Barron's 400 ETFBFORETF
13F holders, Q1 2025 (March 31)36holders −6
2new positions
7sold out
$69.43avg. 13F price*
At the end of Q1 2025, 36 institutions reported holding Barron's 400 ETF (BFOR) in their 13F filings, down 6 from Q4 2024. 2 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($19.7M), Bank of America Corp. ($2.7M) and UBS Group AG ($1.6M).
- Company
- Barron's 400 ETF
- Filed as
- ALPS ETF TR (Q1 2025)
- CUSIP
- 00162Q726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $240K |
| Exits | 7 | $487K |
All 13F filers, Q4 2024 → Q1 2025: 59,737 shares bought and 43,080 shares sold, net +16,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 36 holders
| Morgan Stanley | 0.00% | Add +19.0% | 283,048 | $19.7M |
| Bank of America Corp. | 0.00% | Add +18.2% | 39,219 | $2.7M |
| UBS Group AG | 0.00% | Reduce -23.2% | 22,532 | $1.6M |
| GTS Securities LLC | 0.06% | Reduce -42.1% | 21,157 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.6% | 14,925 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -5.7% | 12,681 | $881K |
| RMR Capital Management, LLC | 0.59% | Reduce -0.1% | 11,762 | $817K |
| Veltria Advisors Corp. | 0.52% | Reduce -50.0% | 11,480 | $797K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 10,534 | $731K |
| Alteri Wealth LLC | 0.31% | Add +0.2% | 10,236 | $711K |
| Bantamac Capital, LLC | 0.33% | No change | 10,000 | $694K |
| Waverly Advisors, LLC | 0.01% | No change | 9,275 | $644K |
| Wells Fargo & Company | 0.00% | No change | 9,083 | $631K |
| Texas Yale Capital Corp. | 0.02% | No change | 6,335 | $440K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.8% | 6,067 | $421K |
| Jones Financial Companies LLLP | 0.00% | Add +225.2% | 6,032 | $417K |
| FMR LLC | 0.00% | Reduce -1.0% | 5,331 | $370K |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 4,560 | $317K |
| Stifel Financial Corp. | 0.00% | Reduce -10.4% | 4,414 | $306K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,500 | $243K |
| IFP Advisors, Inc | 0.01% | New | 3,250 | $226K |
| Sensible Money, LLC | 0.10% | No change | 3,236 | $225K |
| Asset Dedication, LLC | 0.02% | No change | 3,236 | $225K |
| Huntleigh Advisors, Inc. | 0.04% | No change | 3,197 | $222K |
| Orange Investment Advisors, Inc. | 0.02% | No change | 3,000 | $208K |
| RVW Wealth, LLC | 0.02% | Reduce -5.5% | 2,899 | $201K |
| NewEdge Advisors, LLC | 0.00% | Add +56.7% | 1,175 | $82K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -50.0% | 650 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 259 | $18K |
| Clearstead Advisors, LLC | 0.00% | New | 200 | $14K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 151 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 128 | $9K |
| Signaturefd, LLC | 0.00% | No change | 115 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 96 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 40 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 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.