Who Owns ALPS BARRON'S 400 ETF (BFOR)? -- Institutional Holders (2026-06-30)

46 institutions reported holding $88.4M of ALPS BARRON'S 400 ETF (BFOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($46.5M), BANK OF AMERICA CORP /DE/ ($11.3M), JONES FINANCIAL COMPANIES LLLP ($8.2M), Trilogy Capital Inc. ($4.2M), WELLS FARGO & COMPANY/MN ($1.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$46.5M	486,188	Added
2	BANK OF AMERICA CORP /DE/	$11.3M	118,198	Added
3	JONES FINANCIAL COMPANIES LLLP	$8.2M	86,391	Added
4	Trilogy Capital Inc.	$4.2M	43,999	Added
5	WELLS FARGO & COMPANY/MN	$1.5M	15,916	Added
6	LPL Financial LLC	$1.3M	13,325	Trimmed
7	Alteri Wealth LLC	$1.3M	13,123	Added
8	Veltria Advisors Corp.	$1.1M	46,072	Added
9	Sanctuary Advisors, LLC	$1.1M	11,487	Trimmed
10	RMR Capital Management, LLC	$1.1M	11,107	Trimmed
11	BOSUN ASSET MANAGEMENT, LLC	$956,191	10,000	Trimmed
12	UBS Group AG	$918,038	9,601	Trimmed
13	Waverly Advisors, LLC	$810,372	8,475	Hold
14	Aspire Capital Advisors LLC	$635,580	6,647	New
15	FMR LLC	$575,076	6,014	Added
16	Texas Yale Capital Corp.	$551,722	23,080	Added
17	CITADEL ADVISORS LLC	$535,467	5,600	Added
18	OSAIC HOLDINGS, INC.	$502,188	5,252	Trimmed
19	STIFEL FINANCIAL CORP	$407,791	4,265	Hold
20	IFP Advisors, Inc	$400,835	4,192	Added
21	RAYMOND JAMES FINANCIAL INC	$392,803	4,108	Trimmed
22	GTS SECURITIES LLC	$370,237	3,872	Trimmed
23	CWA Asset Management Group, LLC	$334,667	3,500	Hold
24	Asset Dedication, LLC	$309,424	3,236	Hold
25	Sensible Money, LLC	$309,424	3,236	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30