Baron ETF Tr (BCTK) Hedge Fund Ownership (Q1 2026)

Baron ETF Tr (BCTK)

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

Smart Money Signals — BCTK

Based on 27 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BCTK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

27 hedge funds hold BCTK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +2600% more funds vs a year ago

fund count last 6Q

+26 new funds entered over the past year (+2600% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 59% buying

17 buying12 selling

Last quarter: 17 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 0 → 0 → 22 → 10. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔄

Mostly new holders — 96% entered in last year

■ 4% conviction (2yr+) ■ 0% medium ■ 96% new

Only 1 funds (4%) 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.

💎

Buying through price weakness — shares +219%, value +199%

Value

+199%

+219%

Last quarter: funds added +219% more shares while total portfolio value only changed +199%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~10 new funds/quarter

0 → 0 → 0 → 22 → 10 new funds/Q

New funds entering each quarter: 0 → 0 → 22 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new

Of 27 current holders: 26 (96%) entered in the past year, only 1 (4%) 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.

🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds

5 of 27 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in BCTK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.4

out of 10

High Exit Risk

Exit risk score 7.4/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	27	22	22.73%
13F Shares	3M	1M	219.59%
Total Value	$79M	$26M	199.45%
New Positions	10	22	-12
Increased Positions	7	0	+7
Closed Positions	5	0	+5
Reduced Positions	6	0	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

22.73%

13F Shares

219.59%

Total Value

$79M

$26M

199.45%

New Positions

-12

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BCTK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Western Pacific Wealth Management, LP	3.03%	103,330	$3.4M
2	MADDEN SECURITIES Corp	1.18%	130,846	$4.3M
3	Blueprint Investment Partners LLC	0.43%	157,528	$5.1M
4	Joseph P. Lucia & Associates, LLC	0.36%	36,509	$1.2M
5	KERR FINANCIAL PLANNING Corp	0.18%	4,917	$160K
6	VestGen Advisors, LLC	0.17%	177,432	$5.8M
7	A&I Financial Services, LLC	0.12%	8,641	$281K
8	Unique Wealth, LLC	0.09%	22,567	$733K
9	Rollins Financial Advisors, LLC	0.08%	18,683	$607K
10	Investment Partners, LTD.	0.07%	6,821	$222K
11	Johnson Financial Group, LLC	0.06%	34,453	$1.1M
12	Essex Financial Services, Inc.	0.04%	23,580	$766K
13	Northwestern Mutual Wealth Management Co	0.04%	2,071,766	$67.3M
14	Procyon Advisors, LLC	0.02%	15,832	$514K
15	Trek Financial, LLC	0.01%	6,633	$215K
16	Key FInancial Inc	0.01%	1,000	$32K
17	Lido Advisors, LLC	0.01%	60,245	$2.0M
18	Commonwealth Equity Services, LLC	0.00%	108,058	$3.5M
19	Choreo, LLC	0.00%	8,828	$287K
20	LPL Financial LLC	0.00%	333,688	$10.8M
21	Osaic Holdings, INC.	0.00%	46,474	$1.5M
22	Global Retirement Partners, LLC	0.00%	1,257	$41K
23	Country Trust Bank	0.00%	631	$20K
24	Susquehanna International Group, LLP	0.00%	128,227	$4.2M
25	Arax Advisory Partners	0.00%	1,027	$33K

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 (BCTK)

What does the Smart Money Trend signal show for BCTK?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BCTK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BCTK?

Slight buying edge — 59% buying: Last quarter: 17 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BCTK holders?

Elite ownership — 75% AUM from top-100 funds: 5 of 27 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in BCTK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BCTK?

Mostly new holders — 96% entered in last year: Only 1 funds (4%) 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.

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.

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Baron ETF Tr (BCTK)

Smart Money Signals — BCTK

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +2600% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-12 vs last Q)

Mostly new holders — 96% entered in last year

Buying through price weakness — shares +219%, value +199%

Steady discovery — ~10 new funds/quarter

Early stage — 96% of holders entered in last year

Elite ownership — 75% AUM from top-100 funds

Institutional Sentiment Summary — BCTK

Hedge Fund Ownership: BCTK

Market Analysis: BCTK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BCTK

Hedge Fund Positioning: BCTK

Statistics: BCTK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Baron ETF Tr (BCTK)

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