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RONB — BARON FIRST PRINCIPLES ETF

Reported value held$8.68M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$8.68M · 355.73K sh
New / Add / Cut / Exit3 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +1453.9% (+332.84K sh)
Institutional value change Up +1557.9%

As of Q2 2026, 4 SEC-registered investment managers reported holding RONB (BARON FIRST PRINCIPLES ETF) in their latest 13F filings, with a combined reported value of $8.68M across 355.73K shares. That is +1453.9% by share count (+332.84K shares) versus the previous quarter, while reported value moved +1557.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
UBS Group AG history Q2 2026 284.47K $6.94M 0.00% Add
BNY Mellon history Q2 2026 69.59K $1.70M 0.00% New
Morgan Stanley history Q2 2026 1.52K $37.02K 0.00% New
JPMorgan Chase & Co history Q2 2026 148 $3.57K 0.00% New
Wells Fargo & Co history Q1 2026 42 $961 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 5 funds)

FundQ4 2025Q1 2026Q2 2026
UBS Group AG 203 22.85K 284.47K
BNY Mellon — — 69.59K
Morgan Stanley — — 1.52K
JPMorgan Chase & Co — — 148
Wells Fargo & Co — 42 —

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