LPL Financial
BCTK

LPL Financial’s Baron Technology ETF BCTK Stock Holding History

LPL Financial’s Portfolio BCTK Stock Details BCTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.07M Buy
303,162
+76,561
+34% +$1.89M ﹤0.01% 2316
2025
Q4 		$5.69M Buy
+226,601
New +$5.69M ﹤0.01% 2421

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

LPL Financial's BCTK Position: Q1 2026 in Review

LPL Financial increased its Baron Technology ETF (BCTK) stake by 34% in Q1 2026, buying an estimated $1.89M and bringing the position to 303,162 shares worth $7.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

LPL Financial first reported a position in BCTK in Q4 2025 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold BCTK as of Q1 2026.

  • LPL Financial held 303,162 shares of Baron Technology ETF worth $7.07M as of Q1 2026.
  • LPL Financial bought 76,561 Baron Technology ETF shares in Q1 2026, an estimated $1.89M.
  • Baron Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2316 holding.
  • LPL Financial first reported a position in Baron Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Baron Technology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.