Explore more topics
Public ownership evidence

Burney U.S. Factor Rotation ETF (BRNY) Ownership Disclosures

Read BRNY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 17 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

OSAIC HOLDINGS, INC.2026-06-302026-08-1560,801$3,538,438None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,941$403,945None
Larson Financial Group LLC2026-06-302026-08-151,600$93,115None
Coppell Advisory Solutions LLC2026-06-302026-08-151,804,114$1,199None
Regatta Research & Money Management2026-06-302026-08-13591$34,395None
Regatta Research & Money Management2026-06-302026-08-13550$32,009None
Regatta Research & Money Management2026-06-302026-08-13250$14,550None
Triad Wealth Partners, LLC2026-06-302026-08-1165,220$3,788,388None
Geneos Wealth Management Inc.2026-06-302026-08-07709$41,264None
ZEGA Investments, LLC2026-06-302026-08-016,427$374,031None
Schorn Wealth LLC2026-06-302026-08-0113,495$785,367None
Impact Partnership Wealth, LLC2026-06-302026-07-304,105$238,898None
Canal Capital Management, LLC2026-06-302026-07-2936,520$2,125,351None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-29912$53,076None
Meridian Financial Partners LLC2026-06-302026-07-255,789$339,007None
Steigerwald, Gordon & Koch Inc.2026-06-302026-07-244,150$241,517None
EVOLUTION WEALTH MANAGEMENT INC.2026-06-302026-07-2238$2,211None

90-day public filing window, up to 50 source positions.

OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Larson Financial Group LLC ↗Coppell Advisory Solutions LLC ↗Regatta Research & Money Management ↗Regatta Research & Money Management ↗Regatta Research & Money Management ↗Triad Wealth Partners, LLC ↗Geneos Wealth Management Inc. ↗ZEGA Investments, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.