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Disclosery

BFOR ALPS ETF TR

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BARRONS 400 ETF (fund)

42 managers (43 13F filers) reported a position in BFOR shares at 2026-06-30, 971,299 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
42
13F filers
43
New
4
Added
11
Reduced
11
Sold out
2
Shares held by filers
971,299

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY486,188$46.5M<0.01%+2,74213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/118,198$11.3M<0.01%+59,88513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP86,391$8.17M<0.01%+10,98713F-HRTimelineGroup
Trilogy Capital Inc.43,999$4.21M0.16%+7,90813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,916$1.52M<0.01%+7,04013F-HRTimelineGroup
LPL Financial LLC13,325$1.27M<0.01%-79813F-HRTimeline
Alteri Wealth LLC13,123$1.25M0.35%+35613F-HRTimeline
Veltria Advisors Corp.46,072$1.1M3.38%+34,55413F-HRTimeline
Sanctuary Advisors, LLC11,487$1.1M0.01%-93613F-HRTimeline
RMR Capital Management, LLC11,107$1.06M0.73%-19513F-HRTimeline
BANTAMAC CAPITAL, LLC10,000$956K0.68%-76713F-HRTimeline
UBS Group AGgroup of 2 filers holding9,653$923K-715Timeline
Waverly Advisors, LLC8,475$810K<0.01%013F-HRTimeline
Aspire Capital Advisors LLC6,647$636K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC6,014$575K<0.01%+50813F-HRTimelineGroup
Texas Yale Capital Corp.23,080$552K0.01%+17,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,252$502K<0.01%-16713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,265$408K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc4,192$401K0.01%+1213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,108$393K<0.01%-1,19213F-HRTimelineGroup
GTS SECURITIES LLC3,872$370K0.01%-13,02013F-HRTimeline
CWA Asset Management Group, LLC3,500$335K0.01%013F-HRTimeline
Asset Dedication, LLC3,236$309K0.02%013F-HRTimeline
Sensible Money, LLC3,236$309K0.08%013F-HRTimeline
Huntleigh Advisors, Inc.3,197$306K0.04%013F-HRTimeline
Orange Investment Advisors, Inc.3,000$287K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,901$277K<0.01%+20313F-HRTimelineGroup
RVW Wealth, LLC2,899$277K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…2,843$272K<0.01%013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,509$240K<0.01%-28,73813F-HRTimelineGroup
IHT Wealth Management, LLC2,431$232K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,335$223K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,200$210K0.01%013F-HRTimelineGroup
Caption Management, LLC2,000$191K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC1,486$142K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,000$95.6K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC750$71.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…133$12.7K<0.01%-3913F-HRTimelineGroup
Clearstead Advisors, LLC100$9.56K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…97$9.24K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42$3.97K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC40$3.83K<0.01%013F-HRTimeline