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Holdings (Monthly) Guide ↗

Baron Financials ETF

· Baron ETF Trust
Monthly Holdings $46M AUM 42 positions Period Mar 2026 Filed May 22, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Mastercard Inc 57636Q104 Mar 2026 5,131 $2.6M 5.59% EC
2 Visa Inc 92826C839 Mar 2026 8,396 $2.5M 5.53% EC
3 S&P Global Inc 78409V104 Mar 2026 5,960 $2.5M 5.52% EC
4 Charles Schwab Corp/The 808513105 Mar 2026 21,708 $2.0M 4.44% EC
5 LPL Financial Holdings Inc 50212V100 Mar 2026 6,176 $1.9M 4.05% EC
6 MercadoLibre Inc 58733R102 Mar 2026 968 $1.7M 3.65% EC
7 Interactive Brokers Group Inc 45841N107 Mar 2026 24,312 $1.6M 3.55% EC
8 KKR & Co Inc 48251W104 Mar 2026 17,560 $1.6M 3.54% EC
9 Tradeweb Markets Inc 892672106 Mar 2026 13,690 $1.6M 3.51% EC
10 CME Group Inc 12572Q105 Mar 2026 5,400 $1.6M 3.47% EC
11 MSCI Inc 55354G100 Mar 2026 2,896 $1.6M 3.40% EC
12 Moody's Corp 615369105 Mar 2026 3,552 $1.5M 3.38% EC
13 Intuit Inc 461202103 Mar 2026 3,552 $1.5M 3.35% EC
14 NU Holdings Ltd/Cayman Islands 000000000 Mar 2026 105,168 $1.5M 3.29% EC
15 Morgan Stanley 617446448 Mar 2026 9,100 $1.5M 3.26% EC
16 Apollo Global Management Inc 03769M106 Mar 2026 12,060 $1.3M 2.93% EC
17 Bank of America Corp 060505104 Mar 2026 25,088 $1.2M 2.66% EC
18 Verisk Analytics Inc 92345Y106 Mar 2026 6,076 $1.2M 2.51% EC
19 Houlihan Lokey Inc 441593100 Mar 2026 7,720 $1.1M 2.42% EC
20 Guidewire Software Inc 40171V100 Mar 2026 7,336 $1.1M 2.39% EC
21 Capital One Financial Corp 14040H105 Mar 2026 5,984 $1.1M 2.38% EC
22 Blackrock Inc 09290D101 Mar 2026 1,110 $1.1M 2.33% EC
23 Fair Isaac Corp 303250104 Mar 2026 918 $980K 2.14% EC
24 Arch Capital Group Ltd 000000000 Mar 2026 10,132 $973K 2.12% EC
25 Wise PLC 000000000 Mar 2026 69,058 $832K 1.81% EC
26 Jack Henry & Associates Inc 426281101 Mar 2026 5,016 $793K 1.73% EC
27 Shopify Inc 82509L107 Mar 2026 6,468 $767K 1.67% EC
28 Progressive Corp/The 743315103 Mar 2026 3,452 $684K 1.49% EC
29 Primerica Inc 74164M108 Mar 2026 2,312 $579K 1.26% EC
30 TransUnion 89400J107 Mar 2026 7,770 $538K 1.17% EC
31 Robinhood Markets Inc 770700102 Mar 2026 7,720 $535K 1.17% EC
32 Equifax Inc 294429105 Mar 2026 2,704 $487K 1.06% EC
33 Kinsale Capital Group Inc 49714P108 Mar 2026 1,267 $433K 0.94% EC
34 Block Inc 852234103 Mar 2026 6,693 $403K 0.88% EC
35 ServiceTitan Inc 81764X103 Mar 2026 5,984 $380K 0.83% EC
36 Rocket Cos Inc 77311W101 Mar 2026 25,088 $358K 0.78% EC
37 TWFG Inc 87318A101 Mar 2026 16,400 $302K 0.66% EC
38 Alkami Technology Inc 01644J108 Mar 2026 14,406 $226K 0.49% EC
39 Baldwin Insurance Group Inc/The 05589G102 Mar 2026 9,865 $216K 0.47% EC
40 Neptune Insurance Holdings Inc 64073B103 Mar 2026 8,336 $202K 0.44% EC
41 FactSet Research Systems Inc 303075105 Mar 2026 927 $201K 0.44% EC
42 Accelerant Holdings 000000000 Mar 2026 8,680 $116K 0.25% EC