Skip to main content
Equibles
BRNY logo

BRNY · Burney U.S. Factor Rotation ETF ETF

Alerts for BRNY

Use BRNY with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$58.86 -0.02 (-0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $166,136,292
Total Shares: 5,725,876

Institutional Ownership Trend

3 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2023
Top Holder
100.0%
Dec 2022 → Jun 2023 · range 99.7% – 100.0%
+0.3 pts
Top 5
100.0%
Dec 2022 → Jun 2023 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2023 · range 100.0% – 100.0%
0.0 pts
HHI
10,000
Dec 2022 → Jun 2023 · range 9,939 – 10,000
Highly concentrated+61

Quarterly Activity

vs Mar 31, 2023
New
0
Increased
1
Decreased
0
Sold Out
1
Unchanged
1
Holder count: -1
Institutional value: +12.2%
Shares held: +4.0%

Top Buyers

vs Mar 31, 2023
Institution Added Now Holds Open
BURNEY CO/ +239,178 5,725,876

Top Sellers

vs Mar 31, 2023
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2023
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2023
Institution Previously Held Last Value (USD) Open
FLOW TRADERS U.S. LLC 16,806 $452,014
Filter: New 0 Increased 1 Reduced 0 Sold out 1 Unchanged 1
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BURNEY CO/ BRNY $166,136,292 100.00% 5,725,876
PROEQUITIES, INC. BRNY $0 0.00% 0