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Disclosery

BFOR ALPS ETF TR

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BARRONS 400 ETF (fund)

38 managers (38 13F filers) reported a position in BFOR shares at 2025-12-31, 810,230 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
38
13F filers
38
New
2
Added
14
Reduced
7
Sold out
3
Shares held by filers
810,230

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY485,186$40M<0.01%+1,10413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,378$4.48M<0.01%-1,01713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,825$3.61M<0.01%+26,37213F-HRTimelineGroup
Trilogy Capital Inc.35,590$2.93M0.13%+15213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,033$1.57M<0.01%+12,34413F-HRTimelineGroup
LPL Financial LLC13,453$1.11M<0.01%+17613F-HRTimeline
Sanctuary Advisors, LLC12,903$1.06M0.01%013F-HRTimeline
Alteri Wealth LLC12,543$1.03M0.33%+1,26513F-HRTimeline
Veltria Advisors Corp.11,480$993K4.33%013F-HRTimeline
GTS SECURITIES LLC11,915$981K0.03%+70713F-HRTimeline
RMR Capital Management, LLC11,329$933K0.67%+213F-HRTimeline
BANTAMAC CAPITAL, LLC10,767$887K0.63%+76713F-HRTimeline
UBS Group AGin group UBS Group AG9,145$753K<0.01%-1,20913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,997$741K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC8,475$698K0.01%013F-HRTimeline
Texas Yale Capital Corp.5,770$475K0.01%013F-HRTimeline
FMR LLCin group FMR LLC5,506$453K<0.01%+17513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,457$449K<0.01%-3,92313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,325$439K<0.01%+2,47513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,315$355K<0.01%-9913F-HRTimelineGroup
IFP Advisors, Inc4,080$336K0.01%-10013F-HRTimeline
CWA Asset Management Group, LLC3,500$288K0.01%013F-HRTimeline
Asset Dedication, LLC3,236$266K0.02%013F-HRTimeline
Sensible Money, LLC3,236$266K0.09%013F-HRTimeline
Huntleigh Advisors, Inc.3,197$263K0.04%013F-HRTimeline
Orange Investment Advisors, Inc.3,000$247K0.03%013F-HRTimeline
RVW Wealth, LLC2,899$239K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…2,678$221K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,335$192K<0.01%-22513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,200$181K0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,069$170K<0.01%+313F-HR/ATimelineGroup
AlphaCore Capital LLC1,200$98.8K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC750$61.8K<0.01%013F-HRTimeline
COMERICA BANK179$14.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC100$8.23K<0.01%-10013F-HRTimeline
Capital Investment Advisory Services, L…97$7.96K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42$3.42K<0.01%+113F-HRTimelineGroup
High Note Wealth, LLC40$3.29K<0.01%013F-HRTimeline