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 11 institutions that hold shares in the stock, with a total of 8.59 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 |
Oct 16, 2025 Q3 2025 |
6,989,857
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
1,291,929
shares
|
$0
6.88% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
161,217
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|
Sep 19, 2025 Q2 2025 |
36,520
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
15,940
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
10,761
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
6,219
shares
|
$0
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Dna Investment Management LLC
Columbia, MD |
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$0
2.32% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
209
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|