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BCSM

Baron SMID Cap ETF
BCSM

6 hedge funds and large institutions have $9.91M invested in Baron SMID Cap ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3,794% more capital invested

Capital invested by funds: $254K → $9.91M (+$9.66M)

200% more funds holding

Funds holding: 2 → 6 (+4)

33.01% more ownership

Funds ownership: 5.26% → 38.27% (+33%)

Holders
6
Holders Change
+4
Holders Change %
+200%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$9.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$579K
3
P
&Partners
Tennessee
+$579K
4
CG
Caprock Group
Idaho
+$256K
5
UBS Group
UBS Group
Switzerland
+$6.42K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$8.38M +$9.1M +388,354 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$533K +$579K +24,687 New
P
3
&Partners
Tennessee
$533K +$579K +24,687 New
CG
4
Caprock Group
Idaho
$236K +$256K +10,924 New
1W
5
1776 Wealth
Georgia
$223K – – –
UBS Group
6
UBS Group
Switzerland
$5.91K +$6.42K +274 New

BCSM Hedge Fund Activity: Q1 2026 in Review

6 of the 8,134 institutional investors tracked by Wall St. Rank reported a position in Baron SMID Cap ETF (BCSM) for Q1 2026, worth a combined $9.91M — up 3,794% from $254K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BCSM positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $9.1M.

  • 6 institutional investors held Baron SMID Cap ETF (BCSM) as of Q1 2026, up from 2 in Q4 2025.
  • Funds reported $9.91M of Baron SMID Cap ETF stock for Q1 2026, up 3,794% quarter-over-quarter.
  • 5 funds opened new Baron SMID Cap ETF positions in Q1 2026 and 0 closed out, a net change of +5 holders.
  • The largest Baron SMID Cap ETF buyer in Q1 2026 was Carson Wealth (CWM LLC), an estimated $9.1M added.

Based on aggregated 13F filings for Q1 2026.