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
Q2 		$272K Hold
10,924
– – 0.01% 1069
2026
Q1 		$236K Buy
+10,924
New +$256K 0.01% 997

Other funds holding BCSM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Caprock Group's BCSM Position: Q2 2026 in Review

Caprock Group held its Baron SMID Cap ETF (BCSM) position steady in Q2 2026 at 10,924 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #1069.

Caprock Group first reported a position in BCSM in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BCSM as of Q2 2026.

  • Caprock Group held 10,924 shares of Baron SMID Cap ETF worth $272K as of Q2 2026.
  • Caprock Group left its Baron SMID Cap ETF share count unchanged in Q2 2026.
  • Baron SMID Cap ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #1069 holding.
  • Caprock Group first reported a position in Baron SMID Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Baron SMID Cap ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.