BCFN Baron Financials ETF
Under normal circumstances, the fund invests at least 80% of its net assets in securities of companies that develop, use, or rely on innovative technologies or services, in a significant way, for banking, lending, capital markets, financial data analytics, insurance, payments, asset management, or wealth management. It may purchase securities of companies of any market capitalization and may invest in foreign stocks, including emerging market securities. The fund is non-diversified.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| BCFN | +4.1% | -2.5% | -8.0% | — | — | — |
| Equity average (4726 funds) | -1.9% | -4.6% | +3140.1% | +1994.4% | +12.3% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: −$421K net.
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | V VISA INC CLASS A SHARES | 6.81% |
| 2 | MA MASTERCARD INC A | 6.61% |
| 3 | JPM JPMORGAN CHASE + CO | 4.98% |
| 4 | SPGI S+P GLOBAL INC | 4.32% |
| 5 | BAC BANK OF AMERICA CORP | 4.23% |
| 6 | MCO MOODY S CORP | 3.87% |
| 7 | MSCI MSCI INC | 3.80% |
| 8 | IBKR INTERACTIVE BROKERS GRO CL A | 3.67% |
| 9 | MS MORGAN STANLEY | 3.61% |
| 10 | SCHW SCHWAB (CHARLES) CORP | 3.60% |
| 11 | LPLA LPL FINANCIAL HOLDINGS INC | 3.40% |
| 12 | BLK BLACKROCK INC | 3.32% |
| 13 | AER AERCAP HOLDINGS NV | 3.30% |
| 14 | CME CME GROUP INC | 3.30% |
| 15 | KKR KKR + CO INC | 3.28% |
| 16 | APO APOLLO GLOBAL MANAGEMENT INC | 2.57% |
| 17 | TW TRADEWEB MARKETS INC CLASS A | 2.54% |
| 18 | AXP AMERICAN EXPRESS CO | 2.36% |
| 19 | MELI MERCADOLIBRE INC | 2.35% |
| 20 | VRSK VERISK ANALYTICS INC | 2.32% |
| 21 | ACGL ARCH CAPITAL GROUP LTD | 2.14% |
| 22 | HLI HOULIHAN LOKEY INC | 2.05% |
| 23 | COF CAPITAL ONE FINANCIAL CORP | 1.97% |
| 24 | SHOP.TO SHOPIFY INC CLASS A | 1.79% |
| 25 | JKHY JACK HENRY + ASSOCIATES INC | 1.62% |
| 26 | WISE.L WISE GROUP PLC CL A | 1.45% |
| 27 | NU NU HOLDINGS LTD/CAYMAN ISL A | 1.40% |
| 28 | PRI PRIMERICA INC | 1.35% |
| 29 | HOOD ROBINHOOD MARKETS INC A | 1.27% |
| 30 | GWRE GUIDEWIRE SOFTWARE INC | 1.27% |
| 31 | TRU TRANSUNION | 1.21% |
| 32 | PGR PROGRESSIVE CORP | 1.17% |
| 33 | SQ BLOCK INC | 1.05% |
| 34 | LCLN LINCOLN INTERNATIONAL INC | 1.02% |
| 35 | BCFN CASH AND FOREIGN CURRENCY | 0.96% |
| 36 | TWFG TWFG INC | 0.87% |
| 37 | EFX EQUIFAX INC | 0.78% |
| 38 | DAVE DAVE INC | 0.75% |
| 39 | TTAN SERVICETITAN INC A | 0.43% |
| 40 | KNSL KINSALE CAPITAL GROUP INC | 0.41% |
| 41 | XP XP INC CLASS A | 0.32% |
| 42 | INTU INTUIT INC | 0.21% |
Sector breakdown
Country breakdown
Distributions
No distributions on file.
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in BCFN in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 14, 2026. This is historical data, not investment advice. Report a data error