LPL Financial
RONB

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
Q2 		$3.13M Buy
+128,391
New +$3.03M ﹤0.01% 3262

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

LPL Financial's RONB Position: Q2 2026 in Review

LPL Financial opened a new position in Baron First Principles ETF (RONB) in Q2 2026: 128,391 shares worth $3.13M. The stake represents ﹤0.01% of the portfolio and ranks #3262 among its holdings.

58 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • LPL Financial held 128,391 shares of Baron First Principles ETF worth $3.13M as of Q2 2026.
  • Baron First Principles ETF was a new LPL Financial position in Q2 2026.
  • Baron First Principles ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3262 holding.
  • 58 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.