BFOR Institutional Ownership
ALPS ETF Trust - Barron's 400 ETF
1W: +0.5%
1M: -2.4%
3M: -2.3%
YTD: +12.6%
1Y: +15.5%
3Y: +70.4%
5Y: +62.4%
$23.29
+0.10 (+0.43%)
Weekly Expected Move ±1.3%
$23
$23
$23
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — BFOR
48
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
88M
Total Invested
5
New Positions
11
Increased
13
Reduced
2
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 486,188 | 11M | +2,742 | +0.6% | 53Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 118,198 | 3M | +59,885 | +102.7% | 15Q | SEC ↗ |
| 3 | JONES FINANCIAL COMPANIES LLLP | 86,391 | 2M | +10,987 | +14.6% | 9Q | SEC ↗ |
| 4 | Veltria Advisors Corp. | 46,072 | 1M | +34,554 | +300.0% | 18Q | SEC ↗ |
| 5 | Trilogy Capital Inc. | 43,999 | 1M | +7,908 | +21.9% | 5Q | SEC ↗ |
| 6 | Texas Yale Capital Corp. | 23,080 | 538K | +17,310 | +300.0% | 53Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 15,916 | 371K | +7,040 | +79.3% | 50Q | SEC ↗ |
| 8 | LPL Financial LLC | 13,325 | 310K | -798 | -5.7% | 53Q | SEC ↗ |
| 9 | Alteri Wealth LLC | 13,123 | 306K | +356 | +2.8% | 7Q | SEC ↗ |
| 10 | Sanctuary Advisors, LLC | 11,487 | 268K | -936 | -7.5% | 9Q | SEC ↗ |
| 11 | RMR Capital Management, LLC | 11,107 | 259K | -195 | -1.7% | 11Q | SEC ↗ |
| 12 | BANTAMAC CAPITAL, LLC | 10,000 | 233K | -767 | -7.1% | 19Q | SEC ↗ |
| 13 | UBS Group AG | 9,601 | 224K | -557 | -5.5% | 47Q | SEC ↗ |
| 14 | Waverly Advisors, LLC | 8,475 | 197K | — | +0.0% | 7Q | SEC ↗ |
| 15 | Aspire Capital Advisors LLC NEW | 6,647 | 155K | — | +0.0% | 1Q | SEC ↗ |
| 16 | FMR LLC | 6,014 | 140K | +508 | +9.2% | 30Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 5,252 | 122K | -167 | -3.1% | 26Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 4,265 | 99K | — | +0.0% | 14Q | SEC ↗ |
| 19 | IFP Advisors, Inc | 4,192 | 98K | +12 | +0.3% | 6Q | SEC ↗ |
| 20 | RAYMOND JAMES FINANCIAL INC | 4,108 | 96K | -1,192 | -22.5% | 5Q | SEC ↗ |
| 21 | GTS SECURITIES LLC | 3,872 | 90K | -13,020 | -77.1% | 8Q | SEC ↗ |
| 22 | CWA Asset Management Group, LLC | 3,500 | 82K | — | +0.0% | 8Q | SEC ↗ |
| 23 | Asset Dedication, LLC | 3,236 | 75K | — | +0.0% | 26Q | SEC ↗ |
| 24 | Sensible Money, LLC | 3,236 | 75K | — | +0.0% | 11Q | SEC ↗ |
| 25 | Huntleigh Advisors, Inc. | 3,197 | 74K | — | +0.0% | 7Q | SEC ↗ |
| 26 | Orange Investment Advisors, Inc. | 3,000 | 70K | — | +0.0% | 8Q | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 2,901 | 68K | +203 | +7.5% | 4Q | SEC ↗ |
| 28 | RVW Wealth, LLC | 2,899 | 68K | — | +0.0% | 10Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 2,843 | 66K | — | +0.0% | 3Q | SEC ↗ |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,509 | 58K | -28,738 | -92.0% | 13Q | SEC ↗ |
| 31 | IHT Wealth Management, LLC NEW | 2,431 | 57K | — | +0.0% | 1Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 2,335 | 54K | — | +0.0% | 53Q | SEC ↗ |
| 33 | Spire Wealth Management | 2,200 | 51K | — | +0.0% | 4Q | SEC ↗ |
| 34 | Caption Management, LLC NEW | 2,000 | 47K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC NEW | 1,486 | 35K | — | +0.0% | 1Q | SEC ↗ |
| 36 | US BANCORP \DE | 1,000 | 23K | — | +0.0% | 2Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 750 | 17K | — | +0.0% | 15Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV NEW | 525 | 12K | — | +0.0% | 1Q | SEC ↗ |
| 39 | FIFTH THIRD BANCORP | 133 | 3K | -39 | -22.7% | 2Q | SEC ↗ |
| 40 | Clearstead Advisors, LLC | 100 | 2K | — | +0.0% | 6Q | SEC ↗ |
| 41 | Capital Investment Advisory Services, | 97 | 2K | — | +0.0% | 12Q | SEC ↗ |
| 42 | UBS AM, a distinct business unit of UB | 52 | 1K | -158 | -75.2% | 2Q | SEC ↗ |
| 43 | EverSource Wealth Advisors, LLC | 42 | 1K | — | +0.0% | 7Q | SEC ↗ |
| 44 | High Note Wealth, LLC | 40 | 1K | — | +0.0% | 7Q | SEC ↗ |
| 45 | AlphaCore Capital LLC | 0 | 0K | -1,200 | -100.0% | 1Q | SEC ↗ |
| 46 | NATIONAL BANK OF CANADA /FI | 0 | 0K | -19,300 | -100.0% | 1Q | SEC ↗ |
| 47 | HARBOUR INVESTMENTS, INC. | 0 | 0K | -90 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Aspire Capital Advisors LLC | 6,647 | 155K |
| IHT Wealth Management, LLC | 2,431 | 57K |
| Caption Management, LLC | 2,000 | 47K |
| Integrated Wealth Concepts LLC | 1,486 | 35K |
| MERCER GLOBAL ADVISORS INC /ADV | 525 | 12K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NATIONAL BANK OF CANADA /FI | 19,300 | 449K |
| AlphaCore Capital LLC | 1,200 | 28K |
| HARBOUR INVESTMENTS, INC. | 90 | 2K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +59,885 | +102.7% | 118,198 |
| Veltria Advisors Corp. | +34,554 | +300.0% | 46,072 |
| Texas Yale Capital Corp. | +17,310 | +300.0% | 23,080 |
| JONES FINANCIAL COMPANIES LLLP | +10,987 | +14.6% | 86,391 |
| Trilogy Capital Inc. | +7,908 | +21.9% | 43,999 |
| WELLS FARGO & COMPANY/MN | +7,040 | +79.3% | 15,916 |
| MORGAN STANLEY | +2,742 | +0.6% | 486,188 |
| FMR LLC | +508 | +9.2% | 6,014 |
| Alteri Wealth LLC | +356 | +2.8% | 13,123 |
| Rockefeller Capital Management L.P. | +203 | +7.5% | 2,901 |
| IFP Advisors, Inc | +12 | +0.3% | 4,192 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -28,738 | -92.0% | 2,509 |
| GTS SECURITIES LLC | -13,020 | -77.1% | 3,872 |
| RAYMOND JAMES FINANCIAL INC | -1,192 | -22.5% | 4,108 |
| Sanctuary Advisors, LLC | -936 | -7.5% | 11,487 |
| LPL Financial LLC | -798 | -5.7% | 13,325 |
| BANTAMAC CAPITAL, LLC | -767 | -7.1% | 10,000 |
| UBS Group AG | -557 | -5.5% | 9,601 |
| RMR Capital Management, LLC | -195 | -1.7% | 11,107 |
| OSAIC HOLDINGS, INC. | -167 | -3.1% | 5,252 |
| UBS AM, a distinct business unit of | -158 | -75.2% | 52 |
| FIFTH THIRD BANCORP | -39 | -22.7% | 133 |