We are live on ! Find out more
BFOR icon

Barron's 400 ETF

41 hedge funds and large institutions have $73.3M invested in Barron's 400 ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

10% more capital invested

Capital invested by funds: $66.8M → $73.3M (+$6.52M)

8% more funds holding

Funds holding: 3841 (+3)

3.16% more ownership

Funds ownership: 144.04%147.2% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
7
Closed
1
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.1M -$149K -6,960 -0.4%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$6.16M +$2.7M +126,316 +72%
Bank of America
3
Bank of America
North Carolina
$4.84M +$337K +15,740 +7%
TC
4
Trilogy Capital
California
$3M +$42.9K +2,004 +1%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.59M +$1.04M +48,856 +64%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$1.6M +$1.65M +77,200 New
GS
7
GTS Securities
New York
$1.4M +$426K +19,908 +42%
LPL Financial
8
LPL Financial
California
$1.17M +$57.3K +2,680 +5%
AW
9
Alteri Wealth
California
$1.06M +$19.2K +896 +2%
AC
10
ASB Consultores
Florida
$1.03M +$3.25K +152 +0.3%
SA
11
Sanctuary Advisors
Indiana
$1.03M -$41.1K -1,920 -4%
RCM
12
RMR Capital Management
California
$938K -$2.31K -108 -0.2%
BAM
13
Bosun Asset Management
Illinois
$894K
UBS Group
14
UBS Group
Switzerland
$843K +$86.7K +4,052 +11%
Wells Fargo
15
Wells Fargo
California
$737K -$10.3K -484 -1%
WA
16
Waverly Advisors
Alabama
$703K
TYCC
17
Texas Yale Capital Corp
Florida
$479K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$457K
Osaic Holdings
19
Osaic Holdings
Arizona
$450K -$3.25K -152 -0.7%
Raymond James Financial
20
Raymond James Financial
Florida
$440K -$2.14K -100 -0.5%
Stifel Financial
21
Stifel Financial
Missouri
$354K -$4.28K -200 -1%
IA
22
IFP Advisors
Florida
$347K +$8.55K +400 +2%
CAMG
23
CWA Asset Management Group
Florida
$291K
ADL
24
Asset Dedication LLC
California
$269K
SM
25
Sensible Money
Arizona
$269K