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Disclosery

BFOR ALPS ETF TR

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BARRONS 400 ETF (fund)

37 managers (37 13F filers) reported a position in BFOR shares at 2025-03-31, 523,835 shares in all. 2 filers opened a position and 7 filers sold out during the quarter.

Managers
37
13F filers
37
New
2
Added
6
Reduced
12
Sold out
7
Shares held by filers
523,835

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY283,048$19.7M<0.01%+45,24013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,219$2.72M<0.01%+6,04113F-HRTimelineGroup
UBS Group AGin group UBS Group AG22,532$1.56M<0.01%-6,81813F-HRTimelineGroup
GTS SECURITIES LLC21,157$1.47M0.06%-15,38813F-HRTimeline
Sanctuary Advisors, LLC14,925$1.04M0.01%+38413F-HRTimeline
LPL Financial LLC12,681$881K<0.01%-76313F-HRTimeline
RMR Capital Management, LLC11,762$817K0.59%-1213F-HRTimeline
Veltria Advisors Corp.11,480$797K0.52%-11,48013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,534$731K<0.01%-14713F-HRTimelineGroup
Alteri Wealth LLC10,236$711K0.31%+2013F-HRTimeline
BANTAMAC CAPITAL, LLC10,000$694K0.33%013F-HRTimeline
Waverly Advisors, LLC9,275$644K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,083$631K<0.01%013F-HRTimelineGroup
Texas Yale Capital Corp.6,335$440K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,067$421K<0.01%-30413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,032$417K<0.01%+4,17713F-HR/ATimelineGroup
FMR LLCin group FMR LLC5,331$370K<0.01%-5313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,560$317K<0.01%-10013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,414$306K<0.01%-51013F-HRTimelineGroup
CWA Asset Management Group, LLC3,500$243K0.01%013F-HRTimeline
IFP Advisors, Inc3,250$226K0.01%new13F-HRTimeline
Asset Dedication, LLC3,236$225K0.02%013F-HRTimeline
Sensible Money, LLC3,236$225K0.1%013F-HRTimeline
Huntleigh Advisors, Inc.3,197$222K0.05%013F-HR/ATimeline
Orange Investment Advisors, Inc.3,000$208K0.02%013F-HRTimeline
RVW Wealth, LLC2,899$201K0.02%-16913F-HRTimeline
NewEdge Advisors, LLC1,175$81.6K<0.01%+42513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.650$40.1K<0.01%-65013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…259$18K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC200$13.9K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC151$10.5K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…128$8.88K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC115$7.99K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…96$6.67K<0.01%013F-HRTimeline
High Note Wealth, LLC40$2.78K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…32$2.22K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.