BRES Institutional Ownership & Shareholders
BURNEY US EQUITY SELECT ETF (BRES) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $663.55M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Burney Co/ is currently the largest disclosed institutional shareholder of BRES tracked by InsiderSet, reporting ownership valued at approximately $659.55M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $634.96M, representing an estimated loss of -3.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BRES value among the investors covered in this analysis. Major shareholders include Burney Co/, One Plus One Wealth Management, Llc, Hub Investment Partners, Llc, and several other long-term asset managers with concentrated positions in BURNEY US EQUITY SELECT ETF (BRES).
This page ranks the largest institutional BRES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
9
Total Reported Value
$663.55M
Largest Holder
Burney Co/
Largest Position
$659.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Burney Co/ | 18.04% | 25,000,068 | $659,549,278 | $634,956,727 | -$24,592,551 | -3.73% | |
| One Plus One Wealth Management, Llc | 0.64% | 57,737 | $1,523,222 | $1,466,416 | -$56,806 | -3.73% | |
| Hub Investment Partners, Llc | 0.01% | 30,242 | $813,942 | $768,092 | -$45,850 | -5.63% | |
| Gts Securities Llc | 0.01% | 25,930 | $697,906 | $658,575 | -$39,331 | -5.64% | |
| Goldman Sachs Group Inc | 0.00% | 14,619 | $393,466 | $371,296 | -$22,170 | -5.63% | |
| Summit Financial Strategies, Inc. | 0.02% | 11,980 | $316,051 | $304,270 | -$11,781 | -3.73% | |
| Citadel Advisors Llc | 0.00% | 7,726 | $207,943 | $196,226 | -$11,717 | -5.63% | |
| Ubs Group Ag | 0.00% | 1,594 | $42,903 | $40,485 | -$2,418 | -5.64% | |
| Coppell Advisory Solutions Llc | 0.00% | 216,802 | $8,851 | $5,506,381 | +$5,497,530 | +62111.96% |
Frequently asked questions about BRES
Who are the largest institutional holders of BRES?
The largest institutional holders of BRES reported in the latest SEC Form 13F filings include Burney Co/, One Plus One Wealth Management, Llc, Hub Investment Partners, Llc, Gts Securities Llc, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported BRES position.
What is BRES institutional ownership?
This page tracks BRES positions reported by institutional investment managers through SEC Form 13F. BURNEY US EQUITY SELECT ETF (BRES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BRES?
InsiderSet currently tracks 9 institutional managers reporting BRES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BRES shareholders.
How much BRES stock do institutions own?
Institutional investment managers disclosed approximately $663.55M in BRES holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BRES institutional ownership last updated?
The latest BRES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BRES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BRES position after the reporting date.
Are institutions buying or selling BRES?
Institutional buying and selling can be analyzed by comparing BRES positions across consecutive 13F reporting periods. InsiderSet's BRES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BRES ownership changes.
How has BRES institutional ownership changed over time?
InsiderSet tracks BRES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.