Burlington StoresBURL
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 515 institutions reported holding Burlington Stores Inc. (BURL) in their 13F filings, up 45 from Q1 2024. 83 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock Inc. ($1.5B) and Capital International Investors ($1.5B). 7 famous investors held it, including Ken Griffin (0.3% of Citadel Advisors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Burlington Stores Inc.
- CUSIP
- 122017106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $215.2M |
| Exits | 41 | $366.0M |
All 13F filers, Q1 2024 → Q2 2024: 5,908,923 shares bought and 7,698,971 shares sold, net −1,790,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 515 holders
| Vanguard Group Inc. | 0.03% | Add +2.6% | 6,379,845 | $1.5B |
| BlackRock Inc. | 0.03% | Add +0.4% | 6,315,594 | $1.5B |
| Capital International Investors | 0.30% | Reduce -17.7% | 6,085,448 | $1.5B |
| JPMorgan Chase & Co. | 0.08% | Add +8.5% | 3,773,923 | $905.7M |
| Morgan Stanley | 0.05% | Add +2.5% | 2,712,422 | $651.0M |
| T. Rowe Price Investment Management, Inc. | 0.39% | Reduce -36.1% | 2,572,546 | $617.4M |
| State Street Corp. | 0.02% | Reduce -0.9% | 2,167,120 | $520.1M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -12.1% | 1,479,994 | $355.2M |
| Citadel Advisors | 0.29% | Add +1.5% | 1,184,287 | $284.2M |
| FMR LLC | 0.02% | Reduce -22.6% | 1,107,953 | $265.9M |
| Janus Henderson Group PLC | 0.14% | Reduce -0.7% | 1,082,145 | $259.7M |
| Geode Capital Management, LLC | 0.02% | Add +3.1% | 1,056,800 | $253.2M |
| SRS Investment Management, LLC | 3.29% | Add +383.8% | 1,006,019 | $241.4M |
| 1832 Asset Management L.P. | 0.36% | Reduce -0.6% | 824,618 | $197.9M |
| Norges Bank | 0.03% | Add +0.4% | 786,395 | $188.7M |
| Bank of New York Mellon Corp | 0.04% | Add +9.1% | 772,010 | $185.3M |
| Ameriprise Financial Inc. | 0.05% | Add +18.6% | 771,679 | $185.2M |
| Anomaly Capital Management, LP | 6.67% | Add +34.6% | 730,175 | $175.2M |
| Alyeska Investment Group, L.P. | 1.00% | Reduce -8.1% | 717,827 | $172.3M |
| Clearbridge Investments, LLC | 0.13% | Add +2.2% | 663,527 | $159.2M |
| Holocene Advisors, LP | 0.65% | Reduce -27.9% | 644,654 | $154.7M |
| Artemis Investment Management LLP | 1.96% | Add +7.5% | 607,516 | $145.8M |
| Primecap Management Co. | 0.10% | Reduce -1.7% | 597,600 | $143.4M |
| Dimensional Fund Advisors LP | 0.04% | Add +54.8% | 587,376 | $141.0M |
| Balyasny Asset Management L.P. | 0.37% | Add +24.7% | 586,503 | $140.8M |
| Northern Trust Corp. | 0.02% | Add +9.4% | 540,871 | $129.8M |
| American Century Companies Inc. | 0.08% | Add +13.6% | 531,017 | $127.4M |
| Jennison Associates LLC | 0.08% | Reduce -4.3% | 497,931 | $119.5M |
| Los Angeles Capital Management LLC | 0.41% | Reduce -2.2% | 482,945 | $115.9M |
| William Blair Investment Management, LLC | 0.29% | Reduce -1.3% | 453,743 | $108.9M |
| Dorsal Capital Management, LP | 3.72% | Reduce -5.3% | 450,000 | $108.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +26.7% | 431,326 | $103.5M |
| Allspring Global Investments Holdings, LLC | 0.17% | Reduce -11.8% | 422,516 | $101.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.9% | 400,699 | $96.2M |
| Candlestick Capital Management LP | 3.68% | Reduce -5.1% | 398,501 | $95.6M |
| Stephens Investment Management Group LLC | 1.33% | Reduce -6.1% | 396,122 | $95.1M |
| Nuveen Asset Management, LLC | 0.03% | Add +3.7% | 383,979 | $92.2M |
| Wellington Management Group LLP | 0.02% | Reduce -52.4% | 355,635 | $85.4M |
| Legal & General Group Plc | 0.02% | Add +0.9% | 339,505 | $81.5M |
| Baird Financial Group, Inc. | 0.17% | Add +8.3% | 332,087 | $79.7M |
| Frontier Capital Management Co. LLC | 0.76% | Reduce -9.0% | 319,675 | $76.7M |
| Bank of America Corp. | 0.01% | Reduce -9.3% | 317,034 | $76.1M |
| Junto Capital Management LP | 1.58% | Reduce -9.2% | 299,972 | $72.0M |
| GW&K Investment Management, LLC | 0.63% | Add +4.2% | 286,043 | $68.7M |
| Scopus Asset Management, L.P. | 2.10% | Reduce -20.0% | 280,000 | $67.2M |
| Millennium Management | 0.06% | Add +44.6% | 276,929 | $66.5M |
| Qube Research & Technologies Ltd | 0.12% | Add +917.3% | 270,954 | $65.0M |
| Hook Mill Capital Partners, LP | 9.54% | Add +60.7% | 265,985 | $63.8M |
| Franklin Resources Inc. | 0.02% | Add +3.4% | 254,769 | $61.1M |
| Squarepoint Ops LLC | 0.23% | Add +1294.6% | 249,626 | $59.9M |
| Fred Alger Management, LLC | 0.29% | Reduce -25.1% | 249,449 | $59.9M |
| AQR Capital Management | 0.09% | Add +2542.2% | 247,970 | $59.1M |
| Schroder Investment Management Group | 0.06% | Add +9.7% | 230,884 | $55.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -13.6% | 228,390 | $54.8M |
| Cramer Rosenthal McGlynn LLC | 3.13% | Reduce -4.4% | 222,313 | $53.4M |
| Select Equity Group, L.P. | 0.21% | Add +12.9% | 216,802 | $52.0M |
| Deutsche Bank AG | 0.02% | Add +3.2% | 215,450 | $51.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +129.6% | 208,625 | $50.1M |
| Assenagon Asset Management S.A. | 0.12% | Add +1917.3% | 207,260 | $49.7M |
| Marshall Wace, LLP | 0.07% | New | 198,853 | $47.7M |
| D. E. Shaw & Co. | 0.07% | Reduce -42.4% | 198,580 | $47.7M |
| Rhumbline Advisers | 0.04% | Reduce -0.8% | 194,709 | $46.7M |
| Swiss National Bank | 0.03% | Reduce -1.1% | 191,100 | $45.9M |
| TD Asset Management Inc | 0.04% | Reduce -29.9% | 186,920 | $44.9M |
| State of Michigan Retirement System | 0.22% | Add +1051.0% | 180,700 | $43.4M |
| Victory Capital Management Inc. | 0.04% | Add +585.2% | 170,565 | $40.9M |
| UBS Group AG | 0.01% | Add +8.0% | 155,721 | $37.4M |
| Amundi | 0.01% | Add +33.0% | 156,826 | $36.6M |
| Schonfeld Strategic Advisors LLC | 0.28% | Add +118.7% | 148,326 | $35.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -6.9% | 142,306 | $34.2M |
| Walleye Capital LLC | 0.38% | Add +157.3% | 137,188 | $32.9M |
| Mane Global Capital Management LP | 2.25% | Add +1.9% | 133,783 | $32.1M |
| Bain Capital Public Equity Management II, LLC | 1.35% | Reduce -73.0% | 125,696 | $30.2M |
| Geneva Capital Management LLC | 0.53% | Add +5.9% | 121,255 | $29.1M |
| Retirement Systems of Alabama | 0.11% | Reduce -1.2% | 119,724 | $28.7M |
| Invesco Ltd. | 0.01% | Reduce -36.1% | 119,524 | $28.7M |
| Teacher Retirement System of Texas | 0.16% | Add +1154.5% | 115,713 | $27.8M |
| National Pension Service | 0.03% | New | 114,902 | $27.6M |
| Royal Bank of Canada | 0.01% | Add +37.4% | 113,668 | $27.3M |
| Chicago Capital, LLC | 0.81% | Add +174.2% | 113,627 | $27.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.7% | 112,995 | $27.1M |
| California Public Employees Retirement System | 0.02% | Reduce -1.4% | 109,419 | $26.3M |
| Wells Fargo & Company | 0.01% | Reduce -9.8% | 102,492 | $24.6M |
| Canada Pension Plan Investment Board | 0.02% | Reduce -19.9% | 100,800 | $24.2M |
| California State Teachers Retirement System | 0.03% | Add +4.5% | 98,979 | $23.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -32.3% | 98,018 | $23.5M |
| Capital International, Inc. | 0.30% | No change | 92,785 | $22.3M |
| Renaissance Technologies | 0.04% | New | 91,200 | $21.9M |
| Bank of Montreal | 0.01% | Add +516.4% | 86,045 | $20.8M |
| Barclays PLC | 0.01% | Reduce -28.9% | 85,588 | $20.5M |
| Public Employees Retirement Association of Colorado | 0.08% | Reduce -0.2% | 81,887 | $19.7M |
| Corebridge Financial, Inc. | 0.11% | — | 81,551 | $19.6M |
| FIL Ltd | 0.02% | Add +6.4% | 81,180 | $19.5M |
| ThornTree Capital Partners LP | 3.13% | New | 76,479 | $18.4M |
| Jane Street Group, LLC | 0.02% | Add +134.7% | 75,981 | $18.2M |
| First Trust Advisors LP | 0.02% | Reduce -10.2% | 75,181 | $18.0M |
| Sei Investments Co. | 0.02% | Add +2.6% | 70,384 | $16.9M |
| State Board of Administration of Florida Retirement System | 0.03% | Add +0.5% | 68,729 | $16.5M |
| Interval Partners, LP | 0.48% | Add +114.4% | 68,599 | $16.5M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +14.6% | 64,574 | $15.5M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -22.0% | 63,590 | $15.3M |
| Hudson Bay Capital Management LP | 0.13% | New | 61,358 | $14.7M |
| Delta Global Management LP | 0.97% | Reduce -62.1% | 60,641 | $14.6M |
| Tabor Asset Management, LP | 7.63% | Reduce -23.2% | 54,619 | $14.2M |
| Verition Fund Management LLC | 0.12% | Reduce -55.3% | 58,177 | $14.0M |
| Voloridge Investment Management, LLC | 0.05% | New | 57,085 | $13.7M |
| Capital Group Private Client Services, Inc. | 0.13% | Reduce -1.8% | 53,795 | $12.9M |
| Boothbay Fund Management, LLC | 0.43% | Add +260.0% | 52,507 | $12.6M |
| Logan Capital Management Inc. | 0.53% | Reduce -1.7% | 51,659 | $12.4M |
| Point72 Asset Management | 0.04% | Reduce -51.3% | 51,262 | $12.3M |
| Man Group plc | 0.03% | Add +89.7% | 50,480 | $12.1M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 50,289 | $12.1M |
| Cubist Systematic Strategies, LLC | 0.21% | Add +775.9% | 50,283 | $12.1M |
| Grandeur Peak Global Advisors, LLC | 0.94% | Add +177.9% | 49,133 | $11.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +20.8% | 47,824 | $11.5M |
| Nicholas Company, Inc. | 0.19% | Reduce -0.1% | 47,665 | $11.4M |
| Heritage Investors Management Corp. | 0.40% | Reduce -0.2% | 47,234 | $11.3M |
| New York State Common Retirement Fund | 0.01% | Add +1.2% | 45,907 | $11.0M |
| Macquarie Group Ltd. | 0.01% | Reduce -14.1% | 45,299 | $10.9M |
| Trillium Asset Management, LLC | 0.27% | Add +6.7% | 44,024 | $10.6M |
| HSBC Holdings PLC | 0.01% | Add +5.5% | 43,486 | $10.4M |
| Aviva PLC | 0.03% | Add +37.4% | 42,138 | $10.1M |
| Peregrine Capital Management LLC | 0.29% | Reduce -7.4% | 41,472 | $10.0M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.5% | 40,080 | $9.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +18.2% | 38,626 | $9.3M |
| Two Sigma Investments, LP | 0.02% | Add +369.3% | 37,731 | $9.1M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -4.0% | 36,567 | $8.8M |
| MetLife Investment Management, LLC | 0.05% | Reduce -3.3% | 36,563 | $8.8M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -10.6% | 35,988 | $8.6M |
| Shellback Capital, LP | 0.62% | Add +16.7% | 35,000 | $8.4M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -56.3% | 35,000 | $8.4M |
| Korea Investment CORP | 0.02% | Reduce -6.7% | 34,607 | $8.3M |
| State of Wisconsin Investment Board | 0.02% | Reduce -54.0% | 34,196 | $8.2M |
| AMF Tjanstepension AB | 0.06% | New | 34,107 | $8.2M |
| Voya Investment Management LLC | 0.01% | Add +15.3% | 34,059 | $8.2M |
| Amalgamated Bank | 0.07% | Reduce -14.8% | 33,068 | $7.9M |
| Andra AP-fonden | 0.13% | Add +42.9% | 32,300 | $7.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -57.1% | 31,792 | $7.6M |
| Aquatic Capital Management LLC | 0.27% | New | 30,500 | $7.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +5.3% | 30,157 | $7.2M |
| Raymond James & Associates | 0.00% | Reduce -2.4% | 29,649 | $7.1M |
| Prudential Financial Inc. | 0.01% | Add +27.7% | 28,809 | $6.9M |
| Chartwell Investment Partners, LLC | 0.24% | Add +6.2% | 28,528 | $6.8M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -5.0% | 28,500 | $6.8M |
| Pictet Asset Management Holding SA | 0.01% | Add +2.4% | 28,342 | $6.8M |
| Illinois Municipal Retirement Fund | 0.10% | Reduce -18.1% | 28,148 | $6.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.6% | 28,100 | $6.7M |
| Yousif Capital Management, LLC | 0.07% | Reduce -8.2% | 27,381 | $6.6M |
| Quadrature Capital Ltd | 0.11% | New | 26,948 | $6.5M |
| PEAK6 Investments LLC | 0.30% | Reduce -20.9% | 26,530 | $6.4M |
| Danske Bank A/S | 0.02% | Reduce -11.8% | 25,349 | $6.1M |
| Comerica Bank | 0.03% | Reduce -6.4% | 25,041 | $6.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -36.0% | 24,243 | $5.8M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -2.2% | 24,178 | $5.8M |
| Royal London Asset Management Ltd. | 0.01% | Add +1.0% | 23,827 | $5.7M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -3.0% | 23,101 | $5.5M |
| Forsta Ap-Fonden | 0.05% | Add +59.3% | 22,300 | $5.4M |
| Walleye Trading LLC | 0.10% | Add +29.6% | 21,761 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.5% | 21,666 | $5.2M |
| Bank of Nova Scotia | 0.01% | Add +573.3% | 21,134 | $5.1M |
| Teachers Retirement System of the State of Kentucky | 0.05% | Add +17.3% | 21,000 | $5.0M |
| Aberdeen Group plc | 0.01% | Reduce -7.7% | 20,841 | $5.0M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -3.7% | 20,515 | $4.9M |
| National Bank of Canada | 0.01% | Add +8590.4% | 20,857 | $4.9M |
| Scopia Capital Management LP | 0.67% | Reduce -79.6% | 18,871 | $4.5M |
| Engineers Gate Manager LP | 0.10% | Reduce -16.4% | 18,870 | $4.5M |
| SG Americas Securities, LLC | 0.03% | New | 18,821 | $4.5M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +14.1% | 18,652 | $4.4M |
| Citigroup Inc. | 0.00% | Add +4.7% | 18,390 | $4.4M |
| Louisiana State Employees Retirement System | 0.08% | Reduce -1.6% | 18,100 | $4.3M |
| Landscape Capital Management, L.L.C. | 0.36% | New | 18,011 | $4.3M |
| Arizona State Retirement System | 0.03% | Reduce -0.1% | 17,725 | $4.3M |
| Vestcor Inc | 0.14% | Add +308.3% | 17,614 | $4.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 17,393 | $4.2M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -1.0% | 16,968 | $4.1M |
| Truist Financial Corp. | 0.01% | Reduce -16.9% | 16,689 | $4.0M |
| Handelsbanken Fonder AB | 0.02% | Add +13.6% | 15,900 | $3.8M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 15,872 | $3.8M |
| Xponance LLC | 0.04% | Reduce -5.0% | 15,803 | $3.8M |
| Palisade Capital Management, LP | 0.12% | Reduce -1.1% | 15,767 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.7% | 15,431 | $3.7M |
| Bain Capital Public Equity, LP | 3.91% | Reduce -44.1% | 14,889 | $3.6M |
| Baker Avenue Asset Management, LP | 0.12% | Add +0.2% | 14,857 | $3.6M |
| State of Alaska, Department of Revenue | 0.04% | Add +5.4% | 14,836 | $3.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.09% | Reduce -0.1% | 14,254 | $3.4M |
| Graphene Investments SAS | 2.14% | No change | 14,200 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +13.9% | 14,200 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.1% | 14,155 | $3.4M |
| First National Bank of Omaha | 0.22% | Reduce -2.3% | 13,735 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.11% | Reduce -3.7% | 13,584 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Reduce -0.5% | 13,480 | $3.2M |
| Oregon Public Employees Retirement Fund | 0.06% | Reduce -16.0% | 13,266 | $3.2M |
| New Mexico Educational Retirement Board | 0.11% | No change | 13,200 | $3.2M |
| Cerity Partners LLC | 0.01% | Add +19.6% | 13,073 | $3.1M |
| IFM Investors Pty Ltd | 0.03% | Add +2.8% | 13,038 | $3.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 12,988 | $3.1M |
| Henshaw Capital LLC | 0.14% | Add +23.3% | 12,874 | $3.1M |
| LPL Financial LLC | 0.00% | Add +3.2% | 12,785 | $3.1M |
| OMERS ADMINISTRATION Corp | 0.03% | New | 12,752 | $3.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +60.7% | 12,358 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 12,340 | $3.0M |
| Savoir Faire Capital Management, L.P. | 1.14% | Reduce -11.3% | 12,238 | $2.9M |
| Alamar Capital Management, LLC | 1.75% | — | 12,000 | $2.9M |
| Meeder Asset Management Inc. | 0.20% | Add +50.3% | 11,772 | $2.8M |
| DNB Asset Management AS | 0.01% | Add +17.9% | 11,429 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +13.8% | 11,027 | $2.6M |
| Twinbeech Capital LP | 0.05% | Reduce -80.4% | 11,026 | $2.6M |
| Silvant Capital Management LLC | 0.12% | New | 11,013 | $2.6M |
| Hilton Capital Management, LLC | 0.22% | Add +2.1% | 10,816 | $2.6M |
| Utah Retirement Systems | 0.03% | Reduce -6.3% | 10,465 | $2.5M |
| Tidal Investments LLC | 0.03% | Add +69.2% | 10,426 | $2.5M |
| Pacer Advisors, Inc. | 0.01% | Reduce -1.6% | 9,572 | $2.3M |
| Bayesian Capital Management, LP | 0.26% | Add +50.1% | 9,285 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | New | 9,200 | $2.2M |
| KBC Group NV | 0.01% | Add +0.6% | 8,996 | $2.2M |
| Zions Bancorporation, N.A. | 0.17% | Reduce -3.4% | 8,835 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +5.7% | 8,400 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +5.7% | 8,400 | $2.0M |
| New York Life Investment Management LLC | 0.02% | Add +9.7% | 8,169 | $2.0M |
| F/m Investments LLC | 0.07% | New | 8,064 | $1.9M |
| Banque Cantonale Vaudoise | 0.08% | Add +55.9% | 8,012 | $1.9M |
| Fulton Bank, N.A. | 0.08% | Add +0.0% | 7,827 | $1.9M |
| Mariner, LLC | 0.00% | Add +5.4% | 7,770 | $1.9M |
| Federated Hermes, Inc. | 0.00% | Add +9.4% | 7,714 | $1.9M |
| Blueshift Asset Management, LLC | 0.61% | Add +203.8% | 7,626 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -5.5% | 7,555 | $1.8M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.6% | 7,477 | $1.8M |
| APG Asset Management N.V. | 0.00% | Add +160.7% | 7,950 | $1.8M |
| Quantinno Capital Management LP | 0.03% | Reduce -17.7% | 7,153 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Add +114.3% | 7,024 | $1.7M |
| Knollwood Investment Advisory, LLC | 0.19% | New | 6,936 | $1.7M |
| Donoghue Forlines LLC | 0.43% | New | 6,303 | $1.5M |
| Pinnbrook Capital Management LP | 0.45% | Reduce -64.2% | 6,278 | $1.5M |
| L2 Asset Management, LLC | 0.45% | New | 6,247 | $1.5M |
| Toronto Dominion Bank | 0.00% | Reduce -11.7% | 6,211 | $1.5M |
| Empire Life Investments Inc. | 0.09% | Add +1.4% | 6,061 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +7.1% | 5,938 | $1.4M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -0.4% | 5,905 | $1.4M |
| Gotham Asset Management | 0.02% | Add +116.4% | 5,744 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | Add +29.5% | 5,684 | $1.4M |
| Cohen Capital Management, Inc. | 0.23% | Reduce -16.1% | 5,679 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +6.8% | 5,657 | $1.4M |
| Vontobel Holding Ltd. | 0.00% | Reduce -4.0% | 5,632 | $1.4M |
| Sepio Capital, LP | 0.12% | Reduce -0.9% | 5,591 | $1.3M |
| Savant Capital, LLC | 0.01% | New | 5,523 | $1.3M |
| Scientech Research LLC | 0.27% | Add +181.4% | 5,464 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.03% | No change | 5,388 | $1.3M |
| LRT Capital Management, LLC | 1.18% | Add +17.5% | 5,247 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.8% | 5,179 | $1.2M |
| Inspire Investing, LLC | 0.14% | Add +162.3% | 5,109 | $1.2M |
| Securian Asset Management, Inc. | 0.04% | Reduce -3.1% | 5,094 | $1.2M |
| Gateway Investment Advisers LLC | 0.01% | Add +53.1% | 5,040 | $1.2M |
| Credit Agricole S A | 0.01% | New | 4,972 | $1.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.1% | 4,964 | $1.2M |
| Tributary Capital Management, LLC | 0.10% | Reduce -1.0% | 4,941 | $1.2M |
| Maryland State Retirement & Pension System | 0.02% | No change | 4,932 | $1.2M |
| Nordea Investment Management AB | 0.00% | Add +8.4% | 4,749 | $1.1M |
| Swedbank AB | 0.00% | No change | 4,741 | $1.1M |
| Commerce Bank | 0.01% | Add +0.7% | 4,645 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +80.6% | 4,621 | $1.1M |
| MBB Public Markets I LLC | 0.02% | New | 4,579 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +6.1% | 4,529 | $1.1M |
| Vinva Investment Management Ltd | 0.05% | Add +102.5% | 4,485 | $1.1M |
| Panagora Asset Management Inc. | 0.01% | Reduce -20.4% | 4,372 | $1.0M |
| Swiss Life Asset Management Ltd | 0.01% | New | 4,358 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +6.2% | 4,338 | $1.0M |
| Plato Investment Management Ltd | 0.09% | Add +194.9% | 4,246 | $1.0M |
| Creative Planning | 0.00% | Add +22.6% | 4,192 | $1.0M |
| Numerai GP LLC | 0.36% | New | 4,122 | $989K |
| Storebrand Asset Management As | 0.00% | No change | 4,122 | $989K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.8% | 4,039 | $969K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.50% | New | 4,000 | $960K |
| Lisanti Capital Growth, LLC | 0.23% | New | 3,990 | $958K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -13.9% | 3,915 | $940K |
| Candriam S.C.A. | 0.01% | No change | 3,892 | $934K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.8% | 3,774 | $906K |
| Cibc World Markets Corp. | 0.01% | Add +31.7% | 3,479 | $835K |
| Ameritas Advisory Services, LLC | 0.03% | Add +190.4% | 3,418 | $820K |
| Rafferty Asset Management, LLC | 0.00% | Add +39.9% | 3,386 | $813K |
| Gsa Capital Partners LLP | 0.06% | Add +17.1% | 3,325 | $798K |
| Neo Ivy Capital Management | 0.16% | — | 3,316 | $796K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +31.3% | 3,311 | $795K |
| Viawealth, LLC | 0.49% | No change | 3,281 | $787K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.6% | 3,231 | $775K |
| Ossiam | 0.01% | Add +14.0% | 3,208 | $770K |
| Liberty One Investment Management, LLC | 0.09% | New | 3,180 | $763K |
| Bank of Hawaii | 0.04% | Add +2.2% | 3,175 | $762K |
| AXA S.A. | 0.00% | Add +136.8% | 3,173 | $762K |
| South Dakota Investment Council | 0.02% | New | 3,150 | $756K |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.7% | 3,143 | $754K |
| WINTON GROUP Ltd | 0.05% | Reduce -38.4% | 3,056 | $733K |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 3,042 | $730K |
| ProShare Advisors LLC | 0.00% | Reduce -3.4% | 3,011 | $723K |
| First National Advisers, LLC | 0.13% | Add +18.5% | 2,975 | $714K |
| Elevation Point Wealth Partners, LLC | 0.06% | Reduce -0.8% | 2,973 | $714K |
| E. Ohman J:or Asset Management AB | 0.02% | Add +20.8% | 2,900 | $696K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +105.6% | 2,886 | $693K |
| Central Pacific Bank - Trust Division | 0.09% | No change | 2,885 | $692K |
| Janney Capital Management LLC | 0.05% | Add +26.9% | 2,825 | $678K |
| Capstone Investment Advisors, LLC | 0.03% | New | 2,787 | $669K |
| Blair William & Co. | 0.00% | Add +0.5% | 2,779 | $667K |
| Headlands Technologies LLC | 0.07% | New | 2,771 | $665K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -16.6% | 2,745 | $659K |
| Avantax Advisory Services, Inc. | 0.00% | New | 2,702 | $649K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -23.9% | 2,700 | $648K |
| Cwm, LLC | 0.00% | Add +90.3% | 2,700 | $648K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +24.2% | 2,687 | $645K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +2.8% | 2,623 | $630K |
| Affinity Capital Advisors, LLC | 0.13% | No change | 2,620 | $629K |
| Shelton Capital Management | 0.02% | Reduce -8.4% | 2,562 | $615K |
| Perpetual Ltd | 0.01% | New | 2,539 | $609K |
| Quantum Portfolio Management LLC | 0.34% | Add +41.7% | 2,483 | $596K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -1.2% | 2,449 | $588K |
| Inspire Advisors, LLC | 0.08% | Reduce -9.7% | 2,422 | $581K |
| Prelude Capital Management, LLC | 0.05% | Reduce -91.6% | 2,420 | $581K |
| MML Investors Services, LLC | 0.00% | Add +14.6% | 2,367 | $568K |
| Janney Montgomery Scott LLC | 0.00% | New | 2,359 | $566K |
| Nicolet Advisory Services, LLC | 0.05% | Add +34.0% | 2,322 | $563K |
| Altfest L J & Co. Inc. | 0.08% | Add +9.2% | 2,309 | $554K |
| Mercer Global Advisors Inc. | 0.00% | Add +30.3% | 2,301 | $552K |
| &partners | 0.02% | New | 2,258 | $542K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +6.2% | 2,235 | $536K |
| Mount Lucas Management LP | 0.19% | New | 2,212 | $531K |
| HighTower Advisors, LLC | 0.00% | Reduce -34.9% | 2,212 | $530K |
| Procyon Advisors, LLC | 0.04% | Add +26.3% | 2,183 | $524K |
| CIBC Asset Management Inc | 0.00% | Add +3.8% | 2,167 | $520K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -7.0% | 2,033 | $488K |
| Fifth Third Wealth Advisors LLC | 0.04% | New | 2,025 | $486K |
| Atria Investments, Inc | 0.01% | New | 2,021 | $485K |
| Bleakley Financial Group, LLC | 0.01% | Add +5.3% | 2,003 | $481K |
| Simplicity Wealth,LLC | 0.01% | Add +5.3% | 2,001 | $480K |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +34.3% | 1,985 | $476K |
| Precision Wealth Strategies, LLC | 0.46% | New | 1,873 | $450K |
| Profund Advisors LLC | 0.02% | Reduce -21.5% | 1,773 | $426K |
| Argonautica Private Wealth Management, Inc. | 0.14% | New | 1,742 | $418K |
| Sherbrooke Park Advisers LLC | 0.07% | Add +46.8% | 1,716 | $412K |
| Osaic Holdings, Inc. | 0.00% | Add +20.7% | 1,714 | $411K |
| Acadian Asset Management LLC | 0.00% | New | 1,712 | $410K |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 1,703 | $409K |
| Aigen Investment Management, LP | 0.08% | Reduce -32.2% | 1,700 | $408K |
| Stifel Financial Corp. | 0.00% | New | 1,692 | $406K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.0% | 1,653 | $397K |
| Machina Capital S.A.S. | 0.18% | New | 1,647 | $395K |
| Cynosure Group, LLC | 0.06% | Add +13.8% | 1,642 | $394K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -49.8% | 1,633 | $392K |
| Regions Financial Corp. | 0.00% | Reduce -3.2% | 1,623 | $390K |
| Alps Advisors Inc. | 0.00% | Reduce -0.6% | 1,611 | $387K |
| Pallas Capital Advisors LLC | 0.02% | New | 1,550 | $382K |
| Ethic Inc. | 0.01% | Reduce -11.1% | 1,577 | $378K |
| Cadent Capital Advisors, LLC | 0.15% | Add +24.1% | 1,572 | $377K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.6% | 1,568 | $376K |
| Prudential PLC | 0.00% | Reduce -63.3% | 1,562 | $375K |
| Sanctuary Advisors, LLC | 0.00% | — | 2,032 | $374K |
| Graham Capital Management, L.P. | 0.02% | New | 1,550 | $372K |
| State of Wyoming | 0.06% | Add +3.8% | 1,547 | $371K |
| Wedmont Private Capital | 0.02% | Add +17.9% | 1,459 | $368K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.01% | Reduce -65.6% | 1,510 | $362K |
| UniSuper Management Pty Ltd | 0.00% | Add +66.7% | 1,500 | $360K |
| LGT Fund Management Co Ltd. | 0.04% | New | 1,488 | $357K |
| Ieq Capital, LLC | 0.00% | Add +10.6% | 1,460 | $350K |
| Investment Management Corp of Ontario | 0.01% | Add +38.0% | 1,454 | $349K |
| XTX Topco Ltd | 0.03% | Reduce -44.5% | 1,439 | $345K |
| Emerald Advisers, LLC | 0.01% | Add +22.8% | 1,432 | $344K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -92.6% | 1,420 | $341K |
| Townsquare Capital LLC | 0.00% | Add +9.9% | 1,409 | $338K |
| Wahed Invest LLC | 0.07% | Add +11.1% | 1,381 | $331K |
| Lazard Asset Management LLC | 0.00% | Reduce -60.4% | 1,378 | $330K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -71.5% | 1,339 | $321K |
| Eastern Bank | 0.01% | Reduce -39.2% | 1,336 | $321K |
| Versor Investments LP | 0.06% | New | 1,325 | $318K |
| Teza Capital Management LLC | 0.04% | Reduce -58.5% | 1,315 | $316K |
| Mackenzie Financial Corp. | 0.00% | Reduce -26.4% | 1,304 | $313K |
| Vident Advisory, LLC | 0.01% | Add +45.4% | 1,281 | $307K |
| HighPoint Advisor Group LLC | 0.02% | Add +3.0% | 1,188 | $306K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | New | 1,273 | $306K |
| Simplex Trading, LLC | 0.01% | Reduce -89.8% | 1,261 | $302K |
| Oxford Asset Management LLP | 0.29% | New | 1,234 | $296K |
| Redwood Investments, LLC | 0.10% | Reduce -4.8% | 1,211 | $291K |
| Seeds Investor LLC | 0.14% | New | 1,168 | $280K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.0% | 1,168 | $280K |
| Choreo, LLC | 0.00% | New | 1,189 | $280K |
| Nomura Holdings Inc. | 0.00% | Reduce -95.3% | 1,141 | $274K |
| Stephens Inc. | 0.00% | Reduce -9.4% | 1,134 | $272K |
| Guggenheim Capital LLC | 0.00% | Add +4.3% | 1,102 | $264K |
| Covestor Ltd | 0.17% | Add +1737.3% | 1,084 | $260K |
| Compound Planning, Inc. | 0.02% | Add +6.5% | 1,066 | $256K |
| Snowden Capital Advisors LLC | 0.01% | New | 1,063 | $255K |
| First Trust Direct Indexing L.P. | 0.02% | New | 1,062 | $255K |
| Two Sigma Securities, LLC | 0.01% | Reduce -91.6% | 1,035 | $248K |
| Corton Capital Inc. | 0.13% | New | 1,030 | $247K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,020 | $245K |
| Globeflex Capital L P | 0.03% | Add +66.7% | 1,000 | $240K |
| Legacy Capital Wealth Partners, LLC | 0.06% | New | 995 | $239K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -90.1% | 984 | $236K |
| OneDigital Investment Advisors LLC | 0.00% | New | 973 | $234K |
| Greenleaf Trust | 0.00% | New | 927 | $222K |
| Ground Swell Capital, LLC | 0.21% | New | 921 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.7% | 894 | $215K |
| Rakuten Investment Management, Inc. | 0.00% | Add +59.0% | 887 | $211K |
| Capula Management Ltd | 0.00% | New | 867 | $208K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.0% | 860 | $206K |
| Schechter Investment Advisors, LLC | 0.02% | New | 850 | $204K |
| Claret Asset Management Corp | 0.04% | New | 845 | $203K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -1.2% | 754 | $181K |
| V-Square Quantitative Management LLC | 0.03% | Add +0.3% | 719 | $173K |
| Ostrum Asset Management | 0.01% | Reduce -76.1% | 704 | $169K |
| Signaturefd, LLC | 0.00% | Add +9.1% | 648 | $156K |
| First Horizon Advisors, Inc. | 0.00% | Add +5.1% | 535 | $128K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 500 | $127K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.6% | 519 | $124K |
| Bessemer Group Inc. | 0.00% | Reduce -24.7% | 429 | $103K |
| Archer Investment Corp | 0.03% | No change | 420 | $101K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -80.1% | 415 | $100K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +30.8% | 395 | $95K |
| Fifth Third Bancorp | 0.00% | Add +27.5% | 389 | $93K |
| AlphaCentric Advisors LLC | 0.06% | New | 339 | $81K |
| GAMMA Investing LLC | 0.01% | Add +20.4% | 313 | $75K |
| Parallel Advisors, LLC | 0.00% | Add +3.7% | 254 | $61K |
| Allworth Financial LP | 0.00% | Reduce -8.8% | 248 | $61K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -99.7% | 250 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 229 | $55K |
| Lindbrook Capital, LLC | 0.01% | Add +23.1% | 224 | $54K |
| Arax Advisory Partners | 0.00% | New | 211 | $51K |
| Hantz Financial Services, Inc. | 0.00% | No change | 203 | $49K |
| Transcendent Capital Group LLC | 0.03% | New | 200 | $48K |
| American National Bank & Trust | 0.01% | New | 196 | $47K |
| Mather Group, Llc. | 0.00% | Reduce -4.3% | 199 | $46K |
| Concord Wealth Partners | 0.01% | No change | 188 | $45K |
| Blue Trust, Inc. | 0.00% | Add +619.2% | 187 | $43K |
| Principal Securities, Inc. | 0.00% | Add +7.2% | 178 | $43K |
| Rise Advisors, LLC | 0.02% | No change | 172 | $41K |
| ORG Partners LLC | 0.00% | New | 162 | $38K |
| Loomis Sayles & Co. L P | 0.00% | New | 155 | $37K |
| Roble, Belko & Company, Inc | 0.01% | No change | 143 | $34K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 145 | $34K |
| Spire Wealth Management | 0.00% | Add +0.7% | 137 | $33K |
| Private Trust Co. NA | 0.00% | Add +191.3% | 134 | $32K |
| CI Investments Inc. | 0.00% | Reduce -6.3% | 120 | $29K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +52.0% | 117 | $28K |
| Grove Bank & Trust | 0.00% | No change | 110 | $26K |
| Crewe Advisors LLC | 0.00% | New | 104 | $25K |
| Riverview Trust Co | 0.02% | No change | 103 | $25K |
| Innealta Capital, LLC | 0.01% | New | 102 | $24K |
| Hollencrest Capital Management | 0.00% | New | 100 | $24K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 100 | $24K |
| Coppell Advisory Solutions LLC | 0.00% | — | 94 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.2% | 86 | $22K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -13.1% | 93 | $22K |
| Global Retirement Partners, LLC | 0.00% | Reduce -5.1% | 93 | $22K |
| Huntington National Bank | 0.00% | Reduce -52.1% | 93 | $22K |
| WASHINGTON TRUST Co | 0.00% | No change | 90 | $22K |
| Front Row Advisors LLC | 0.01% | Reduce -10.8% | 74 | $18K |
| CNB Bank | 0.01% | No change | 64 | $15K |
| Whittier Trust Co. | 0.00% | New | 57 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.0% | 58 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +2650.0% | 55 | $13K |
| Northwest Capital Management Inc | 0.00% | No change | 50 | $12K |
| IFP Advisors, Inc | 0.00% | Add +26.3% | 48 | $12K |
| LGT Financial Advisors LLC | 0.02% | New | 46 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +60.7% | 45 | $11K |
| Quent Capital, LLC | 0.00% | No change | 43 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 45 | $10K |
| NewEdge Advisors, LLC | 0.00% | Reduce -65.2% | 40 | $10K |
| West Branch Capital LLC | 0.00% | No change | 39 | $9K |
| Leonteq Securities AG | 0.00% | New | 39 | $9K |
| UMB Bank, n.a. | 0.00% | Add +111.8% | 36 | $9K |
| Fortitude Family Office, LLC | 0.00% | No change | 31 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -26.2% | 31 | $7K |
| 1620 Investment Advisors, Inc. | 0.01% | New | 30 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 29 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 27 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -3.9% | 25 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 24 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 24 | $6K |
| Global Financial Private Client, LLC | 0.00% | No change | 22 | $5K |
| Continuum Advisory, LLC | 0.00% | Reduce -4.3% | 22 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +57.1% | 22 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +57.1% | 22 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +100.0% | 22 | $5K |
| Smithfield Trust Co | 0.00% | No change | 20 | $5K |
| Rakuten Securities, Inc. | 0.00% | New | 20 | $5K |
| Hobbs Group Advisors, LLC | 0.00% | — | 17 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +28.6% | 18 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 20 | $4K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.9% | 16 | $4K |
| Assetmark, Inc. | 0.00% | New | 16 | $4K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 15 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +550.0% | 13 | $3K |
| Sachetta, LLC | 0.00% | Add +140.0% | 12 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 13 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 12 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 11 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 9 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +16.7% | 7 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +16.7% | 7 | $2K |
| Lynx Investment Advisory | 0.00% | — | 6 | $1K |
| True Wealth Design, LLC | 0.00% | Add +200.0% | 6 | $1K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $1K |
| Richardson Financial Services Inc. | 0.00% | Reduce -61.5% | 5 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -16.7% | 5 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 5 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 5 | $1K |
| Avion Wealth | 0.00% | New | 6 | $1K |
| Benjamin Edwards Inc. | 0.00% | New | 4 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 3 | $738 |
| Valued Wealth Advisors LLC | 0.00% | Add +50.0% | 3 | $720 |
| CVA Family Office, LLC | 0.00% | New | 3 | $720 |
| AlphaQuest LLC | 0.00% | Reduce -40.0% | 3 | $720 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $480 |
| Bokf, NA | 0.00% | Reduce -80.0% | 2 | $480 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2 | $480 |
| Quarry LP | 0.00% | Reduce -98.2% | 1 | $240 |
| Harbor Investment Advisory, LLC | 0.00% | New | 1 | $240 |
"% of holder's portfolio" is BURL's weight in each manager's 13F, not the share of Burlington Stores Inc. the manager owns.