BRES Institutional Ownership
Burney U.S. Equity Select ETF
1W: -0.4%
1M: -0.9%
3M: -2.9%
YTD: +7.0%
$26.64
+0.20 (+0.77%)
Weekly Expected Move ±1.7%
$26
$26
$27
$27
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BRES
8
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
668M
Total Invested
5
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BURNEY CO | 24,699,277 | 658M | +827,308 | +3.5% | 2Q | SEC ↗ |
| 2 | Coppell Advisory Solutions LLC | 216,802 | 6M | +22,573 | +11.6% | 2Q | SEC ↗ |
| 3 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 57,737 | 2M | — | +0.0% | 2Q | SEC ↗ |
| 4 | HUB Investment Partners, LLC NEW | 30,242 | 806K | — | +0.0% | 1Q | SEC ↗ |
| 5 | GTS SECURITIES LLC NEW | 25,930 | 691K | — | +0.0% | 1Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC NEW | 14,619 | 390K | — | +0.0% | 1Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC NEW | 7,726 | 206K | — | +0.0% | 1Q | SEC ↗ |
| 8 | UBS Group AG NEW | 1,594 | 42K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| HUB Investment Partners, LLC | 30,242 | 806K |
| GTS SECURITIES LLC | 25,930 | 691K |
| GOLDMAN SACHS GROUP INC | 14,619 | 390K |
| CITADEL ADVISORS LLC | 7,726 | 206K |
| UBS Group AG | 1,594 | 42K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BURNEY CO | +827,308 | +3.5% | 24,699,277 |
| Coppell Advisory Solutions LLC | +22,573 | +11.6% | 216,802 |
Biggest Decreases (0)
None.