43 institutions reported holding $73.6M of ALPS BARRON'S 400 ETF (BFOR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($40.1M), JONES FINANCIAL COMPANIES LLLP ($6.2M), BANK OF AMERICA CORP /DE/ ($4.8M), Trilogy Capital Inc. ($3.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $40.1M | 483,446 | Trimmed |
| 2 | JONES FINANCIAL COMPANIES LLLP | $6.2M | 75,404 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $4.8M | 58,313 | Added |
| 4 | Trilogy Capital Inc. | $3.0M | 36,091 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 31,247 | Added |
| 6 | NATIONAL BANK OF CANADA /FI/ | $1.6M | 19,300 | New |
| 7 | GTS SECURITIES LLC | $1.4M | 16,892 | Added |
| 8 | LPL Financial LLC | $1.2M | 14,123 | Added |
| 9 | Alteri Wealth LLC | $1.1M | 12,767 | Added |
| 10 | Veltria Advisors Corp. | $1.0M | 11,518 | Added |
| 11 | Sanctuary Advisors, LLC | $1.0M | 12,423 | Trimmed |
| 12 | RMR Capital Management, LLC | $938,159 | 11,302 | Trimmed |
| 13 | BOSUN ASSET MANAGEMENT, LLC | $893,715 | 10,767 | Hold |
| 14 | UBS Group AG | $843,165 | 10,158 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $736,767 | 8,876 | Trimmed |
| 16 | Waverly Advisors, LLC | $703,467 | 8,475 | Hold |
| 17 | Texas Yale Capital Corp. | $478,939 | 5,770 | Hold |
| 18 | FMR LLC | $457,038 | 5,506 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $449,821 | 5,419 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $439,927 | 5,300 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $423,326 | 5,100 | Hold |
| 22 | STIFEL FINANCIAL CORP | $353,995 | 4,265 | Trimmed |
| 23 | IFP Advisors, Inc | $346,961 | 4,180 | Added |
| 24 | CWA Asset Management Group, LLC | $290,518 | 3,500 | Hold |
| 25 | Asset Dedication, LLC | $268,605 | 3,236 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31