Public record / Tickers / BURL

BURL — Burlington Stores, Inc.

Both disclosure regimes on one name: who in Congress filed about BURL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming BURL
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-09-11 → filed 2025-10-22. Ranked over every BURL row by the provable lower bound, never a point estimate.

No member disclosed BURL in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

4 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING BURL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning BURL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2022-08-31Lois Frankel D–FL-22SaleTraded 07-28 +34d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in BURL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed BURL in the trailing 12 months.

Congress ↔ notable managers · BURL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $2.6M held
Trimming
1 Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · BURLINGTON STORES INC

Merged timeline of congressional filings and notable-manager moves on BURL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+5,105 sh
2026-05-15Moore Capital Management 13Fexit−3,046 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of BURL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.1B1
2Capital International Investors$2.0B1
3VANGUARD PORTFOLIO MANAGEMENT LLC$985M1
4VANGUARD CAPITAL MANAGEMENT LLC$915M1
5MORGAN STANLEY$738M1
6STATE STREET CORP$725M1
7AQR CAPITAL MANAGEMENT LLC$430M1
8GEODE CAPITAL MANAGEMENT, LLC$413M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$403M1
10FMR LLC$391M1
11SRS Investment Management, LLC$376M1
12Alyeska Investment Group, L.P.$296M1
13Capital World Investors$292M1
14Janus Henderson Group Ltd.$286M1
15PRIMECAP MANAGEMENT CO/CA/$258M1
16AMERICAN CENTURY COMPANIES INC$204M1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$200M1
18DIMENSIONAL FUND ADVISORS LP$199M1
19NORTHERN TRUST CORP$189M1
20ALKEON CAPITAL MANAGEMENT LLC$177M1
21WELLINGTON MANAGEMENT GROUP LLP$176M1
22Dorsal Capital Management, LP$163M1
23Clearbridge Investments, LLC$152M1
24Bank of New York Mellon Corp$152M1
25UBS Group AG$141M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$138M1
27BANK OF AMERICA CORP /DE/$133M1
28VANGUARD FIDUCIARY TRUST CO$129M1
29Qube Research & Technologies Ltd$125M1
30BALYASNY ASSET MANAGEMENT L.P.$117M1
31JENNISON ASSOCIATES LLC$106M1
32RAYMOND JAMES FINANCIAL INC$103M1
33Stephens Investment Management Group LLC$101M1
34Legal & General Group Plc$89.7M1
35MANUFACTURERS LIFE INSURANCE COMPANY, THE$88.7M1
36ALLIANCEBERNSTEIN L.P.$82.5M1
37Allspring Global Investments Holdings, LLC$80.4M1
38AMERIPRISE FINANCIAL INC$80.1M1
39DEUTSCHE BANK AG\$72.5M1
40FRONTIER CAPITAL MANAGEMENT CO LLC$70.5M1
41ONTARIO TEACHERS PENSION PLAN BOARD$69.8M1
42FRANKLIN RESOURCES INC$67.0M1
43SCHRODER INVESTMENT MANAGEMENT GROUP$66.2M1
44MILLENNIUM MANAGEMENT LLC$64.7M1
45Chicago Capital, LLC$62.2M1
46TD ASSET MANAGEMENT INC$61.8M1
47Alua Capital Management LP$60.5M1
48Swiss National Bank$60.1M1
49RHUMBLINE ADVISERS$59.7M1
50Hook Mill Capital Partners, LP$59.3M1
51CITADEL ADVISORS LLC$57.3M1
52D. E. Shaw & Co., Inc.$56.3M1
53Invesco Ltd.$52.7M1
54Amundi$52.6M1
55VICTORY CAPITAL MANAGEMENT INC$48.8M1
56Artemis Investment Management LLP$48.7M1
57PRINCIPAL FINANCIAL GROUP INC$45.5M1
58Freestone Grove Partners LP$44.6M1
59Woodline Partners LP$44.5M1
60DnB Asset Management AS$44.4M1
61Sumitomo Mitsui Trust Group, Inc.$43.6M1
62Nuveen, LLC$42.4M1
63Assenagon Asset Management S.A.$41.2M1
64ROYAL BANK OF CANADA$39.6M1
65MANE GLOBAL CAPITAL MANAGEMENT LP$38.2M1
66Quantinno Capital Management LP$37.8M1
67VANGUARD ASSET MANAGEMENT, Ltd$35.6M1
68Benchstone Capital Management LP$31.6M1
69Retirement Systems of Alabama$30.4M1
70IEQ CAPITAL, LLC$30.2M1
71VOYA INVESTMENT MANAGEMENT LLC$29.8M1
72CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$29.4M1
73ENVESTNET ASSET MANAGEMENT INC$28.7M1
74STATE OF MICHIGAN RETIREMENT SYSTEM$27.7M1
75SCOPUS ASSET MANAGEMENT, L.P.$26.5M1
76ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26.0M1
77CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$25.8M1
78WELLS FARGO & COMPANY/MN$25.1M1
79Trexquant Investment LP$24.8M1
80Capital International, Inc./CA/$24.4M1
81Korea Investment CORP$22.7M1
82AustralianSuper Pty Ltd$22.5M1
83BARCLAYS PLC$22.4M1
84Mitsubishi UFJ Asset Management Co., Ltd.$21.4M1
85FIRST TRUST ADVISORS LP$21.4M1
86Mariner, LLC$21.0M1
87STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.3M1
88AVIVA PLC$17.6M1
89FIL Ltd$17.5M1
90SEI INVESTMENTS CO$17.1M1
91NICHOLAS COMPANY, INC.$16.5M1
92Cerity Partners LLC$16.3M1
93Shellback Capital, LP$16.3M1
94BOOTHBAY FUND MANAGEMENT, LLC$14.8M1
95CRAMER ROSENTHAL MCGLYNN LLC$14.7M1
96DRIEHAUS CAPITAL MANAGEMENT LLC$14.6M1
97MARSICO CAPITAL MANAGEMENT LLC$14.4M1
98Universal- Beteiligungs- und Servicegesellschaft mbH$14.1M1
99Aberdeen Group plc$14.0M1
100HSBC HOLDINGS PLC$14.0M1
101PEREGRINE CAPITAL MANAGEMENT LLC$13.6M1
102CWM, LLC$13.4M1
103Night Squared LP$13.3M1
1041832 Asset Management L.P.$13.1M1
105CITIGROUP INC$13.0M1
106Interval Partners, LP$12.6M1
107BLI - Banque de Luxembourg Investments$11.8M1
108NEW YORK STATE COMMON RETIREMENT FUND$11.4M1
109APG Asset Management N.V.$11.3M1
110Pictet Asset Management Holding SA$11.3M1
111Corient Private Wealth LLC$11.3M1
112STATE OF WISCONSIN INVESTMENT BOARD$11.2M1
113Tabor Asset Management, LP$11.2M1
114MetLife Investment Management, LLC$10.9M1
115Vanguard Investments Australia, Ltd.$10.3M1
116Waverly Advisors, LLC$10.1M1
117Vanguard Global Advisers, LLC$10.1M1
118DANSKE BANK A/S$9.5M1
119ROYAL LONDON ASSET MANAGEMENT LTD$9.4M1
120Jain Global LLC$9.3M1
121TRILLIUM ASSET MANAGEMENT, LLC$8.6M1
122WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.4M1
123INTECH INVESTMENT MANAGEMENT LLC$8.1M1
124Longaeva Partners L.P.$8.1M1
125Squarepoint Ops LLC$8.1M1
126FIFTH THIRD BANCORP$8.0M1
127MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$7.8M1
128Asset Management One Co., Ltd.$7.7M1
129Creative Planning$7.7M1
130CANADA PENSION PLAN INVESTMENT BOARD$7.4M1
131MERCER GLOBAL ADVISORS INC /ADV$7.4M1
132KLP KAPITALFORVALTNING AS$7.4M1
133Savoir Faire Capital Management, L.P.$7.1M1
134Atom Investors LP$6.9M1
135State of New Jersey Common Pension Fund D$6.9M1
136Ensign Peak Advisors, Inc$6.6M1
137FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$6.5M1
138FORA Capital, LLC$6.5M1
139Tredje AP-fonden$6.5M1
140NOMURA ASSET MANAGEMENT CO LTD$6.4M1
141BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.3M1
142Caption Management, LLC$6.2M1
143YOUSIF CAPITAL MANAGEMENT, LLC$6.1M1
144Covea Finance$6.0M1
145Resona Asset Management Co.,Ltd.$6.0M1
146PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$6.0M1
147Darwins River Capital, LP$5.7M1
148XPONANCE LLC$5.7M1
149SUSQUEHANNA INTERNATIONAL GROUP, LLP$5.6M1
150Arizona State Retirement System$5.6M1
151B. Metzler seel. Sohn & Co. AG$5.4M1
152Zurcher Kantonalbank (Zurich Cantonalbank)$5.4M1
153LPL Financial LLC$5.2M1
154Wealthfront Advisers LLC$5.2M1
155PALISADE CAPITAL MANAGEMENT, LP$5.2M1
156COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.1M1
157Havemeyer Place LP$4.9M1
158Susquehanna Portfolio Strategies, LLC$4.8M1
159Focus Partners Wealth$4.8M1
160HighTower Advisors, LLC$4.8M1
161Cetera Investment Advisers$4.8M1
162Silvant Capital Management LLC$4.8M1
163Baker Avenue Asset Management, LP$4.6M1
164NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$4.5M1
165SEB Asset Management AB$4.5M1
166Capital Group Private Client Services, Inc.$4.4M1
167Henshaw Capital LLC$4.3M1
168Hilton Capital Management, LLC$4.3M1
169IFM Investors Pty Ltd$4.2M1
170NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.2M1
171OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.2M1
172BANK OF MONTREAL /CAN/$4.1M1
173Tidal Investments LLC$4.0M1
174FIRST NATIONAL BANK OF OMAHA$3.9M1
175Man Group plc$3.8M1
176Ameritas Investment Partners, Inc.$3.7M1
177Illinois Municipal Retirement Fund$3.6M1
178Swiss Life Asset Management Ltd$3.5M1
179Jefferies Financial Group Inc.$3.5M1
180Orion Porfolio Solutions, LLC$3.4M1
181Graphene Investments SAS$3.4M1
182BNP Paribas Asset Management Holding S.A.$3.3M1
183Utah Retirement Systems$3.3M1
184Polar Asset Management Partners Inc.$3.3M1
185Capricorn Fund Managers Ltd$3.3M1
186Advisors Capital Management, LLC$3.2M1
187Eurizon Capital SGR S.p.A.$3.0M1
188MACKENZIE FINANCIAL CORP$3.0M1
189Empowered Funds, LLC$2.8M1
190IMC-Chicago, LLC$2.8M1
191New Age Alpha Advisors, LLC$2.8M1
192TORONTO DOMINION BANK$2.7M1
193Vanguard Personalized Indexing Management, LLC$2.6M1
194NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.6M1
195Gotham Asset Management, LLC$2.6M1
196NISSAY ASSET MANAGEMENT CORP /JAPAN$2.6M1
197Daiwa Securities Group Inc.$2.5M1
198OPPENHEIMER ASSET MANAGEMENT INC.$2.5M1
199III Capital Management$2.4M1
200Empire Life Investments Inc.$2.4M1
201Brevan Howard Capital Management LP$2.4M1
202LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.4M1
203FULTON BANK, N.A.$2.3M1
204Merit Financial Group, LLC$2.3M1
205Knollwood Investment Advisory, LLC$2.3M1
206ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$2.1M1
207Virtus Investment Advisers, LLC$2.1M1
208OP Asset Management Ltd$2.1M1
209CREDIT AGRICOLE S A$2.1M1
210BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.1M1
211NORDEA INVESTMENT MANAGEMENT AB$2.0M1
212TRUIST FINANCIAL CORP$2.0M1
213Connor, Clark & Lunn Investment Management Ltd.$2.0M1
214Sumitomo Mitsui DS Asset Management Company, Ltd$2.0M1
215PRUDENTIAL FINANCIAL INC$2.0M1
216Avanza Fonder AB$2.0M1
217QUADRANT CAPITAL GROUP LLC$2.0M1
218Bayberry Capital Partners LP$1.9M1
219Focus Partners Advisor Solutions, LLC$1.9M1
220Callan Family Office, LLC$1.8M1
221US BANCORP \DE\$1.8M1
222XTX Topco Ltd$1.8M1
223GROUP ONE TRADING LLC$1.7M1
224OSAIC HOLDINGS, INC.$1.7M1
225Lansforsakringar Fondforvaltning AB (publ)$1.7M1
226STIFEL FINANCIAL CORP$1.7M1
227O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.7M1
228FEDERATED HERMES, INC.$1.6M1
229Tributary Capital Management, LLC$1.6M1
230National Pension Service$1.5M1
231Sepio Capital, LP$1.5M1
232SECURIAN ASSET MANAGEMENT, INC$1.5M1
233Dynamic Technology Lab Private Ltd$1.5M1
234ASR Vermogensbeheer N.V.$1.5M1
235Investment Management Corp of Ontario$1.5M1
236BANK OF NOVA SCOTIA$1.5M1
237Pathstone Holdings, LLC$1.5M1
238Chicago Partners Investment Group LLC$1.5M1
239NATIXIS$1.4M1
240COMMERCE BANK$1.4M1
241Rockefeller Capital Management L.P.$1.4M1
242Pallas Capital Advisors LLC$1.4M1
243Sivia Capital Partners, LLC$1.4M1
244Capital International Sarl$1.4M1
245SIRIOS CAPITAL MANAGEMENT L P$1.4M1
246Federation des caisses Desjardins du Quebec$1.3M1
247Magnetar Financial LLC$1.3M1
248JANE STREET GROUP, LLC$1.3M1
249Vinva Investment Management Ltd$1.3M1
250Swedbank AB$1.3M1
251Sequoia Financial Advisors, LLC$1.3M1
252Andra AP-fonden$1.2M1
253ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC$1.2M1
254MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.2M1
255Krilogy Financial LLC$1.2M1
256Sanctuary Advisors, LLC$1.2M1
257Vident Advisory, LLC$1.2M1
258Crossmark Global Holdings, Inc.$1.1M1
259Brooklyn Investment Group$1.1M1
260Steward Partners Investment Advisory, LLC$1.1M1
261OMERS ADMINISTRATION Corp$1.1M1
262CIBC Bancorp USA Inc.$1.1M1
263Numerai GP LLC$1.1M1
264Bull Harbor Capital LLC$1.1M1
265Vontobel Holding Ltd.$1.1M1
266HB Wealth Management, LLC$1.1M1
267Candriam S.C.A.$1.1M1
268Wedmont Private Capital$1.1M1
269QRG CAPITAL MANAGEMENT, INC.$1.1M1
270Ethic Inc.$1.1M1
271Polymer Capital Management (US) LLC$1.0M1
272Summit Trail Advisors, LLC$1.0M1
273Maryland State Retirement & Pension System$1.0M1
274MACQUARIE GROUP LTD$1.0M1
275Dai-ichi Life Insurance Company, Ltd$1.0M1
276TOKIO MARINE ASSET MANAGEMENT CO LTD$1.0M1
277CIBC Asset Management Inc$970K1
278&PARTNERS$969K1
279NICOLET BANKSHARES INC$956K1
280EVOLVE PRIVATE WEALTH, LLC$901K1
281WADDELL & ASSOCIATES, LLC$899K1
282Bain Capital Public Equity, LP$897K1
283Allianz Asset Management GmbH$891K1
284STOREBRAND ASSET MANAGEMENT AS$890K1
285NorthCrest Asset Manangement, LLC$884K1
286Machina Capital S.A.S.$879K1
287Mitsubishi UFJ Trust & Banking Corp$865K1
288First National Advisers, LLC$846K1
289Vestmark Advisory Solutions, Inc.$836K1
290Tower Research Capital LLC (TRC)$821K1
291ProShare Advisors LLC$811K1
292EVERGREEN CAPITAL MANAGEMENT LLC$795K1
293Lighthouse Investment Partners, LLC$790K1
294ABN AMRO INVESTMENT SOLUTIONS$777K1
295M&T BANK CORP$775K1
296COMMONWEALTH EQUITY SERVICES, LLC$772K1
297E. Ohman J:or Asset Management AB$768K1
298MML INVESTORS SERVICES, LLC$763K1
299Saudi Central Bank$756K1
300EMERALD ADVISERS, LLC$730K1
301Prana Capital Management, LP$725K1
302Curi Capital, LLC$714K1
303Vise Technologies, Inc.$709K1
304ELEVATION POINT WEALTH PARTNERS, LLC$702K1
305Linden Thomas Advisory Services, LLC$699K1
306Optimize Financial Inc$682K1
307Compound Planning, Inc.$671K1
308Fieldview Capital Management, LLC$667K1
309SHELTON CAPITAL MANAGEMENT$665K1
310AE Wealth Management LLC$652K1
311Fifth Third Wealth Advisors LLC$649K1
312Allworth Financial LP$635K1
313Edgestream Partners, L.P.$623K1
314Advisors Asset Management, Inc.$611K1
315Procyon Advisors, LLC$610K1
316BENJAMIN EDWARDS INC$594K1
317North Dakota State Investment Board$591K1
318NISA INVESTMENT ADVISORS, LLC$591K1
319Cresset Asset Management, LLC$581K1
320MAI Capital Management$573K1
321Headlands Technologies LLC$557K1
322COLDSTREAM CAPITAL MANAGEMENT INC$554K1
323Rafferty Asset Management, LLC$554K1
324ALPS ADVISORS INC$545K1
325Nippon Life Global Investors Americas, Inc.$543K1
326NewEdge Advisors, LLC$536K1
327CITIZENS FINANCIAL GROUP INC/RI$524K1
328Meiji Yasuda Asset Management Co Ltd.$513K1
329PRUDENTIAL PLC$508K1
330Clearstead Advisors, LLC$499K1
331REGIONS FINANCIAL CORP$497K1
332Prospera Financial Services Inc$495K1
333Parcion Private Wealth LLC$493K1
334Baird Financial Group, Inc.$492K1
335PCB Capital LLC$491K1
336Dynasty Wealth Management, LLC$480K1
337SPIREPOINT PRIVATE CLIENT, LLC$476K1
338Kera Capital Partners, Inc.$460K1
339PROFUND ADVISORS LLC$453K1
340SEEDS INVESTOR LLC$451K1
341EVOKE WEALTH, LLC$450K1
342CHOREO, LLC$444K1
343Banque Cantonale Vaudoise$432K1
344Rothschild Wealth LLC$421K1
345JACKSON THORNTON WEALTH MANAGEMENT, LLC$411K1
346Blueshift Asset Management, LLC$409K1
347NATIONAL BANK OF CANADA /FI/$403K1
348OneDigital Investment Advisors LLC$400K1
349DAYMARK WEALTH PARTNERS, LLC$395K1
350DRW Securities, LLC$388K1
351ASSETMARK, INC$387K1
352EXCHANGE TRADED CONCEPTS, LLC$384K1
353SAGESPRING WEALTH PARTNERS, LLC$384K1
354QTR Family Wealth, LLC$375K1
355Laird Norton Wetherby Trust Company, LLC$372K1
356Shay Capital LLC$370K1
357NewEdge Wealth, LLC$364K1
358NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$363K1
359Cadent Capital Advisors, LLC$359K1
360UniSuper Management Pty Ltd$358K1
361EARNED WEALTH ADVISORS, LLC$357K1
362VestGen Advisors, LLC$350K1
363DAVENPORT & Co LLC$349K1
364TOWNSQUARE CAPITAL LLC$347K1
365GATEWAY INVESTMENT ADVISERS LLC$345K1
366Apollon Wealth Management, LLC$343K1
367JOURNEY STRATEGIC WEALTH LLC$343K1
368GUGGENHEIM CAPITAL LLC$340K1
369Caerus Investment Advisors, LLC$338K1
370KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$336K1
371Affinity Capital Advisors, LLC$335K1
372Atria Investments, Inc$326K1
373PANAGORA ASSET MANAGEMENT INC$322K1
374Legacy Capital Wealth Partners, LLC$322K1
375Cordatus Wealth Management LLC$317K1
376EP Wealth Advisors, LLC$316K1
377TEACHER RETIREMENT SYSTEM OF TEXAS$307K1
378Grandeur Peak Global Advisors, LLC$307K1
379UNITED CAPITAL FINANCIAL ADVISORS, LLC$306K1
380Ballentine Partners, LLC$305K1
381Dorsey & Whitney Trust CO LLC$303K1
382FIDUCIARY TRUST CO$299K1
383Siemens Fonds Invest GmbH$296K1
384Summit Financial, LLC$287K1
385RITHOLTZ WEALTH MANAGEMENT$286K1
386Aaron Wealth Advisors LLC$283K1
387CYPRESS FINANCIAL PLANNING LLC$282K1
388Wick Capital Partners, LLC$275K1
389Phoenix Financial Ltd.$274K1
390Savant Capital, LLC$272K1
391ClearAlpha Technologies LP$270K1
392STEPHENS INC /AR/$268K1
393Inscription Capital, LLC$266K1
394Basecamp Wealth Advisors LLC$266K1
395Frec Markets, Inc.$263K1
396SIGNATUREFD, LLC$261K1
397UMB Bank, n.a.$256K1
398GenTrust, LLC$254K1
399Chevy Chase Trust Holdings, LLC$248K1
400DV Trading LLC$247K1
401FOX RUN MANAGEMENT, L.L.C.$247K1
402Abundance Wealth Counselors$244K1
403GREENLEAF TRUST$244K1
404AlphaCore Capital LLC$243K1
405SYM FINANCIAL Corp$240K1
406WEALTH ALLIANCE, LLC$238K1
407MBL Wealth, LLC$232K1
408MIRABELLA FINANCIAL SERVICES LLP$222K1
409GENESIS PRIVATE WEALTH, LLC$222K1
410Aptus Capital Advisors, LLC$221K1
411Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$218K1
412Allegiance Financial Group Advisory Services LLC$216K1
413Daner Wealth Management, LLC$215K1
414Pine Valley Investments Ltd Liability Co$214K1
415POINCIANA ADVISORS GROUP, LLC$214K1
416NORDEN GROUP LLC$212K1
417HUB Investment Partners, LLC$204K1
418CHILDRESS CAPITAL ADVISORS, LLC$201K1
419Arax Advisory Partners$200K1
420ALERUS FINANCIAL NA$179K1
421Archer Investment Corp$168K1
422Livforsakringsbolaget Skandia, Omsesidigt$163K1
423Annis Gardner Whiting Capital Advisors, LLC$153K1
424Sterling Capital Management LLC$147K1
425Mirae Asset Global Investments Co., Ltd.$135K1
426OSLO PENSJONSFORSIKRING AS$133K1
427True Wealth Design, LLC$123K1
428Smartleaf Asset Management LLC$98.4K1
429Larson Financial Group LLC$81.7K1
430Blue Trust, Inc.$78.1K1
431Wilmington Savings Fund Society, FSB$70.9K1
432PEAK6 LLC$69.0K1
433SJS Investment Consulting Inc.$66.7K1
434Bayforest Capital Ltd$56.3K1
435Parkside Financial Bank & Trust$53.7K1
436MATHER GROUP, LLC.$45.2K1
437JFS WEALTH ADVISORS, LLC$32.5K1
438WPG Advisers, LLC$31.9K1
439Stone House Investment Management, LLC$28.3K1
440EASTERN BANK$23.8K1
441JPL Wealth Management, LLC$23.4K1
442TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$22.6K1
443CVA Family Office, LLC$22.1K1
444Leonteq Securities AG$21.5K1
445Activest Wealth Management$21.5K1
446Keating Financial Advisory Services, Inc.$21.5K1
447CNB Bank$20.8K1
448Private Wealth Asset Management, LLC$20.8K1
449NATIXIS ADVISORS, LLC$19.8K1
450KERR FINANCIAL PLANNING Corp$19.1K1
451FARMERS & MERCHANTS INVESTMENTS INC$18.2K1
452Owl Creek Wealth Partners LLC$16.3K1
453PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$15.9K1
454HERITAGE INVESTORS MANAGEMENT CORP$15.2K1
455THRIVENT FINANCIAL FOR LUTHERANS$14.9K1
456CANADA LIFE ASSURANCE Co$14.3K1
457NEW YORK STATE TEACHERS RETIREMENT SYSTEM$12.2K1
458MEEDER ASSET MANAGEMENT INC$10.4K1
459AMALGAMATED BANK$9.8K1
460Frazier Financial Advisors, LLC$9.4K1
461Treasurer of the State of North Carolina$8.8K1
462Manchester Capital Management LLC$8.5K1
463HRT FINANCIAL LP$8.4K1
464COUNTRY TRUST BANK$8.1K1
465Salomon & Ludwin, LLC$7.6K1
466Kemnay Advisory Services Inc.$7.5K1
467Pinnacle Wealth Planning Services, Inc.$5.9K1
468Crews Bank & Trust$5.9K1
469JONES FINANCIAL COMPANIES LLLP$5.5K1
470DekaBank Deutsche Girozentrale$4.7K1
471RMG Wealth Management LLC$4.7K1
472Sachetta, LLC$4.6K1
473Cromwell Holdings LLC$3.9K1
474Valued Wealth Advisors LLC$3.9K1
475ALGERT GLOBAL LLC$3.8K1
476DiNuzzo Private Wealth, Inc.$3.6K1
477PRIVATE TRUST CO NA$3.6K1
478South Dakota Investment Council$3.4K1
479MV CAPITAL MANAGEMENT, INC.$3.3K1
480Elequin Capital, LP$3.3K1
481TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA$3.3K1
482Inspire Investing, LLC$3.2K1
483Bell Investment Advisors, Inc$2.6K1
484Ilmarinen Mutual Pension Insurance Co$2.6K1
485Marquette Asset Management, LLC$2.3K1
486KBC Group NV$2.2K1
487State of Alaska, Department of Revenue$2.0K1
488ALBION FINANCIAL GROUP /UT$2.0K1
489Johnson Financial Group, Inc.$2.0K1
490Physician Wealth Advisors, Inc.$2.0K1
491ELEVATION WEALTH PARTNERS, LLC$2.0K1
492ACADIAN ASSET MANAGEMENT LLC$1.7K1
493Rialto Wealth Management, LLC$1.6K1
494HM PAYSON & CO$1.3K1
495Vermillion Wealth Management, Inc.$1.3K1
496Intentional Wealth Strategies, LLC$1.3K1
497SHP Wealth Management$1.3K1
498CENTRAL TRUST Co$9771
499SouthState Bank Corp$9771
500Transamerica Financial Advisors, LLC$9761
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on BURL

RETAINED WINDOW · ACTIVE HITS

Zero hits on BURL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for BURL · financials and macro

Financials — as filed PLANNED

BURL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: BURL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing