—581-581-100%$12.3K———
Showing 9 of 9 institutions