ALPS ETF Trust - BFOR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 483,446 | 40,128 | 0.0% | 0.0% | 1 | -1,740 | -0.36% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75,404 | 6,158 | 0.0% | 0.0% | 2 | +31,579 | 72.06% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 58,313 | 4,840 | 0.0% | 0.0% | 3 | +3,935 | 7.24% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 36,091 | 2,995 | 0.13% | 0.13% | 4 | +501 | 1.41% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,247 | 2,593 | 0.0% | 0.0% | 5 | +12,214 | 64.17% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 19,300 | 1,601 | 0.0% | — | 6 | +19,300 | New | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 16,892 | 1,402 | 0.05% | 0.03% | 7 | +4,977 | 41.77% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 14,123 | 1,172 | 0.0% | 0.0% | 8 | +670 | 4.98% | Q1 2026 | May 06, 2026 |
| Alteri Wealth LLC | History | Added to | 12,767 | 1,059 | 0.34% | 0.33% | 9 | +224 | 1.79% | Q1 2026 | May 06, 2026 |
| Veltria Advisors Corp. | History | Added to | 11,518 | 1,033 | 3.43% | 4.32% | 10 | +38 | 0.33% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,423 | 1,031 | 0.01% | 0.01% | 11 | -480 | -3.72% | Q1 2026 | May 05, 2026 |
| RMR Capital Management, LLC | History | Reduced | 11,302 | 938 | 0.68% | 0.67% | 12 | -27 | -0.24% | Q1 2026 | May 20, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 10,767 | 893 | 0.48% | 0.43% | 13 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 10,158 | 843 | 0.0% | 0.0% | 14 | +1,013 | 11.08% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,876 | 736 | 0.0% | 0.0% | 15 | -121 | -1.34% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | No change | 8,475 | 703 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,770 | 478 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | No change | 5,506 | 457 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,419 | 449 | 0.0% | 0.0% | 19 | -38 | -0.7% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,300 | 439 | 0.0% | 0.0% | 20 | -25 | -0.47% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,100 | 423 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,265 | 353 | 0.0% | 0.0% | 22 | -50 | -1.16% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 4,180 | 346 | 0.01% | 0.01% | 23 | +100 | 2.45% | Q1 2026 | Apr 13, 2026 |
| CWA Asset Management Group, LLC | History | No change | 3,500 | 290 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 3,236 | 268 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Sensible Money, LLC | History | No change | 3,236 | 268 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 3,197 | 265 | 0.05% | 0.04% | 27 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 3,000 | 249 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RVW Wealth, LLC | History | No change | 2,899 | 240 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,843 | 236 | 0.0% | 0.0% | 30 | +165 | 6.16% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,698 | 223 | 0.0% | 0.0% | 31 | +629 | 30.4% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,335 | 194 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | No change | 2,200 | 182 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | New | 1,000 | 83 | 0.0% | — | 34 | +1,000 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 750 | 62 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 210 | 17 | 0.0% | — | 36 | +210 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 172 | 14 | 0.0% | — | 38 | +172 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 179 | 14 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 97 | 8 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 90 | 7 | 0.0% | — | 41 | +90 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 15, 2026 |