Barron's 400 ETF (BFOR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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LPL Financial LLC

INCREASED

Shares224,831 from 13,325

Change+211,506 (+1587%)

Value$5.2M (+$3.9M)

Filed 2026-11-06

Trilogy Capital Inc.

INCREASED

Shares185,712 from 43,999

Change+141,713 (+322%)

Value$4.3M (+$53.1K)

Filed 2026-10-20

Veltria Advisors Corp.

UNCHANGED

Shares46,072 from 46,072

Change0 (0%)

Value$1.1M (-$44.2K)

Filed 2026-11-05

RMR Capital Management, LLC

INCREASED

Shares44,429 from 11,107

Change+33,322 (+300%)

Value$1.0M (-$42.9K)

Filed 2026-10-23

IFP Advisors, Inc

INCREASED

Shares16,768 from 4,192

Change+12,576 (+300%)

Value$384.7K (-$16.2K)

Filed 2026-10-16

CWA Asset Management Group, LLC

INCREASED

Shares14,000 from 3,500

Change+10,500 (+300%)

Value$321.2K (-$13.5K)

Filed 2026-10-19

Huntleigh Advisors, Inc.

INCREASED

Shares12,788 from 3,197

Change+9,591 (+300%)

Value$293.4K (-$12.3K)

Filed 2026-11-03

Orange Investment Advisors, Inc.

INCREASED

Shares12,000 from 3,000

Change+9,000 (+300%)

Value$275.3K (-$11.6K)

Filed 2026-10-23

RVW Wealth, LLC

INCREASED

Shares11,597 from 2,899

Change+8,698 (+300%)

Value$266.0K (-$11.2K)

Filed 2026-10-06

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares9,993 from 2,843

Change+7,150 (+251%)

Value$229.0K (+$228.7K)

Filed 2026-11-02

Kestra Advisory Services, LLC

NEW

Shares9,427

Change+9,427

Value$216.3K

Filed 2026-11-02

Spire Wealth Management

INCREASED

Shares8,800 from 2,200

Change+6,600 (+300%)

Value$201.9K (-$8.5K)

Filed 2026-10-30

Asset Dedication, LLC

INCREASED

Shares6,472 from 3,236

Change+3,236 (+100%)

Value$148.5K (-$161.0K)

Filed 2026-11-03

US Bancorp \de\

INCREASED

Shares4,000 from 1,000

Change+3,000 (+300%)

Value$91.8K (-$3.9K)

Filed 2026-11-05

Clearstead Advisors, LLC

INCREASED

Shares400 from 100

Change+300 (+300%)

Value$9.2K (-$386)

Filed 2026-11-06

Capital Investment Advisory Services, LLC

INCREASED

Shares387 from 97

Change+290 (+299%)

Value$8.9K (-$374)

Filed 2026-10-30

Fifth Third Bancorp

INCREASED

Shares255 from 133

Change+122 (+92%)

Value$5.9K (-$6.9K)

Filed 2026-11-05

EverSource Wealth Advisors, LLC

INCREASED

Shares166 from 42

Change+124 (+295%)

Value$3.8K (-$160)

Filed 2026-11-04

High Note Wealth, LLC

INCREASED

Shares160 from 40

Change+120 (+300%)

Value$3.7K (-$155)

Filed 2026-10-27

PNC Financial Services Group, Inc.

NEW

Shares25

Change+25

Value$574

Filed 2026-11-06

Sensible Money, LLC

CLOSED

Shares0 from 3,236

Change-3,236 (-100%)

Value$0 (-$309.4K)

Filed 2026-10-20

Morgan Stanley

N/A

Shares— from 486,188

Change-486,188 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 118,198

Change-118,198 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 86,391

Change-86,391 (-100%)

Value—

Texas Yale Capital Corp.

N/A

Shares— from 23,080

Change-23,080 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 15,916

Change-15,916 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 13,123

Change-13,123 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 11,487

Change-11,487 (-100%)

Value—

Bantamac Capital, LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 9,601

Change-9,601 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 8,475

Change-8,475 (-100%)

Value—

Aspire Capital Advisors LLC

N/A

Shares— from 6,647

Change-6,647 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,014

Change-6,014 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,252

Change-5,252 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,265

Change-4,265 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 4,108

Change-4,108 (-100%)

Value—

GTS Securities LLC

N/A

Shares— from 3,872

Change-3,872 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,901

Change-2,901 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 2,509

Change-2,509 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 2,431

Change-2,431 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,335

Change-2,335 (-100%)

Value—

Caption Management, LLC

N/A

Shares— from 2,000

Change-2,000 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 750

Change-750 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	224,831	13,325	+211,506	+1587%	$1.3M	$5.2M	+$3.9M	2026-11-06
Trilogy Capital Inc.	INCREASED	185,712	43,999	+141,713	+322%	$4.2M	$4.3M	+$53.1K	2026-10-20
Veltria Advisors Corp.	UNCHANGED	46,072	46,072	0	0%	$1.1M	$1.1M	-$44.2K	2026-11-05
RMR Capital Management, LLC	INCREASED	44,429	11,107	+33,322	+300%	$1.1M	$1.0M	-$42.9K	2026-10-23
IFP Advisors, Inc	INCREASED	16,768	4,192	+12,576	+300%	$400.8K	$384.7K	-$16.2K	2026-10-16
CWA Asset Management Group, LLC	INCREASED	14,000	3,500	+10,500	+300%	$334.7K	$321.2K	-$13.5K	2026-10-19
Huntleigh Advisors, Inc.	INCREASED	12,788	3,197	+9,591	+300%	$305.7K	$293.4K	-$12.3K	2026-11-03
Orange Investment Advisors, Inc.	INCREASED	12,000	3,000	+9,000	+300%	$286.9K	$275.3K	-$11.6K	2026-10-23
RVW Wealth, LLC	INCREASED	11,597	2,899	+8,698	+300%	$277.2K	$266.0K	-$11.2K	2026-10-06
Cambridge Investment Research Advisors, Inc.	INCREASED	9,993	2,843	+7,150	+251%	$272	$229.0K	+$228.7K	2026-11-02
Kestra Advisory Services, LLC	NEW	9,427	—	+9,427	—	—	$216.3K	—	2026-11-02
Spire Wealth Management	INCREASED	8,800	2,200	+6,600	+300%	$210.4K	$201.9K	-$8.5K	2026-10-30
Asset Dedication, LLC	INCREASED	6,472	3,236	+3,236	+100%	$309.4K	$148.5K	-$161.0K	2026-11-03
US Bancorp \de\	INCREASED	4,000	1,000	+3,000	+300%	$95.6K	$91.8K	-$3.9K	2026-11-05
Clearstead Advisors, LLC	INCREASED	400	100	+300	+300%	$9.6K	$9.2K	-$386	2026-11-06
Capital Investment Advisory Services, LLC	INCREASED	387	97	+290	+299%	$9.2K	$8.9K	-$374	2026-10-30
Fifth Third Bancorp	INCREASED	255	133	+122	+92%	$12.7K	$5.9K	-$6.9K	2026-11-05
EverSource Wealth Advisors, LLC	INCREASED	166	42	+124	+295%	$4.0K	$3.8K	-$160	2026-11-04
High Note Wealth, LLC	INCREASED	160	40	+120	+300%	$3.8K	$3.7K	-$155	2026-10-27
PNC Financial Services Group, Inc.	NEW	25	—	+25	—	—	$574	—	2026-11-06
Sensible Money, LLC	CLOSED	0	3,236	-3,236	-100%	$309.4K	$0	-$309.4K	2026-10-20
Morgan Stanley	N/A	—	486,188	-486,188	-100%	$46.5M	—	—	—
Bank of America Corp	N/A	—	118,198	-118,198	-100%	$11.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	86,391	-86,391	-100%	$8.2M	—	—	—
Texas Yale Capital Corp.	N/A	—	23,080	-23,080	-100%	$551.7K	—	—	—
Wells Fargo & Company	N/A	—	15,916	-15,916	-100%	$1.5M	—	—	—
Alteri Wealth LLC	N/A	—	13,123	-13,123	-100%	$1.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	11,487	-11,487	-100%	$1.1M	—	—	—
Bantamac Capital, LLC	N/A	—	10,000	-10,000	-100%	$956.2K	—	—	—
UBS Group AG	N/A	—	9,601	-9,601	-100%	$918.0K	—	—	—
Waverly Advisors, LLC	N/A	—	8,475	-8,475	-100%	$810.4K	—	—	—
Aspire Capital Advisors LLC	N/A	—	6,647	-6,647	-100%	$635.6K	—	—	—
FMR LLC	N/A	—	6,014	-6,014	-100%	$575.1K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,252	-5,252	-100%	$502.2K	—	—	—
Stifel Financial Corp	N/A	—	4,265	-4,265	-100%	$407.8K	—	—	—
Raymond James Financial Inc	N/A	—	4,108	-4,108	-100%	$392.8K	—	—	—
GTS Securities LLC	N/A	—	3,872	-3,872	-100%	$370.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,901	-2,901	-100%	$277.5K	—	—	—
Susquehanna International Group, LLP	N/A	—	2,509	-2,509	-100%	$239.9K	—	—	—
IHT Wealth Management, LLC	N/A	—	2,431	-2,431	-100%	$232.4K	—	—	—
Royal Bank of Canada	N/A	—	2,335	-2,335	-100%	$223.0K	—	—	—
Caption Management, LLC	N/A	—	2,000	-2,000	-100%	$191.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	750	-750	-100%	$71.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	52	-52	-100%	$5.0K	—	—	—

Showing 44 of 44 institutions