LPL Financial
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LPL Financial’s Baron First Principles ETF RONB Stock Holding History

LPL Financial’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 		$3.1M Buy
132,169
+3,778
+3% +$87.8K ﹤0.01% 3328
2026
Q2 		$3.13M Buy
+128,391
New +$3.03M ﹤0.01% 3262

Other funds holding RONB

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial's RONB Position: Q3 2026 in Review

LPL Financial increased its Baron First Principles ETF (RONB) stake by 2.9% in Q3 2026, buying an estimated $87.8K and bringing the position to 132,169 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

LPL Financial first reported a position in RONB in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.13M in Q2 2026. 64 funds tracked by Wall St. Rank hold RONB as of Q3 2026.

  • LPL Financial held 132,169 shares of Baron First Principles ETF worth $3.1M as of Q3 2026.
  • LPL Financial bought 3,778 Baron First Principles ETF shares in Q3 2026, an estimated $87.8K.
  • Baron First Principles ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3328 holding.
  • LPL Financial first reported a position in Baron First Principles ETF in Q2 2026 and has held it in 2 quarters since.
  • LPL Financial's Baron First Principles ETF position peaked at $3.13M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.