BRNY EA SERIES TRUST
FollowBURNEY US FCTR (fund)
13 managers (13 13F filers) reported a position in BRNY shares at 2026-03-31, 9,330,654 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 3
- Added
- 2
- Reduced
- 6
- Sold out
- 1
- Shares held by filers
- 9,330,654
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| BURNEY CO/ | 6,963,273 | $339M | 10.61% | -197,673 | 13F-HRTimeline |
| Coppell Advisory Solutions LLC | 1,790,152 | $84.3M | 49.63% | +140,675 | 13F-HRTimeline |
| Empowered Funds, LLC | 277,681 | $13.5M | 0.09% | new | 13F-HR/ATimeline |
| Triad Wealth Partners, LLC | 126,647 | $6.17M | 0.49% | -46,424 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 67,192 | $3.28M | <0.01% | -3,913 | 13F-HRTimelineGroup |
| Canal Capital Management, LLC | 36,520 | $1.78M | 0.24% | 0 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 24,924 | $1.22M | <0.01% | new | 13F-HRTimelineGroup |
| Schorn Wealth LLC | 14,093 | $687K | 0.21% | -148 | 13F-HRTimeline |
| GTS SECURITIES LLC | 13,058 | $637K | 0.02% | -16,747 | 13F-HRTimeline |
| ZEGA Investments, LLC | 6,489 | $316K | 0.06% | +22 | 13F-HRTimeline |
| Meridian Financial Partners LLC | 5,789 | $288K | 0.11% | 0 | 13F-HRTimeline |
| Steigerwald, Gordon & Koch Inc. | 4,150 | $202K | 0.02% | -1,363 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 686 | $33.4K | <0.01% | new | 13F-HRTimelineGroup |