# 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

- Issuer: BARON ETF TR
- Class: FIRST PRINC ETF
- CUSIP: 06829D107
- 13F holders: 75
- 13F value: $52.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 75 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [ALTFEST L J & CO INC](https://search.stillhousedata.com/firm/110130) | NEW YORK, NY | $5.6M | 231,295 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $5.6M | 228,264 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $5.1M | 230,000 |
| D.A. DAVIDSON & CO. | GREAT FALLS, MT | $3.9M | 158,957 |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | DES MOINES, IA | $3.3M | 133,403 |
| [Fortis Group Advisors, LLC](https://search.stillhousedata.com/firm/290427) | WESTWOOD, NJ | $2.0M | 83,580 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.8M | 80,666 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $1.7M | 71,320 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $1.7M | 70,012 |
| Bank of New York Mellon Corp | NEW YORK, NY | $1.7M | 69,594 |
| Clay Northam Wealth Management, LLC | LONG BEACH, CA | $1.7M | 73,618 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $1.7M | 68,928 |
| OPPENHEIMER & CO INC | NEW YORK, NY | $1.7M | 68,211 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $1.2M | 51,060 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | SAN DIEGO, CA | $1.0M | 42,689 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/06829D107.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.