Who owns BCFN?
Baron Financials ETF · Baron
9 institutions reported holding BCFN, worth $13.4M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of BCFN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Biltmore Family Office, LLC | Charlotte, NC | $10.3M | 485,680 | −25,972 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.1M | 51,595 | +28,751 shares |
| Citadel Advisors LLC | Miami, FL | $899K | 42,347 | New position |
| Bank OZK | Little Rock, AR | $465K | 21,889 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $327K | 15,408 | +14,670 shares |
| Jane Street Group, LLC | New York, NY | $249K | 11,748 | −7,806 shares |
| Institute for Wealth Management, LLC. | Denver, CO | $58K | 2,740 | New position |
| Morgan Stanley | New York, NY | $26K | 1,214 | +317 shares |
| UBS Group AG | Zurich, Switzerland | $12K | 581 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BCFN?
9 institutional managers reported holding BCFN in Form 13F filings for June 30, 2026, worth $13.4M in total. The largest reported position was held by Biltmore Family Office, LLC, at $10.3M.
Did institutions buy or sell BCFN last quarter?
Reported 13F value rose 3.2% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BCFN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.