BFORALPS ETF TR
CUSIP 00162Q726 · Yahoo Finance ↗ · Google Finance ↗
Alps Etf Tr (BFOR) has 41 institutional holders in Filings Flow’s 13F database, together reporting 883.2K shares worth $73M as of Q1 2026. The largest reported holders are Morgan Stanley, Jones Financial Companies Lllp, and Bank Of America Corp /De/.
Institutional Holders
41
Q1 2026
Reported Value
$73M
Ticker
BFOR
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY$1.66T AUM | 0.00% | $40M | 483.4K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6M | 75.4K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5M | 58.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.13% | $3M | 36.1K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 31.2K | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 19.3K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.05% | $1M | 16.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 14.1K | Q1 2026 |
| Alteri Wealth LLC$309M AUM | 0.34% | $1M | 12.8K | Q1 2026 |
| Veltria Advisors Corp.$30M AUM | 3.43% | $1M | 11.5K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 12.4K | Q1 2026 |
| RMR Capital Management, LLC$138M AUM | 0.68% | $938,159 | 11.3K | Q1 2026 |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.48% | $893,715 | 10.8K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $843,165 | 10.2K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $736,767 | 8.9K | Q1 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $708,483 | 9.2K | Q2 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $703,467 | 8.5K | Q1 2026 |
| Texas Yale Capital Corp.$3.5B AUM | 0.01% | $478,939 | 5.8K | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $457,038 | 5.5K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $449,821 | 5.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $439,927 | 5.3K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $423,326 | 5.1K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $353,995 | 4.3K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $346,961 | 4.2K | Q1 2026 |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $312,167 | 4.1K | Q2 2025OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.01% | $290,518 | 3.5K | Q1 2026 |
| Sensible Money, LLC$329M AUM | 0.08% | $268,605 | 3.2K | Q1 2026 |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $268,605 | 3.2K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.05% | $265,367 | 3.2K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $260,476 | 3.2K | Q3 2025OLDER |
| Orange Investment Advisors, Inc.$772M AUM | 0.03% | $249,015 | 3.0K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $243,550 | 3.0K | Q3 2025OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.02% | $240,667 | 2.9K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $236,000 | 2.8K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $223,998 | 2.7K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $194,000 | 2.3K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.01% | $182,622 | 2.2K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $98,820 | 1.2K | Q4 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $83,005 | 1.0K | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $64,947 | 800 | Q3 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $62,254 | 750 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $23,103 | 300 | Q2 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $17,431 | 210 | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $14,741 | 179 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $14,277 | 172 | Q1 2026 |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $11,628 | 151 | Q2 2025OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,301 | 100 | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $8,025 | 97 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $7,470 | 90 | Q1 2026 |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $3,447 | 42 | Q1 2026 |
| High Note Wealth, LLC$509M AUM | 0.00% | $3,320 | 40 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2,598 | 32 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.