Funds holding Baron SMID Cap ETF
ISIN US06829D3052 · United States · LEI 2549006YVZXKWHJBN454
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 10M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Baron WealthBuilder Fund BARON SELECT FUNDS | 462,000 | 10M $ | 1.99 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Baron WealthBuilder Fund BARON SELECT FUNDS | 1.99 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 462,000 | 0.0 % |
| 2026Q1 | 1 | 462,000 |
Institutional managers
6 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| CWM, LLC | 388,354 | 8.4M $ | as of Mar 31, 2026 |
| &PARTNERS | 24,687 | 532.7K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 24,687 | 532.7K $ | as of Mar 31, 2026 |
| Caprock Group, LLC | 10,924 | 235.7K $ | as of Mar 31, 2026 |
| 1776 Wealth LLC | 10,325 | 222.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 274 | 5.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Baron SMID Cap ETF". https://titelia.com/en/stocks/baron-smid-cap-etf-US06829D3052