Funds holding Baron Technology ETF
ISIN US06829D5032 · United States · LEI 254900HD10H2BKS8E897
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 5.2M $
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 | 222,000 | 5.2M $ | 1.04 % | 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 | 1.04 % | 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 | 222,000 | 0.0 % |
| 2026Q1 | 1 | 222,000 |
Institutional managers
27 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,159,817 | 50.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 303,162 | 7.1M $ | as of Mar 31, 2026 |
| VestGen Advisors, LLC | 178,297 | 5.2M $ | as of Mar 31, 2026 |
| MADDEN SECURITIES Corp | 129,815 | 3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 113,697 | 2.7M $ | as of Mar 31, 2026 |
| Western Pacific Wealth Management, LP | 92,113 | 2.1M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 70,420 | 1.6M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 60,245 | 1.4M $ | as of Mar 31, 2026 |
| Joseph P. Lucia & Associates, LLC | 40,295 | 940K $ | as of Mar 31, 2026 |
| Zuckerman Investment Group, LLC | 30,683 | 715.8K $ | as of Mar 31, 2026 |
| Orion Porfolio Solutions, LLC | 29,664 | 692K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 29,576 | 690K $ | as of Mar 31, 2026 |
| Essex Financial Services, Inc. | 21,040 | 490.8K $ | as of Mar 31, 2026 |
| Rollins Financial Advisors, LLC | 20,743 | 483.9K $ | as of Mar 31, 2026 |
| Procyon Advisors, LLC | 15,767 | 367.8K $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 15,133 | 353 $ | as of Mar 31, 2026 |
| CHOREO, LLC | 8,828 | 205.9K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 8,708 | 203.1K $ | as of Mar 31, 2026 |
| A&I FINANCIAL SERVICES, LLC | 8,641 | 201.6K $ | as of Mar 31, 2026 |
| KERR FINANCIAL PLANNING Corp | 4,917 | 130.7K $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 3,998 | 93.3K $ | as of Mar 31, 2026 |
| CWM, LLC | 3,817 | 89K $ | as of Mar 31, 2026 |
| FMR LLC | 1,431 | 33.4K $ | as of Mar 31, 2026 |
| Key Financial Inc | 1,000 | 23.3K $ | as of Mar 31, 2026 |
| COUNTRY TRUST BANK | 631 | 14.7K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Baron Technology ETF". https://titelia.com/en/stocks/baron-technology-etf-US06829D5032