Who owns Burney U.S. Factor Rotation ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BRNY from SEC Form 13F filings across 16 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, 16 institutions disclosed 9.4M shares of Burney U.S. Factor Rotation ETF worth $443.5M — about 92.4% of shares outstanding; the largest disclosed holder is BURNEY CO/. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$443.5M
value, 2026 filers
92.4%
of shares outstanding (9.4M sh)
6
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 BRNY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BURNEY CO/ | 7.4M | $431.4M | 11.6% | 72.7% | +6.4% |
| 2 | Coppell Advisory Solutions LLC | 1.8M | $1,199 | 0.0% | 17.7% | +0.8% |
| 3 | Triad Wealth Partners, LLC | 65,220 | $3.8M | 0.2% | 0.6% | -48.5% |
| 4 | OSAIC HOLDINGS, INC. | 60,801 | $3.5M | 0.0% | 0.6% | -9.5% |
| 5 | Canal Capital Management, LLC | 36,520 | $2.1M | 0.3% | 0.4% | 0.0% |
| 6 | Schorn Wealth LLC | 13,495 | $785,367 | 0.2% | 0.1% | -4.2% |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,941 | $403,945 | 0.0% | 0.1% | -72.2% |
| 8 | ZEGA Investments, LLC | 6,427 | $374,031 | 0.0% | 0.1% | -1.0% |
| 9 | Meridian Financial Partners LLC | 5,789 | $339,007 | 0.1% | 0.1% | 0.0% |
| 10 | Steigerwald, Gordon & Koch Inc. | 4,150 | $241,517 | 0.0% | 0% | 0.0% |
| 11 | Impact Partnership Wealth, LLCNEW | 4,105 | $238,898 | 0.0% | 0% | new |
| 12 | Larson Financial Group LLCNEW | 1,600 | $93,115 | 0.0% | 0% | new |
| 13 | Regatta Research & Money ManagementNEW | 1,391 | $80,954 | 0.1% | 0% | new |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADVNEW | 912 | $53,076 | 0.0% | 0% | new |
| 15 | Geneos Wealth Management Inc.NEW | 709 | $41,264 | 0.0% | 0% | new |
| 16 | EVOLUTION WEALTH MANAGEMENT INC.NEW | 38 | $2,211 | 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. Research, not investment advice.