BFOR — ALPS ETF TR
As of Q2 2026, 6 SEC-registered investment managers reported holding BFOR (ALPS ETF TR) in their latest 13F filings, with a combined reported value of $61.34M across 641.52K shares. That is +12.3% by share count (+70.12K shares) versus the previous quarter, while reported value moved +29.3%. Ownership is concentrated: the five largest holders account for 99.1% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 5 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 486.19K | $46.49M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 118.20K | $11.30M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 15.92K | $1.52M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 9.60K | $918.04K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 6.01K | $575.08K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 5.60K | $535.47K | 0.00% | Add |
| Northern Trust Corp history | Q3 2025 | 3.00K | $243.55K | 0.00% | New |
| Citigroup Inc history | Q4 2024 | 260 | $18.92K | 0.00% | New |
| PNC Financial Services history | Q3 2025 | 32 | $2.60K | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 341.22K | 337.97K | 341.49K | 348.90K | 357.38K | 367.77K | 357.80K | 357.93K | 293.26K | 269.66K | 272.64K | 243.89K | 245.34K | 237.81K | 283.05K | 283.67K | 484.08K | 485.19K | 483.45K | 486.19K |
| Bank of America Corp | 41.04K | 36.13K | 33.81K | 32.35K | 32.76K | 30.57K | 31.54K | 30.43K | 29.82K | 31.41K | 31.86K | 29.86K | 34.79K | 33.18K | 43.22K | 48.75K | 55.40K | 54.38K | 58.31K | 118.20K |
| Wells Fargo & Co | 16.42K | 16.61K | 8.30K | 8.13K | 8.67K | 8.67K | 8.67K | 8.87K | 9.27K | 8.81K | 8.69K | 8.61K | 8.60K | 9.08K | 9.08K | 9.00K | 9.00K | 9.00K | 8.88K | 15.92K |
| UBS Group AG | 21.61K | 21.61K | 24.78K | 19.02K | 17.99K | 17.13K | 20.81K | 21.13K | 21.75K | 25.37K | 24.57K | 24.86K | 27.18K | 29.35K | 22.53K | 15.77K | 10.35K | 9.14K | 10.16K | 9.60K |
| Fidelity Management & Research (FMR) | 2.23K | 3.02K | 2.81K | 2.81K | 2.91K | 2.81K | 3.71K | 3.71K | 3.60K | 3.60K | 3.90K | 4.91K | 5.28K | 5.38K | 5.33K | 5.33K | 5.33K | 5.51K | 5.51K | 6.01K |
| Citadel Advisors | — | 3.62K | 10.96K | 20.34K | — | 21.61K | — | — | — | — | — | — | — | 2.94K | — | — | 3.00K | 5.10K | 5.10K | 5.60K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.00K | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | — | 32 | 32 | 32 | 32 | 32 | 32 | 32 | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 260 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details