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Burney US Factor Rotation ETF
BRNY
BRNY
59.10
USD
-0.39
0.66%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.66%
5 days
0.27%
1 month
3.03%
3 months
3.14%
6 months
17.85%
Year to date
16.52%
1 year
26.91%
5 years
141.52%
10 years
141.52%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
BC
1
Burney Company
Reston,
Virginia
| $307M | +$8.44M | +203,886 | +3% |
|
| 2 |
CAS
2
Coppell Advisory Solutions
Coppell,
Texas
| $58M | +$11.6M | +279,915 | +28% |
|
| 3 |
CWM
3
Congress Wealth Management
Boston,
Massachusetts
| $7.28M | +$6.68M | +161,217 | New |
|
| 4 |
CCM
4
Canal Capital Management
Richmond,
Virginia
| $1.65M | – | – | – |
|
| 5 |
FP
5
Fiduciary Planning
Englewood,
Florida
| $820K | -$107K | -2,589 | -12% |
|
| 6 |
KAS
6
Kestra Advisory Services
Austin,
Texas
| $486K | -$2.4K | -58 | -0.5% |
|
| 7 |
ADIM
7
Alpha DNA Investment Management
Columbia,
Maryland
| $208K | +$191K | +4,606 | New |
|
| 8 |
8
Wells Fargo
San Francisco,
California
| $9.44K | +$8.65K | +209 | New |
|
| 9 |
9
Jane Street
New York
| – | -$421K | -10,553 | Closed |
|