BPTRX — Baron Partners Fund Retail Shares Institutional Holders · Q2 2026
Who owns Baron Partners Fund Retail Shares (BPTRX)? 2 institutions reported holding $287,360 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Wealthspire Advisors, LLC ($218,568), Kelleher Financial Advisors ($68,792).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $218,568 | 784 | New |
| 2 | KELLEHER FINANCIAL ADVISORS | $68,792 | 247 | New |
Source: SEC Form 13F filings · as of 2026-06-30