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Baron Technology ETF (BCTK)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Total Investment Management Inc
NEW
Shares1,287,393
Change+1,287,393
Value$39.8M
Filed 2026-10-22
LPL Financial LLC
INCREASED
Shares435,464 from 333,688
Change+101,776 (+31%)
Value$13.5M (+$2.6M)
Filed 2026-11-06
Thrivent Financial for Lutherans
NEW
Shares299,886
Change+299,886
Value$9.4M
Filed 2026-11-05
Blueprint Investment Partners LLC
INCREASED
Shares186,951 from 157,528
Change+29,423 (+19%)
Value$5.8M (+$669.4K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares179,251 from 161,403
Change+17,848 (+11%)
Value$5.5M (+$305.3K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares165,876 from 177,432
Change-11,556 (-7%)
Value$5.1M (-$629.3K)
Filed 2026-10-27
Madden Securities Corp
INCREASED
Shares143,317 from 130,846
Change+12,471 (+10%)
Value$4.4M (+$185.6K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
INCREASED
Shares117,226 from 108,058
Change+9,168 (+8%)
Value$3.6M (+$118.3K)
Filed 2026-11-02
Western Pacific Wealth Management, LP
INCREASED
Shares110,181 from 103,330
Change+6,851 (+7%)
Value$3.4M (+$53.8K)
Filed 2026-10-16
Lido Advisors, LLC
UNCHANGED
Shares60,245 from 60,245
Change0 (0%)
Value$1.9M (-$92.2K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED
Shares34,896 from 36,509
Change-1,613 (-4%)
Value$1.1M (-$105.8K)
Filed 2026-10-30
Unique Wealth, LLC
INCREASED
Shares24,692 from 22,567
Change+2,125 (+9%)
Value$764.2K (+$31.2K)
Filed 2026-10-16
BXM Wealth LLC
NEW
Shares18,980
Change+18,980
Value$587.4K
Filed 2026-11-03
EdgeRock Capital LLC
NEW
Shares17,719
Change+17,719
Value$548.4K
Filed 2026-11-03
Procyon Advisors, LLC
INCREASED
Shares17,070 from 15,832
Change+1,238 (+8%)
Value$528.3K (+$14.1K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares15,108 from 15,533
Change-425 (-3%)
Value$468.0K (-$37.0K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
NEW
Shares14,462
Change+14,462
Value$447.6K
Filed 2026-11-06
Investment Partners, Ltd.
INCREASED
Shares13,642 from 6,821
Change+6,821 (+100%)
Value$422.2K (+$200.7K)
Filed 2026-10-29
Truist Financial Corp
NEW
Shares11,661
Change+11,661
Value$360.9K
Filed 2026-10-30
Prospera Financial Services Inc
NEW
Shares10,100
Change+10,100
Value$277.6K
Filed 2026-11-04
Choreo, LLC
INCREASED
Shares8,842 from 8,828
Change+14 (+0%)
Value$273.7K (-$13.1K)
Filed 2026-10-28
A&I Financial Services, LLC
UNCHANGED
Shares8,641 from 8,641
Change0 (0%)
Value$267.4K (-$13.2K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares7,273 from 3,908
Change+3,365 (+86%)
Value$225.1K (+$98.2K)
Filed 2026-11-05
Trek Financial, LLC
INCREASED
Shares6,642 from 6,633
Change+9 (+0%)
Value$205.6K (-$9.9K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$31.0K (-$1.5K)
Filed 2026-11-02
William Mack & Associates, Inc.
NEW
Shares811
Change+811
Value$25.1K
Filed 2026-10-27
Country Trust Bank
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$19.5K (-$967)
Filed 2026-10-30
Johnson Financial Group, LLC
CLOSED
Shares0 from 34,453
Change-34,453 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,071,766
Change-2,071,766 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 128,227
Change-128,227 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,474
Change-46,474 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 30,683
Change-30,683 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,580
Change-23,580 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 18,683
Change-18,683 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,136
Change-7,136 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,917
Change-4,917 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,341
Change-1,341 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,027
Change-1,027 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 425
Change-425 (-100%)
Value—
Status
Total Investment Management Inc
NEW1,287,393—+1,287,393——$39.8M—2026-10-22
LPL Financial LLC
INCREASED435,464333,688+101,776+31%$10.8M$13.5M+$2.6M2026-11-06
Thrivent Financial for Lutherans
NEW299,886—+299,886——$9.4M—2026-11-05
Blueprint Investment Partners LLC
INCREASED186,951157,528+29,423+19%$5.1M$5.8M+$669.4K2026-10-28
Blueprint Financial Advisors LLC
INCREASED179,251161,403+17,848+11%$5.2M$5.5M+$305.3K2026-10-28
VestGen Advisors, LLC
DECREASED165,876177,432-11,556-7%$5.8M$5.1M-$629.3K2026-10-27
Madden Securities Corp
INCREASED143,317130,846+12,471+10%$4.3M$4.4M+$185.6K2026-10-27
Commonwealth Equity Services, LLC
INCREASED117,226108,058+9,168+8%$3.5M$3.6M+$118.3K2026-11-02
Western Pacific Wealth Management, LP
INCREASED110,181103,330+6,851+7%$3.4M$3.4M+$53.8K2026-10-16
Lido Advisors, LLC
UNCHANGED60,24560,24500%$2.0M$1.9M-$92.2K2026-11-04
Joseph P. Lucia & Associates, LLC
DECREASED34,89636,509-1,613-4%$1.2M$1.1M-$105.8K2026-10-30
Unique Wealth, LLC
INCREASED24,69222,567+2,125+9%$733.0K$764.2K+$31.2K2026-10-16
BXM Wealth LLC
NEW18,980—+18,980——$587.4K—2026-11-03
EdgeRock Capital LLC
NEW17,719—+17,719——$548.4K—2026-11-03
Procyon Advisors, LLC
INCREASED17,07015,832+1,238+8%$514.2K$528.3K+$14.1K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED15,10815,533-425-3%$505.0K$468.0K-$37.0K2026-11-02
Institute for Wealth Management, Llc.
NEW14,462—+14,462——$447.6K—2026-11-06
Investment Partners, Ltd.
INCREASED13,6426,821+6,821+100%$221.6K$422.2K+$200.7K2026-10-29
Truist Financial Corp
NEW11,661—+11,661——$360.9K—2026-10-30
Prospera Financial Services Inc
NEW10,100—+10,100——$277.6K—2026-11-04
Choreo, LLC
INCREASED8,8428,828+14+0%$286.7K$273.7K-$13.1K2026-10-28
A&I Financial Services, LLC
UNCHANGED8,6418,64100%$280.7K$267.4K-$13.2K2026-10-15
Fifth Third Bancorp
INCREASED7,2733,908+3,365+86%$126.9K$225.1K+$98.2K2026-11-05
Trek Financial, LLC
INCREASED6,6426,633+9+0%$215.4K$205.6K-$9.9K2026-10-29
Key FInancial Inc
UNCHANGED1,0001,00000%$32.5K$31.0K-$1.5K2026-11-02
William Mack & Associates, Inc.
NEW811—+811——$25.1K—2026-10-27
Country Trust Bank
UNCHANGED63163100%$20.5K$19.5K-$9672026-10-30
Johnson Financial Group, LLC
CLOSED034,453-34,453-100%$1.1M$0-$1.1M2026-11-03
Northwestern Mutual Wealth Management Co
N/A—2,071,766-2,071,766-100%$67.3M———
Susquehanna International Group, LLP
N/A—128,227-128,227-100%$4.2M———
Osaic Holdings, Inc.
N/A—46,474-46,474-100%$1.5M———
Zuckerman Investment Group, LLC
N/A—30,683-30,683-100%$996.6K———
Essex Financial Services, Inc.
N/A—23,580-23,580-100%$765.9K———
Rollins Financial Advisors, LLC
N/A—18,683-18,683-100%$606.8K———
Cetera Investment Advisers
N/A—7,136-7,136-100%$231.8K———
Kerr Financial Planning Corp
N/A—4,917-4,917-100%$159.7K———
FMR LLC
N/A—1,341-1,341-100%$43.6K———
Global Retirement Partners, LLC
N/A—1,257-1,257-100%$40.8K———
Arax Advisory Partners
N/A—1,027-1,027-100%$33.4K———
Morgan Stanley
N/A—425-425-100%$13.8K———
Showing 40 of 40 institutions