BRNY Institutional Ownership
Burney U.S. Factor Rotation ETF
1W: -0.3%
1M: +0.1%
3M: -0.8%
YTD: +14.8%
1Y: +20.1%
3Y: +106.8%
$58.25
+0.46 (+0.79%)
Weekly Expected Move ±1.9%
$56
$57
$58
$59
$60
Overview
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Institutional Ownership — BRNY
19
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
443M
Total Invested
6
New Positions
2
Increased
8
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (20 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BURNEY CO | 7,412,016 | 432M | +448,743 | +6.4% | 15Q | SEC ↗ |
| 2 | Coppell Advisory Solutions LLC | 1,804,114 | 105M | +13,962 | +0.8% | 8Q | SEC ↗ |
| 3 | Triad Wealth Partners, LLC | 65,220 | 4M | -61,427 | -48.5% | 3Q | SEC ↗ |
| 4 | OSAIC HOLDINGS, INC. | 60,801 | 4M | -6,391 | -9.5% | 4Q | SEC ↗ |
| 5 | Canal Capital Management, LLC | 36,520 | 2M | — | +0.0% | 12Q | SEC ↗ |
| 6 | Schorn Wealth LLC | 13,495 | 786K | -598 | -4.2% | 11Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,941 | 404K | -17,983 | -72.2% | 2Q | SEC ↗ |
| 8 | ZEGA Investments, LLC | 6,427 | 374K | -62 | -1.0% | 4Q | SEC ↗ |
| 9 | Meridian Financial Partners LLC | 5,789 | 337K | — | +0.0% | 3Q | SEC ↗ |
| 10 | Steigerwald, Gordon & Koch Inc. | 4,150 | 242K | — | +0.0% | 3Q | SEC ↗ |
| 11 | Impact Partnership Wealth, LLC NEW | 4,105 | 239K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Larson Financial Group LLC NEW | 1,600 | 93K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Regatta Research & Money Management NEW | 1,391 | 81K | — | +0.0% | 1Q | SEC ↗ |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV NEW | 912 | 53K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Geneos Wealth Management Inc. NEW | 709 | 41K | — | +0.0% | 1Q | SEC ↗ |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. NEW | 38 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG | 0 | 0K | -686 | -100.0% | 1Q | SEC ↗ |
| 18 | Empowered Funds, LLC | 0 | 0K | -277,681 | -100.0% | 1Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 0 | 0K | -1,075 | -100.0% | 4Q | SEC ↗ |
| 20 | GTS SECURITIES LLC | 0 | 0K | -13,058 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Impact Partnership Wealth, LLC | 4,105 | 239K |
| Larson Financial Group LLC | 1,600 | 93K |
| Regatta Research & Money Management | 1,391 | 81K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 912 | 53K |
| Geneos Wealth Management Inc. | 709 | 41K |
| EVOLUTION WEALTH MANAGEMENT INC. | 38 | 2K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Empowered Funds, LLC | 277,681 | 16M |
| GTS SECURITIES LLC | 13,058 | 761K |
| Kestra Advisory Services, LLC | 1,075 | 63K |
| UBS Group AG | 686 | 40K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BURNEY CO | +448,743 | +6.4% | 7,412,016 |
| Coppell Advisory Solutions LLC | +13,962 | +0.8% | 1,804,114 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Triad Wealth Partners, LLC | -61,427 | -48.5% | 65,220 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,983 | -72.2% | 6,941 |
| OSAIC HOLDINGS, INC. | -6,391 | -9.5% | 60,801 |
| Schorn Wealth LLC | -598 | -4.2% | 13,495 |
| ZEGA Investments, LLC | -62 | -1.0% | 6,427 |