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BRNY EA SERIES TRUST

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BURNEY US FCTR (fund)

16 managers (16 13F filers) reported a position in BRNY shares at 2026-06-30, 9,424,228 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
16
13F filers
16
New
5
Added
2
Reduced
5
Sold out
3
Shares held by filers
9,424,228

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BURNEY CO/7,412,016$431M11.63%+448,74313F-HRTimeline
Triad Wealth Partners, LLC65,220$3.79M0.22%-61,42713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,801$3.54M<0.01%-6,39113F-HRTimelineGroup
Canal Capital Management, LLC36,520$2.13M0.26%013F-HRTimeline
Schorn Wealth LLC13,495$785K0.21%-59813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,941$404K<0.01%-17,98313F-HRTimelineGroup
ZEGA Investments, LLC6,427$374K0.06%-6213F-HRTimeline
Meridian Financial Partners LLC5,789$339K0.12%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,150$242K0.02%013F-HRTimeline
Impact Partnership Wealth, LLC4,105$239K0.02%new13F-HRTimeline
Larson Financial Group LLC1,600$93.1K<0.01%new13F-HRTimeline
Regatta Research & Money Management1,391$81K0.08%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV912$53.1K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.709$41.3K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$2.21K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC1,804,114$1.2K<0.01%+13,96213F-HRTimeline