Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Baron ETF Tr (BCTK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
61%

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.
🟢

More buyers than sellers — 61% buying

17 buying11 selling
Last quarter: 17 funds were net buyers (10 opened a brand new position + 7 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 21 → 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 +220%, value +199%

Value
+199%
Shares
+219%
Last quarter: funds added +220% 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 → 21 → 10 new funds/Q
New funds entering each quarter: 0 → 0 → 21 → 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.

Institutional Sentiment Summary — BCTK

In 2026 Q1, 17 hedge funds were net buyers of BCTK (10 opened a new position, 7 added to an existing one), while 11 reduced or exited (6 trimmed, 5 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 75% of total institutional value in BCTK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 27.

Hedge Fund Ownership: BCTK

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

Market Analysis: BCTK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BCTK

-- --

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

Is It Too Late to Buy Baron ETF Tr (BCTK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BCTK 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 · 82d ago
BCTK
+37.1%
SPY
+15.1%

BCTK outperformed SPY by +22.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BCTK
+9.7%
SPY
+1.3%

Since the filing became public, BCTK outperformed SPY by +8.4% .

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
0.4
/ 10
conviction
Hedge Fund Positioning: BCTK
27 + Investors

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

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

Statistics: BCTK

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Financial Highlights

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Institutional Holders (2026 Q1)

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:
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 2.18% 92,113 $2.1M
2 MADDEN SECURITIES Corp 0.91% 129,815 $3.0M
3 Joseph P. Lucia & Associates, LLC 0.34% 40,295 $940K
4 KERR FINANCIAL PLANNING Corp 0.16% 4,917 $131K
5 VestGen Advisors, LLC 0.14% 178,297 $5.2M
6 A&I Financial Services, LLC 0.10% 8,641 $202K
7 Rollins Financial Advisors, LLC 0.08% 20,743 $484K
8 Zuckerman Investment Group, LLC 0.07% 30,683 $716K
9 Northwestern Mutual Wealth Management Co 0.03% 2,159,817 $50.4M
10 Essex Financial Services, Inc. 0.03% 21,040 $491K
11 Procyon Advisors, LLC 0.02% 15,767 $368K
12 Orion Porfolio Solutions, LLC 0.01% 29,664 $692K
13 Lido Advisors, LLC 0.00% 60,245 $1.4M
14 Key FInancial Inc 0.00% 1,000 $23K
15 Commonwealth Equity Services, LLC 0.00% 113,697 $2.7M
16 Choreo, LLC 0.00% 8,828 $206K
17 LPL Financial LLC 0.00% 303,162 $7.1M
18 Osaic Holdings, INC. 0.00% 29,576 $690K
19 Arax Advisory Partners 0.00% 487 $11K
20 Country Trust Bank 0.00% 631 $15K
21 Citadel Advisors LLC 0.00% 70,420 $1.6M
22 Cwm, LLC 0.00% 3,817 $89K
23 Fifth Third Bancorp 0.00% 3,998 $93K
24 Western Wealth Management, LLC 0.00% 142 $3K
25 Morgan Stanley 0.00% 8,708 $203K
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?

More buyers than sellers — 61% buying: Last quarter: 17 funds were net buyers (10 opened a brand new position + 7 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

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.

Is it too late to buy Baron ETF Tr (BCTK) following the 2026 Q1 hedge fund 13F filings?

As of today, BCTK has moved +9.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +8.4%. Since the quarter end (March 31, 2026), BCTK has gained +37.1% vs +15.1% 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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