Who Owns ALPS ETF TR (BFOR)? -- Institutional Holders (2026-06-30)
47 institutions reported holding $88.6M of ALPS ETF TR (BFOR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($46.5M), BANK OF AMERICA CORP /DE/ ($11.3M), JONES FINANCIAL COMPANIES LLLP ($8.2M), Trilogy Capital Inc. ($4.2M), WELLS FARGO & COMPANY/MN ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $46.5M | 486,188 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $11.3M | 118,198 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $8.2M | 86,391 | Added |
| 4 | Trilogy Capital Inc. | $4.2M | 43,999 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $1.5M | 15,916 | Added |
| 6 | LPL Financial LLC | $1.3M | 13,325 | Trimmed |
| 7 | Alteri Wealth LLC | $1.3M | 13,123 | Added |
| 8 | Veltria Advisors Corp. | $1.1M | 46,072 | Added |
| 9 | Sanctuary Advisors, LLC | $1.1M | 11,487 | Trimmed |
| 10 | RMR Capital Management, LLC | $1.1M | 11,107 | Trimmed |
| 11 | BOSUN ASSET MANAGEMENT, LLC | $956,191 | 10,000 | Trimmed |
| 12 | UBS Group AG | $918,038 | 9,601 | Trimmed |
| 13 | Waverly Advisors, LLC | $810,372 | 8,475 | Hold |
| 14 | Aspire Capital Advisors LLC | $635,580 | 6,647 | New |
| 15 | FMR LLC | $575,076 | 6,014 | Added |
| 16 | Texas Yale Capital Corp. | $551,722 | 23,080 | Added |
| 17 | CITADEL ADVISORS LLC | $535,467 | 5,600 | Added |
| 18 | OSAIC HOLDINGS, INC. | $502,188 | 5,252 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $407,791 | 4,265 | Hold |
| 20 | IFP Advisors, Inc | $400,835 | 4,192 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $392,803 | 4,108 | Trimmed |
| 22 | GTS SECURITIES LLC | $370,237 | 3,872 | Trimmed |
| 23 | CWA Asset Management Group, LLC | $334,667 | 3,500 | Hold |
| 24 | Asset Dedication, LLC | $309,424 | 3,236 | Hold |
| 25 | Sensible Money, LLC | $309,424 | 3,236 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30