BURNEY US FACTOR ROTATION BRNY
$57.92
-0.2% 52w: $43.19 – $58.64
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data43.1950.9258.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
13
+2 QoQ
13F value
$451.9M
-2.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns BRNY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BURNEY CO/ | Other | 7.0M | $339.5M | 10.6% | -2.8% |
| Coppell Advisory Solutions LLC | Wealth advisor | 1.8M | $84.3M | 49.6% | +8.5% |
| Empowered Funds, LLC | Diversified mechanical | 277.7K | $13.5M | 0.1% | New |
| Triad Wealth Partners, LLC | Wealth advisor | 126.6K | $6.2M | 0.5% | -26.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 67.2K | $3.3M | 0.0% | -5.5% |
| Canal Capital Management, LLC | Other | 36.5K | $1.8M | 0.2% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 24.9K | $1.2M | 0.0% | New |
| Fiduciary Planning LLC | Wealth advisor | 14.1K | $687K | 0.2% | -1.0% |
| GTS SECURITIES LLC | Market maker | 13.1K | $637K | 0.0% | -56.2% |
| ZEGA Investments, LLC | Other | 6.5K | $316K | 0.1% | +0.3% |
| Meridian Financial Partners LLC | Wealth advisor | 5.8K | $288K | 0.1% | Held |
| Steigerwald, Gordon & Koch Inc. | Other | 4.2K | $202K | 0.0% | -24.7% |
| UBS Group AG | Bank broker | 686 | $33K | 0.0% | New |
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