Burney US Factor Rotation
$58.18+0.7%
+$18.1M
Net Activity
+1.00% total shares
Institutions Holding
16
Popularity Rank
#8931
Avg Weight
0.79%
Total Value
$443.5M
16 institutions currently hold BRNY, with 7 net buyers and 8 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
8
Net Buying Institutions
7
Top 5 by Value
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Across its top 16 institutional holders, BRNY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 32/100).
BRNY ranks #8931 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
BRNY is a top-conviction position for Burney Co/ — at 11.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
Triad Wealth Partners, LLC has trimmed its BRNY position for two straight quarters, cutting it by $4.9M while still holding $3.8M.
BRNY is up 0.7% today, and institutions have been net buyers of $18.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$26.5M
Total Buy Value
$19.2M
Total Sell Value
7
Net Buyers
8
Net Sellers
BRNY
Q2 2026
Top 5 Institutional Movers
+$91.9M
-$84.3M
-$13.5M
-$2.4M
-$811.2K
BRNY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
02072L649
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,125
Total reported value
$257.5B
Held by 4125 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,113
Total reported value
$649.2B
Held by 4113 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access BRNY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BRNYCLI
npx alphasmo stocks get BRNY