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Burney US Factor Rotation ETF
BRNY
BRNY
57.32
USD
+0.33
0.58%
At close
Updated
Oct 15, 2:04 PM EDT
Pre-market
After hours
1 day
0.58%
5 days
-1.87%
1 month
0.58%
3 months
-2.12%
6 months
8.21%
Year to date
13.01%
1 year
19.07%
5 years
134.25%
10 years
134.25%
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 |
1
Burney Company
Reston,
Virginia
| $338M | +$8.38M | +181,176 | +3% |
|
| 2 |
CAS
2
Coppell Advisory Solutions
Coppell,
Texas
| $73.6M | +$10.8M | +233,104 | +18% |
|
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
| $3.62M | +$3.46M | +74,808 | New |
|
| 4 |
CCM
4
Canal Capital Management
Richmond,
Virginia
| $1.77M | – | – | – |
|
| 5 |
FP
5
Fiduciary Planning
Englewood,
Florida
| $772K | -$103K | -2,226 | -12% |
|
| 6 |
6
Kestra Advisory Services
Austin,
Texas
| $521K | +$139 | +3 | +0% |
|
| 7 |
ZI
7
ZEGA Investments
Palm Beach Gardens,
Florida
| $301K | +$288K | +6,219 | New |
|
| 8 |
8
Wells Fargo
San Francisco,
California
| – | -$9.44K | -209 | Closed |
|