We are live on
!
Find out more
BCSM
Baron SMID Cap ETF
BCSM
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
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$579K |
| 3 |
P
&Partners
Nashville,
Tennessee
|
+$579K |
| 4 |
CG
Caprock Group
Boise,
Idaho
|
+$256K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$6.42K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8.38M | +$9.1M | +388,354 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $533K | +$579K | +24,687 | New |
|
|
P
3
&Partners
Nashville,
Tennessee
| $533K | +$579K | +24,687 | New |
|
|
CG
4
Caprock Group
Boise,
Idaho
| $236K | +$256K | +10,924 | New |
|
|
1W
5
1776 Wealth
Atlanta,
Georgia
| $223K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $5.91K | +$6.42K | +274 | New |
|