Burlington StoresBURL
13F holders, Q4 2024 (December 31)572holders −3
50new positions
77sold out
7famous investors
$285.06avg. 13F price*
At the end of Q4 2024, 572 institutions reported holding Burlington Stores Inc. (BURL) in their 13F filings, down 3 from Q3 2024. 50 opened new positions and 77 sold out. The largest holders were BlackRock, Inc. ($1.9B), Vanguard Group Inc. ($1.8B) and Capital International Investors ($1.5B). 7 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).
- Company
- Burlington Stores Inc.
- CUSIP
- 122017106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $236.3M |
| Exits | 77 | $255.9M |
All 13F filers, Q3 2024 → Q4 2024: 6,699,093 shares bought and 3,782,452 shares sold, net +2,916,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| BlackRock, Inc. | 0.04% | Add +2.1% | 6,535,086 | $1.9B |
| Vanguard Group Inc. | 0.03% | Reduce -0.8% | 6,384,133 | $1.8B |
| Capital International Investors | 0.28% | Add +7.7% | 5,160,096 | $1.5B |
| JPMorgan Chase & Co. | 0.10% | Add +22.2% | 4,433,972 | $1.3B |
| Morgan Stanley | 0.05% | Add +1.7% | 2,652,348 | $756.1M |
| T. Rowe Price Investment Management, Inc. | 0.44% | Reduce -1.3% | 2,526,104 | $720.1M |
| State Street Corp. | 0.03% | Add +2.3% | 2,217,425 | $632.1M |
| SRS Investment Management, LLC | 5.15% | Add +10.8% | 1,270,421 | $362.1M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -10.9% | 1,222,104 | $348.4M |
| Geode Capital Management, LLC | 0.02% | Add +0.8% | 1,083,852 | $308.4M |
| Alyeska Investment Group, L.P. | 1.13% | Add +23.1% | 1,051,611 | $299.8M |
| Anomaly Capital Management, LP | 8.10% | Add +21.9% | 961,281 | $274.0M |
| Massachusetts Financial Services Co. | 0.09% | Add +30.8% | 955,648 | $272.4M |
| FMR LLC | 0.02% | Reduce -9.8% | 949,768 | $270.7M |
| Janus Henderson Group PLC | 0.12% | Reduce -0.4% | 838,534 | $239.0M |
| Norges Bank | 0.03% | Add +0.8% | 797,265 | $227.3M |
| American Century Companies Inc. | 0.12% | Add +17.1% | 708,120 | $201.9M |
| Citadel Advisors | 0.18% | Reduce -23.4% | 690,077 | $196.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +55.6% | 671,999 | $191.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +9.5% | 668,283 | $190.5M |
| Millennium Management | 0.17% | Add +81.1% | 667,485 | $190.3M |
| Invesco Ltd. | 0.03% | Add +92.5% | 649,458 | $185.1M |
| Clearbridge Investments, LLC | 0.15% | Add +0.2% | 644,801 | $183.8M |
| Northern Trust Corp. | 0.03% | Add +20.5% | 618,960 | $176.4M |
| Holocene Advisors, LP | 0.57% | Add +3.7% | 616,656 | $175.8M |
| Junto Capital Management LP | 3.43% | Add +41.2% | 603,985 | $172.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -18.8% | 585,171 | $166.8M |
| Bank of New York Mellon Corp | 0.03% | Reduce -14.0% | 580,116 | $165.4M |
| Point72 Asset Management | 0.44% | Add +11.9% | 546,346 | $155.7M |
| Dorsal Capital Management, LP | 4.42% | Add +28.8% | 515,000 | $146.8M |
| Arrowstreet Capital, Limited Partnership | 0.12% | Add +38.6% | 506,170 | $144.3M |
| Jennison Associates LLC | 0.09% | Reduce -3.0% | 494,644 | $141.0M |
| Primecap Management Co. | 0.10% | Reduce -6.6% | 465,350 | $132.7M |
| Bain Capital Public Equity Management II, LLC | 5.98% | Add +39.5% | 456,416 | $130.1M |
| Bank of America Corp. | 0.01% | Add +42.4% | 437,463 | $124.7M |
| Voya Investment Management LLC | 0.15% | Add +29.2% | 428,259 | $122.0M |
| Qube Research & Technologies Ltd | 0.19% | Add +55.1% | 400,527 | $114.2M |
| Stephens Investment Management Group LLC | 1.52% | Reduce -1.3% | 398,822 | $113.7M |
| Artemis Investment Management LLP | 1.61% | Add +6.6% | 396,938 | $113.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.3% | 395,950 | $112.9M |
| Allspring Global Investments Holdings, LLC | 0.17% | Add +7.5% | 378,921 | $108.3M |
| UBS Group AG | 0.02% | Add +135.4% | 365,368 | $104.2M |
| Candlestick Capital Management LP | 3.72% | Add +7.5% | 362,575 | $103.4M |
| William Blair Investment Management, LLC | 0.24% | Reduce -13.2% | 350,110 | $99.8M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -8.1% | 346,646 | $98.8M |
| Alliancebernstein L.P. | 0.03% | Reduce -6.5% | 343,239 | $97.8M |
| Legal & General Group Plc | 0.02% | Reduce -5.3% | 318,358 | $90.8M |
| Amundi | 0.03% | Add +119.5% | 298,519 | $85.4M |
| Frontier Capital Management Co. LLC | 0.81% | Reduce -11.6% | 299,369 | $85.3M |
| GW&K Investment Management, LLC | 0.72% | Add +0.7% | 298,973 | $85.2M |
| Scopus Asset Management, L.P. | 3.07% | Reduce -15.2% | 292,500 | $83.4M |
| State of Michigan Retirement System | 0.43% | Reduce -0.0% | 289,300 | $82.5M |
| 1832 Asset Management L.P. | 0.15% | New | 286,100 | $81.6M |
| Franklin Resources Inc. | 0.02% | Add +4.4% | 269,981 | $77.0M |
| Balyasny Asset Management L.P. | 0.17% | Reduce -42.3% | 253,950 | $72.4M |
| Baird Financial Group, Inc. | 0.14% | Reduce -7.4% | 247,519 | $70.6M |
| Los Angeles Capital Management LLC | 0.28% | Reduce -3.9% | 244,053 | $69.6M |
| Steadfast Capital Management LP | 1.42% | New | 235,300 | $67.1M |
| Deutsche Bank AG | 0.03% | Add +13.0% | 227,170 | $64.8M |
| Principal Financial Group Inc. | 0.04% | Add +35.3% | 227,020 | $64.7M |
| Victory Capital Management Inc. | 0.06% | Add +52.7% | 222,151 | $63.3M |
| Wellington Management Group LLP | 0.01% | Add +43.2% | 212,950 | $60.7M |
| Barclays PLC | 0.03% | Add +49.2% | 207,814 | $59.2M |
| Rhumbline Advisers | 0.05% | Reduce -0.0% | 207,407 | $59.1M |
| Delta Global Management LP | 4.76% | Add +4.6% | 201,427 | $57.4M |
| Schroder Investment Management Group | 0.06% | Add +5.5% | 201,270 | $57.3M |
| TD Asset Management Inc | 0.05% | Add +4.6% | 198,763 | $56.7M |
| Swiss National Bank | 0.03% | Reduce -5.1% | 179,800 | $51.3M |
| Hook Mill Capital Partners, LP | 5.17% | Reduce -7.4% | 178,208 | $50.8M |
| Walleye Capital LLC | 0.47% | Add +25.0% | 154,741 | $44.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -2.2% | 142,389 | $40.6M |
| Verition Fund Management LLC | 0.21% | Add +27.0% | 139,528 | $39.8M |
| FIL Ltd | 0.04% | Add +71.6% | 138,600 | $39.5M |
| Mane Global Capital Management LP | 1.80% | Add +38.7% | 138,327 | $39.4M |
| Cartenna Capital, LP | 2.90% | New | 137,872 | $39.3M |
| Chicago Capital, LLC | 1.01% | Reduce -0.8% | 132,983 | $37.9M |
| First Trust Advisors LP | 0.03% | Add +59.2% | 131,937 | $37.6M |
| Fred Alger Management, LLC | 0.17% | Reduce -50.4% | 124,488 | $35.5M |
| Benchstone Capital Management LP | 3.46% | — | 117,323 | $33.4M |
| Geneva Capital Management LLC | 0.58% | Reduce -6.9% | 116,582 | $33.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.4% | 115,065 | $32.8M |
| National Pension Service | 0.03% | Reduce -5.0% | 112,845 | $32.2M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 101,082 | $28.8M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 99,470 | $28.4M |
| California Public Employees Retirement System | 0.02% | Reduce -7.2% | 99,236 | $28.3M |
| Retirement Systems of Alabama | 0.10% | Reduce -4.9% | 95,658 | $27.3M |
| California State Teachers Retirement System | 0.03% | Reduce -8.0% | 89,691 | $25.6M |
| Federated Hermes, Inc. | 0.06% | Add +108.4% | 88,783 | $25.3M |
| AQR Capital Management | 0.03% | Reduce -37.7% | 87,825 | $25.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.1% | 86,865 | $24.8M |
| Public Employees Retirement Association of Colorado | 0.09% | Reduce -0.2% | 81,751 | $23.3M |
| Bank of Nova Scotia | 0.04% | Add +3169.9% | 80,374 | $22.9M |
| Driehaus Capital Management LLC | 0.18% | Reduce -1.7% | 75,385 | $21.5M |
| Corebridge Financial, Inc. | 0.11% | Reduce -4.5% | 71,995 | $20.5M |
| Capital International, Inc. | 0.23% | Reduce -2.8% | 69,779 | $19.9M |
| Teachers Retirement System of the State of Kentucky | 0.17% | Add +231.6% | 67,773 | $19.3M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -27.5% | 67,003 | $19.1M |
| Sei Investments Co. | 0.02% | Reduce -2.9% | 66,667 | $19.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -0.5% | 66,084 | $18.8M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -7.7% | 63,506 | $18.1M |
| Boothbay Fund Management, LLC | 0.57% | Add +37.2% | 63,251 | $18.0M |
| Cramer Rosenthal McGlynn LLC | 0.99% | Reduce -32.5% | 61,431 | $17.5M |
| Raymond James Financial Inc. | 0.01% | — | 60,794 | $17.3M |
| LMR Partners LLP | 0.38% | Add +9525.0% | 57,750 | $16.5M |
| Logan Capital Management Inc. | 0.65% | Reduce -2.9% | 54,711 | $15.6M |
| Bank of Montreal | 0.01% | Reduce -15.3% | 53,027 | $15.1M |
| Polar Asset Management Partners Inc. | 0.29% | Add +188.7% | 52,535 | $15.0M |
| Capital Group Private Client Services, Inc. | 0.14% | Reduce -2.4% | 51,629 | $14.7M |
| Teacher Retirement System of Texas | 0.05% | Reduce -58.5% | 50,588 | $14.4M |
| Shellback Capital, LP | 0.98% | Reduce -38.0% | 50,000 | $14.3M |
| BLI - Banque de Luxembourg Investments | 0.38% | — | 49,500 | $14.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +9.6% | 47,253 | $13.7M |
| Jane Street Group, LLC | 0.02% | Add +53.9% | 46,704 | $13.3M |
| Nicholas Company, Inc. | 0.22% | No change | 46,645 | $13.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -13.3% | 46,018 | $13.1M |
| Korea Investment CORP | 0.03% | Reduce -15.0% | 45,404 | $12.9M |
| Heritage Investors Management Corp. | 0.42% | Reduce -1.1% | 45,156 | $12.9M |
| Grandeur Peak Global Advisors, LLC | 1.14% | Add +3.0% | 45,056 | $12.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -80.0% | 44,057 | $12.6M |
| HSBC Holdings PLC | 0.01% | Add +6.6% | 43,270 | $12.3M |
| Peregrine Capital Management LLC | 0.35% | Add +10.0% | 41,990 | $12.0M |
| Candriam S.C.A. | 0.07% | Add +975.8% | 41,870 | $11.9M |
| Trillium Asset Management, LLC | 0.31% | Reduce -4.0% | 41,648 | $11.9M |
| KBC Group NV | 0.03% | Add +8.4% | 40,717 | $11.6M |
| Jupiter Asset Management Ltd. | 0.11% | Reduce -65.4% | 40,335 | $11.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 40,295 | $11.5M |
| Interval Partners, LP | 0.29% | Reduce -63.9% | 40,060 | $11.4M |
| Davidson Kempner Capital Management LP | 0.30% | New | 40,000 | $11.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.0% | 39,911 | $11.4M |
| New York State Teachers Retirement System | 0.02% | No change | 39,780 | $11.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -3.3% | 39,196 | $11.2M |
| Aviva PLC | 0.03% | Reduce -10.9% | 38,371 | $10.9M |
| MetLife Investment Management, LLC | 0.06% | Add +7.8% | 38,305 | $10.9M |
| Citigroup Inc. | 0.01% | Add +21.1% | 37,330 | $10.6M |
| Andra AP-fonden | 0.17% | Reduce -47.8% | 37,300 | $10.6M |
| Neuberger Berman Group LLC | 0.01% | Add +893.7% | 36,798 | $10.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.0% | 35,907 | $10.2M |
| Macquarie Group Ltd. | 0.01% | Add +19.1% | 35,708 | $10.2M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -50.0% | 35,000 | $10.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.2% | 34,904 | $9.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +11.6% | 33,744 | $9.6M |
| Mutual of America Capital Management LLC | 0.10% | Reduce -2.5% | 33,269 | $9.5M |
| APG Asset Management N.V. | 0.03% | New | 34,100 | $9.4M |
| Ensign Peak Advisors, Inc | 0.02% | Add +3.8% | 32,628 | $9.3M |
| Pinebridge Investments, L.P. | 0.07% | Add +151.7% | 32,259 | $9.2M |
| Illinois Municipal Retirement Fund | 0.13% | Add +5.4% | 32,200 | $9.2M |
| Amalgamated Bank | 0.07% | Reduce -0.3% | 30,900 | $8.8M |
| Tabor Asset Management, LP | 4.08% | Reduce -32.7% | 30,049 | $8.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.0% | 29,835 | $8.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +96.2% | 29,095 | $8.3M |
| Bain Capital Public Equity, LP | 5.52% | Add +62.2% | 29,016 | $8.3M |
| Treasurer of the State of North Carolina | 0.03% | Reduce -8.8% | 28,628 | $8.2M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -2.7% | 26,746 | $7.6M |
| AMF Tjanstepension AB | 0.05% | Reduce -24.0% | 25,914 | $7.4M |
| Danske Bank A/S | 0.02% | Add +2.4% | 25,649 | $7.3M |
| Royal London Asset Management Ltd. | 0.02% | Add +0.9% | 25,411 | $7.2M |
| Quantinno Capital Management LP | 0.07% | Add +205.0% | 24,313 | $6.9M |
| Trexquant Investment LP | 0.08% | Add +97.8% | 23,796 | $6.8M |
| Natixis Advisors, LLC | 0.01% | Add +5.3% | 23,617 | $6.7M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -2.9% | 23,530 | $6.7M |
| Asset Management One Co., Ltd. | 0.02% | Reduce -2.3% | 22,689 | $6.6M |
| KLP Kapitalforvaltning As | 0.03% | — | 23,000 | $6.6M |
| Comerica Bank | 0.03% | Reduce -5.5% | 22,931 | $6.5M |
| Yousif Capital Management, LLC | 0.07% | Reduce -4.2% | 22,796 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -38.6% | 22,650 | $6.5M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -5.4% | 21,784 | $6.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.02% | Add +1.6% | 21,425 | $6.1M |
| Pinnbrook Capital Management LP | 2.10% | Reduce -44.6% | 20,994 | $6.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.02% | — | 20,441 | $5.8M |
| Forsta Ap-Fonden | 0.04% | Reduce -14.9% | 20,000 | $5.7M |
| Renaissance Technologies | 0.01% | Reduce -76.7% | 20,000 | $5.7M |
| LPL Financial LLC | 0.00% | Add +18.6% | 19,567 | $5.6M |
| Resona Asset Management Co.,Ltd. | 0.03% | Reduce -4.8% | 18,876 | $5.4M |
| Scopia Capital Management LP | 0.57% | No change | 18,871 | $5.4M |
| Meeder Asset Management Inc. | 0.37% | Add +13.4% | 18,804 | $5.4M |
| Arizona State Retirement System | 0.03% | Add +1.1% | 18,490 | $5.3M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.7% | 18,275 | $5.2M |
| Louisiana State Employees Retirement System | 0.09% | No change | 17,500 | $5.0M |
| Savoir Faire Capital Management, L.P. | 2.37% | Add +229.5% | 17,492 | $5.0M |
| Aberdeen Group plc | 0.01% | Reduce -6.6% | 17,492 | $5.0M |
| Buckingham Capital Management, Inc. | 0.57% | Add +159.0% | 17,419 | $5.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 17,227 | $4.9M |
| Palisade Capital Management, LP | 0.15% | Add +6.1% | 17,074 | $4.9M |
| Xponance LLC | 0.04% | Add +3.4% | 16,641 | $4.7M |
| Handelsbanken Fonder AB | 0.02% | Add +2.5% | 16,400 | $4.7M |
| Crestline Management, L.P. | 0.16% | Add +140.6% | 16,327 | $4.7M |
| Wealthfront Advisers LLC | 0.01% | Add +6.9% | 15,203 | $4.3M |
| Itau Unibanco Holding S.A. | 0.13% | Add +27.4% | 15,128 | $4.3M |
| Man Group plc | 0.01% | Reduce -84.8% | 14,834 | $4.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.04% | No change | 14,534 | $4.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 14,292 | $4.1M |
| ExodusPoint Capital Management, LP | 0.04% | Add +204.8% | 14,102 | $4.0M |
| Cerity Partners LLC | 0.01% | Reduce -9.2% | 14,942 | $4.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.09% | Reduce -0.1% | 13,997 | $4.0M |
| Vestcor Inc | 0.13% | Reduce -57.7% | 13,908 | $4.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Reduce -0.0% | 13,909 | $4.0M |
| Silvant Capital Management LLC | 0.16% | No change | 13,867 | $4.0M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Reduce -9.2% | 13,772 | $3.9M |
| First National Bank of Omaha | 0.25% | Add +0.6% | 13,715 | $3.9M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -33.8% | 13,700 | $3.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Add +3.7% | 13,464 | $3.8M |
| New Mexico Educational Retirement Board | 0.13% | No change | 13,200 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +5.7% | 12,967 | $3.7M |
| Henshaw Capital LLC | 0.15% | No change | 12,874 | $3.7M |
| Zions Bancorporation, N.A. | 0.23% | Add +21.4% | 12,830 | $3.7M |
| Oregon Public Employees Retirement Fund | 0.07% | No change | 12,810 | $3.7M |
| Ameritas Investment Partners, Inc. | 0.12% | Reduce -2.6% | 12,615 | $3.6M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -15.7% | 12,497 | $3.6M |
| Allianz Asset Management GmbH | 0.01% | Add +123.0% | 12,307 | $3.5M |
| Pacer Advisors, Inc. | 0.01% | Reduce -1.8% | 12,284 | $3.5M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +14.5% | 12,189 | $3.5M |
| J. Goldman & Co LP | 0.12% | New | 12,119 | $3.5M |
| IFM Investors Pty Ltd | 0.03% | Reduce -6.7% | 11,903 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +0.6% | 11,520 | $3.3M |
| Moore Capital Management, LP | 0.06% | Add +74.1% | 11,162 | $3.2M |
| Alamar Capital Management, LLC | 1.73% | Reduce -5.1% | 11,095 | $3.2M |
| DNB Asset Management AS | 0.01% | Reduce -3.1% | 10,896 | $3.1M |
| Graphene Investments SAS | 2.13% | No change | 10,800 | $3.1M |
| BDF-Gestion | 0.31% | New | 10,750 | $3.1M |
| Mariner, LLC | 0.01% | Add +16.7% | 10,606 | $3.0M |
| Utah Retirement Systems | 0.03% | Add +1.0% | 10,565 | $3.0M |
| J. Safra Sarasin Holding AG | 0.05% | New | 10,289 | $2.9M |
| Tidal Investments LLC | 0.02% | Add +3.2% | 10,200 | $2.9M |
| L2 Asset Management, LLC | 0.61% | Add +20.5% | 9,816 | $2.8M |
| Nebula Research & Development LLC | 0.31% | New | 9,379 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 9,206 | $2.6M |
| Gilder Gagnon Howe & Co. LLC | 0.03% | Reduce -3.5% | 8,911 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +3.9% | 8,534 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +3.9% | 8,534 | $2.4M |
| AXA S.A. | 0.01% | Add +96.2% | 8,529 | $2.4M |
| Nomura Holdings Inc. | 0.01% | New | 8,357 | $2.4M |
| Toronto Dominion Bank | 0.00% | Add +3.1% | 8,313 | $2.4M |
| Hilton Capital Management, LLC | 0.20% | Add +4.9% | 8,153 | $2.3M |
| Fulton Bank, N.A. | 0.09% | Add +8.7% | 8,098 | $2.3M |
| Empire Life Investments Inc. | 0.14% | Add +31.7% | 7,983 | $2.3M |
| Credit Agricole S A | 0.01% | Add +8.2% | 7,866 | $2.2M |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +0.6% | 7,660 | $2.2M |
| Cinctive Capital Management LP | 0.12% | Add +3.7% | 7,808 | $2.2M |
| Storebrand Asset Management As | 0.01% | Add +52.4% | 7,767 | $2.2M |
| Shaker Investments LLC | 0.92% | Reduce -0.4% | 7,733 | $2.2M |
| Intech Investment Management LLC | 0.02% | Add +67.0% | 7,715 | $2.2M |
| OMERS ADMINISTRATION Corp | 0.02% | Reduce -25.6% | 7,702 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -13.5% | 7,649 | $2.2M |
| F/m Investments LLC | 0.08% | Reduce -6.8% | 7,518 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -2.9% | 7,429 | $2.1M |
| Tributary Capital Management, LLC | 0.16% | Add +46.7% | 7,320 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -34.2% | 7,185 | $2.0M |
| New York Life Investment Management LLC | 0.02% | Reduce -9.4% | 7,010 | $2.0M |
| Knollwood Investment Advisory, LLC | 0.21% | No change | 6,936 | $2.0M |
| Vanguard Personalized Indexing Management, LLC | 0.03% | Add +2.0% | 6,688 | $1.9M |
| Dynamic Technology Lab Private Ltd | 0.30% | Add +175.5% | 6,504 | $1.9M |
| Eisler Capital Management Ltd. | 0.06% | — | 6,367 | $1.8M |
| Avanza Fonder AB | 0.05% | — | 6,249 | $1.8M |
| Cohen Capital Management, Inc. | 0.30% | No change | 6,239 | $1.8M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 6,209 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.0% | 6,125 | $1.7M |
| Captrust Financial Advisors | 0.01% | Add +38.0% | 6,091 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -27.8% | 6,049 | $1.7M |
| Swedbank AB | 0.00% | No change | 6,002 | $1.7M |
| Savant Capital, LLC | 0.01% | Reduce -3.4% | 5,940 | $1.7M |
| Atom Investors LP | 0.20% | Reduce -41.0% | 5,772 | $1.6M |
| Swiss Life Asset Management Ltd | 0.01% | Add +8.0% | 5,710 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.5% | 5,615 | $1.6M |
| Sepio Capital, LP | 0.13% | No change | 5,591 | $1.6M |
| Quadrature Capital Ltd | 0.03% | Reduce -49.5% | 5,554 | $1.6M |
| Blueshift Asset Management, LLC | 0.57% | New | 5,448 | $1.6M |
| Simplex Trading, LLC | 0.04% | Add +4.8% | 5,362 | $1.5M |
| Vontobel Holding Ltd. | 0.01% | Reduce -3.7% | 5,356 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -86.7% | 5,210 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +8.8% | 5,128 | $1.5M |
| Creative Planning | 0.00% | Add +2.0% | 5,071 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -1.0% | 5,071 | $1.4M |
| Securian Asset Management, Inc. | 0.04% | Reduce -3.0% | 4,761 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.9% | 4,750 | $1.4M |
| Nordea Investment Management AB | 0.00% | No change | 4,749 | $1.4M |
| Lisanti Capital Growth, LLC | 0.32% | Add +17.2% | 4,675 | $1.3M |
| Commerce Bank | 0.01% | Add +0.1% | 4,663 | $1.3M |
| Plato Investment Management Ltd | 0.10% | Add +9.0% | 4,630 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.1% | 4,622 | $1.3M |
| Mackenzie Financial Corp. | 0.00% | New | 4,520 | $1.3M |
| Daiichi Life Insurance Co., Ltd. | 0.04% | No change | 4,515 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -65.2% | 4,276 | $1.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -73.8% | 4,196 | $1.2M |
| Quantitative Investment Management, LLC | 0.09% | Add +194.3% | 4,171 | $1.2M |
| Sig Brokerage, LP | 0.54% | — | 4,048 | $1.2M |
| Parr McKnight Wealth Management Group, LLC | 0.17% | — | 4,047 | $1.2M |
| Panoramic Capital, LLC | 0.90% | — | 3,980 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.7% | 3,953 | $1.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +59.5% | 3,892 | $1.1M |
| PGGM Investments | 0.01% | Add +27.8% | 3,880 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -27.8% | 3,801 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -2.7% | 3,770 | $1.1M |
| Argonautica Private Wealth Management, Inc. | 0.34% | Add +1.1% | 3,728 | $1.1M |
| Kiker Wealth Management, LLC | 0.85% | — | 3,677 | $1.0M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -19.1% | 3,608 | $1.0M |
| Ethic Inc. | 0.02% | Add +98.8% | 3,524 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +111.0% | 3,492 | $995K |
| HighTower Advisors, LLC | 0.00% | Add +42.8% | 3,471 | $989K |
| Trust Point Inc. | 0.07% | New | 3,461 | $987K |
| Harvest Fund Management Co., Ltd | 0.05% | Add +227.0% | 3,443 | $981K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -23.3% | 3,402 | $970K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.5% | 3,385 | $965K |
| Ieq Capital, LLC | 0.01% | Add +54.0% | 3,349 | $955K |
| Viawealth, LLC | 0.56% | No change | 3,281 | $935K |
| Gateway Investment Advisers LLC | 0.01% | Reduce -35.3% | 3,263 | $930K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -60.0% | 3,219 | $918K |
| Sheets Smith Investment Management | 0.77% | — | 3,175 | $905K |
| WINTON GROUP Ltd | 0.06% | Reduce -25.0% | 3,171 | $904K |
| Sirios Capital Management L P | 0.16% | New | 3,155 | $899K |
| South Dakota Investment Council | 0.02% | No change | 3,150 | $898K |
| Nippon Life Global Investors Americas, Inc. | 0.04% | Add +2.3% | 3,140 | $895K |
| Independent Advisor Alliance | 0.01% | New | 3,064 | $873K |
| Affinity Investment Advisors, LLC | 0.73% | New | 3,057 | $871K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.38% | Reduce -40.0% | 3,000 | $855K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +8.7% | 2,950 | $841K |
| ProShare Advisors LLC | 0.00% | Add +7.1% | 2,947 | $840K |
| E. Ohman J:or Asset Management AB | 0.02% | No change | 2,900 | $827K |
| Cibc World Markets Corp. | 0.00% | Reduce -22.5% | 2,881 | $821K |
| Ossiam | 0.01% | Add +20.0% | 2,861 | $816K |
| M&T Bank Corp | 0.00% | Reduce -7.9% | 2,844 | $811K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -5.3% | 2,842 | $810K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.3% | 2,817 | $803K |
| Liberty One Investment Management, LLC | 0.09% | Reduce -7.3% | 2,792 | $796K |
| Wedmont Private Capital | 0.04% | Add +71.2% | 2,743 | $787K |
| LRT Capital Management, LLC | 0.61% | Reduce -44.1% | 2,756 | $786K |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 2,739 | $781K |
| Gotham Asset Management | 0.01% | Reduce -0.0% | 2,722 | $776K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.7% | 2,637 | $775K |
| Nicolet Advisory Services, LLC | 0.07% | Add +8.2% | 2,663 | $764K |
| Linden Thomas Advisory Services, LLC | 0.10% | Reduce -0.4% | 2,669 | $761K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 2,667 | $760K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -57.6% | 2,656 | $757K |
| Vinva Investment Management Ltd | 0.03% | Reduce -83.9% | 2,630 | $749K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -97.6% | 2,606 | $743K |
| CIBC Asset Management Inc | 0.00% | Add +13.5% | 2,592 | $739K |
| SG Americas Securities, LLC | 0.00% | Reduce -31.7% | 2,418 | $689K |
| Engineers Gate Manager LP | 0.01% | Reduce -79.6% | 2,400 | $684K |
| Vident Advisory, LLC | 0.01% | Add +16.6% | 2,396 | $683K |
| Shelton Capital Management | 0.02% | Reduce -5.0% | 2,382 | $679K |
| Bleakley Financial Group, LLC | 0.02% | Add +7.8% | 2,381 | $679K |
| Meiji Yasuda Asset Management Co Ltd. | 0.03% | Reduce -0.7% | 2,377 | $678K |
| Altfest L J & Co. Inc. | 0.09% | Add +26.0% | 2,367 | $675K |
| Greenland Capital Management LP | 0.13% | Add +133.9% | 2,339 | $667K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Add +4.4% | 2,333 | $665K |
| Numerai GP LLC | 0.18% | Reduce -51.2% | 2,329 | $664K |
| First Hawaiian Bank | 0.02% | Reduce -19.4% | 2,326 | $663K |
| Corient Private Wealth LP | 0.00% | Reduce -9.8% | 2,283 | $651K |
| Emerald Advisers, LLC | 0.02% | Add +60.6% | 2,244 | $640K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -1.8% | 2,187 | $623K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -19.0% | 2,157 | $615K |
| Vise Technologies, Inc. | 0.05% | Add +67.7% | 2,145 | $611K |
| Caxton Associates LP | 0.02% | Add +44.5% | 2,070 | $590K |
| Harvest Investment Services, LLC | 0.14% | New | 2,040 | $582K |
| Optimize Financial Inc. | 0.43% | — | 2,036 | $580K |
| Aigen Investment Management, LP | 0.10% | Reduce -44.3% | 2,016 | $575K |
| Janney Capital Management LLC | 0.04% | Add +0.1% | 1,984 | $566K |
| Affinity Capital Advisors, LLC | 0.10% | Reduce -25.0% | 1,965 | $552K |
| &partners | 0.01% | Add +29.7% | 1,906 | $551K |
| Quantum Portfolio Management LLC | 0.29% | Reduce -0.3% | 1,882 | $536K |
| Stevens Capital Management LP | 0.21% | New | 1,879 | $536K |
| Mount Lucas Management LP | 0.19% | Reduce -17.4% | 1,871 | $533K |
| Allstate Corp. | 0.02% | New | 1,865 | $532K |
| Kestra Investment Management, LLC | 0.02% | New | 1,829 | $521K |
| Procyon Advisors, LLC | 0.03% | Reduce -18.5% | 1,781 | $508K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -22.8% | 1,778 | $507K |
| Atria Investments, Inc | 0.01% | Reduce -11.5% | 1,724 | $491K |
| Argentarii, LLC | 0.24% | — | 1,691 | $482K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -41.4% | 1,681 | $479K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -4.3% | 1,642 | $468K |
| XTX Topco Ltd | 0.04% | New | 1,622 | $462K |
| Seeds Investor LLC | 0.13% | Add +11.2% | 1,612 | $460K |
| Park Avenue Securities LLC | 0.00% | Add +28.0% | 1,597 | $455K |
| Focus Partners Wealth | 0.00% | Add +28.1% | 1,591 | $454K |
| Wahed Invest LLC | 0.07% | Add +2.5% | 1,576 | $449K |
| Cadent Capital Advisors, LLC | 0.16% | No change | 1,572 | $448K |
| Prudential PLC | 0.00% | No change | 1,562 | $445K |
| Regions Financial Corp. | 0.00% | Reduce -2.0% | 1,561 | $445K |
| Profund Advisors LLC | 0.02% | Reduce -10.0% | 1,560 | $445K |
| LGT Fund Management Co Ltd. | 0.04% | No change | 1,558 | $444K |
| Benjamin Edwards Inc. | 0.01% | Add +7.8% | 1,538 | $438K |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0.01% | Reduce -71.6% | 1,510 | $430K |
| B. Metzler seel. Sohn & Co. AG | 0.00% | Reduce -35.0% | 1,464 | $417K |
| Precision Wealth Strategies, LLC | 0.32% | Reduce -23.1% | 1,435 | $409K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 1,693 | $401K |
| Chase Investment Counsel Corp. | 0.13% | Add +4.4% | 1,369 | $390K |
| Praxis Investment Management Inc. | 0.03% | New | 1,360 | $388K |
| Sheets Smith Wealth Management | 0.05% | Add +37.6% | 1,361 | $388K |
| Choreo, LLC | 0.01% | Reduce -13.0% | 1,346 | $383K |
| Alps Advisors Inc. | 0.00% | No change | 1,293 | $369K |
| Evergreen Capital Management LLC | 0.01% | Add +11.6% | 1,291 | $368K |
| Compound Planning, Inc. | 0.02% | Add +12.5% | 1,272 | $363K |
| Quadrant Capital Group LLC | 0.02% | Reduce -3.1% | 1,246 | $355K |
| Redwood Investments, LLC | 0.09% | No change | 1,211 | $345K |
| Shell Asset Management Co. | 0.02% | No change | 1,210 | $345K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -32.9% | 1,200 | $342K |
| Merit Financial Group, LLC | 0.01% | New | 1,182 | $337K |
| Stephens Inc. | 0.00% | Add +1.6% | 1,172 | $334K |
| Toth Financial Advisory Corp. | 0.04% | New | 1,130 | $322K |
| Summit Financial, LLC | 0.01% | New | 1,110 | $316K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -78.5% | 1,104 | $314K |
| Hancock Whitney Corp. | 0.01% | New | 1,086 | $310K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.6% | 1,076 | $307K |
| Panagora Asset Management Inc. | 0.00% | Reduce -76.5% | 1,058 | $302K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -5.5% | 1,180 | $301K |
| Legacy Capital Wealth Partners, LLC | 0.07% | Add +4.2% | 1,051 | $300K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.1% | 1,049 | $299K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.3% | 1,025 | $292K |
| Forum Financial Management, LP | 0.00% | New | 991 | $282K |
| Greenleaf Trust | 0.00% | Add +3.6% | 989 | $282K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 947 | $270K |
| Callan Family Office, LLC | 0.02% | New | 945 | $269K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.3% | 944 | $269K |
| Belpointe Asset Management LLC | 0.02% | New | 997 | $267K |
| Versor Investments LP | 0.05% | Reduce -80.5% | 937 | $267K |
| HB Wealth Management, LLC | 0.00% | New | 928 | $265K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +0.1% | 924 | $263K |
| GAMMA Investing LLC | 0.02% | Add +77.2% | 907 | $259K |
| Capital Wealth Planning, LLC | 0.00% | Reduce -37.4% | 905 | $258K |
| Challenger Wealth Management | 0.22% | — | 900 | $257K |
| Schechter Investment Advisors, LLC | 0.02% | Add +1.8% | 898 | $256K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -97.1% | 893 | $255K |
| Metis Global Partners, LLC | 0.01% | Add +5.9% | 867 | $247K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.6% | 863 | $246K |
| Claret Asset Management Corp | 0.04% | Add +0.7% | 855 | $244K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.9% | 846 | $241K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 841 | $240K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -18.8% | 834 | $238K |
| Covestor Ltd | 0.14% | Add +1220.0% | 792 | $226K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 784 | $223K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -1.9% | 780 | $222K |
| Two Sigma Securities, LLC | 0.04% | Reduce -75.3% | 770 | $219K |
| QRG Capital Management, Inc. | 0.00% | New | 770 | $219K |
| Norden Group LLC | 0.02% | New | 765 | $218K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 761 | $217K |
| Guggenheim Capital LLC | 0.00% | Reduce -13.3% | 740 | $211K |
| Aaron Wealth Advisors LLC | 0.02% | New | 737 | $210K |
| V-Square Quantitative Management LLC | 0.03% | Add +1.7% | 734 | $209K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -9.4% | 732 | $209K |
| Genesis Private Wealth, LLC | 0.11% | — | 720 | $205K |
| Siemens Fonds Invest GmbH | 0.02% | New | 717 | $204K |
| Assetmark, Inc. | 0.00% | Add +9.9% | 712 | $203K |
| CIBC Private Wealth Group LLC | 0.00% | Add +33.3% | 709 | $203K |
| Ostrum Asset Management | 0.02% | Reduce -4.1% | 684 | $195K |
| Eastern Bank | 0.00% | Reduce -15.0% | 675 | $192K |
| Signaturefd, LLC | 0.00% | Reduce -13.8% | 628 | $179K |
| Oarsman Capital, Inc. | 0.03% | Reduce -1.1% | 622 | $177K |
| Archer Investment Corp | 0.04% | No change | 570 | $162K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.5% | 533 | $152K |
| Fourth Dimension Wealth, LLC | 0.08% | — | 530 | $151K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -50.6% | 516 | $147K |
| Headlands Technologies LLC | 0.01% | Reduce -70.1% | 503 | $143K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 500 | $142K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | Reduce -85.1% | 469 | $134K |
| Natixis | 0.00% | Reduce -96.5% | 445 | $127K |
| Fifth Third Bancorp | 0.00% | Reduce -4.2% | 429 | $122K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -90.7% | 425 | $121K |
| Parallel Advisors, LLC | 0.00% | Add +14.6% | 377 | $107K |
| R Squared Ltd | 0.10% | — | 357 | $102K |
| State of Wyoming | 0.01% | Reduce -58.8% | 347 | $99K |
| Loomis Sayles & Co. L P | 0.00% | No change | 330 | $94K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +18.3% | 317 | $90K |
| Hanseatic Management Services Inc. | 0.11% | Add +11.7% | 295 | $84K |
| UMB Bank, n.a. | 0.00% | Add +66.7% | 295 | $84K |
| National Bank of Canada | 0.00% | Reduce -99.0% | 290 | $83K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +34.9% | 290 | $83K |
| AlphaCentric Advisors LLC | 0.08% | Reduce -14.8% | 281 | $80K |
| Lindbrook Capital, LLC | 0.01% | Add +1.9% | 269 | $77K |
| Arax Advisory Partners | 0.00% | Add +21.7% | 269 | $77K |
| Venturi Wealth Management, LLC | 0.00% | Add +145.9% | 268 | $76K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 264 | $75K |
| Blue Trust, Inc. | 0.00% | Reduce -60.0% | 259 | $74K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -0.8% | 256 | $73K |
| GeoWealth Management, LLC | 0.00% | Reduce -27.5% | 240 | $68K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.04% | — | 231 | $66K |
| Huntington National Bank | 0.00% | Reduce -17.0% | 220 | $63K |
| Versant Capital Management, Inc | 0.01% | Add +682.1% | 219 | $62K |
| Allworth Financial LP | 0.00% | Reduce -4.1% | 209 | $60K |
| Principal Securities, Inc. | 0.00% | Add +10.0% | 209 | $60K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -3.7% | 207 | $59K |
| Hantz Financial Services, Inc. | 0.00% | No change | 203 | $58K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -9.1% | 200 | $57K |
| Concord Wealth Partners | 0.01% | No change | 188 | $54K |
| Smartleaf Asset Management LLC | 0.01% | Add +48.8% | 186 | $53K |
| WPG Advisers, LLC | 0.05% | — | 179 | $51K |
| Rise Advisors, LLC | 0.02% | No change | 172 | $49K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +36.5% | 172 | $49K |
| Mather Group, Llc. | 0.00% | No change | 169 | $48K |
| ORG Partners LLC | 0.01% | No change | 162 | $46K |
| Parkside Financial Bank & Trust | 0.01% | Add +157.1% | 144 | $41K |
| Roble, Belko & Company, Inc | 0.01% | No change | 143 | $41K |
| Brooklyn Investment Group | 0.01% | Add +11.2% | 139 | $40K |
| Spire Wealth Management | 0.00% | No change | 137 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +104.5% | 135 | $38K |
| CI Investments Inc. | 0.00% | Reduce -47.4% | 119 | $34K |
| Stonebridge Financial Group, LLC | 0.00% | — | 110 | $31K |
| Private Trust Co. NA | 0.00% | No change | 108 | $31K |
| Riverview Trust Co | 0.03% | No change | 105 | $30K |
| Fortitude Family Office, LLC | 0.01% | Add +148.7% | 92 | $26K |
| WASHINGTON TRUST Co | 0.00% | No change | 90 | $26K |
| IFP Advisors, Inc | 0.00% | Add +81.6% | 89 | $25K |
| Clearstead Advisors, LLC | 0.00% | Add +20.6% | 88 | $25K |
| Leonteq Securities AG | 0.00% | Add +3.6% | 86 | $25K |
| Jones Financial Companies LLLP | 0.00% | Add +37.1% | 85 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 82 | $23K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -10.9% | 82 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 72 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.2% | 69 | $20K |
| CNB Bank | 0.01% | No change | 64 | $18K |
| Whittier Trust Co. | 0.00% | No change | 57 | $16K |
| LGT Financial Advisors LLC | 0.03% | No change | 46 | $13K |
| Hemington Wealth Management | 0.00% | Add +27.0% | 47 | $13K |
| Quent Capital, LLC | 0.00% | No change | 43 | $12K |
| West Branch Capital LLC | 0.00% | No change | 39 | $11K |
| Colonial Trust Co / SC | 0.00% | New | 37 | $11K |
| Whipplewood Advisors, LLC | 0.01% | — | 36 | $10K |
| Elequin Capital, LP | 0.00% | New | 35 | $10K |
| Larson Financial Group LLC | 0.00% | Reduce -2.9% | 33 | $9K |
| Golden State Wealth Management, LLC | 0.00% | — | 29 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 29 | $8K |
| Global Financial Private Client, LLC | 0.00% | Add +13.6% | 25 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -19.4% | 25 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 25 | $7K |
| Transce3nd, LLC | 0.00% | — | 24 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 24 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 24 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -33.3% | 24 | $7K |
| High Note Wealth, LLC | 0.00% | New | 22 | $6K |
| Smithfield Trust Co | 0.00% | No change | 20 | $6K |
| AlphaQuest LLC | 0.00% | Reduce -99.6% | 21 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $5K |
| MAI Capital Management | 0.00% | New | 16 | $5K |
| Valued Wealth Advisors LLC | 0.00% | Add +400.0% | 15 | $4K |
| Avalon Trust Co | 0.00% | New | 15 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 14 | $4K |
| Sachetta, LLC | 0.00% | Add +8.3% | 13 | $4K |
| MV Capital Management, Inc. | 0.00% | Reduce -7.1% | 13 | $4K |
| WR Wealth Planners, LLC | 0.00% | Add +20.0% | 12 | $3K |
| Raffa Wealth Management, LLC | 0.00% | No change | 12 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 12 | $3K |
| TD Private Client Wealth LLC | 0.00% | No change | 12 | $3K |
| Trust Co | 0.00% | No change | 11 | $3K |
| Family CFO Inc | 0.00% | New | 10 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -9.1% | 10 | $3K |
| SBI Securities Co., Ltd. | 0.00% | — | 10 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 9 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -65.2% | 8 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 8 | $2K |
| Horizon Investments, LLC | 0.00% | New | 8 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -58.8% | 7 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 7 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -45.5% | 6 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 6 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 6 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -50.0% | 5 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 5 | $1K |
| HM Payson & Co. | 0.00% | No change | 4 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 4 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 4 | $1K |
| Avion Wealth | 0.00% | Add +16.7% | 7 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $857 |
| CVA Family Office, LLC | 0.00% | Reduce -40.0% | 3 | $855 |
| PEAK6 LLC | 0.00% | — | 2 | $694 |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2 | $577 |
| WealthTrak Capital Management LLC | 0.00% | — | 2 | $571 |
| Manchester Capital Management LLC | 0.00% | No change | 2 | $571 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 2 | $570 |
| NewSquare Capital LLC | 0.00% | New | 2 | $570 |
| Winnacle Wealth LLC | 0.00% | — | 2 | $296 |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $286 |
| Principia Wealth Advisory, LLC | 0.00% | — | 1 | $285 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $285 |
| Activest Wealth Management | 0.00% | New | 1 | $285 |
"% of holder's portfolio" is BURL's weight in each manager's 13F, not the share of Burlington Stores Inc. the manager owns.