Burney U.S. Factor Rotation ETF (BRNY)

ETF ยท Nasdaq

Burney U.S. Factor Rotation ETF (BRNY) is an exchange-traded fund listed on Nasdaq, where it has traded since October 13, 2022.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
October 13, 2022

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 16 institutions reported holding BRNY, with 9.4 million shares worth $443.5 million in aggregate. The largest reported holder was Burney Co, with 7.4 million shares worth $431.4 million. Of the 5 largest holders listed below, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Burney Co7,412,016$431MAdded 6.44%
Coppell Advisory Solutions1,804,114$1KAdded 0.78%
Triad Wealth Partners65,220$4MReduced 48.5%
Osaic Holdings60,801$4MReduced 9.51%
Canal Capital Management36,520$2MUnchanged

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is BRNY?

Burney U.S. Factor Rotation ETF (BRNY) is an exchange-traded fund listed on Nasdaq, where it has traded since October 13, 2022.

Who are the largest institutional holders of BRNY?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of BRNY were Burney Co, Coppell Advisory Solutions and Triad Wealth Partners.

How many institutions own BRNY?

16 institutions reported a position in BRNY for the quarter ended June 30, 2026, worth $443.5 million in total.

Did institutions buy or sell BRNY last quarter?

Of the 5 largest reported holders, 2 added shares, 2 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for BRNY.

Every reported institutional holder, plus insider and congressional trades in BRNY, on SentiSense.