BRNY Institutional Ownership & Shareholders
BURNEY US FACTOR ROTATION (BRNY) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $447.89M 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 BRNY tracked by InsiderSet, reporting ownership valued at approximately $436.04M 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 $417.57M, representing an estimated loss of -4.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed BRNY value among the investors covered in this analysis. Major shareholders include Burney Co/, Triad Wealth Partners, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in BURNEY US FACTOR ROTATION (BRNY).
This page ranks the largest institutional BRNY 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
16
Total Reported Value
$447.89M
Largest Holder
Burney Co/
Largest Position
$436.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Burney Co/ | 11.93% | 7,570,488 | $436,044,960 | $417,572,977 | -$18,471,983 | -4.24% | |
| Triad Wealth Partners, Llc | 0.20% | 63,442 | $3,654,132 | $3,499,334 | -$154,798 | -4.24% | |
| Osaic Holdings, Inc. | 0.00% | 60,801 | $3,538,438 | $3,353,662 | -$184,776 | -5.22% | |
| Canal Capital Management, Llc | 0.26% | 36,520 | $2,125,351 | $2,014,370 | -$110,981 | -5.22% | |
| Fiduciary Planning Llc | 0.17% | 11,697 | $673,742 | $645,183 | -$28,559 | -4.24% | |
| Susquehanna International Group, Llp | 0.00% | 6,941 | $403,945 | $382,852 | -$21,093 | -5.22% | |
| Meridian Financial Partners Llc | 0.13% | 6,980 | $401,499 | $385,003 | -$16,496 | -4.11% | |
| Zega Investments, Llc | 0.06% | 6,427 | $374,031 | $354,500 | -$19,531 | -5.22% | |
| Steigerwald, Gordon & Koch Inc. | 0.02% | 4,150 | $241,517 | $228,906 | -$12,611 | -5.22% | |
| Impact Partnership Wealth, Llc | 0.02% | 4,105 | $238,898 | $226,424 | -$12,474 | -5.22% | |
| Larson Financial Group Llc | 0.00% | 1,600 | $93,115 | $88,253 | -$4,862 | -5.22% | |
| Creative Financial Designs Inc | 0.00% | 912 | $53,076 | $50,304 | -$2,772 | -5.22% | |
| Geneos Wealth Management Inc. | 0.00% | 709 | $41,264 | $39,107 | -$2,157 | -5.23% | |
| Coppell Advisory Solutions Llc | 0.00% | 1,804,114 | $1,199 | $99,511,320 | +$99,510,121 | +8299426.27% | |
| Evolution Wealth Management Inc. | 0.00% | 20 | $1,152 | $1,103 | -$49 | -4.24% | |
| Cx Institutional | 0.00% | 569 | $33 | $31,385 | +$31,352 | +95005.76% |
Frequently asked questions about BRNY
Who are the largest institutional holders of BRNY?
The largest institutional holders of BRNY reported in the latest SEC Form 13F filings include Burney Co/, Triad Wealth Partners, Llc, Osaic Holdings, Inc., Canal Capital Management, Llc, and Fiduciary Planning Llc. InsiderSet ranks institutional holders by their latest reported BRNY position.
What is BRNY institutional ownership?
This page tracks BRNY positions reported by institutional investment managers through SEC Form 13F. BURNEY US FACTOR ROTATION (BRNY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BRNY?
InsiderSet currently tracks 16 institutional managers reporting BRNY 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 BRNY shareholders.
How much BRNY stock do institutions own?
Institutional investment managers disclosed approximately $447.89M in BRNY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BRNY institutional ownership last updated?
The latest BRNY 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 BRNY 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 BRNY position after the reporting date.
Are institutions buying or selling BRNY?
Institutional buying and selling can be analyzed by comparing BRNY positions across consecutive 13F reporting periods. InsiderSet's BRNY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BRNY ownership changes.
How has BRNY institutional ownership changed over time?
InsiderSet tracks BRNY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.