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Equibles

BRES · Burney U.S. Equity Select ETF ETF

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$27.15 -0.01 (-0.05%) 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.

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Holders: 1
Total Value: $207,906
Total Shares: 7,726

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Mar 2026 → Jun 2026 · range 99.0% – 100.0%
+1.0 pts
Top 5
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
10,000
Mar 2026 → Jun 2026 · range 9,793 – 10,000
Highly concentrated+207

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count: -2
Institutional value: -100.0%
Shares held: -100.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 7,726 $207,906

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
BURNEY CO/ 23,871,969 $570,540,059
Coppell Advisory Solutions LLC 194,229 $4,642,073
ONE PLUS ONE WEALTH MANAGEMENT, LLC 57,737 $1,379,914
Filter: New 1 Increased 0 Reduced 0 Sold out 3 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC BRES $207,906 100.00% 7,726