BARON ETF TR (BCSM)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

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.

Ownership Map

Top 6 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

Loading ownership map...

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+5

New

-1

Closed

+449K

Net shares

Ownership Concentration

Top 5: 99.9%Top 10: 100.0%

CWM,84.6%

ENVESTNET ASSET MANAGEMENT5.4%

&PARTNERS5.4%

Caprock Group,2.4%

1776 Wealth2.3%

Loading crowding analysis...

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.

Institutional Trends (2 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.02%Max: 0.09%High conviction (>1%): 0

CWM,

ENVESTNET ASSET MANAGEMENT

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

Ownership Map

Top 6 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 6 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

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+5

New

-1

Closed

+449K

Net shares

Ownership Concentration

Top 5: 99.9%Top 10: 100.0%

CWM,84.6%

ENVESTNET ASSET MANAGEMENT5.4%

&PARTNERS5.4%

Caprock Group,2.4%

1776 Wealth2.3%

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio5x

37th percentile

5 buying1 selling

+5

New

-1

Closed

+449K

Net shares

Ownership Concentration

Top 5: 99.9%Top 10: 100.0%

CWM,84.6%

ENVESTNET ASSET MANAGEMENT5.4%

&PARTNERS5.4%

Caprock Group,2.4%

1776 Wealth2.3%

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