Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (BFOR)

44 + Investors. Track Smart Money conviction in BFOR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — BFOR

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BFOR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold BFOR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

19 buying14 selling
Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 28% medium ■ 13% new
27 out of 46 hedge funds have held BFOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

4 → 5 → 3 → 5 → 7 new funds/Q
New funds entering each quarter: 5 → 3 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 21% newcomers

■ 57% veterans ■ 21% 1-2yr ■ 21% new
Entry-cohort mix of 47 holders: 27 (57%) are 2+ year veterans, 10 entered 1–2 years ago, and 10 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 81% AUM from top-100 funds

81% from top-100 AUM funds
10 of 44 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in BFOR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BFOR

In 2026 Q2, 19 hedge funds were net buyers of BFOR (7 opened a new position, 12 added to an existing one), while 14 reduced or exited (12 trimmed, 2 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 81% of total institutional value in BFOR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: BFOR

How many hedge funds hold BFOR — quarterly history vs. share price
Quarterly hedge fund ownership of BFOR vs. share price

Market Analysis: BFOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BFOR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BFOR
44 + Investors

Track Smart Money conviction in BFOR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 41 7.32%
13F Shares 980K 888K 10.35%
Total Value $88M $73M 20.32%
New Positions 7 5 +2
Increased Positions 12 13 -1
Closed Positions 2 2 -
Reduced Positions 12 7 +5
Total Calls 2 1 100.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: BFOR

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Institutional Holders (2026 Q2)

44 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BFOR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BFOR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RMR Capital Management, LLC 0.73% 11,107 $1.1M
2 Bantamac Capital, LLC 0.49% 10,000 $956K
3 Alteri Wealth LLC 0.35% 13,123 $1.3M
4 Trilogy Capital Inc. 0.16% 43,999 $4.2M
5 Aspire Capital Advisors LLC 0.12% 6,647 $636K
6 Sensible Money, LLC 0.08% 3,236 $309K
7 Huntleigh Advisors, Inc. 0.04% 3,197 $306K
8 Orange Investment Advisors, Inc. 0.03% 3,000 $287K
9 Asset Dedication, LLC 0.02% 3,236 $309K
10 RVW Wealth, LLC 0.02% 2,899 $277K
11 CWA Asset Management Group, LLC 0.01% 3,500 $335K
12 Gts Securities LLC 0.01% 3,872 $370K
13 IFP Advisors, Inc 0.01% 4,192 $401K
14 Spire Wealth Management 0.01% 2,200 $210K
15 Sanctuary Advisors, LLC 0.01% 11,487 $1.1M
16 IHT Wealth Management, LLC 0.00% 2,431 $232K
17 Waverly Advisors, LLC 0.00% 8,475 $810K
18 Jones Financial Companies Lllp 0.00% 86,391 $8.2M
19 Morgan Stanley 0.00% 486,188 $46.5M
20 Caption Management, LLC 0.00% 2,000 $191K
21 Bank of America Corp /de/ 0.00% 118,198 $11.3M
22 Integrated Wealth Concepts LLC 0.00% 1,486 $142K
23 High Note Wealth, LLC 0.00% 40 $4K
24 Osaic Holdings, INC. 0.00% 5,252 $502K
25 Capital Investment Advisory Services, LLC 0.00% 97 $9K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Alps ETF Tr (BFOR)

What does the Smart Money Trend signal show for BFOR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BFOR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BFOR?

Slight buying edge — 58% buying: Last quarter: 19 funds bought or added vs 14 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BFOR holders?

Elite ownership — 81% AUM from top-100 funds: 10 of 44 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in BFOR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BFOR?

59% of holders stayed for 2+ years: 27 out of 46 hedge funds have held BFOR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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