BCTK Institutional Ownership & Shareholders
BARON TECHNOLOGY ETF (BCTK) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $94.44M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Total Investment Management Inc is currently the largest disclosed institutional shareholder of BCTK tracked by InsiderSet, reporting ownership valued at approximately $39.84M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.57M, representing an estimated loss of -13.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed BCTK value among the investors covered in this analysis. Major shareholders include Total Investment Management Inc, Lpl Financial Llc, Blueprint Investment Partners Llc, and several other long-term asset managers with concentrated positions in BARON TECHNOLOGY ETF (BCTK).
This page ranks the largest institutional BCTK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$94.44M
Largest Holder
Total Investment Management Inc
Largest Position
$39.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Total Investment Management Inc | 3.88% | 1,287,393 | $39,844,817 | $34,566,631 | -$5,278,186 | -13.25% | |
| Lpl Financial Llc | 0.00% | 333,688 | $10,838,585 | $8,959,556 | -$1,879,029 | -17.34% | |
| Blueprint Investment Partners Llc | 0.47% | 186,951 | $5,786,134 | $5,019,653 | -$766,481 | -13.25% | |
| Blueprint Financial Advisors Llc | 0.59% | 179,251 | $5,547,819 | $4,812,907 | -$734,912 | -13.25% | |
| Vestgen Advisors, Llc | 0.16% | 165,876 | $5,133,862 | $4,453,787 | -$680,075 | -13.25% | |
| Madden Securities Corp | 1.17% | 143,317 | $4,435,659 | $3,848,076 | -$587,583 | -13.25% | |
| Susquehanna International Group, Llp | 0.00% | 128,227 | $4,164,967 | $3,442,908 | -$722,059 | -17.34% | |
| Commonwealth Equity Services, Llc | 0.00% | 117,226 | $3,628,150 | $3,147,530 | -$480,620 | -13.25% | |
| Western Pacific Wealth Management, Lp | 2.87% | 110,181 | $3,410,108 | $2,958,371 | -$451,737 | -13.25% | |
| Lido Advisors, Llc | 0.01% | 60,245 | $1,956,830 | $1,617,584 | -$339,246 | -17.34% | |
| Osaic Holdings, Inc. | 0.00% | 46,474 | $1,509,456 | $1,247,832 | -$261,624 | -17.33% | |
| Joseph P. Lucia & Associates, Llc | 0.31% | 34,896 | $1,080,034 | $936,961 | -$143,073 | -13.25% | |
| Zuckerman Investment Group, Llc | 0.08% | 30,683 | $996,621 | $823,842 | -$172,779 | -17.34% | |
| Essex Financial Services, Inc. | 0.04% | 23,580 | $765,907 | $633,125 | -$132,782 | -17.34% | |
| Unique Wealth, Llc | 0.09% | 24,692 | $764,217 | $662,983 | -$101,234 | -13.25% | |
| Rollins Financial Advisors, Llc | 0.08% | 18,683 | $606,846 | $501,640 | -$105,206 | -17.34% | |
| Bxm Wealth Llc | 0.31% | 18,980 | $587,431 | $509,615 | -$77,816 | -13.25% | |
| Edgerock Capital Llc | 0.12% | 17,719 | $548,403 | $475,757 | -$72,646 | -13.25% | |
| Procyon Advisors, Llc | 0.02% | 17,070 | $528,331 | $458,331 | -$70,000 | -13.25% | |
| Investment Partners, Ltd. | 0.07% | 13,642 | $422,220 | $366,289 | -$55,931 | -13.25% | |
| Truist Financial Corp | 0.00% | 11,661 | $360,894 | $313,099 | -$47,795 | -13.24% | |
| Choreo, Llc | 0.00% | 8,842 | $273,657 | $237,409 | -$36,248 | -13.25% | |
| A&I Financial Services, Llc | 0.11% | 8,641 | $267,439 | $232,012 | -$35,427 | -13.25% | |
| Cetera Investment Advisers | 0.00% | 7,136 | $231,786 | $191,602 | -$40,184 | -17.34% | |
| Trek Financial, Llc | 0.01% | 6,642 | $205,564 | $178,338 | -$27,226 | -13.24% | |
| Kerr Financial Planning Corp | 0.18% | 4,917 | $159,711 | $132,022 | -$27,689 | -17.34% | |
| Fifth Third Bancorp | 0.00% | 3,908 | $126,937 | $104,930 | -$22,007 | -17.34% | |
| Cwm, Llc | 0.00% | 3,817 | $89,045 | $102,487 | +$13,442 | +15.10% | |
| Fmr Llc | 0.00% | 1,341 | $43,552 | $36,006 | -$7,546 | -17.33% | |
| Arax Advisory Partners | 0.00% | 1,027 | $33,359 | $27,575 | -$5,784 | -17.34% | |
| Key Financial Inc | 0.01% | 1,000 | $30,950 | $26,850 | -$4,100 | -13.25% | |
| William Mack & Associates, Inc. | 0.01% | 811 | $25,110 | $21,775 | -$3,335 | -13.28% | |
| Country Trust Bank | 0.00% | 631 | $19,529 | $16,942 | -$2,587 | -13.24% | |
| Morgan Stanley | 0.00% | 425 | $13,805 | $11,411 | -$2,394 | -17.34% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 15,108 | $468 | $405,651 | +$405,183 | +86577.63% |
Frequently asked questions about BCTK
Who are the largest institutional holders of BCTK?
The largest institutional holders of BCTK reported in the latest SEC Form 13F filings include Total Investment Management Inc, Lpl Financial Llc, Blueprint Investment Partners Llc, Blueprint Financial Advisors Llc, and Vestgen Advisors, Llc. InsiderSet ranks institutional holders by their latest reported BCTK position.
What is BCTK institutional ownership?
This page tracks BCTK positions reported by institutional investment managers through SEC Form 13F. BARON TECHNOLOGY ETF (BCTK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BCTK?
InsiderSet currently tracks 35 institutional managers reporting BCTK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BCTK shareholders.
How much BCTK stock do institutions own?
Institutional investment managers disclosed approximately $94.44M in BCTK holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BCTK institutional ownership last updated?
The latest BCTK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BCTK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BCTK position after the reporting date.
Are institutions buying or selling BCTK?
Institutional buying and selling can be analyzed by comparing BCTK positions across consecutive 13F reporting periods. InsiderSet's BCTK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BCTK ownership changes.
How has BCTK institutional ownership changed over time?
InsiderSet tracks BCTK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.