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Alpha DNA Investment Management’s Burney US Factor Rotation ETF BRNY Stock Holding History

Alpha DNA Investment Management’s Portfolio BRNY Stock Details BRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$208K Buy
+4,606
New +$191K 2.32% 11

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alpha DNA Investment Management's BRNY Position: Q2 2025 in Review

Alpha DNA Investment Management opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2025: 4,606 shares worth $208K. The stake represents 2.32% of the portfolio and ranks #11 among its holdings.

8 funds tracked by Wall St. Rank hold BRNY as of Q2 2025.

  • Alpha DNA Investment Management held 4,606 shares of Burney US Factor Rotation ETF worth $208K as of Q2 2025.
  • Burney US Factor Rotation ETF was a new Alpha DNA Investment Management position in Q2 2025.
  • Burney US Factor Rotation ETF made up 2.32% of Alpha DNA Investment Management's portfolio in Q2 2025, its #11 holding.
  • 8 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2025.

Based on Alpha DNA Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.