Barron's 400 ETFBFORETF
13F holders, Q1 2024 (March 31)35holders
$67.91avg. 13F price*
At the end of Q1 2024, 35 institutions reported holding Barron's 400 ETF (BFOR) in their 13F filings. The largest holders were Morgan Stanley ($18.5M), Bank of America Corp. ($2.2M) and UBS Group AG ($1.7M).
- Company
- Barron's 400 ETF
- Filed as
- ALPS ETF TR (Q1 2024)
- CUSIP
- 00162Q726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $730K |
| Exits | 2 | $1.1M |
Ownership 35 holders
| Morgan Stanley | 0.00% | Add +1.1% | 272,643 | $18.5M |
| Bank of America Corp. | 0.00% | Add +1.5% | 31,865 | $2.2M |
| UBS Group AG | 0.00% | Reduce -3.1% | 24,570 | $1.7M |
| Veltria Advisors Corp. | 0.34% | Add +6.7% | 19,200 | $1.3M |
| GTS Securities LLC | 0.03% | Reduce -58.7% | 17,697 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.9% | 13,725 | $932K |
| 9258 Wealth Management, LLC | 0.14% | No change | 13,275 | $901K |
| RMR Capital Management, LLC | 0.84% | Reduce -7.9% | 12,393 | $842K |
| Susquehanna International Group, LLP | 0.00% | Add +86.7% | 11,701 | $795K |
| LPL Financial LLC | 0.00% | No change | 10,017 | $680K |
| Bantamac Capital, LLC | 0.39% | No change | 10,000 | $679K |
| Wells Fargo & Company | 0.00% | Reduce -1.4% | 8,687 | $590K |
| Texas Yale Capital Corp. | 0.02% | No change | 6,335 | $430K |
| Royal Bank of Canada | 0.00% | Add +17.2% | 4,335 | $294K |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 4,012 | $272K |
| FMR LLC | 0.00% | Add +8.3% | 3,905 | $265K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,500 | $238K |
| Asset Dedication, LLC | 0.02% | No change | 3,236 | $220K |
| Sensible Money, LLC | 0.12% | No change | 3,236 | $220K |
| Bank of Montreal | 0.00% | No change | 3,200 | $218K |
| RVW Wealth, LLC | 0.02% | New | 3,068 | $208K |
| Mariner, LLC | 0.00% | New | 3,000 | $204K |
| Orange Investment Advisors, Inc. | 0.02% | New | 3,000 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,660 | $112K |
| NewEdge Advisors, LLC | 0.00% | No change | 750 | $51K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 604 | $41K |
| Salem Investment Counselors Inc. | 0.00% | No change | 495 | $34K |
| Tyler-Stone Wealth Management | 0.01% | No change | 400 | $27K |
| Cassady Schiller Wealth Management, LLC | 0.01% | No change | 300 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 259 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 151 | $10K |
| Signaturefd, LLC | 0.00% | No change | 115 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 95 | $6K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 49 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | New | 32 | $2K |
"% of holder's portfolio" is BFOR's weight in each manager's 13F, not the share of Barron's 400 ETF the manager owns.