Who Owns Barron's 400SM ETF (BFOR)?Hedge Fund & Institutional Holders
Institutional Holders
49
as of Q4 2025
Total Institutional Value
$3.900030002930106e+97T
% of Float Held
—
QoQ Change in Holders
+14 / -3
Price History
BFOR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sanctuary Advisors, LLC | New Position | +56K | +$4.1M |
| JONES FINANCIAL COMPANIES LLLP | New Position | +44K | +$3.0M |
| Trilogy Capital Inc. | New Position | +36K | +$2.9M |
| Veltria Advisors Corp. | New Position | +11K | +$992K |
| RMR Capital Management, LLC | New Position | +11K | +$932K |
| CWA Asset Management Group, LLC | New Position | +4K | +$288K |
| Huntleigh Advisors, Inc. | New Position | +3K | +$263K |
| Orange Investment Advisors, Inc. | New Position | +3K | +$247K |
| RVW Wealth, LLC | New Position | +3K | +$238K |
| Spire Wealth Management | New Position | +2K | +$181K |
| Capital Investment Advisory Services, LLC | New Position | +97 | +$7K |
| Cambridge Investment Research Advisors, Inc. | New Position | +3K | +$0 |
| AlphaCore Capital LLC | New Position | +1K | +$0 |
| High Note Wealth, LLC | New Position | +40 | +$0 |
| EverSource Wealth Advisors, LLC | Increased | +1 | +$-3.3M |
BFOR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Decreased | -1K | -$4.5B |
| UBS Group AG | Decreased | -1K | -$839.8M |
| OSAIC HOLDINGS, INC. | Decreased | -4K | -$754.7M |
| STIFEL FINANCIAL CORP | Decreased | -99 | -$358.3M |
| IFP Advisors, Inc | Decreased | -100 | -$339.3M |
| NORTHERN TRUST CORP | Closed Position | -3K | -$243.6M |
| ROYAL BANK OF CANADA | Decreased | -225 | -$208.0M |
| HUNTINGTON NATIONAL BANK | Closed Position | -800 | -$64.9M |
| Clearstead Advisors, LLC | Decreased | -100 | -$16.2M |
| PNC FINANCIAL SERVICES GROUP, INC. | Closed Position | -32 | -$2.6M |
Top Institutional Holders(Q4 2025)
BFOR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 38 | $58.9M | +11 |
| Q3 2025 | 27 | $54.2B | -6 |
| Q2 2025 | 33 | $18.5B | -3 |
| Q1 2025 | 36 | $37.1B | -3 |
| Q4 2024 | 39 | $763.9B | +10 |
| Q3 2024 | 29 | $27.3T | +3 |
| Q2 2024 | 26 | $23.7T | -2 |
| Q1 2024 | 28 | $27.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 49 institutional investors hold BFOR (Barron's 400SM ETF). The largest holder is MORGAN STANLEY with $39.0M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own BFOR?
As of Q4 2025, 49 institutional investors report holding BFOR (Barron's 400SM ETF) in their 13F filings.
Who is the largest institutional holder of BFOR?
The largest institutional holder of BFOR is MORGAN STANLEY with $39.0M in shares.
Is institutional ownership of BFOR increasing or decreasing?
This quarter, 14 institutions opened new positions in BFOR and 3 closed their positions.