Who Owns BRNY?
Burney U.S. Factor Rotation ETF — Institutional Ownership & 13F Holdings
$53.66
-0.39 (-0.72%)
Market Cap
$491.3M
Shares Outstanding
8,781,540
Institutional Holders
6
Total Inst. Value
$308.5M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
3
Closed Positions
2
Increased
3
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BURNEY CO/ | $263.8M | 6,604,795 |
| 2 | Coppell Advisory Solutions LLC | $40.5M | 1,012,014 |
| 3 | Wolf Group Capital AdvisorsNew | $3.0M | 75,243 |
| 4 | Fiduciary Planning LLCNew | $829K | 20,755 |
| 5 | JANE STREET GROUP, LLC | $421K | 10,553 |
| 6 | Kestra Advisory Services, LLCNew | $432 | 10,819 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BURNEY CO/ | +244K | $263.8M |
| Coppell Advisory Solutions LLC | +910K | $40.5M |
| Wolf Group Capital AdvisorsNew | +75K | $3.0M |
| Fiduciary Planning LLCNew | +21K | $829K |
| JANE STREET GROUP, LLC | +3K | $421K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold BRNY?
As of Q1 2025, 6 institutional investors report holding BRNY (Burney U.S. Factor Rotation ETF) in their 13F filings.
Which hedge fund owns the most BRNY?
The largest institutional holder of BRNY is BURNEY CO/ with $263.8M in shares.
Are institutions buying or selling BRNY?
This quarter, 3 institutions opened new positions in BRNY and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.