Who Owns BFOR?
Barron's 400SM ETF — Institutional Ownership & 13F Holdings
$88.52
+1.01 (+1.16%)
Market Cap
$212.0M
Shares Outstanding
2,247,162
Institutional Holders
33
Total Inst. Value
$52.4M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
4
Closed Positions
10
Increased
5
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $19.7M | 283,048 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.0M | 259 |
| 3 | BANK OF AMERICA CORP /DE/ | $2.7M | 39,219 |
| 4 | UBS Group AG | $1.6M | 22,532 |
| 5 | GTS SECURITIES LLC | $1.5M | 21,157 |
| 6 | LPL Financial LLC | $881K | 12,681 |
| 7 | RMR Capital Management, LLCNew | $817K | 11,762 |
| 8 | OSAIC HOLDINGS, INC. | $731K | 10,534 |
| 9 | Alteri Wealth LLC | $711K | 10,236 |
| 10 | BANTAMAC CAPITAL, LLC | $694K | 10,000 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +45K | $19.7M |
| BANK OF AMERICA CORP /DE/ | +6K | $2.7M |
| RMR Capital Management, LLCNew | +12K | $817K |
| Alteri Wealth LLC | +20 | $711K |
| JONES FINANCIAL COMPANIES LLLP | +6K | $466K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| GTS SECURITIES LLC | -15K | $1.5M |
| UBS Group AG | -7K | $1.6M |
| LPL Financial LLC | -763 | $881K |
| CIBC Private Wealth Group LLC | -650 | $40K |
| OSAIC HOLDINGS, INC. | -618 | $731K |
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Frequently Asked Questions
How many institutional investors hold BFOR?
As of Q1 2025, 33 institutional investors report holding BFOR (Barron's 400SM ETF) in their 13F filings.
Which hedge fund owns the most BFOR?
The largest institutional holder of BFOR is MORGAN STANLEY with $19.7M in shares.
Are institutions buying or selling BFOR?
This quarter, 4 institutions opened new positions in BFOR and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.