13F QoQ Ownership Changes
BURL Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 95 new · 208 added · 262 reduced · 61 exited
New Positions(95)
Added To(208)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 6,843,099 | +1,186 | $1.98B | +$235.4M | 0.0% |
| BlackRock, Inc. | 6,405,534 | +13,654 | $1.85B | +$223.5M | 0.2% |
| Alyeska Investment Group, L.P. | 1,285,336 | +653,718 | $371.3M | +$210.5M | 103.5% |
| Bank of New York Mellon Corp | 956,716 | +383,667 | $276.3M | +$130.5M | 67.0% |
| MILLENNIUM MANAGEMENT LLC | 535,289 | +423,651 | $154.6M | +$126.2M | 379.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 595,961 | +326,328 | $172.1M | +$103.5M | 121.0% |
| AQR CAPITAL MANAGEMENT LLC | 350,997 | +298,566 | $101.4M | +$88.0M | 569.4% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,110,632 | +165,078 | $320.8M | +$80.2M | 17.4% |
| PRIMECAP MANAGEMENT CO/CA/ | 807,190 | +203,220 | $233.2M | +$79.4M | 33.6% |
| STATE STREET CORP | 2,189,494 | +5,323 | $632.4M | +$76.6M | 0.2% |
| Balyasny Asset Management LLC | 348,212 | +237,447 | $100.6M | +$72.4M | 214.4% |
| JANE STREET GROUP, LLC | 452,241 | +220,090 | $130.6M | +$71.5M | 94.8% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 367,861 | +236,610 | $101.9M | +$68.5M | 180.3% |
| UBS Group AG | 565,649 | +169,184 | $163.4M | +$62.5M | 42.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,233,176 | +27,074 | $355.3M | +$49.2M | 2.2% |
| CITADEL ADVISORS LLC | 796,959 | +69,849 | $230.2M | +$45.2M | 9.6% |
| JANUS HENDERSON GROUP PLC | 871,656 | +35,038 | $251.8M | +$38.9M | 4.2% |
| BANK OF AMERICA CORP /DE/ | 503,198 | +80,781 | $145.3M | +$37.8M | 19.1% |
| Parallax Volatility Advisers, L.P. | 173,100 | +117,663 | $50.0M | +$35.9M | 212.2% |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 302,307 | +96,412 | $87.3M | +$34.9M | 46.8% |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 84,980 | +75,911 | $24.5M | +$22.2M | 837.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 273,194 | +50,285 | $78.9M | +$22.2M | 22.6% |
| Walleye Capital LLC | 196,077 | +49,232 | $56.6M | +$19.3M | 33.5% |
| AMERIPRISE FINANCIAL INC | 301,058 | +29,028 | $87.0M | +$17.7M | 10.7% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 105,882 | +49,868 | $30.6M | +$16.3M | 89.0% |
| Interval Partners, LP | 58,916 | +53,437 | $17.0M | +$15.6M | 975.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 410,116 | +5,582 | $118.5M | +$15.5M | 1.4% |
| Caption Management, LLC | 102,800 | +45,544 | $29.7M | +$15.1M | 79.5% |
| Hook Mill Capital Partners, LP | 217,636 | +25,908 | $62.9M | +$14.1M | 13.5% |
| WELLS FARGO & COMPANY/MN | 130,840 | +34,351 | $37.8M | +$13.2M | 35.6% |
| Stephens Investment Management Group LLC | 378,889 | +330 | $109.4M | +$13.1M | 0.1% |
| FRANKLIN RESOURCES INC | 305,448 | +6,994 | $88.2M | +$12.3M | 2.3% |
| TD Asset Management Inc | 198,405 | +20,569 | $57.3M | +$12.1M | 11.6% |
| FIRST TRUST ADVISORS LP | 47,892 | +35,649 | $13.8M | +$10.7M | 291.2% |
| Candriam S.C.A. | 40,239 | +36,083 | $11.6M | +$10.6M | 868.2% |
| GOLDMAN SACHS GROUP INC | 154,937 | +20,603 | $44.8M | +$10.6M | 15.3% |
| DEUTSCHE BANK AG\ | 224,895 | +7,931 | $65.0M | +$9.7M | 3.6% |
| MARSHALL WACE, LLP | 37,084 | +32,657 | $10.7M | +$9.6M | 737.7% |
| Qube Research & Technologies Ltd | 69,664 | +25,749 | $20.1M | +$8.9M | 58.6% |
| CRAMER ROSENTHAL MCGLYNN LLC | 98,117 | +14,639 | $28.3M | +$7.1M | 17.5% |
| Chicago Capital, LLC | 182,065 | +1,747 | $52.6M | +$6.7M | 1.0% |
| GENEVA CAPITAL MANAGEMENT LLC | 137,247 | +6,859 | $39.6M | +$6.5M | 5.3% |
| Tabor Asset Management, LP | 41,755 | +18,478 | $12.1M | +$6.1M | 79.4% |
| FIL Ltd | 73,927 | +13,385 | $21.4M | +$5.9M | 22.1% |
| Voya Investment Management LLC | 110,171 | +5,263 | $31.8M | +$5.1M | 5.0% |
| Savoir Faire Capital Management, L.P. | 27,530 | +15,701 | $8.0M | +$4.9M | 132.7% |
| Shellback Capital, LP | 83,515 | +4,515 | $24.1M | +$4.0M | 5.7% |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 13,012 | +40 | $3.8M | +$3.8M | 0.3% |
| RAYMOND JAMES FINANCIAL INC | 64,880 | +5,328 | $18.7M | +$3.6M | 8.9% |
| Assenagon Asset Management S.A. | 23,157 | +10,492 | $6.7M | +$3.5M | 82.8% |
| IFM Investors Pty Ltd | 12,133 | +28 | $3.5K | -$3.2M | 0.2% |
| LOGAN CAPITAL MANAGEMENT INC | 58,953 | +4,019 | $17.0M | +$3.0M | 7.3% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 83,796 | +53 | $24.2M | +$2.9M | 0.1% |
| Cerity Partners LLC | 19,473 | +8,536 | $5.6M | +$2.8M | 78.0% |
| NICHOLAS COMPANY, INC. | 50,605 | +3,980 | $14.6M | +$2.8M | 8.5% |
| Capital International, Inc./CA/ | 72,428 | +779 | $20.9M | +$2.7M | 1.1% |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,265 | +35 | $17.7M | +$2.6M | 0.1% |
| AVIVA PLC | 52,635 | +2,843 | $15.2M | +$2.5M | 5.7% |
| SEI INVESTMENTS CO | 51,104 | +2,400 | $14.8M | +$2.4M | 4.9% |
| Mariner, LLC | 13,560 | +7,287 | $3.9M | +$2.3M | 116.2% |
| DANSKE BANK A/S | 28,990 | +4,740 | $8.4M | +$2.2M | 19.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 42,690 | +2,615 | $12.3M | +$2.1M | 6.5% |
| PEAK6 LLC | 58,292 | +172 | $16.8M | +$2.0M | 0.3% |
| INTECH INVESTMENT MANAGEMENT LLC | 14,345 | +3,789 | $4.1M | +$1.5M | 35.9% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 8,063 | +4,926 | $2.2M | +$1.4M | 157.0% |
| Cinctive Capital Management LP | 15,564 | +3,064 | $4.5M | +$1.3M | 24.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,577 | +3,346 | $2.7M | +$1.3M | 64.0% |
| Hilton Capital Management, LLC | 13,715 | +3,012 | $4.0M | +$1.2M | 28.1% |
| Toroso Investments, LLC | 13,082 | +2,701 | $3.8M | +$1.1M | 26.0% |
| MACKENZIE FINANCIAL CORP | 9,072 | +3,225 | $2.6M | +$1.1M | 55.1% |
| Waverly Advisors, LLC | 30,199 | +297 | $8.7M | +$1.1M | 1.0% |
| LPL Financial LLC | 21,049 | +1,464 | $6.1M | +$1.1M | 7.5% |
| BANK OF NOVA SCOTIA | 4,465 | +3,460 | $1.3M | +$1.0M | 344.3% |
| Callan Family Office, LLC | 5,296 | +3,288 | $1.5M | +$1.0M | 163.7% |
| Sterling Capital Management LLC | 9,295 | +2,736 | $2.7M | +$1.0M | 41.7% |
| Brinker Capital Investments, LLC | 11,992 | +2,171 | $3.5M | +$964.5K | 22.1% |
| Blueshift Asset Management, LLC | 5,178 | +3,001 | $1.5M | +$941.6K | 137.8% |
| Quantinno Capital Management LP | 16,006 | +1,404 | $4.6M | +$907.3K | 9.6% |
| MERCER GLOBAL ADVISORS INC /ADV | 4,228 | +2,851 | $1.2M | +$870.7K | 207.0% |
| Graphene Investments SAS | 12,300 | +1,600 | $3.6M | +$829.7K | 14.9% |
| Creative Planning | 7,668 | +2,022 | $2.2M | +$777.9K | 35.8% |
| ALLSTATE CORP | 4,473 | +2,270 | $1.3M | +$731.4K | 103.0% |
| Polymer Capital Management (US) LLC | 3,911 | +2,259 | $1.1M | +$709.3K | 136.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,428 | +65 | $701.2K | +$700.6K | 2.8% |
| DNB Asset Management AS | 12,203 | +1,017 | $3.5M | +$678.0K | 9.1% |
| CAPTRUST FINANCIAL ADVISORS | 8,013 | +1,528 | $2.3M | +$664.2K | 23.6% |
| MML INVESTORS SERVICES, LLC | 4,093 | +1,924 | $1.2M | +$630.3K | 88.7% |
| Silvant Capital Management LLC | 15,787 | +254 | $4.6M | +$606.9K | 1.6% |
| QRG CAPITAL MANAGEMENT, INC. | 4,098 | +1,778 | $1.2M | +$593.3K | 76.6% |
| National Pension Service | 7,573 | +1,283 | $2.2M | +$586.7K | 20.4% |
| HighTower Advisors, LLC | 14,072 | +379 | $4.1M | +$579.6K | 2.8% |
| Merit Financial Group, LLC | 2,726 | +1,570 | $787.4K | +$493.2K | 135.8% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 13,933 | +44 | $4.0M | +$489.8K | 0.3% |
| Investment Management Corp of Ontario | 4,252 | +1,294 | $1.2M | +$475.4K | 43.7% |
| Baker Avenue Asset Management, LP | 12,480 | +177 | $3.6M | +$473.7K | 1.4% |
| Rockefeller Capital Management L.P. | 3,873 | +1,309 | $1.1M | +$466.4K | 51.0% |
| LOOMIS SAYLES & CO L P | 1,688 | +1,514 | $487.6K | +$443.3K | 870.1% |
| ABN AMRO INVESTMENT SOLUTIONS | 2,151 | +1,342 | $621.3K | +$415.4K | 165.9% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 8,347 | +414 | $2.4M | +$392.1K | 5.2% |
| Federation des caisses Desjardins du Quebec | 5,230 | +769 | $1.5M | +$375.3K | 17.2% |
| Credit Agricole S A | 7,223 | +484 | $2.1M | +$371.3K | 7.2% |
| Sequoia Financial Advisors, LLC | 3,573 | +950 | $1.0M | +$364.5K | 36.2% |
| Vanguard Personalized Indexing Management, LLC | 7,917 | +327 | $2.3M | +$355.2K | 4.3% |
| NORDEA INVESTMENT MANAGEMENT AB | 6,183 | +524 | $1.8M | +$355.1K | 9.3% |
| Wedmont Private Capital | 2,863 | +615 | $887.0K | +$302.7K | 27.4% |
| Empire Life Investments Inc. | 7,999 | +87 | $2.3M | +$296.9K | 1.1% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 7,816 | +53 | $2.3M | +$282.0K | 0.7% |
| NewEdge Advisors, LLC | 1,007 | +966 | $290.9K | +$280.4K | 2356.1% |
| Versor Investments LP | 1,785 | +855 | $515.6K | +$278.9K | 91.9% |
| Advisors Asset Management, Inc. | 1,882 | +799 | $543.6K | +$268.0K | 73.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4,463 | +342 | $1.3M | +$240.3K | 8.3% |
| M&T Bank Corp | 2,390 | +575 | $689.7K | +$227.5K | 31.7% |
| Global Retirement Partners, LLC | 859 | +758 | $248.1K | +$222.4K | 750.5% |
| Pallas Capital Advisors LLC | 1,927 | +582 | $556.6K | +$214.3K | 43.3% |
| Brooklyn Investment Group | 1,764 | +602 | $506.0K | +$210.3K | 51.8% |
| Horizon Investments, LLC | 728 | +725 | $210.3K | +$209.5K | 24166.7% |
| VIAWEALTH, LLC | 3,681 | +300 | $1.1M | +$202.8K | 8.9% |
| Steward Partners Investment Advisory, LLC | 2,815 | +398 | $813.1K | +$198.0K | 16.5% |
| T. Rowe Price Investment Management, Inc. | 2,828,877 | +386,615 | $817.1K | +$195.6K | 15.8% |
| PNC Financial Services Group, Inc. | 5,193 | +53 | $1.5M | +$191.9K | 1.0% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 3,106 | +292 | $897.2K | +$181.0K | 10.4% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1,953 | +416 | $564.1K | +$173.0K | 27.1% |
| Maryland State Retirement & Pension System | 3,204 | +240 | $925.5K | +$171.1K | 8.1% |
| NATIONAL BANK OF CANADA /FI/ | 942 | +518 | $271.7K | +$163.8K | 122.2% |
| GATEWAY INVESTMENT ADVISERS LLC | 3,298 | +46 | $952.6K | +$125.0K | 1.4% |
| HB Wealth Management, LLC | 1,292 | +314 | $373.2K | +$124.3K | 32.1% |
| Prana Capital Management, LP | 1,609 | +263 | $464.8K | +$122.2K | 19.5% |
| MEEDER ASSET MANAGEMENT INC | 447 | +404 | $129.1K | +$118.2K | 939.5% |
| CIBC Asset Management Inc | 2,829 | +56 | $817.2K | +$111.4K | 2.0% |
| Ethic Inc. | 3,053 | +24 | $881.9K | +$111.0K | 0.8% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1,343 | +251 | $387.9K | +$110.0K | 23.0% |
| BENJAMIN EDWARDS INC | 1,907 | +168 | $550.8K | +$108.2K | 9.7% |
| Resources Investment Advisors, LLC. | 1,532 | +218 | $442.5K | +$108.1K | 16.6% |
| Rafferty Asset Management, LLC | 2,397 | +94 | $692.4K | +$106.3K | 4.1% |
| HighPoint Advisor Group LLC | 1,411 | +221 | $407.6K | +$104.7K | 18.6% |
| Gotham Asset Management, LLC | 2,846 | +25 | $822.1K | +$104.1K | 0.9% |
| Vise Technologies, Inc. | 2,454 | +70 | $708.8K | +$102.1K | 2.9% |
| Atomi Financial Group, Inc. | 1,688 | +156 | $487.6K | +$97.7K | 10.2% |
| Vestmark Advisory Solutions, Inc. | 1,728 | +131 | $499.1K | +$92.7K | 8.2% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 2,305 | +45 | $665.8K | +$90.6K | 2.0% |
| Allianz Asset Management GmbH | 2,501 | +4 | $722.4K | +$86.9K | 0.2% |
| GAMMA Investing LLC | 1,486 | +125 | $429.2K | +$82.9K | 9.2% |
| EverSource Wealth Advisors, LLC | 921 | +198 | $266.0K | +$82.0K | 27.4% |
| CI Private Wealth, LLC | 1,427 | +119 | $412.3K | +$79.4K | 9.1% |
| Optimize Financial Inc | 2,078 | +28 | $600.2K | +$78.5K | 1.4% |
| Mirae Asset Global Investments Co., Ltd. | 2,094 | +15 | $604.9K | +$75.7K | 0.7% |
| Qsemble Capital Management, LP | 1,316 | +101 | $380.1K | +$70.9K | 8.3% |
| Farther Finance Advisors, LLC | 527 | +199 | $152.2K | +$68.7K | 60.7% |
| SEEDS INVESTOR LLC | 1,128 | +75 | $325.8K | +$57.8K | 7.1% |
| Daner Wealth Management, LLC | 1,086 | +82 | $330.8K | +$55.2K | 8.2% |
| STRS OHIO | 1,505 | +2 | $434.7K | +$52.2K | 0.1% |
| UMB Bank, n.a. | 754 | +103 | $217.8K | +$52.1K | 15.8% |
| Atria Investments, Inc | 1,117 | +51 | $322.6K | +$51.3K | 4.8% |
| ASSETMARK, INC | 1,117 | +19 | $322.6K | +$43.2K | 1.7% |
| Clearstead Advisors, LLC | 242 | +136 | $69.9K | +$42.9K | 128.3% |
| STEPHENS INC /AR/ | 843 | +45 | $243.5K | +$40.4K | 5.6% |
| SIGNATUREFD, LLC | 787 | +33 | $227.3K | +$35.4K | 4.4% |
| Forum Financial Management, LP | 1,005 | +1 | $290.3K | +$34.8K | 0.1% |
| Envestnet Portfolio Solutions, Inc. | 835 | +20 | $241.2K | +$33.8K | 2.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 796,002 | +20,352 | $229.9K | +$32.5K | 2.6% |
| FIFTH THIRD BANCORP | 585 | +35 | $169.0K | +$29.0K | 6.4% |
| NBC SECURITIES, INC. | 286 | +63 | $82.6K | +$25.9K | 28.3% |
| Smartleaf Asset Management LLC | 339 | +59 | $97.6K | +$25.5K | 21.1% |
| Larson Financial Group LLC | 126 | +81 | $36.4K | +$24.9K | 180.0% |
| BRYN MAWR TRUST Co | 218 | +66 | $63.0K | +$24.3K | 43.4% |
| GW&K Investment Management, LLC | 341,034 | +43,337 | $98.5K | +$22.7K | 14.6% |
| SG Americas Securities, LLC | 77,096 | +70,829 | $22.3K | +$20.7K | 1130.2% |
| NewEdge Wealth, LLC | 912 | +16 | $263.4K | +$19.6K | 1.8% |
| ROTHSCHILD INVESTMENT LLC | 67 | +65 | $19.4K | +$18.8K | 3250.0% |
| MASSMUTUAL TRUST CO FSB/ADV | 251 | +38 | $72.5K | +$18.3K | 17.8% |
| Parkside Financial Bank & Trust | 164 | +46 | $47.4K | +$17.3K | 39.0% |
| True Wealth Design, LLC | 58 | +47 | $16.6K | +$13.9K | 427.3% |
| HARBOUR INVESTMENTS, INC. | 110 | +34 | $31.8K | +$12.4K | 44.7% |
| JONES FINANCIAL COMPANIES LLLP | 196 | +26 | $56.6K | +$11.9K | 15.3% |
| Quent Capital, LLC | 44 | +38 | $12.7K | +$11.2K | 633.3% |
| Parallel Advisors, LLC | 284 | +1 | $82.0K | +$10.0K | 0.3% |
| Root Financial Partners, LLC | 124 | +5 | $35.8K | +$5.5K | 4.2% |
| Versant Capital Management, Inc | 35 | +15 | $10.1K | +$5.0K | 75.0% |
| EASTERN BANK | 121 | +2 | $35.0K | +$4.7K | 1.7% |
| SJS Investment Consulting Inc. | 20 | +15 | $5.8K | +$4.5K | 300.0% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 69,573 | +7,000 | $20.1K | +$4.2K | 11.2% |
| Thrivent Financial for Lutherans | 44,853 | +6,381 | $13.0K | +$3.2K | 16.6% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,662 | +9,199 | $4.8K | +$2.9K | 123.3% |
| FARMERS & MERCHANTS INVESTMENTS INC | 56 | +3 | $16.2K | +$2.7K | 5.7% |
| Bare Financial Services, Inc | 34 | +4 | $9.8K | +$2.2K | 13.3% |
| Fortitude Family Office, LLC | 44 | +1 | $12.7K | +$1.8K | 2.3% |
| HERITAGE INVESTORS MANAGEMENT CORP | 46,426 | +653 | $13.4K | +$1.8K | 1.4% |
| Rakuten Securities, Inc. | 24 | +3 | $6.9K | +$1.6K | 14.3% |
| Handelsbanken Fonder AB | 18,720 | +2,620 | $5.4K | +$1.3K | 16.3% |
| Sunbelt Securities, Inc. | 8 | +4 | $2.3K | +$1.3K | 100.0% |
| Valued Wealth Advisors LLC | 8 | +4 | $2.3K | +$1.3K | 100.0% |
| CENTRAL TRUST Co | 5 | +4 | $1.4K | +$1.2K | 400.0% |
| CWM, LLC | 5,787 | +3,607 | $1.7K | +$1.1K | 165.4% |
| AMALGAMATED BANK | 30,636 | +135 | $8.8K | +$1.1K | 0.4% |
| Bay Harbor Wealth Management, LLC | 8 | +3 | $2.3K | +$1.0K | 60.0% |
| Rossby Financial, LCC | 10 | +2 | $2.9K | +$868 | 25.0% |
| Rialto Wealth Management, LLC | 4 | +2 | $1.2K | +$647 | 100.0% |
| AdvisorNet Financial, Inc | 5 | +1 | $1.4K | +$426 | 25.0% |
| Cambridge Investment Research Advisors, Inc. | 2,126 | +1,186 | $614 | +$375 | 126.2% |
| Cornerstone Planning Group LLC | 6 | +1 | $1.7K | +$365 | 20.0% |
| Transamerica Financial Advisors, Inc. | 2 | +1 | $578 | +$324 | 100.0% |
| Activest Wealth Management | 2 | +1 | $578 | +$323 | 100.0% |
| AMICA MUTUAL INSURANCE CO | 1,634 | +908 | $472 | +$287 | 125.1% |
| HANTZ FINANCIAL SERVICES, INC. | 1,609 | +708 | $465 | +$236 | 78.6% |
| PARK AVENUE SECURITIES LLC | 1,777 | +201 | $513 | +$112 | 12.8% |
| Janney Montgomery Scott LLC | 2,097 | +1 | $606 | +$73 | 0.0% |
| Janney Capital Management LLC | 1,583 | +28 | $457 | +$61 | 1.8% |
| Capital Advisors, Ltd. LLC | 19 | +1 | $5 | $0 | 5.5% |