CX Institutional’s Baron First Principles ETF RONB Stock Holding History

CX Institutional’s Portfolio RONB Stock Details RONB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71K	Buy	+3,018	New	+$70.1K	﹤0.01%	948

Other funds holding RONB

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BLC

Brown, Lisle/Cummings Providence, Rhode Island $453M AUM 20.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CX Institutional's RONB Position: Q3 2026 in Review

CX Institutional opened a new position in Baron First Principles ETF (RONB) in Q3 2026: 3,018 shares worth $71K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

11 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

CX Institutional held 3,018 shares of Baron First Principles ETF worth $71K as of Q3 2026.
Baron First Principles ETF was a new CX Institutional position in Q3 2026.
Baron First Principles ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #948 holding.
11 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.