BARON ETF TR FIRST PRINC ETF

BARON ETF TR FIRST PRINC ETF is a security (CUSIP 06829D107) tracked across SEC portfolio filings. 75 institutional managers reported $52.7M on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 75 managers by value.

ManagerLocationValueShares
ALTFEST L J & CO INCNEW YORK, NY$5.6M231,295
Private Advisor Group, LLCMORRISTOWN, NJ$5.6M228,264
JPMORGAN CHASE & CONEW YORK, NY$5.1M230,000
D.A. DAVIDSON & CO.GREAT FALLS, MT$3.9M158,957
PRINCIPAL SECURITIES, INC.DES MOINES, IA$3.3M133,403
Fortis Group Advisors, LLCWESTWOOD, NJ$2.0M83,580
SUSQUEHANNA INTERNATIONAL GROUP, LLPBALA CYNWYD, PA$1.8M80,666
COMMONWEALTH EQUITY SERVICES, LLCWALTHAM, MA$1.7M71,320
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$1.7M70,012
Bank of New York Mellon CorpNEW YORK, NY$1.7M69,594
Clay Northam Wealth Management, LLCLONG BEACH, CA$1.7M73,618
Atria Investments, IncCharlotte, NC$1.7M68,928
OPPENHEIMER & CO INCNEW YORK, NY$1.7M68,211
STIFEL FINANCIAL CORPST. LOUIS, MO$1.2M51,060
INDEPENDENT FINANCIAL GROUP, LLCSAN DIEGO, CA$1.0M42,689

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