Who owns BFOR?
Barron's 400 ETF
43 institutions reported holding BFOR, worth $88.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BFOR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $46.5M | 486,188 | +2,742 shares |
| Bank of America Corp. | Charlotte, NC | $11.3M | 118,198 | +59,885 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $8.2M | 86,391 | +10,987 shares |
| Trilogy Capital Inc. | Irvine, CA | $4.2M | 43,999 | +7,908 shares |
| Wells Fargo & Company | San Francisco, CA | $1.5M | 15,916 | +7,040 shares |
| LPL Financial LLC | Fort Mill, SC | $1.3M | 13,325 | −798 shares |
| Alteri Wealth LLC | Westlake Village, CA | $1.3M | 13,123 | +356 shares |
| Veltria Advisors Corp. | Miami, FL | $1.1M | 46,072 | +34,554 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $1.1M | 11,487 | −936 shares |
| RMR Capital Management, LLC | Tustin, CA | $1.1M | 11,107 | −195 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BFOR?
43 institutional managers reported holding BFOR in Form 13F filings for June 30, 2026, worth $88.1M in total. The largest reported position was held by Morgan Stanley, at $46.5M.
Did institutions buy or sell BFOR last quarter?
Reported 13F value rose 20.3% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BFOR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.