Envestnet Asset Management
RONB

Envestnet Asset Management’s Baron First Principles ETF RONB Stock Holding History

Envestnet Asset Management’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
Q2 		$1.71M Buy
70,012
+42,754
+157% +$1.01M ﹤0.01% 3270
2026
Q1 		$623K Buy
+27,258
New +$656K ﹤0.01% 3769

Other funds holding RONB

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Envestnet Asset Management's RONB Position: Q2 2026 in Review

Envestnet Asset Management increased its Baron First Principles ETF (RONB) stake by 157% in Q2 2026, buying an estimated $1.01M and bringing the position to 70,012 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3270.

Envestnet Asset Management first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • Envestnet Asset Management held 70,012 shares of Baron First Principles ETF worth $1.71M as of Q2 2026.
  • Envestnet Asset Management bought 42,754 Baron First Principles ETF shares in Q2 2026, an estimated $1.01M.
  • Baron First Principles ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3270 holding.
  • Envestnet Asset Management first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.