
Barron's 400 ETF is an exchange-traded fund on ARCA. As of Q3 2025, 39 institutional investors hold shares in this ETF, with total holdings valued at $61.8M. MORGAN STANLEY is the largest holder with a position valued at $39.3M.
Overview of institutional ownership in BFOR as of Q3 2025
Institutions with the largest positions in BFOR as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $39.3M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $4.5M 0.00% of portfolio |
Trilogy Capital Inc. RIA/Wealth | $2.9M 0.13% of portfolio |
J JONES FINANCIAL COMPANIES LLLP Institution | $1.4M 0.00% of portfolio |
L LPL Financial LLC Institution | $1.1M 0.00% of portfolio |
A ASB Consultores, LLC RIA/Wealth | $932.0K 4.10% of portfolio |
R RMR Capital Management, LLC RIA/Wealth | $919.5K 0.64% of portfolio |
Alteri Wealth LLC RIA/Wealth | $915.6K 0.32% of portfolio |
G GTS SECURITIES LLC Institution | $909.9K 0.04% of portfolio |
UBS Group AG Institution | $840.6K 0.00% of portfolio |
Institutional buying and selling activity for BFOR in Q3 2025
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$16.3M +200.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$945.5K +11.6K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$650.3K +8.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$260.5K +3.2K shares |
NORTHERN TRUST CORP Institution | +$243.6K +3.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$212.7K +2.6K shares |
Spire Wealth Management RIA/Wealth | +$178.6K +2.2K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$167.8K +2.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$64.5K +795.0 shares |
L LPL Financial LLC Institution | +$58.9K +725.0 shares |
| Institution | Net Sold |
|---|---|
G GTS SECURITIES LLC Institution | −$1.4M −17.8K shares |
UBS Group AG Institution | −$439.8K −5.4K shares |
W WOLVERINE TRADING, LLC Institution | −$312.2K −4.1K shares |
Warren Averett Asset Management, LLC RIA/Wealth | −$64.9K −800.0 shares |
A Advisor Group Holdings, Inc. Institution | −$59.5K −739.0 shares |
A Atlantic Trust Group, LLC Institution | −$23.1K −300.0 shares |
Goss Wealth Management LLC RIA/Wealth | −$20.3K −250.0 shares |
HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | −$11.6K −151.0 shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | −$7.1K −87.0 shares |
Institutions that initiated new positions or completely exited BFOR in Q3 2025
| Institution | Position Value |
|---|---|
NORTHERN TRUST CORP Institution | $243.6K 3.0K shares |
Spire Wealth Management RIA/Wealth | $178.6K 2.2K shares |
C COMERICA BANK Institution | $14.5K 179.0 shares |
| Institution | Previous Position |
|---|---|
W WOLVERINE TRADING, LLC Institution | $312.2K 4.1K shares |
A Atlantic Trust Group, LLC Institution | $23.1K 300.0 shares |
HARBOR INVESTMENT ADVISORY, LLC RIA/Wealth | $11.6K 151.0 shares |
Institutions with the largest Call and Put options positions in BFOR as of Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $243.6K 30.0 contracts |
B Belvedere Trading LLC Institution | - - contracts |
| Institution | Position Value |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | - - contracts |
B Belvedere Trading LLC Institution | - - contracts |
Institutions with BFOR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A ASB Consultores, LLC RIA/Wealth | 4.10% $932.0K |
R RMR Capital Management, LLC RIA/Wealth | 0.64% $919.5K |
O OPTIONS SOLUTIONS, LLC Hedge Fund•Sector | 0.61% $811.8K |
Alteri Wealth LLC RIA/Wealth | 0.32% $915.6K |
Trilogy Capital Inc. RIA/Wealth | 0.13% $2.9M |
Sensible Money, LLC RIA/Wealth | 0.09% $262.7K |
Huntleigh Advisors, Inc. RIA/Wealth | 0.04% $259.5K |
G GTS SECURITIES LLC Institution | 0.04% $909.9K |
0.03% $243.6K | |
RVW Wealth, LLC RIA/Wealth | 0.02% $235.4K |
Discover hedge funds investing in BFOR

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Specialty Retail Consumer Cyclical | $24.7M | 18.69% | |
Consumer Electronics Technology | $19.3M | 14.60% | |
Financial - Data & Stock Exchanges Financial Services | $18.9M | 14.26% |
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