Public ownership evidence

Barron's 400 ETF (BFOR) Ownership Disclosures

Read BFOR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Barron's 400 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Veltria Advisors Corp.
Report period
2026-06-30
Available
2026-08-15
Reported shares
46,072
Value (USD)
$1,101,121
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001941369-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BFOR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BFOR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Veltria Advisors Corp.2026-06-302026-08-1546,072$1,101,121None
Caption Management, LLC2026-06-302026-08-152,000$191,238None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,252$502,188None
GTS SECURITIES LLC2026-06-302026-08-153,872$370,237None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,509$239,908None
Waverly Advisors, LLC2026-06-302026-08-158,475$810,372None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1586,391$8,165,330None
ROYAL BANK OF CANADA2026-06-302026-08-151,835$175,000None
ROYAL BANK OF CANADA2026-06-302026-08-15500$48,000None
CITADEL ADVISORS LLC2026-06-302026-08-155,600$535,467Call
IHT Wealth Management, LLC2026-06-302026-08-152,431$232,417None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,592$343,464None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15516$49,339None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1585$8,144None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1515,831$1,513,746None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1511,156$1,066,726None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1525,094$2,399,417None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1581,948$7,835,786None
Sanctuary Advisors, LLC2026-06-302026-08-1411,487$1,098,377None
Rockefeller Capital Management L.P.2026-06-302026-08-142,901$277,450None
UBS Group AG2026-06-302026-08-14189$18,072None
UBS Group AG2026-06-302026-08-149,412$899,966None
MORGAN STANLEY2026-06-302026-08-14486,187$46,488,786None
MORGAN STANLEY2026-06-302026-08-141$117None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-1452$4,972None
FMR LLC2026-06-302026-08-146,014$575,076None
Integrated Wealth Concepts LLC2026-06-302026-08-131,486$142,090None
Texas Yale Capital Corp.2026-06-302026-08-1323,080$551,722None
NewEdge Advisors, LLC2026-06-302026-08-13750$71,714None
STIFEL FINANCIAL CORP2026-06-302026-08-134,265$407,791None
US BANCORP \DE\2026-06-302026-08-131,000$95,619None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12525$50,200None
BANTAMAC CAPITAL, LLC2026-06-302026-08-1110,000$956,191None
LPL Financial LLC2026-06-302026-08-0813,325$1,274,129None
Clearstead Advisors, LLC2026-06-302026-08-07100$9,562None
Aspire Capital Advisors LLC2026-06-302026-08-066,647$635,580None
FIFTH THIRD BANCORP2026-06-302026-08-06133$12,717None
Huntleigh Advisors, Inc.2026-06-302026-08-053,197$305,695None
Belvedere Trading LLC2026-06-302026-08-01300$28,686Put
Belvedere Trading LLC2026-06-302026-08-011,800$172,114Call
Sensible Money, LLC2026-06-302026-07-313,236$309,424None
Asset Dedication, LLC2026-06-302026-07-313,236$309,424None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-312,843$272,000None
Alteri Wealth LLC2026-06-302026-07-3013,123$1,254,800None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-282,843$272,000None
RMR Capital Management, LLC2026-06-302026-07-2811,107$1,062,084None
EverSource Wealth Advisors, LLC2026-06-302026-07-2542$3,971None
High Note Wealth, LLC2026-06-302026-07-2440$3,825None
Capital Investment Advisory Services, LLC2026-06-302026-07-2497$9,244None
Orange Investment Advisors, Inc.2026-06-302026-07-223,000$286,857None

90-day public filing window, up to 50 source positions.

Veltria Advisors Corp. ↗Caption Management, LLC ↗OSAIC HOLDINGS, INC. ↗GTS SECURITIES LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Waverly Advisors, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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