16 tracked 13F filers disclose a position in BRNY as of the latest SEC 13F filings, a combined $458.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BURNEY CO/ | $431.4M | 7.4M | ▲+6.4% Added · +449K sh | Q2 2026 | |
| 2 | Empowered Funds, LLC | $13.5M | 278K | ▲19× Added · +263K sh | Q1 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $3.3M | 67K | ▼−5.5% Reduced · −4K sh | Q1 2026 | |
| 4 | Triad Wealth Partners, LLC | $3.8M | 65K | ▼−49% Reduced · −61K sh | Q2 2026 | |
| 5 | Canal Capital Management, LLC | $2.1M | 37K | —Held | Q2 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 25K | ▲New +25K sh | Q1 2026 | |
| 7 | Schorn Wealth LLC | $785K | 13K | ▼−4.2% Reduced · −598 sh | Q2 2026 | |
| 8 | GTS SECURITIES LLC | $637K | 13K | ▼−56% Reduced · −17K sh | Q1 2026 | |
| 9 | ZEGA Investments, LLC | $374K | 6K | ▼−0.9% Reduced · −62 sh | Q2 2026 | |
| 10 | Meridian Financial Partners LLC | $339K | 6K | —Held | Q2 2026 | |
| 11 | Steigerwald, Gordon & Koch Inc. | $242K | 4K | —Held | Q2 2026 | |
| 12 | Impact Partnership Wealth, LLC | $239K | 4K | ▲New +4K sh | Q2 2026 | |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $53K | 912 | ▲New +912 sh | Q2 2026 | |
| 14 | Geneos Wealth Management Inc. | $41K | 709 | ▲New +709 sh | Q2 2026 | |
| 15 | UBS Group AG | $33K | 686 | ▲New +686 sh | Q1 2026 | |
| 16 | EVOLUTION WEALTH MANAGEMENT INC. | $2K | 38 | ▲New +38 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in BRNY and 2 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 8 funds | $789.2M |
| NVIDIA CORPNVDA | 8 funds | $713.4M |
| MICROSOFT CORPMSFT | 8 funds | $481.9M |
| ALPHABET INC-CL AGOOGL | 8 funds | $470.0M |
| AMAZON.COM INCAMZN | 8 funds | $358.6M |
| BROADCOM INCAVGO | 8 funds | $314.6M |
| JPMORGAN CHASE & COJPM | 8 funds | $223.1M |
| ELI LILLY & COLLY | 8 funds | $217.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $195.2M |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $190.2M |
| CHEVRON CORPCVX | 8 funds | $168.4M |
| ALPHABET INC-CL CGOOG | 8 funds | $150.0M |
Ranked by how many of BRNY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for BRNY
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BRNY/capital-change-brief"
Use Arkolith's capital_change_brief for BRNY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for BRNY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.