Baron Financials ETF (BCFN)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Institutional Trends (2 Quarters)

No trend data available for this metric.

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.3x

31th percentile

3 buying10 selling

+1

New

-4

Closed

-68,759

Net shares

Ownership Concentration

Top 5: 97.9%Top 10: 100.0%

Biltmore Family Office,82.0%

Sterling Investment Counsel,5.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP3.7%

Bank OZK3.5%

JANE STREET GROUP,3.1%

Others (4)2.1%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.21%Max: 1.49%High conviction (>1%): 1

Biltmore Family Office,

Sterling Investment Counsel,

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Bank OZK

JANE STREET GROUP,

COMMONWEALTH EQUITY SERVICES,

MORGAN STANLEY

OSAIC HOLDINGS,

KERR FINANCIAL PLANNING

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 9 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.3x

31th percentile

3 buying10 selling

+1

New

-4

Closed

-68,759

Net shares

Ownership Concentration

Top 5: 97.9%Top 10: 100.0%

Biltmore Family Office,82.0%

Sterling Investment Counsel,5.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP3.7%

Bank OZK3.5%

JANE STREET GROUP,3.1%

Others (4)2.1%

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.3x

31th percentile

3 buying10 selling

+1

New

-4

Closed

-68,759

Net shares

Ownership Concentration

Top 5: 97.9%Top 10: 100.0%

Biltmore Family Office,82.0%

Sterling Investment Counsel,5.6%

SUSQUEHANNA INTERNATIONAL GROUP, LLP3.7%

Bank OZK3.5%

JANE STREET GROUP,3.1%

Others (4)2.1%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)