Institutional Ownership Ea Ser Tr Burney Us Factor Rot (BRNY)
This table provides information about the institutional ownership of Ea Ser Tr Burney Us Factor Rot (BRNY). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
6,808,681
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,012,014
shares
|
$0
5.62% of portfolio
|
Q1 2025
Added 896.31%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
75,243
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
36,520
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
18,166
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 12.47%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
10,819
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
10,553
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.13%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|