BARON SMID CAP ETF 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$1.7M

Combined Shares (Q2 2026)

67,735

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+9,303

3 institutions added · 3 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-400,819

5 institutions reduced · 3 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-391,516

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
ENVESTNET ASSET MANAGEMENT INC	<0.01%	<0.01%	#6	$592,059	23,754	$532,745	24,687	-933-3.78%	Reduce
&PARTNERS	<0.01%	<0.01%	#3	$592,059	23,754	$532,745	24,687	-933-3.78%	Reduce
Caprock Group, LLC	0.01%	0.01%	#2	$272,276	10,924	$235,740	10,924	00.00%	Unchanged
MERCER GLOBAL ADVISORS INC /ADV	<0.01%	—	#5	$143,292	5,749	$0	0	+5,749	New Buy
Strategic Investment Solutions, Inc. /IL	0.02%	—	#1	$80,855	3,244	$0	0	+3,244	New Buy
Institute for Wealth Management, LLC.	<0.01%	—	#4	$7,727	310	$0	0	+310	New Buy

BARON SMID CAP ETF

🧭 Institutional Sector Flow Heatmap