Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BARON ETF TR (BCFN)

9 + Investors. Track Smart Money conviction in BCFN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
23%

Smart Money Signals — BCFN

Based on 9 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds reduced or closed their BCFN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 75% of 0.5Y peak

75% of all-time peak
9 funds currently hold this stock — 75% of the 0.5-year high of 12 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🔴

Heavy selling pressure — only 23% buying

3 buying10 selling
Last quarter: 10 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
🔄

Mostly new holders — 100% entered in last year

0% conviction (2yr+) 0% medium 100% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 9 current holders: 9 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
3 of 9 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.6
out of 10
Moderate Exit Risk
Exit risk score 5.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BCFN

In 2026 Q1, 3 hedge funds were net buyers of BCFN (1 opened a new position, 2 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 23% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 9.

Hedge Fund Ownership: BCFN

How many hedge funds hold BCFN — quarterly history vs. share price
Quarterly hedge fund ownership of BCFN vs. share price

Market Analysis: BCFN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCFN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BARON ETF TR (BCFN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BCFN has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
BCFN
+1.4%
SPY
+14.7%

BCFN outperformed SPY by -13.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
BCFN
+0.8%
SPY
+0.9%

Since the filing became public, BCFN outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BCFN
9 + Investors

Track Smart Money conviction in BCFN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 9 12 -25.0%
13F Shares 624K 693K -9.92%
Total Value $13M $17M -24.54%
New Positions 1 12 -11
Increased Positions 2 0 +2
Closed Positions 4 0 +4
Reduced Positions 6 0 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BCFN

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Financial Highlights

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Institutional Holders (2026 Q1)

9 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BCFN. Verified SEC 13F-HR filings.

QUARTER:
Top 9 institutional holders of BCFN — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Biltmore Family Office, LLC 1.49% 511,652 $10.7M
2 Sterling Investment Counsel, LLC 0.20% 34,878 $727K
3 Bank OZK 0.16% 21,889 $457K
4 KERR FINANCIAL PLANNING Corp 0.01% 387 $8K
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,336 $236K
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 22,844 $476K
7 JANE STREET GROUP, LLC 0.00% 19,554 $408K
8 OSAIC HOLDINGS, INC. 0.00% 738 $15K
9 MORGAN STANLEY 0.00% 897 $19K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BARON ETF TR (BCFN)

What does the Smart Money Trend signal show for BCFN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BCFN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BCFN?

Heavy selling pressure — only 23% buying: Last quarter: 10 funds sold vs only 3 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for BCFN holders?

Smaller funds dominant — 7% AUM from top-100: 3 of 9 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BCFN?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy BARON ETF TR (BCFN) following the 2026 Q1 hedge fund 13F filings?

As of today, BCFN has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), BCFN has gained +1.4% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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