Burney US Factor RotationBRNYETF
13F holders, Q1 2024 (March 31)3holders
$36.40avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Burney US Factor Rotation (BRNY) in their 13F filings. The largest holders were Burney Co./ ($214.9M), Schorn Wealth LLC ($1.8M) and Canal Capital Management, LLC ($1.3M).
- Company
- Burney US Factor Rotation
- Filed as
- EA SERIES TRUST (Q1 2024)
- CUSIP
- 02072L649
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $438K |
Ownership 3 holders
| Burney Co./ | 8.19% | Add +1.5% | 5,903,633 | $214.9M |
| Schorn Wealth LLC | 0.66% | Add +44.3% | 48,087 | $1.8M |
| Canal Capital Management, LLC | 0.22% | No change | 36,520 | $1.3M |
"% of holder's portfolio" is BRNY's weight in each manager's 13F, not the share of Burney US Factor Rotation the manager owns.