BFOR icon

Barron's 400 ETF

34 hedge funds and large institutions have $42.5M invested in Barron's 400 ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
7
Closed
2
Calls
$485K
Puts
$608K
Net Calls
-$123K
Net Calls Change
-$74K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.8M 283,665 +617 +0.2%
Bank of America
2
Bank of America
North Carolina
$3.37M 43,749 +4,530 +12%
TC
3
Trilogy Capital
California
$2.73M 35,420 +35,420 New
GS
4
GTS Securities
New York
$2.23M 28,960 +7,803 +37%
UBS Group
5
UBS Group
Switzerland
$1.21M 15,771 -6,761 -30%
LPL Financial
6
LPL Financial
California
$967K 12,552 -129 -1%
AC
7
ASB Consultores
Florida
$884K 11,480
RCM
8
RMR Capital Management
California
$872K 11,325 -437 -4%
AW
9
Alteri Wealth
California
$855K 11,100 +864 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$777K 10,681 +147 +1%
BAM
11
Bosun Asset Management
Illinois
$770K 10,000
Jones Financial Companies
12
Jones Financial Companies
Missouri
$726K 9,459 +3,427 +57%
WA
13
Waverly Advisors
Alabama
$714K 9,275
Wells Fargo
14
Wells Fargo
California
$693K 8,997 -86 -0.9%
TYCC
15
Texas Yale Capital Corp
Florida
$444K 5,770 -565 -9%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$411K 5,331
Stifel Financial
17
Stifel Financial
Missouri
$340K 4,414
IA
18
IFP Advisors
Florida
$322K 4,180 +930 +29%
Wolverine Trading
19
Wolverine Trading
Illinois
$312K 4,069 +4,069 New
CAMG
20
CWA Asset Management Group
Florida
$270K 3,500
SM
21
Sensible Money
Arizona
$249K 3,236
ADL
22
Asset Dedication LLC
California
$249K 3,236
HA
23
Huntleigh Advisors
Missouri
$246K 3,197
HVIA
24
Hudson Valley Investment Advisors
New York
$231K 3,000
RW
25
RVW Wealth
California
$223K 2,899