B
Burney U.S. Factor Rotation
BRNY • NASDAQ
Burney U.S. Factor Rotation is an exchange-traded fund on NASDAQ. As of Q3 2025, 6 institutional investors hold shares in this ETF, with total holdings valued at $417.2M. BURNEY CO/ is the largest holder with a position valued at $338.4M.
Overview
Overview of institutional ownership in BRNY as of Q3 2025
All Institutions
- Institutions
- 6
- Value Held
- $417.2M
- Shares Held
- 8.6M
- Avg Position
- $69.5M
- Median Position
- $2.2M
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BRNY as of Q3 2025
| Institution | Position Value |
|---|---|
 BURNEY CO/ RIA/Wealth | $338.4M 10.76% of portfolio |
C Coppell Advisory Solutions LLC RIA/Wealth | $73.6M 8.52% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.6M 0.01% of portfolio |
F Fiduciary Planning LLC Institution | $771.7K 0.24% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $521.1K 0.00% of portfolio |
 ZEGA Investments, LLC RIA/Wealth | $301.1K 0.07% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BRNY in Q3 2025
- Net Flow
- +$19.9M
- Buyers
- 3
- Sellers
- 2
- Total Bought
- +$20.0M
- Total Sold
- −$117.2K
- Avg Position
- $82.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
C Coppell Advisory Solutions LLC RIA/Wealth | +$11.2M +233.1K shares |
BURNEY CO/ RIA/Wealth | +$8.8M +181.2K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$145.2 +3.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
F Fiduciary Planning LLC Institution | −$107.8K −2.2K shares |
WELLS FARGO & COMPANY/MN Institution | −$9.4K −209.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BRNY in Q3 2025
- New Positions
- 2
- New Value
- $3.9M
- Exited Positions
- 1
- Exited Value
- $9.4K
New Positions
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $3.6M 74.8K shares |
ZEGA Investments, LLC RIA/Wealth | $301.1K 6.2K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
WELLS FARGO & COMPANY/MN Institution | $9.4K 209.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BRNY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BRNY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
BURNEY CO/ RIA/Wealth | 10.76% $338.4M |
C Coppell Advisory Solutions LLC RIA/Wealth | 8.52% $73.6M |
F Fiduciary Planning LLC Institution | 0.24% $771.7K |
ZEGA Investments, LLC RIA/Wealth | 0.07% $301.1K |
A Advisor Group Holdings, Inc. Institution | 0.01% $3.6M |
Kestra Advisory Services, LLC RIA/Wealth | 0.00% $521.1K |
WELLS FARGO & COMPANY/MN Institution | 0.00% - |