JY
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Jeff Yass’s Burney US Factor Rotation ETF BRNY Stock Holding History

Jeff Yass’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
2026
Q2 		$404K Sell
6,941
-17,983
-72% -$991K ﹤0.01% 10387
2026
Q1 		$1.22M Buy
+24,924
New +$1.25M ﹤0.01% 7389

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Jeff Yass's BRNY Position: Q2 2026 in Review

Jeff Yass reduced its Burney US Factor Rotation ETF (BRNY) stake by 72% in Q2 2026, selling an estimated $991K and leaving 6,941 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #10387.

Jeff Yass first reported a position in BRNY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.22M in Q1 2026. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Jeff Yass held 6,941 shares of Burney US Factor Rotation ETF worth $404K as of Q2 2026.
  • Jeff Yass sold 17,983 Burney US Factor Rotation ETF shares in Q2 2026, an estimated $991K.
  • Burney US Factor Rotation ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10387 holding.
  • Jeff Yass first reported a position in Burney US Factor Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • Jeff Yass's Burney US Factor Rotation ETF position peaked at $1.22M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.