Who owns BRNY
Which tracked institutional funds hold BRNY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BRNY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened BRNY while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BRNY’s largest tracked holder by dollar value, BURNEY CO/, sizes it at 11.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BRNY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 16 tracked filers holding BRNY, 7 increased or opened the position and 9 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BRNY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 2
- Empowered Funds, LLC$14M
- GTS SECURITIES LLC$637K
Largest adds
- BURNEY CO/$92M
- Canal Capital Management, LLC$345K
- OSAIC HOLDINGS, INC.$263K
Largest trims
- Coppell Advisory Solutions LLC$84M
- Triad Wealth Partners, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$811K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BURNEY CO/ added | 7,412,016 | $431M | 92.7% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 65,220 | $4M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 60,801 | $4M | 0.8% | 2026-Q2 |
| Canal Capital Management, LLC | 36,520 | $2M | 0.5% | 2026-Q2 |
| Schorn Wealth LLC trimmed | 13,495 | $785K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,941 | $404K | 0.1% | 2026-Q2 |
| ZEGA Investments, LLC trimmed | 6,427 | $374K | 0.1% | 2026-Q2 |
| Meridian Financial Partners LLC | 5,789 | $339K | 0.1% | 2026-Q2 |
| Steigerwald, Gordon & Koch Inc. | 4,150 | $242K | 0.1% | 2026-Q2 |
| Impact Partnership Wealth, LLC new | 4,105 | $239K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC new | 1,600 | $93K | 0.0% | 2026-Q2 |
| Regatta Research & Money Management new | 1,391 | $81K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 912 | $53K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. new | 709 | $41K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 38 | $2K | 0.0% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 1,804,114 | $1K | 0.0% | 2026-Q2 |
| Empowered Funds, LLC new | 277,681 | $14M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 13,058 | $637K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 686 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC trimmed | 1,075 | $54K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CW Advisors, LLC new | 161,217 | $7M | 1.6% | 2025-Q2 stale (4 quarters behind) |
| Alpha DNA Investment Management LLC new | 4,606 | $208K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 209 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.