Who owns BRNY?
Burney U.S. Factor Rotation ETF · Burney
16 institutions reported holding BRNY, worth $443.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BRNY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Burney Co/ | Reston, VA | $431.4M | 7,412,016 | +448,743 shares |
| Triad Wealth Partners, LLC | Lawrence, KS | $3.8M | 65,220 | −61,427 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.5M | 60,801 | −6,391 shares |
| Canal Capital Management, LLC | Richmond, VA | $2.1M | 36,520 | No change |
| Schorn Wealth LLC | Englewood, FL | $785K | 13,495 | −598 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $404K | 6,941 | −17,983 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $374K | 6,427 | −62 shares |
| Meridian Financial Partners LLC | Warrenton, VA | $339K | 5,789 | No change |
| Steigerwald, Gordon & Koch Inc. | Leesburg, VA | $242K | 4,150 | No change |
| Impact Partnership Wealth, LLC | Marietta, GA | $239K | 4,105 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BRNY?
16 institutional managers reported holding BRNY in Form 13F filings for June 30, 2026, worth $443.5M in total. The largest reported position was held by Burney Co/, at $431.4M.
Did institutions buy or sell BRNY last quarter?
Reported 13F value fell 1.9% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BRNY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.