Osaic Holdings
BCTK

Osaic Holdings’s Baron Technology ETF BCTK Stock Holding History

Osaic Holdings’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 		$690K Sell
29,576
-25,289
-46% -$624K ﹤0.01% 3050
2025
Q4 		$1.38M Buy
+54,865
New +$1.38M ﹤0.01% 2405

Other funds holding BCTK

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings's BCTK Position: Q1 2026 in Review

Osaic Holdings reduced its Baron Technology ETF (BCTK) stake by 46% in Q1 2026, selling an estimated $624K and leaving 29,576 shares worth $690K. The position accounts for ﹤0.01% of the portfolio, ranked #3050.

Osaic Holdings first reported a position in BCTK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.38M in Q4 2025. 26 funds tracked by Wall St. Rank hold BCTK as of Q1 2026.

  • Osaic Holdings held 29,576 shares of Baron Technology ETF worth $690K as of Q1 2026.
  • Osaic Holdings sold 25,289 Baron Technology ETF shares in Q1 2026, an estimated $624K.
  • Baron Technology ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3050 holding.
  • Osaic Holdings first reported a position in Baron Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Osaic Holdings's Baron Technology ETF position peaked at $1.38M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Baron Technology ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.