CG
BCSM

Caprock Group’s Baron SMID Cap ETF BCSM Stock Holding History

Caprock Group’s Portfolio BCSM Stock Details BCSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$236K Buy
+10,924
New +$256K 0.01% 997

Other funds holding BCSM

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caprock Group's BCSM Position: Q1 2026 in Review

Caprock Group opened a new position in Baron SMID Cap ETF (BCSM) in Q1 2026: 10,924 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #997 among its holdings.

6 funds tracked by Wall St. Rank hold BCSM as of Q1 2026.

  • Caprock Group held 10,924 shares of Baron SMID Cap ETF worth $236K as of Q1 2026.
  • Baron SMID Cap ETF was a new Caprock Group position in Q1 2026.
  • Baron SMID Cap ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #997 holding.
  • 6 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.