BURNEY US FACTOR ROTATION (BRNY) Institutional Ownership and Insiders Activity

BURNEY US FACTOR ROTATION (BRNY) is widely held by institutional investors, with 16 firms reporting positions valued at approximately $447.89M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Burney Co/ is the largest disclosed holder, reporting approximately $436.04M in BRNY holdings in its latest filing.

Institutional ownership remains highly concentrated, with Burney Co/ representing the majority of disclosed value.