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 | No change | 486,188 | 46,488 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 118,198 | 11,301 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 86,391 | 8,165 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 224,831 | 5,157 | 0.0% | 0.0% | 4 | +211,506 | 1587.29% | Q3 2026 | Nov 06, 2026 |
| Trilogy Capital Inc. | History | Added to | 185,712 | 4,260 | 0.16% | 0.16% | 5 | +141,713 | 322.08% | Q3 2026 | Oct 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 15,916 | 1,521 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alteri Wealth LLC | History | Added to | 52,624 | 1,207 | 0.34% | 0.35% | 7 | +39,501 | 301.01% | Q3 2026 | Nov 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,487 | 1,098 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Veltria Advisors Corp. | History | No change | 46,072 | 1,056 | 1.29% | 1.67% | 9 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| RMR Capital Management, LLC | History | Added to | 44,429 | 1,019 | 0.71% | 0.73% | 10 | +33,322 | 300.01% | Q3 2026 | Oct 23, 2026 |
| BANTAMAC CAPITAL, LLC | History | No change | 10,000 | 956 | 0.49% | 0.49% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 8,475 | 810 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 31,011 | 711 | 0.0% | 0.0% | 13 | +21,410 | 223.0% | Q3 2026 | Nov 10, 2026 |
| Aspire Capital Advisors LLC | History | No change | 6,647 | 635 | 0.12% | 0.12% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FMR LLC | History | Added to | 26,597 | 610 | 0.0% | 0.0% | 15 | +20,583 | 342.25% | Q3 2026 | Nov 10, 2026 |
| Texas Yale Capital Corp. | History | No change | 23,080 | 551 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,600 | 535 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,252 | 502 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,265 | 407 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,108 | 392 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Added to | 16,768 | 384 | 0.01% | 0.01% | 21 | +12,576 | 300.0% | Q3 2026 | Oct 16, 2026 |
| GTS SECURITIES LLC | History | No change | 3,872 | 370 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 14,000 | 321 | 0.01% | 0.01% | 23 | +10,500 | 300.0% | Q3 2026 | Oct 19, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 12,788 | 293 | 0.04% | 0.04% | 24 | +9,591 | 300.0% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,901 | 277 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orange Investment Advisors, Inc. | History | Added to | 12,000 | 275 | 0.03% | 0.03% | 26 | +9,000 | 300.0% | Q3 2026 | Oct 23, 2026 |
| RVW Wealth, LLC | History | Added to | 11,597 | 266 | 0.02% | 0.02% | 27 | +8,698 | 300.03% | Q3 2026 | Oct 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,509 | 239 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 2,431 | 232 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 9,993 | 229 | 0.0% | 0.0% | 30 | +7,150 | 251.49% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,335 | 223 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 9,427 | 216 | 0.0% | — | 32 | +9,427 | New | Q3 2026 | Nov 02, 2026 |
| Spire Wealth Management | History | Added to | 8,800 | 201 | 0.01% | 0.01% | 33 | +6,600 | 300.0% | Q3 2026 | Oct 30, 2026 |
| Caption Management, LLC | History | No change | 2,000 | 191 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Added to | 6,472 | 148 | 0.01% | 0.02% | 35 | +3,236 | 100.0% | Q3 2026 | Nov 02, 2026 |
| US BANCORP \DE\ | History | Added to | 4,000 | 91 | 0.0% | 0.0% | 36 | +3,000 | 300.0% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 750 | 71 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 400 | 9 | 0.0% | 0.0% | 38 | +300 | 300.0% | Q3 2026 | Nov 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 387 | 8 | 0.0% | 0.0% | 39 | +290 | 298.97% | Q3 2026 | Oct 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 255 | 5 | 0.0% | 0.0% | 40 | +122 | 91.73% | Q3 2026 | Nov 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 166 | 3 | 0.0% | 0.0% | 42 | +124 | 295.24% | Q3 2026 | Nov 04, 2026 |
| High Note Wealth, LLC | History | Added to | 160 | 3 | 0.0% | 0.0% | 43 | +120 | 300.0% | Q3 2026 | Oct 27, 2026 |
| Sensible Money, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,236 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q3 2026 | Nov 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q3 2026 | Nov 06, 2026 |