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Burney US Equity Select ETF (BRES)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Burney Co/
INCREASED
Shares25,000,068 from 24,699,277
Change+300,791 (+1%)
Value$659.5M (-$5.2M)
Filed 2026-10-15
One Plus One Wealth Management, LLC
UNCHANGED
Shares57,737 from 57,737
Change0 (0%)
Value$1.5M (-$30.8K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares29,783 from 30,242
Change-459 (-2%)
Value$785.7K (-$28.2K)
Filed 2026-11-03
Summit Financial Strategies, Inc.
NEW
Shares11,980
Change+11,980
Value$316.1K
Filed 2026-10-14
Coppell Advisory Solutions LLC
N/A
Shares— from 216,802
Change-216,802 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 25,930
Change-25,930 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,726
Change-7,726 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,594
Change-1,594 (-100%)
Value—
Status
Burney Co/
INCREASED25,000,06824,699,277+300,791+1%$664.8M$659.5M-$5.2M2026-10-15
One Plus One Wealth Management, LLC
UNCHANGED57,73757,73700%$1.6M$1.5M-$30.8K2026-10-16
HUB Investment Partners, LLC
DECREASED29,78330,242-459-2%$813.9K$785.7K-$28.2K2026-11-03
Summit Financial Strategies, Inc.
NEW11,980—+11,980——$316.1K—2026-10-14
Coppell Advisory Solutions LLC
N/A—216,802-216,802-100%$8.9K———
GTS Securities LLC
N/A—25,930-25,930-100%$697.9K———
Goldman Sachs Group Inc
N/A—14,619-14,619-100%$393.5K———
Citadel Advisors LLC
N/A—7,726-7,726-100%$207.9K———
UBS Group AG
N/A—1,594-1,594-100%$42.9K———
Showing 9 of 9 institutions