Who owns Burney U.S. Equity Select ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of BRES from SEC Form 13F filings across 7 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 7 institutions disclosed 24.8M shares of Burney U.S. Equity Select ETF worth $668.5M — about 98.9% of shares outstanding; the largest disclosed holder is BURNEY CO/. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$668.5M
value, 2026 filers
98.9%
of shares outstanding (24.8M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BRES's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BURNEY CO/ | 24.7M | $664.8M | 17.9% | 98.3% | +3.5% |
| 2 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 57,737 | $1.6M | 0.7% | 0.2% | 0.0% |
| 3 | HUB Investment Partners, LLCNEW | 30,242 | $813,942 | 0.0% | 0.1% | new |
| 4 | GTS SECURITIES LLCNEW | 25,930 | $697,906 | 0.0% | 0.1% | new |
| 5 | GOLDMAN SACHS GROUP INCNEW | 14,619 | $393,466 | 0.0% | 0.1% | new |
| 6 | CITADEL ADVISORS LLCNEW | 7,726 | $207,943 | 0.0% | 0% | new |
| 7 | UBS Group AGNEW | 1,594 | $42,903 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.