BARRON'S 400 ETF (BFOR) Institutional Ownership Changes & 13F Activity
BARRON'S 400 ETF (BFOR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Veltria Advisors Corp., Susquehanna International Group, Llp, National Bank Of Canada, and Texas Yale Capital Corp..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Buy | +59,885 | +102.7% | 118,198 | $11.30M | Q2 2026 | Aug 14, 2026 |
| Veltria Advisors Corp. | Buy | +34,554 | +300.0% | 46,072 | $1.10M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -28,738 | -92.0% | 2,509 | $239.91K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -13,020 | -77.1% | 3,872 | $370.24K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +10,987 | +14.6% | 86,391 | $8.17M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +7,040 | +79.3% | 15,916 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +2,431 | — | 2,431 | $232.42K | Q2 2026 | Aug 14, 2026 |
| Caption Management, Llc | Buy | +2,000 | — | 2,000 | $191.24K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -1,192 | -22.5% | 4,108 | $392.80K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -167 | -3.1% | 5,252 | $502.19K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +2,742 | +0.6% | 486,188 | $46.49M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -936 | -7.5% | 11,487 | $1.10M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -557 | -5.5% | 9,601 | $918.04K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +508 | +9.2% | 6,014 | $575.08K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +203 | +7.5% | 2,901 | $277.45K | Q2 2026 | Aug 13, 2026 |
| Texas Yale Capital Corp. | Buy | +17,310 | +300.0% | 23,080 | $551.72K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +750 | — | 750 | $71.71K | Q2 2026 | Aug 12, 2026 |
| Bantamac Capital, Llc | Sell | -767 | -7.1% | 10,000 | $956.19K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -798 | -5.7% | 13,325 | $1.27M | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors Llc | Buy | +6,647 | — | 6,647 | $635.58K | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Sell | -39 | -22.7% | 133 | $12.72K | Q2 2026 | Aug 05, 2026 |
| Asset Dedication, Llc | Buy | +3,236 | — | 3,236 | $309.42K | Q2 2026 | Jul 30, 2026 |
| Alteri Wealth Llc | Buy | +356 | +2.8% | 13,123 | $1.25M | Q2 2026 | Jul 29, 2026 |
| Rmr Capital Management, Llc | Sell | -195 | -1.7% | 11,107 | $1.06M | Q2 2026 | Jul 27, 2026 |
| Ifp Advisors, Inc | Buy | +12 | +0.3% | 4,192 | $400.83K | Q2 2026 | Jul 20, 2026 |
| Trilogy Capital Inc. | Buy | +7,908 | +21.9% | 43,999 | $4.21M | Q2 2026 | Jul 06, 2026 |
| National Bank Of Canada | Sell | -19,300 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Sell | -90 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -190 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Sell | -210 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
Frequently asked questions about BFOR activity
Which institutional owners are buying BFOR?
Institutional owners buying BFOR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BFOR activity?
"Buy" means an investor increased their reported position in BFOR compared to the prior reporting period. This reflects growing exposure to BARRON'S 400 ETF (BFOR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BFOR increasing?
Institutional interest in BFOR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.