Barron's 400 ETFBFORETF
13F holders, Q1 2026 (March 31)41holders +3
5new positions
1sold out
$82.98avg. 13F price*
At the end of Q1 2026, 41 institutions reported holding Barron's 400 ETF (BFOR) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($40.1M), Jones Financial Companies LLLP ($6.2M) and Bank of America Corp. ($4.8M).
- Company
- Barron's 400 ETF
- Filed as
- ALPS ETF TR (Q1 2026)
- CUSIP
- 00162Q726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 1 | $99K |
All 13F filers, Q4 2025 → Q1 2026: 76,817 shares bought and 3,681 shares sold, net +73,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Morgan Stanley | 0.00% | Reduce -0.4% | 483,446 | $40.1M |
| Jones Financial Companies LLLP | 0.00% | Add +72.1% | 75,404 | $6.2M |
| Bank of America Corp. | 0.00% | Add +7.2% | 58,313 | $4.8M |
| Trilogy Capital Inc. | 0.13% | Add +1.4% | 36,091 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +64.2% | 31,247 | $2.6M |
| National Bank of Canada | 0.00% | New | 19,300 | $1.6M |
| GTS Securities LLC | 0.05% | Add +41.8% | 16,892 | $1.4M |
| LPL Financial LLC | 0.00% | Add +5.0% | 14,123 | $1.2M |
| Alteri Wealth LLC | 0.34% | Add +1.8% | 12,767 | $1.1M |
| Veltria Advisors Corp. | 3.44% | Add +0.3% | 11,518 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.7% | 12,423 | $1.0M |
| RMR Capital Management, LLC | 0.68% | Reduce -0.2% | 11,302 | $938K |
| Bantamac Capital, LLC | 0.65% | No change | 10,767 | $894K |
| UBS Group AG | 0.00% | Add +11.1% | 10,158 | $843K |
| Wells Fargo & Company | 0.00% | Reduce -1.3% | 8,876 | $737K |
| Waverly Advisors, LLC | 0.01% | No change | 8,475 | $703K |
| Texas Yale Capital Corp. | 0.01% | No change | 5,770 | $479K |
| FMR LLC | 0.00% | No change | 5,506 | $457K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.7% | 5,419 | $450K |
| Raymond James Financial Inc. | 0.00% | Reduce -0.5% | 5,300 | $440K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 4,265 | $354K |
| IFP Advisors, Inc | 0.01% | Add +2.5% | 4,180 | $347K |
| CWA Asset Management Group, LLC | 0.01% | No change | 3,500 | $291K |
| Sensible Money, LLC | 0.08% | No change | 3,236 | $269K |
| Asset Dedication, LLC | 0.02% | No change | 3,236 | $269K |
| Huntleigh Advisors, Inc. | 0.05% | No change | 3,197 | $265K |
| Orange Investment Advisors, Inc. | 0.03% | No change | 3,000 | $249K |
| RVW Wealth, LLC | 0.02% | No change | 2,899 | $241K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.2% | 2,843 | $236K |
| Rockefeller Capital Management L.P. | 0.00% | Add +30.4% | 2,698 | $224K |
| Royal Bank of Canada | 0.00% | No change | 2,335 | $194K |
| Spire Wealth Management | 0.01% | No change | 2,200 | $183K |
| US Bancorp \de | 0.00% | New | 1,000 | $83K |
| NewEdge Advisors, LLC | 0.00% | No change | 750 | $62K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 210 | $17K |
| Fifth Third Bancorp | 0.00% | New | 172 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 100 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 97 | $8K |
| Harbour Investments, Inc. | 0.00% | New | 90 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 42 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 40 | $3K |
"% of holder's portfolio" is BFOR's weight in each manager's 13F, not the share of Barron's 400 ETF the manager owns.