Who owns BCSM?
Baron SMID Cap ETF · Baron
5 institutions reported holding BCSM, worth $1.5M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of BCSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $592K | 23,754 | −933 shares |
| &Partners | Nashville, TN | $592K | 23,754 | −933 shares |
| Caprock Group, LLC | Boise, ID | $272K | 10,924 | No change |
| Strategic Investment Solutions, Inc. | Orland Park, IL | $81K | 3,244 | New position |
| Institute for Wealth Management, LLC. | Denver, CO | $8K | 310 | 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 BCSM?
5 institutional managers reported holding BCSM in Form 13F filings for June 30, 2026, worth $1.5M in total. The largest reported position was held by Envestnet Asset Management Inc., at $592K.
Did institutions buy or sell BCSM last quarter?
Reported 13F value rose 1.0% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 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 BCSM 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.