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Barron's 400 ETF (BFOR) Institutional Ownership

Barron's 400 ETF logo
$77.84 -0.29 (-0.37%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Barron's 400 ETF (NYSEARCA:BFOR)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$8.40M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$269.62K
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BFOR Institutional Buying and Selling by Quarter

Barron's 400 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Trilogy Capital Inc.35,420$2.73M0.1%N/A1.574%
5/16/2025NewEdge Advisors LLC1,175$82K0.0%+56.7%0.056%
5/8/2025 RVW Wealth LLC2,899$201K0.0%-5.5%0.141%
5/5/2025IFP Advisors Inc3,250$226K0.0%N/A0.159%
2/18/2025GTS Securities LLC36,545$2.66M0.1%+134.8%1.716%
2/17/2025Waverly Advisors LLC9,275$675K0.0%N/A0.435%
2/17/2025EP Wealth Advisors LLC2,885$210K0.0%N/A0.135%
2/17/2025Citadel Advisors LLC2,937$214K0.0%N/A0.138%
2/17/2025Bank of America Corp DE33,178$2.41M0.0%-4.6%1.558%
2/17/2025Alteri Wealth LLC10,216$743K0.2%N/A0.480%
2/13/2025Wells Fargo & Company MN9,083$661K0.0%+5.6%0.426%
2/11/2025LPL Financial LLC13,444$978K0.0%+3.6%0.631%
2/6/2025Jones Financial Companies Lllp1,855$135K0.0%+217.6%0.087%
1/31/2025Sanctuary Advisors LLC14,541$1.11M0.0%-8.3%0.683%
11/25/2024Sanctuary Advisors LLC15,854$1.25M0.0%+3.2%0.744%
11/15/2024Stifel Financial Corp4,922$353K0.0%+22.7%0.231%
11/13/2024FMR LLC5,284$379K0.0%+7.5%0.248%
11/5/2024RMR Capital Management LLC11,771$844K0.7%-5.1%0.553%
11/1/2024 CWA Asset Management Group LLC3,500$251K0.0%N/A0.164%
10/30/2024ASB Consultores LLC22,960$1.65M0.6%+10.4%1.078%
10/25/2024Hudson Valley Investment Advisors Inc. ADV3,000$215K0.0%N/A0.141%
10/8/2024Axiom Advisory LLC9,920$682K0.0%+1.6%0.466%
9/5/2024Sanctuary Advisors LLC15,361$1.00M0.0%N/A0.721%
8/13/2024ASB Consultores LLC20,800$1.38M0.5%+8.3%0.977%
4/8/2024 RVW Wealth LLC3,068$208K0.0%N/A0.131%
2/13/2024 CWA Asset Management Group LLC3,500$218K0.0%N/A0.149%
11/28/2023ASB Consultores LLC16,000$901K0.4%+20.7%0.681%
10/12/2023 RVW Wealth LLC3,069$173K0.0%N/A0.131%
7/31/2023LPL Financial LLC10,440$598K0.0%-1.9%0.444%
7/27/2023 CWA Asset Management Group LLC3,500$200K0.0%N/A0.149%
2/13/2023ASB Consultores LLC13,252$706K0.3%+136.6%0.557%
2/7/2023LPL Financial LLC11,682$623K0.0%-3.4%0.491%
11/14/2022MML Investors Services LLC5,944$292K0.0%-27.1%0.250%
11/9/2022 CWA Asset Management Group LLC6,500$319K0.0%-48.0%0.273%
4/21/2022 CWA Asset Management Group LLC12,500$742K0.1%N/A0.510%
2/24/2022Options Solutions LLC10,000$644K0.6%N/A0.408%
2/22/2022Tyler Stone Wealth Management400$26K0.0%N/A0.016%
2/9/2022Geneos Wealth Management Inc.5,355$345K0.0%N/A0.219%
2/8/2022Raymond James Financial Services Advisors Inc.5,721$369K0.0%+8.0%0.234%
2/8/2022Bank of America Corp DE36,135$2.33M0.0%-12.0%1.475%
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2/4/2022Envestnet Asset Management Inc.3,131$202K0.0%N/A0.128%
2/3/2022Advisor Group Holdings Inc.2,962$191K0.0%+29.2%0.121%
1/24/2022National Bank of Canada FI700$45K0.0%N/A0.029%
11/16/2021MML Investors Services LLC5,963$352K0.0%N/A0.239%
11/15/2021Flow Traders U.S. LLC27,418$1.62M0.1%N/A1.097%
11/15/2021Morgan Stanley341,219$20.12M0.0%+1.8%13.649%
11/12/2021Rockefeller Capital Management L.P.682$40K0.0%+127.3%0.027%
11/9/2021First Horizon Advisors Inc.2,862$169K0.0%N/A0.114%
11/5/2021Advisor Group Holdings Inc.2,292$136K0.0%+17.8%0.092%
11/2/2021Raymond James Financial Services Advisors Inc.5,297$312K0.0%-30.8%0.212%
10/12/2021Activest Wealth Management870$51K0.0%N/A0.036%
8/16/2021Bank of America Corp DE37,489$2.23M0.0%+4.6%1.530%
8/16/2021Royal Bank of Canada6,952$413K0.0%-74.4%0.284%
8/16/2021Morgan Stanley335,091$19.91M0.0%+2.4%13.677%
8/13/2021LPL Financial LLC14,597$867K0.0%-21.0%0.596%
8/11/2021Susquehanna International Group LLP10,545$626K0.0%+136.4%0.430%
8/2/2021Advisor Group Holdings Inc.1,945$116K0.0%-25.6%0.081%
5/18/2021Morgan Stanley327,361$18.46M0.0%+3.9%13.640%
5/17/2021Royal Bank of Canada27,143$1.53M0.0%-12.6%1.131%
(Data available from 1/1/2016 forward)

BFOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BFOR shares?

During the previous two years, 21 institutional investors and hedge funds held shares of Barron's 400 ETF. The most heavily invested institutionals were Trilogy Capital Inc. ($2.73M), GTS Securities LLC ($2.66M), Bank of America Corp DE ($2.41M), ASB Consultores LLC ($1.65M), Sanctuary Advisors LLC ($1.11M), LPL Financial LLC ($978K), and RMR Capital Management LLC ($844K).Learn more on Barron's 400 ETF's institutional investors.

Which institutional investors have been buying Barron's 400 ETF's stock?

Of the 19 institutional investors that purchased Barron's 400 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trilogy Capital Inc. ($35.42K), GTS Securities LLC ($20.98K), Sanctuary Advisors LLC ($15.85K), CWA Asset Management Group LLC ($10.50K), Alteri Wealth LLC ($10.22K), Waverly Advisors LLC ($9.28K), and ASB Consultores LLC ($6.51K).

How much institutional buying is happening at Barron's 400 ETF?

Institutional investors have bought a total of 115,152 shares in the last 24 months. This purchase volume represents approximately $8.40M in transactions.

Which of Barron's 400 ETF's major shareholders have been selling company stock?

The following institutional investors have sold Barron's 400 ETF stock in the last 24 months: Bank of America Corp DE ($1.61K), Sanctuary Advisors LLC ($1.31K), RMR Capital Management LLC ($632.00), and RVW Wealth LLC ($169.00).

How much institutional selling is happening at Barron's 400 ETF?

Institutional investors have sold a total of 3,722 shares in the last 24 months. This volume of shares sold represents approximately $269.62K in transactions.


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This page (NYSEARCA:BFOR) was last updated on 7/21/2025 by MarketBeat.com Staff
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