BARON FIRST PRINCIPLES ETF (RONB) Institutional Shareholders
BARON FIRST PRINCIPLES ETF (RONB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $131.85M in RONB holdings during the latest filing period.
Drw Securities, Llc is currently the largest disclosed institutional shareholder of RONB tracked by InsiderSet, reporting ownership valued at approximately $29.93M in its June 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 $28.93M, representing an estimated loss of -3.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed RONB value among the investors covered in this analysis. Major shareholders include Drw Securities, Llc, Weiss Asset Management Lp, Ubs Group Ag, and several other long-term asset managers with concentrated positions in BARON FIRST PRINCIPLES ETF (RONB).
This page ranks the largest institutional RONB 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
88
Total Reported Value
$131.85M
Largest Holder
Drw Securities, Llc
Largest Position
$29.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Drw Securities, Llc | 1.78% | 1,226,435 | $29,925,014 | $28,931,602 | -$993,412 | -3.32% | |
| Weiss Asset Management Lp | 0.30% | 1,087,386 | $26,532,218 | $25,651,436 | -$880,782 | -3.32% | |
| Ubs Group Ag | 0.00% | 284,469 | $6,941,044 | $6,710,624 | -$230,420 | -3.32% | |
| Altfest L J & Co Inc | 0.55% | 231,295 | $5,643,598 | $5,456,249 | -$187,349 | -3.32% | |
| Private Advisor Group, Llc | 0.03% | 228,264 | $5,569,643 | $5,384,748 | -$184,895 | -3.32% | |
| Susquehanna International Group, Llp | 0.00% | 190,983 | $4,659,985 | $4,505,289 | -$154,696 | -3.32% | |
| D.A. Davidson & Co. | 0.02% | 158,957 | $3,878,551 | $3,749,796 | -$128,755 | -3.32% | |
| Sanctuary Advisors, Llc | 0.02% | 156,044 | $3,807,474 | $3,681,078 | -$126,396 | -3.32% | |
| Osaic Holdings, Inc. | 0.00% | 145,255 | $3,544,155 | $3,426,565 | -$117,590 | -3.32% | |
| Principal Securities, Inc. | 0.04% | 133,403 | $3,255,033 | $3,146,977 | -$108,056 | -3.32% | |
| Lpl Financial Llc | 0.00% | 128,391 | $3,132,740 | $3,028,744 | -$103,996 | -3.32% | |
| Stifel Financial Corp | 0.00% | 123,284 | $3,008,130 | $2,908,270 | -$99,860 | -3.32% | |
| Royal Bank Of Canada | 0.00% | 95,726 | $2,336,000 | $2,258,176 | -$77,824 | -3.33% | |
| Fortis Group Advisors, Llc | 0.33% | 83,580 | $2,039,352 | $1,971,652 | -$67,700 | -3.32% | |
| Mml Investors Services, Llc | 0.00% | 83,574 | $2,039,206 | $1,971,511 | -$67,695 | -3.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 71,320 | $1,740,210 | $1,682,439 | -$57,771 | -3.32% | |
| Envestnet Asset Management Inc | 0.00% | 70,012 | $1,708,283 | $1,651,583 | -$56,700 | -3.32% | |
| Bank Of New York Mellon Corp | 0.00% | 69,594 | $1,698,087 | $1,641,722 | -$56,365 | -3.32% | |
| Atria Investments, Inc | 0.02% | 68,928 | $1,681,843 | $1,626,012 | -$55,831 | -3.32% | |
| Oppenheimer & Co Inc | 0.02% | 68,211 | $1,664,348 | $1,609,097 | -$55,251 | -3.32% | |
| One8Zero8, Llc | 0.23% | 47,100 | $1,149,240 | $1,111,089 | -$38,151 | -3.32% | |
| Independent Financial Group, Llc | 0.02% | 42,689 | $1,041,612 | $1,007,034 | -$34,578 | -3.32% | |
| Hrt Financial Lp | 0.00% | 35,550 | $867,000 | $838,625 | -$28,376 | -3.27% | |
| Kestra Advisory Services, Llc | 0.00% | 34,018 | $830,039 | $802,485 | -$27,554 | -3.32% | |
| Janney Montgomery Scott Llc | 0.00% | 26,705 | $652,000 | $629,971 | -$22,029 | -3.38% | |
| Neuberger Berman Group Llc | 0.00% | 25,171 | $614,172 | $593,784 | -$20,388 | -3.32% | |
| Kelleher Financial Advisors | 0.08% | 22,760 | $555,344 | $536,908 | -$18,436 | -3.32% | |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | 22,390 | $546,316 | $528,180 | -$18,136 | -3.32% | |
| Truist Financial Corp | 0.00% | 22,189 | $541,412 | $523,439 | -$17,973 | -3.32% | |
| Jane Street Group, Llc | 0.00% | 20,748 | $506,251 | $489,445 | -$16,806 | -3.32% | |
| Capital Investment Advisory Services, Llc | 0.03% | 20,000 | $488,000 | $471,800 | -$16,200 | -3.32% | |
| Strategic Family Wealth Counselors, L.L.C. | 0.11% | 19,076 | $465,455 | $450,003 | -$15,452 | -3.32% | |
| Creativeone Wealth, Llc | 0.01% | 18,986 | $463,258 | $447,880 | -$15,378 | -3.32% | |
| Cra Financial Services, Llc | 0.05% | 17,560 | $428,474 | $414,240 | -$14,234 | -3.32% | |
| Mariner, Llc | 0.00% | 17,450 | $425,780 | $411,646 | -$14,135 | -3.32% | |
| October Effect Ltd | 0.37% | 16,250 | $396,500 | $383,338 | -$13,163 | -3.32% | |
| Financial Management Network Inc | 0.06% | 17,180 | $386,378 | $405,276 | +$18,898 | +4.89% | |
| Beaumont Financial Advisors, Llc | 0.02% | 14,432 | $352,141 | $340,451 | -$11,690 | -3.32% | |
| Fifth Third Bancorp | 0.00% | 14,364 | $350,482 | $338,847 | -$11,635 | -3.32% | |
| Mgo One Seven Llc | 0.01% | 13,702 | $334,329 | $323,230 | -$11,099 | -3.32% | |
| &Partners | 0.00% | 13,622 | $332,377 | $321,343 | -$11,034 | -3.32% | |
| First Financial Bank - Trust Division | 0.02% | 12,917 | $315,175 | $304,712 | -$10,463 | -3.32% | |
| Brookstone Capital Management | 0.00% | 11,850 | $289,140 | $279,542 | -$9,599 | -3.32% | |
| Essex Financial Services, Inc. | 0.01% | 11,643 | $284,089 | $274,658 | -$9,431 | -3.32% | |
| Third View Private Wealth, Llc | 0.04% | 11,640 | $284,019 | $274,588 | -$9,431 | -3.32% | |
| Pfg Investments, Llc | 0.01% | 11,300 | $275,720 | $266,567 | -$9,153 | -3.32% | |
| Retirement Planning Group, Llc | 0.01% | 11,203 | $273,353 | $264,279 | -$9,074 | -3.32% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,519 | $273,000 | $271,733 | -$1,267 | -0.46% | |
| Ameritas Advisory Services, Llc | 0.01% | 11,041 | $269,400 | $260,457 | -$8,943 | -3.32% | |
| International Assets Investment Management, Llc | 0.02% | 11,000 | $265,650 | $259,490 | -$6,160 | -2.32% |
Frequently asked questions about RONB
Who owns the most RONB stock?
The largest holders of RONB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BARON FIRST PRINCIPLES ETF (RONB).
Is RONB widely held by superinvestors?
Many widely followed stocks like RONB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RONB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.