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Disclosery

BFOR ALPS ETF TR

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BARRONS 400 ETF (fund)

43 managers (43 13F filers) reported a position in BFOR shares at 2024-12-31, 507,478 shares in all. 7 filers opened a position and 1 filer sold out during the quarter.

Managers
43
13F filers
43
New
7
Added
9
Reduced
5
Sold out
1
Shares held by filers
507,478

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY237,808$17.3M<0.01%-7,53413F-HR/ATimelineGroup
GTS SECURITIES LLC36,545$2.66M0.13%+20,98213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,178$2.41M<0.01%-1,60813F-HRTimelineGroup
UBS Group AGin group UBS Group AG29,350$2.14M<0.01%+2,17213F-HRTimelineGroup
Veltria Advisors Corp.22,960$1.67M0.7%013F-HRTimeline
Sanctuary Advisors, LLC14,541$1.11M0.01%-1,31313F-HRTimeline
LPL Financial LLC13,444$978K<0.01%+46213F-HRTimeline
RMR Capital Management, LLC11,774$857K0.64%+313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,681$777K<0.01%-50413F-HR/ATimelineGroup
Alteri Wealth LLC10,216$743K0.21%13F-HRTimeline
BANTAMAC CAPITAL, LLC10,000$728K0.33%013F-HRTimeline
Waverly Advisors, LLC9,275$675K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,083$661K<0.01%+48013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,371$464K<0.01%-2,90213F-HRTimelineGroup
Texas Yale Capital Corp.6,335$461K0.02%013F-HRTimeline
FMR LLCin group FMR LLC5,384$392K<0.01%+10013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,924$358K<0.01%+213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,660$338K<0.01%013F-HRTimelineGroup
CWA Asset Management Group, LLC3,500$255K0.01%013F-HRTimeline
Asset Dedication, LLC3,236$235K0.02%013F-HRTimeline
Sensible Money, LLC3,236$235K0.1%013F-HRTimeline
Huntleigh Advisors, Inc.3,197$233K0.05%13F-HRTimeline
RVW Wealth, LLC3,068$223K0.02%013F-HRTimeline
Orange Investment Advisors, Inc.3,000$218K0.02%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,937$214K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC2,885$210K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,855$135K<0.01%+1,27113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,300$95.3K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC750$54.6K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC300$21.8K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC260$18.9K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…259$18.8K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/200$14.6K<0.01%013F-HRTimelineGroup
JDM Financial Group LLC200$14.6K0.01%013F-HRTimeline
Avior Wealth Management, LLC155$11.3K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC151$11K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…128$9.3K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC115$8.37K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…96$6.99K<0.01%+113F-HRTimeline
Richard W. Paul & Associates, LLC49$3.57K<0.01%013F-HRTimeline
High Note Wealth, LLC40$2.91K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32$2.33K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.