BC
BRES

Burney Company’s Burney U.S. Equity Select ETF BRES Stock Holding History

Burney Company’s Portfolio BRES Stock Details BRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$665M Buy
24,699,277
+827,308
+3% +$21.7M 17.92% 1
2026
Q1 		$571M Buy
+23,871,969
New +$591M 17.84% 1

Other funds holding BRES

OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Burney Company's BRES Position: Q2 2026 in Review

Burney Company increased its Burney U.S. Equity Select ETF (BRES) stake by 3.5% in Q2 2026, buying an estimated $21.7M and bringing the position to 24,699,277 shares worth $665M. The position accounts for 17.92% of the portfolio, ranked #1.

Burney Company first reported a position in BRES in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold BRES as of Q2 2026.

  • Burney Company held 24,699,277 shares of Burney U.S. Equity Select ETF worth $665M as of Q2 2026.
  • Burney Company bought 827,308 Burney U.S. Equity Select ETF shares in Q2 2026, an estimated $21.7M.
  • Burney U.S. Equity Select ETF made up 17.92% of Burney Company's portfolio in Q2 2026, its #1 holding.
  • Burney Company first reported a position in Burney U.S. Equity Select ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held Burney U.S. Equity Select ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.