Who owns ALPS ETF Trust - Barron's 400 ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BFOR from SEC Form 13F filings across 44 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 44 institutions disclosed 971,824 shares of ALPS ETF Trust - Barron's 400 ETF worth $87.6M — about 10.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
44
13F holders
$87.6M
value, 2026 filers
10.2%
of shares outstanding (971,824 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BFOR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 486,188 | $46.5M | 0.0% | 5.1% | +0.6% |
| 2 | BANK OF AMERICA CORP /DE/ | 118,198 | $11.3M | 0.0% | 1.2% | +102.7% |
| 3 | JONES FINANCIAL COMPANIES LLLP | 86,391 | $8.2M | 0.0% | 0.9% | +14.6% |
| 4 | Veltria Advisors Corp. | 46,072 | $1.1M | 1.7% | 0.5% | +300.0% |
| 5 | Trilogy Capital Inc. | 43,999 | $4.2M | 0.2% | 0.5% | +21.9% |
| 6 | Texas Yale Capital Corp. | 23,080 | $551,722 | 0.0% | 0.2% | +300.0% |
| 7 | WELLS FARGO & COMPANY/MN | 15,916 | $1.5M | 0.0% | 0.2% | +79.3% |
| 8 | LPL Financial LLC | 13,325 | $1.3M | 0.0% | 0.1% | -5.7% |
| 9 | Alteri Wealth LLC | 13,123 | $1.3M | 0.3% | 0.1% | +2.8% |
| 10 | Sanctuary Advisors, LLC | 11,487 | $1.1M | 0.0% | 0.1% | -7.5% |
| 11 | RMR Capital Management, LLC | 11,107 | $1.1M | 0.7% | 0.1% | -1.7% |
| 12 | BANTAMAC CAPITAL, LLC | 10,000 | $956,191 | 0.5% | 0.1% | -7.1% |
| 13 | UBS Group AG | 9,601 | $918,038 | 0.0% | 0.1% | -5.5% |
| 14 | Waverly Advisors, LLC | 8,475 | $810,372 | 0.0% | 0.1% | 0.0% |
| 15 | Aspire Capital Advisors LLCNEW | 6,647 | $635,580 | 0.1% | 0.1% | new |
| 16 | FMR LLC | 6,014 | $575,076 | 0.0% | 0.1% | +9.2% |
| 17 | OSAIC HOLDINGS, INC. | 5,252 | $502,188 | 0.0% | 0.1% | -3.1% |
| 18 | STIFEL FINANCIAL CORP | 4,265 | $407,791 | 0.0% | 0% | 0.0% |
| 19 | IFP Advisors, Inc | 4,192 | $400,835 | 0.0% | 0% | +0.3% |
| 20 | RAYMOND JAMES FINANCIAL INC | 4,108 | $392,803 | 0.0% | 0% | -22.5% |
| 21 | GTS SECURITIES LLC | 3,872 | $370,237 | 0.0% | 0% | -77.1% |
| 22 | CWA Asset Management Group, LLC | 3,500 | $334,667 | 0.0% | 0% | 0.0% |
| 23 | Asset Dedication, LLC | 3,236 | $309,424 | 0.0% | 0% | 0.0% |
| 24 | Sensible Money, LLC | 3,236 | $309,424 | 0.1% | 0% | 0.0% |
| 25 | Huntleigh Advisors, Inc. | 3,197 | $305,695 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.