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Public ownership evidence

Barron's 400 ETF (BFOR) Ownership Disclosures

Read BFOR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Veltria Advisors Corp.2026-06-302026-08-1546,072$1,101,121None
Caption Management, LLC2026-06-302026-08-152,000$191,238None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,252$502,188None
GTS SECURITIES LLC2026-06-302026-08-153,872$370,237None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,509$239,908None
Waverly Advisors, LLC2026-06-302026-08-158,475$810,372None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1586,391$8,165,330None
ROYAL BANK OF CANADA2026-06-302026-08-151,835$175,000None
ROYAL BANK OF CANADA2026-06-302026-08-15500$48,000None
CITADEL ADVISORS LLC2026-06-302026-08-155,600$535,467Call
IHT Wealth Management, LLC2026-06-302026-08-152,431$232,417None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,592$343,464None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15516$49,339None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1585$8,144None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1515,831$1,513,746None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,156$1,066,726None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1525,094$2,399,417None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1581,948$7,835,786None
Sanctuary Advisors, LLC2026-06-302026-08-1411,487$1,098,377None
Rockefeller Capital Management L.P.2026-06-302026-08-142,901$277,450None
UBS Group AG2026-06-302026-08-14189$18,072None
UBS Group AG2026-06-302026-08-149,412$899,966None
MORGAN STANLEY2026-06-302026-08-14486,187$46,488,786None
MORGAN STANLEY2026-06-302026-08-141$117None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1452$4,972None
FMR LLC2026-06-302026-08-146,014$575,076None
Integrated Wealth Concepts LLC2026-06-302026-08-131,486$142,090None
Texas Yale Capital Corp.2026-06-302026-08-1323,080$551,722None
NewEdge Advisors, LLC2026-06-302026-08-13750$71,714None
STIFEL FINANCIAL CORP2026-06-302026-08-134,265$407,791None
US BANCORP \DE\2026-06-302026-08-131,000$95,619None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12525$50,200None
BANTAMAC CAPITAL, LLC2026-06-302026-08-1110,000$956,191None

90-day public filing window, up to 50 source positions.

Veltria Advisors Corp. ↗Caption Management, LLC ↗OSAIC HOLDINGS, INC. ↗GTS SECURITIES LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Waverly Advisors, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.