Barron's 400 ETF (BFOR)

CUSIP: 00162Q726 | NYSE | 137 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Trilogy Capital Inc.185,712

0.2% of portfolio$4.3M

Veltria Advisors Corp.46,072

1.3% of portfolio$1.1M

RMR Capital Management, LLC44,429

0.7% of portfolio$1.0M

IFP Advisors, Inc16,768

0.0% of portfolio$384.7K

CWA Asset Management Group, LLC14,000

0.0% of portfolio$321.2K

Huntleigh Advisors, Inc.12,788

0.0% of portfolio$293.4K

Orange Investment Advisors, Inc.12,000

0.0% of portfolio$275.3K

RVW Wealth, LLC11,597

0.0% of portfolio$266.0K

Cambridge Investment Research Advisors, Inc.9,993

0.0% of portfolio$229.0K

Kestra Advisory Services, LLC9,427

0.0% of portfolio$216.3K

Spire Wealth Management8,800

0.0% of portfolio$201.9K

Asset Dedication, LLC6,472

0.0% of portfolio$148.5K

US Bancorp \de\4,000

0.0% of portfolio$91.8K

Capital Investment Advisory Services, LLC387

0.0% of portfolio$8.9K

Fifth Third Bancorp255

0.0% of portfolio$5.9K

EverSource Wealth Advisors, LLC166

0.0% of portfolio$3.8K

High Note Wealth, LLC160

0.0% of portfolio$3.7K

				Style	Turnover	Location	Filed
Trilogy Capital Inc.	185,712	$4.3M	0.2%	ETF	Medium	Irvine, CA	2026-10-20
Veltria Advisors Corp.	46,072	$1.1M	1.3%	ETF	Medium	Miami, FL	2026-11-05
RMR Capital Management, LLC	44,429	$1.0M	0.7%	Value	Very Low	Tustin, CA	2026-10-23
IFP Advisors, Inc	16,768	$384.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
CWA Asset Management Group, LLC	14,000	$321.2K	0.0%	Core	Medium	Naples, FL	2026-10-19
Huntleigh Advisors, Inc.	12,788	$293.4K	0.0%	Growth	Medium	St. Louis, MO	2026-11-03
Orange Investment Advisors, Inc.	12,000	$275.3K	0.0%	Core	Low	Goshen, NY	2026-10-23
RVW Wealth, LLC	11,597	$266.0K	0.0%	ETF	Very Low	Los Angeles, CA	2026-10-06
Cambridge Investment Research Advisors, Inc.	9,993	$229.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Kestra Advisory Services, LLC	9,427	$216.3K	0.0%	Core	Low	Austin, TX	2026-11-02
Spire Wealth Management	8,800	$201.9K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Asset Dedication, LLC	6,472	$148.5K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
US Bancorp \de\	4,000	$91.8K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Capital Investment Advisory Services, LLC	387	$8.9K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Fifth Third Bancorp	255	$5.9K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
EverSource Wealth Advisors, LLC	166	$3.8K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
High Note Wealth, LLC	160	$3.7K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27