BARRON'S 400 ETF (BFOR) Top Institutional Shareholders
BARRON'S 400 ETF (BFOR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $72.72M in BFOR holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of BFOR tracked by InsiderSet, reporting ownership valued at approximately $40.13M in its March 31, 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 $44.38M, representing an estimated gain of +10.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed BFOR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Jones Financial Companies Lllp, Bank Of America Corp, 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
39
Total Reported Value
$72.72M
Largest Holder
Morgan Stanley
Largest Position
$40.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
41
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% | 483,446 | $40,128,511 | $44,375,508 | +$4,246,997 | +10.58% | |
| Jones Financial Companies Lllp | 0.00% | 75,404 | $6,158,695 | $6,921,333 | +$762,638 | +12.38% | |
| Bank Of America Corp | 0.00% | 58,313 | $4,840,230 | $5,352,550 | +$512,320 | +10.58% | |
| Trilogy Capital Inc. | 0.13% | 36,091 | $2,995,698 | $3,312,793 | +$317,095 | +10.59% | |
| Susquehanna International Group, Llp | 0.00% | 31,247 | $2,593,657 | $2,868,162 | +$274,505 | +10.58% | |
| National Bank Of Canada | 0.00% | 19,300 | $1,601,128 | $1,771,547 | +$170,419 | +10.64% | |
| Gts Securities Llc | 0.05% | 16,892 | $1,402,120 | $1,550,517 | +$148,397 | +10.58% | |
| Lpl Financial Llc | 0.00% | 14,123 | $1,172,284 | $1,296,350 | +$124,066 | +10.58% | |
| Alteri Wealth Llc | 0.34% | 12,767 | $1,059,717 | $1,171,883 | +$112,166 | +10.58% | |
| Veltria Advisors Corp. | 3.44% | 11,518 | $1,033,494 | $1,057,237 | +$23,743 | +2.30% | |
| Sanctuary Advisors, Llc | 0.01% | 12,423 | $1,031,171 | $1,140,307 | +$109,136 | +10.58% | |
| Rmr Capital Management, Llc | 0.68% | 11,302 | $938,159 | $1,037,411 | +$99,252 | +10.58% | |
| Bantamac Capital, Llc | 0.68% | 10,767 | $893,715 | $988,303 | +$94,588 | +10.58% | |
| Ubs Group Ag | 0.00% | 10,158 | $843,165 | $932,403 | +$89,238 | +10.58% | |
| Wells Fargo & Company/Mn | 0.00% | 8,876 | $736,767 | $814,728 | +$77,961 | +10.58% | |
| Waverly Advisors, Llc | 0.01% | 8,475 | $703,467 | $777,920 | +$74,453 | +10.58% | |
| Texas Yale Capital Corp. | 0.01% | 5,770 | $478,939 | $529,628 | +$50,689 | +10.58% | |
| Fmr Llc | 0.00% | 5,506 | $457,038 | $505,396 | +$48,358 | +10.58% | |
| Osaic Holdings, Inc. | 0.00% | 5,419 | $449,821 | $497,410 | +$47,589 | +10.58% | |
| Raymond James Financial Inc | 0.00% | 5,300 | $439,927 | $486,487 | +$46,560 | +10.58% | |
| Stifel Financial Corp | 0.00% | 4,265 | $353,995 | $391,484 | +$37,489 | +10.59% | |
| Ifp Advisors, Inc | 0.01% | 4,180 | $346,961 | $383,682 | +$36,721 | +10.58% | |
| Cwa Asset Management Group, Llc | 0.01% | 3,500 | $290,518 | $321,265 | +$30,747 | +10.58% | |
| Sensible Money, Llc | 0.08% | 3,236 | $268,605 | $297,032 | +$28,427 | +10.58% | |
| Huntleigh Advisors, Inc. | 0.05% | 3,197 | $265,367 | $293,453 | +$28,086 | +10.58% | |
| Orange Investment Advisors, Inc. | 0.03% | 3,000 | $249,015 | $275,370 | +$26,355 | +10.58% | |
| Rvw Wealth, Llc | 0.02% | 2,899 | $240,667 | $266,099 | +$25,432 | +10.57% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,698 | $223,998 | $247,649 | +$23,651 | +10.56% | |
| Royal Bank Of Canada | 0.00% | 2,335 | $194,000 | $214,330 | +$20,330 | +10.48% | |
| Spire Wealth Management | 0.01% | 2,200 | $182,622 | $201,938 | +$19,316 | +10.58% | |
| Us Bancorp \De\ | 0.00% | 1,000 | $83,005 | $91,790 | +$8,785 | +10.58% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 210 | $17,431 | $19,276 | +$1,845 | +10.58% | |
| Fifth Third Bancorp | 0.00% | 172 | $14,277 | $15,788 | +$1,511 | +10.58% | |
| Clearstead Advisors, Llc | 0.00% | 100 | $8,301 | $9,179 | +$878 | +10.58% | |
| Capital Investment Advisory Services, Llc | 0.00% | 97 | $8,025 | $8,904 | +$879 | +10.95% | |
| Harbour Investments, Inc. | 0.00% | 90 | $7,470 | $8,261 | +$791 | +10.59% | |
| Eversource Wealth Advisors, Llc | 0.00% | 190 | $6,993 | $17,440 | +$10,447 | +149.39% | |
| High Note Wealth, Llc | 0.00% | 40 | $3,320 | $3,672 | +$352 | +10.59% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 2,843 | $236 | $260,959 | +$260,723 | +110475.83% |
Frequently asked questions about BFOR
Who owns the most BFOR stock?
The largest holders of BFOR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BARRON'S 400 ETF (BFOR).
Is BFOR widely held by superinvestors?
Many widely followed stocks like BFOR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BFOR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.