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Barron's 400 ETF (BFOR) Institutional Ownership

Barron's 400 ETF logo
$23.83 0.00 (0.00%)
As of 07/2/2026 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)
11
Total
Institutional Inflows
(last 12 months)
$6.34M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$964.07K
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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
5/19/2026Bank of America Corp DE58,313$4.84M0.0%+7.2%2.450%
5/5/2026Sanctuary Advisors LLC12,423$1.03M0.0%-3.7%0.522%
4/22/2026Trilogy Capital Inc.36,091$3.00M0.1%+1.4%1.504%
2/17/2026Osaic Holdings Inc.5,457$449K0.0%-41.8%0.232%
2/17/2026Royal Bank of Canada2,335$192K0.0%-8.8%0.099%
2/11/2026Alteri Wealth LLC12,543$1.03M0.3%+11.2%0.534%
2/11/2026LPL Financial LLC13,453$1.11M0.0%+1.3%0.572%
2/10/2026Bantamac Capital LLC10,767$887K0.4%+7.7%0.458%
2/5/2026AlphaCore Capital LLC1,200$99K0.0%N/A0.051%
1/22/2026Trilogy Capital Inc.35,590$2.93M0.1%+0.4%1.547%
11/17/2025NewEdge Advisors LLC750$61K0.0%-25.0%0.033%
11/17/2025Susquehanna International Group LLP6,689$543K0.0%+64.4%0.297%
11/17/2025Bank of America Corp DE55,395$4.50M0.0%+43.0%2.462%
11/14/2025Raymond James Financial Inc.2,850$231K0.0%+38.7%0.127%
11/13/2025UBS Group AG10,354$841K0.0%-34.3%0.460%
11/10/2025Alteri Wealth LLC11,278$916K0.3%+1.6%0.501%
11/5/2025Envestnet Asset Management Inc.3,209$260K0.0%N/A0.143%
11/4/2025Jones Financial Companies Lllp17,453$1.42M0.0%+84.5%0.776%
10/23/2025Spire Wealth Management2,200$179K0.0%N/A0.098%
9/4/2025Osaic Holdings Inc.10,119$779K0.0%-3.9%0.450%
8/14/2025Raymond James Financial Inc.2,055$158K0.0%N/A0.091%
8/14/2025NewEdge Advisors LLC1,000$77K0.0%-14.9%0.044%
8/11/2025Alteri Wealth LLC11,100$855K0.3%+8.4%0.493%
8/6/2025Texas Yale Capital Corp.5,770$444K0.0%-8.9%0.256%
7/28/2025RMR Capital Management LLC11,325$872K0.6%-3.7%0.503%
7/18/2025Trilogy Capital Inc.35,420$2.73M0.1%N/A1.574%
5/16/2025NewEdge Advisors LLC1,175$82K0.0%+56.7%0.056%
5/8/2025RVW 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%
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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%
11/1/2024CWA 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%
4/8/2024RVW Wealth LLC3,068$208K0.0%N/A0.131%
2/13/2024CWA Asset Management Group LLC3,500$218K0.0%N/A0.149%
11/28/2023ASB Consultores LLC16,000$901K0.4%+20.7%0.681%
10/12/2023RVW Wealth LLC3,069$173K0.0%N/A0.131%
7/31/2023LPL Financial LLC10,440$598K0.0%-1.9%0.444%
7/27/2023CWA 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%
11/9/2022CWA Asset Management Group LLC6,500$319K0.0%-48.0%0.273%


BFOR Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Barron's 400 ETF. The most heavily invested institutionals were Bank of America Corp DE ($4.84M), Trilogy Capital Inc. ($3.00M), GTS Securities LLC ($2.66M), ASB Consultores LLC ($1.65M), Jones Financial Companies Lllp ($1.42M), LPL Financial LLC ($1.11M), and Alteri Wealth LLC ($1.03M).Learn more on Barron's 400 ETF's institutional investors.

Of the 25 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. ($36.07K), GTS Securities LLC ($20.98K), Bank of America Corp DE ($20.58K), Sanctuary Advisors LLC ($15.85K), Alteri Wealth LLC ($12.52K), Waverly Advisors LLC ($9.28K), and Jones Financial Companies Lllp ($9.27K).

Institutional investors have bought a total of 79,977 shares in the last 24 months. This purchase volume represents approximately $6.34M in transactions.

The following institutional investors have sold Barron's 400 ETF stock in the last 24 months: UBS Group AG ($5.42K), Osaic Holdings Inc. ($4.34K), Texas Yale Capital Corp. ($565.00), Sanctuary Advisors LLC ($480.00), RMR Capital Management LLC ($437.00), NewEdge Advisors LLC ($425.00), and Royal Bank of Canada ($225.00).

Institutional investors have sold a total of 11,887 shares in the last 24 months. This volume of shares sold represents approximately $964.07K in transactions.


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This page (NYSEARCA:BFOR) was last updated on 7/5/2026 by MarketBeat.com Staff.
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