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Barron's 400 ETF (BFOR) Institutional Ownership

Barron's 400 ETF logo
$80.47 -0.61 (-0.75%)
Closing price 08/29/2025 04:10 PM Eastern
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$80.59 +0.12 (+0.15%)
As of 08/29/2025 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)
19
Total
Institutional Inflows
(last 12 months)
$8.52M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$360.26K
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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
8/14/2025 Raymond James Financial Inc.2,055$158K0.0%N/A0.091%
8/14/2025 NewEdge Advisors LLC1,000$77K0.0%-14.9%0.044%
8/11/2025 Alteri Wealth LLC11,100$855K0.3%+8.4%0.493%
8/6/2025 Texas Yale Capital Corp.5,770$444K0.0%-8.9%0.256%
7/28/2025 RMR Capital Management LLC11,325$872K0.6%-3.7%0.503%
7/18/2025 Trilogy Capital Inc.35,420$2.73M0.1%N/A1.574%
5/16/2025 NewEdge Advisors LLC1,175$82K0.0%+56.7%0.056%
5/8/2025 RVW Wealth LLC2,899$201K0.0%-5.5%0.141%
5/5/2025 IFP Advisors Inc3,250$226K0.0%N/A0.159%
2/18/2025 GTS Securities LLC36,545$2.66M0.1%+134.8%1.716%
2/17/2025 Waverly Advisors LLC9,275$675K0.0%N/A0.435%
2/17/2025 EP Wealth Advisors LLC2,885$210K0.0%N/A0.135%
2/17/2025 Citadel Advisors LLC2,937$214K0.0%N/A0.138%
2/17/2025 Bank of America Corp DE33,178$2.41M0.0%-4.6%1.558%
2/17/2025 Alteri Wealth LLC10,216$743K0.2%N/A0.480%
2/13/2025 Wells Fargo & Company MN9,083$661K0.0%+5.6%0.426%
2/11/2025 LPL Financial LLC13,444$978K0.0%+3.6%0.631%
2/6/2025 Jones 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%
11/15/2024 Stifel Financial Corp4,922$353K0.0%+22.7%0.231%
11/13/2024 FMR LLC5,284$379K0.0%+7.5%0.248%
11/5/2024 RMR Capital Management LLC11,771$844K0.7%-5.1%0.553%
11/1/2024 CWA Asset Management Group LLC3,500$251K0.0%N/A0.164%
10/30/2024 ASB Consultores LLC22,960$1.65M0.6%+10.4%1.078%
10/25/2024 Hudson 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%
8/13/2024 ASB 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%
11/28/2023 ASB Consultores LLC16,000$901K0.4%+20.7%0.681%
10/12/2023 RVW Wealth LLC3,069$173K0.0%N/A0.131%
7/31/2023 LPL Financial LLC10,440$598K0.0%-1.9%0.444%
7/27/2023 CWA Asset Management Group LLC3,500$200K0.0%N/A0.149%
2/13/2023 ASB Consultores LLC13,252$706K0.3%+136.6%0.557%
2/7/2023 LPL Financial LLC11,682$623K0.0%-3.4%0.491%
11/14/2022 MML 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%
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2/24/2022 Options Solutions LLC10,000$644K0.6%N/A0.408%
2/22/2022 Tyler Stone Wealth Management400$26K0.0%N/A0.016%
2/9/2022 Geneos 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%
2/8/2022 Bank of America Corp DE36,135$2.33M0.0%-12.0%1.475%
2/4/2022 Envestnet Asset Management Inc.3,131$202K0.0%N/A0.128%
2/3/2022 Advisor Group Holdings Inc.2,962$191K0.0%+29.2%0.121%
1/24/2022 National Bank of Canada FI700$45K0.0%N/A0.029%
11/16/2021 MML Investors Services LLC5,963$352K0.0%N/A0.239%
11/15/2021 Flow Traders U.S. LLC27,418$1.62M0.1%N/A1.097%
11/15/2021 Morgan Stanley341,219$20.12M0.0%+1.8%13.649%
11/12/2021 Rockefeller Capital Management L.P.682$40K0.0%+127.3%0.027%
11/9/2021 First Horizon Advisors Inc.2,862$169K0.0%N/A0.114%
11/5/2021 Advisor 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%
10/12/2021 Activest Wealth Management870$51K0.0%N/A0.036%
8/16/2021 Bank of America Corp DE37,489$2.23M0.0%+4.6%1.530%
8/16/2021 Royal Bank of Canada6,952$413K0.0%-74.4%0.284%
8/16/2021 Morgan Stanley335,091$19.91M0.0%+2.4%13.677%
8/13/2021 LPL Financial LLC14,597$867K0.0%-21.0%0.596%
8/11/2021 Susquehanna International Group LLP10,545$626K0.0%+136.4%0.430%
8/2/2021 Advisor Group Holdings Inc.1,945$116K0.0%-25.6%0.081%
(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, 23 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 ($872K).Learn more on Barron's 400 ETF's institutional investors.

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

Of the 20 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), Alteri Wealth LLC ($11.08K), Waverly Advisors LLC ($9.28K), CWA Asset Management Group LLC ($7K), and ASB Consultores LLC ($6.51K).

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

Institutional investors have bought a total of 116,471 shares in the last 24 months. This purchase volume represents approximately $8.52M 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 ($1.07K), Texas Yale Capital Corp. ($565.00), NewEdge Advisors LLC ($175.00), and RVW Wealth LLC ($169.00).

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

Institutional investors have sold a total of 4,899 shares in the last 24 months. This volume of shares sold represents approximately $360.26K in transactions.


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This page (NYSEARCA:BFOR) was last updated on 9/1/2025 by MarketBeat.com Staff
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