BFOR Institutional Ownership & Shareholders
BARRON'S 400 ETF (BFOR) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.05M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of BFOR tracked by InsiderSet, reporting ownership valued at approximately $46.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.40M, representing an estimated loss of -75.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed BFOR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in BARRON'S 400 ETF (BFOR).
This page ranks the largest institutional BFOR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$87.05M
Largest Holder
Morgan Stanley
Largest Position
$46.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 486,188 | $46,488,903 | $11,396,247 | -$35,092,656 | -75.49% | |
| Bank Of America Corp | 0.00% | 118,198 | $11,301,929 | $2,770,561 | -$8,531,368 | -75.49% | |
| Jones Financial Companies Lllp | 0.00% | 86,391 | $8,165,330 | $2,025,005 | -$6,140,325 | -75.20% | |
| Trilogy Capital Inc. | 0.16% | 185,712 | $4,260,235 | $4,353,089 | +$92,854 | +2.18% | |
| Wells Fargo & Company/Mn | 0.00% | 15,916 | $1,521,890 | $373,071 | -$1,148,819 | -75.49% | |
| Lpl Financial Llc | 0.00% | 13,325 | $1,274,129 | $312,338 | -$961,791 | -75.49% | |
| Alteri Wealth Llc | 0.35% | 13,123 | $1,254,800 | $307,603 | -$947,197 | -75.49% | |
| Veltria Advisors Corp. | 3.38% | 46,072 | $1,101,121 | $1,079,928 | -$21,193 | -1.92% | |
| Sanctuary Advisors, Llc | 0.01% | 11,487 | $1,098,377 | $269,255 | -$829,122 | -75.49% | |
| Rmr Capital Management, Llc | 0.71% | 44,429 | $1,019,211 | $1,041,416 | +$22,205 | +2.18% | |
| Bantamac Capital, Llc | 0.68% | 10,000 | $956,191 | $234,400 | -$721,791 | -75.49% | |
| Ubs Group Ag | 0.00% | 9,601 | $918,038 | $225,047 | -$692,991 | -75.49% | |
| Waverly Advisors, Llc | 0.00% | 8,475 | $810,372 | $198,654 | -$611,718 | -75.49% | |
| Aspire Capital Advisors Llc | 0.12% | 6,647 | $635,580 | $155,806 | -$479,774 | -75.49% | |
| Fmr Llc | 0.00% | 6,014 | $575,076 | $140,968 | -$434,108 | -75.49% | |
| Texas Yale Capital Corp. | 0.01% | 23,080 | $551,722 | $540,995 | -$10,727 | -1.94% | |
| Osaic Holdings, Inc. | 0.00% | 5,252 | $502,188 | $123,107 | -$379,081 | -75.49% | |
| Stifel Financial Corp | 0.00% | 4,265 | $407,791 | $99,972 | -$307,819 | -75.48% | |
| Raymond James Financial Inc | 0.00% | 4,108 | $392,803 | $96,292 | -$296,511 | -75.49% | |
| Ifp Advisors, Inc | 0.01% | 16,768 | $384,658 | $393,042 | +$8,384 | +2.18% | |
| Gts Securities Llc | 0.01% | 3,872 | $370,237 | $90,760 | -$279,477 | -75.49% | |
| Cwa Asset Management Group, Llc | 0.01% | 14,000 | $321,160 | $328,160 | +$7,000 | +2.18% | |
| Asset Dedication, Llc | 0.02% | 3,236 | $309,424 | $75,852 | -$233,572 | -75.49% | |
| Huntleigh Advisors, Inc. | 0.04% | 3,197 | $305,695 | $74,938 | -$230,757 | -75.49% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,901 | $277,450 | $67,999 | -$209,451 | -75.49% | |
| Orange Investment Advisors, Inc. | 0.03% | 12,000 | $275,280 | $281,280 | +$6,000 | +2.18% | |
| Rvw Wealth, Llc | 0.02% | 11,597 | $266,045 | $271,834 | +$5,789 | +2.18% | |
| Susquehanna International Group, Llp | 0.00% | 2,509 | $239,908 | $58,811 | -$181,097 | -75.49% | |
| Iht Wealth Management, Llc | 0.00% | 2,431 | $232,417 | $56,983 | -$175,434 | -75.48% | |
| Royal Bank Of Canada | 0.00% | 2,335 | $223,000 | $54,732 | -$168,268 | -75.46% | |
| Kestra Advisory Services, Llc | 0.00% | 9,427 | $216,255 | $220,969 | +$4,714 | +2.18% | |
| Spire Wealth Management | 0.01% | 8,800 | $201,872 | $206,272 | +$4,400 | +2.18% | |
| Caption Management, Llc | 0.01% | 2,000 | $191,238 | $46,880 | -$144,358 | -75.49% | |
| Us Bancorp \De\ | 0.00% | 1,000 | $95,619 | $23,440 | -$72,179 | -75.49% | |
| Newedge Advisors, Llc | 0.00% | 750 | $71,714 | $17,580 | -$54,134 | -75.49% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 210 | $17,431 | $4,922 | -$12,509 | -71.76% | |
| Fifth Third Bancorp | 0.00% | 133 | $12,717 | $3,118 | -$9,599 | -75.49% | |
| Clearstead Advisors, Llc | 0.00% | 100 | $9,562 | $2,344 | -$7,218 | -75.49% | |
| Capital Investment Advisory Services, Llc | 0.00% | 387 | $8,870 | $9,071 | +$201 | +2.27% | |
| High Note Wealth, Llc | 0.00% | 160 | $3,670 | $3,750 | +$80 | +2.19% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 9,993 | $229 | $234,236 | +$234,007 | +102186.43% |
Frequently asked questions about BFOR
Who are the largest institutional holders of BFOR?
The largest institutional holders of BFOR reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Jones Financial Companies Lllp, Trilogy Capital Inc., and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported BFOR position.
What is BFOR institutional ownership?
This page tracks BFOR positions reported by institutional investment managers through SEC Form 13F. BARRON'S 400 ETF (BFOR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BFOR?
InsiderSet currently tracks 40 institutional managers reporting BFOR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BFOR shareholders.
How much BFOR stock do institutions own?
Institutional investment managers disclosed approximately $87.05M in BFOR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BFOR institutional ownership last updated?
The latest BFOR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BFOR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BFOR position after the reporting date.
Are institutions buying or selling BFOR?
Institutional buying and selling can be analyzed by comparing BFOR positions across consecutive 13F reporting periods. InsiderSet's BFOR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BFOR ownership changes.
How has BFOR institutional ownership changed over time?
InsiderSet tracks BFOR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.