Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Baron ETF Tr (RONB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
2Q ▲
Buyers last Q
89%

Smart Money Signals — RONB

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added RONB 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
92 hedge funds hold RONB right now — the highest count in 0.8 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.
🟢

More buyers than sellers — 89% buying

83 buying10 selling
Last quarter: 83 funds were net buyers (57 opened a brand new position + 26 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new RONB position: 37 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

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.
💰

Value +447% but shares only +366% — price-driven

Value
+447%
Shares
+366%
Last quarter: the total dollar value of institutional holdings rose +447%, but actual share count only changed +366%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 92 current holders: 92 (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 — 18% AUM from top-100

18% from top-100 AUM funds
9 of 92 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — RONB

In 2026 Q2, 83 hedge funds were net buyers of RONB (57 opened a new position, 26 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 89% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +52 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: RONB

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

Market Analysis: RONB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RONB

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: RONB
2026 Q3 Stats Unlock in 48 days 89 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 89 40 122.5%
13F Shares 4M 945K 365.98%
Total Value $105M $19M 446.9%
New Positions 55 37 +18
Increased Positions 26 2 +24
Closed Positions 6 0 +6
Reduced Positions 5 0 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RONB

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Financial Highlights

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Institutional Holders (2026 Q2)

89 + investors

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

QUARTER:
Top 25 RONB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DRW Securities, LLC 0.73% 1,226,435 $29.9M
2 Altfest L J & Co Inc 0.55% 231,295 $5.6M
3 October Effect Ltd 0.37% 16,250 $396K
4 Fortis Group Advisors, LLC 0.33% 83,580 $2.0M
5 one8zero8, LLC 0.23% 47,100 $1.1M
6 DUTCH ASSET Corp 0.12% 9,803 $239K
7 Harbour Investment Management LLC 0.11% 8,648 $211K
8 Strategic Family Wealth Counselors, L.L.C. 0.11% 19,076 $465K
9 1776 Wealth LLC 0.09% 10,182 $248K
10 Kelleher Financial Advisors 0.08% 22,760 $555K
11 Financial Management Network Inc 0.06% 17,180 $386K
12 Berkeley Capital Partners, LLC 0.05% 10,508 $256K
13 Pinnacle Wealth Planning Services, Inc. 0.05% 22,390 $546K
14 CRA Financial Services, LLC 0.05% 17,560 $428K
15 Principal Securities, INC. 0.04% 133,403 $3.3M
16 Third View Private Wealth, LLC 0.03% 11,640 $284K
17 Northwest Financial Advisors 0.03% 9,678 $236K
18 Capital Investment Advisory Services, LLC 0.03% 20,000 $488K
19 Security National Bank 0.03% 9,592 $234K
20 Private Advisor Group, LLC 0.03% 228,264 $5.6M
21 First Financial Bank - Trust Division 0.02% 12,917 $315K
22 Beaumont Financial Advisors, LLC 0.02% 14,432 $352K
23 D.A. Davidson & CO. 0.02% 158,957 $3.9M
24 Flagship Wealth Advisors, LLC 0.02% 3,725 $91K
25 Independent Financial Group, LLC 0.02% 42,689 $1.0M
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 (RONB)

What does the Smart Money Trend signal show for RONB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RONB 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 RONB?

More buyers than sellers — 89% buying: Last quarter: 83 funds were net buyers (57 opened a brand new position + 26 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RONB holders?

Smaller funds dominant — 18% AUM from top-100: 9 of 92 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RONB?

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.

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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