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Burney US Factor Rotation (BRNY)

CUSIP: 02072L649 | NYSE | 31 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Burney Co/7,570,488
11.9% of portfolio›$436.0M
Triad Wealth Partners, LLC63,442
0.2% of portfolio›$3.7M
Schorn Wealth LLC11,697
0.2% of portfolio›$673.7K
Meridian Financial Partners LLC6,980
0.1% of portfolio›$401.5K
CX Institutional569
0.0% of portfolio›$33
Evolution Wealth Management Inc.20
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Burney Co/
7,570,488$436.0M11.9%GARPMediumReston, VA2026-10-15
Triad Wealth Partners, LLC
63,442$3.7M0.2%ETFMediumLawrence, KS2026-10-26
Schorn Wealth LLC
11,697$673.7K0.2%ETFLowEnglewood, FL2026-10-14
Meridian Financial Partners LLC
6,980$401.5K0.1%GrowthLowWarrenton, VA2026-10-23
CX Institutional
569$330.0%CoreMediumAuburn, IN2026-10-02
Evolution Wealth Management Inc.
20$1.2K0.0%ETFMediumFort Myers, FL2026-10-28