BARON ETF TR SMID CAP ETF is a security (CUSIP 06829D305) tracked across SEC portfolio filings. 9 institutional managers reported $10.1M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CWM, LLC | OMAHA, NE | $8.4M | 388,354 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $592K | 23,754 |
| &PARTNERS | NASHVILLE, TN | $533K | 24,687 |
| Caprock Group, LLC | BOISE, ID | $272K | 10,924 |
| 1776 Wealth LLC | ATLANTA, GA | $223K | 10,325 |
| Strategic Investment Solutions, Inc. /IL | ORLAND PARK, IL | $81K | 3,244 |
| Institute for Wealth Management, LLC. | DENVER, CO | $8K | 310 |
| UBS Group AG | Zurich, V8 | $6K | 274 |
| SageView Advisory Group, LLC | NEWPORT BEACH, CA | $5K | 200 |