BRNY

Burney Us Factor Rotation

Latest period2026 - Q1Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 13 superinvestors own shares of Burney Us Factor Rotation (BRNY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Burney Us Factor Rotation (BRNY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Burney Us Factor Rotation (BRNY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Burney Us Factor Rotation (BRNY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Michael J. Newman@Burney Co
Recent Activity
Decreased -2.76%
10.62%
$339.483M
6.963M shares@ 48.76 avg price
Laura Wajs@Coppell Advisory Solutions Llc
Recent Activity
Increased 8.53%
49.64%
$84.285M
1.79M shares@ 47.09 avg price
Brian P, Massaro@Empowered Funds, Llc
Recent Activity
New Position
0.09%
$13.538M
277,681 shares@ 48.76 avg price
Tracy Murray@Triad Wealth Partners, Llc
Recent Activity
Decreased -26.82%
0.49%
$6.174M
126,647 shares@ 48.76 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -5.5%
0.01%
$3.276M
67,192 shares@ 48.76 avg price
E Neil Gilliss@Canal Capital Management, Llc
Recent Activity
0.25%
$1.78M
36,520 shares@ 48.76 avg price
Brian Sopinsky@Susquehanna International Group, Llp
Recent Activity
New Position
0.01%
$1.215M
24,924 shares@ 48.76 avg price
Alan Gilmore@Fiduciary Planning Llc
Recent Activity
Decreased -1.03%
0.21%
$687,080
14,093 shares@ 48.76 avg price
Christian Tiriolo@Gts Securities Llc
Recent Activity
Decreased -56.18%
0.03%
$636,617
13,058 shares@ 48.76 avg price
John McDevitt@Zega Investments, Llc
Recent Activity
Increased 0.35%
0.04%
$316,360
6,489 shares@ 48.76 avg price

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