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Burney US Factor Rotation (BRNY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Burney Co/
INCREASED
Shares7,570,488 from 7,412,016
Change+158,472 (+2%)
Value$436.0M (+$4.7M)
Filed 2026-10-15
Triad Wealth Partners, LLC
DECREASED
Shares63,442 from 65,220
Change-1,778 (-3%)
Value$3.7M (-$134.3K)
Filed 2026-10-26
Schorn Wealth LLC
DECREASED
Shares11,697 from 13,495
Change-1,798 (-13%)
Value$673.7K (-$111.6K)
Filed 2026-10-14
Meridian Financial Partners LLC
INCREASED
Shares6,980 from 5,789
Change+1,191 (+21%)
Value$401.5K (+$62.5K)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$92.2K (-$958)
Filed 2026-11-05
CX Institutional
NEW
Shares569
Change+569
Value$33
Filed 2026-10-02
Evolution Wealth Management Inc.
DECREASED
Shares20 from 38
Change-18 (-47%)
Value$1.2K (-$1.1K)
Filed 2026-10-28
Zega Investments, LLC
CLOSED
Shares0 from 6,427
Change-6,427 (-100%)
Value$0 (-$374.0K)
Filed 2026-11-04
Creative Financial Designs Inc
CLOSED
Shares0 from 912
Change-912 (-100%)
Value$0 (-$53.1K)
Filed 2026-11-04
Coppell Advisory Solutions LLC
N/A
Shares— from 1,804,114
Change-1,804,114 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,801
Change-60,801 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 36,520
Change-36,520 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 762
Change-762 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 709
Change-709 (-100%)
Value—
Status
Burney Co/
INCREASED7,570,4887,412,016+158,472+2%$431.4M$436.0M+$4.7M2026-10-15
Triad Wealth Partners, LLC
DECREASED63,44265,220-1,778-3%$3.8M$3.7M-$134.3K2026-10-26
Schorn Wealth LLC
DECREASED11,69713,495-1,798-13%$785.4K$673.7K-$111.6K2026-10-14
Meridian Financial Partners LLC
INCREASED6,9805,789+1,191+21%$339.0K$401.5K+$62.5K2026-10-23
Larson Financial Group LLC
UNCHANGED1,6001,60000%$93.1K$92.2K-$9582026-11-05
CX Institutional
NEW569—+569——$33—2026-10-02
Evolution Wealth Management Inc.
DECREASED2038-18-47%$2.2K$1.2K-$1.1K2026-10-28
Zega Investments, LLC
CLOSED06,427-6,427-100%$374.0K$0-$374.0K2026-11-04
Creative Financial Designs Inc
CLOSED0912-912-100%$53.1K$0-$53.1K2026-11-04
Coppell Advisory Solutions LLC
N/A—1,804,114-1,804,114-100%$1.2K———
Osaic Holdings, Inc.
N/A—60,801-60,801-100%$3.5M———
Canal Capital Management, LLC
N/A—36,520-36,520-100%$2.1M———
Susquehanna International Group, LLP
N/A—6,941-6,941-100%$403.9K———
Steigerwald, Gordon & Koch Inc.
N/A—4,150-4,150-100%$241.5K———
Impact Partnership Wealth, LLC
N/A—4,105-4,105-100%$238.9K———
BFC Planning, Inc.
N/A—1,441-1,441-100%$83.9K———
Regatta Research & Money Management
N/A—1,391-1,391-100%$81.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—762-762-100%$44.3K———
Geneos Wealth Management Inc.
N/A—709-709-100%$41.3K———
Showing 19 of 19 institutions