Signals

← Signals

☆BURL

786 in-universe funds with a nonzero position in BURL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3083
Score / z0.000 / -0.02
Consensus239.45 over 405 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-27 8-K 2.02, 9.01
2026-08-04 8-K 5.02, 8.01
2026-05-28 8-K 2.02, 9.01
2026-05-26 8-K 5.07
2026-03-13 8-K 8.01, 9.01
2026-03-05 8-K 2.02, 9.01
2025-11-25 8-K 2.02, 9.01
2025-08-28 8-K 2.02, 9.01
2025-08-21 8-K 5.02, 9.01
2025-07-29 8-K 1.01, 2.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,157.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 1,731.7 0.4% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 981.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 901.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 742.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 668.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 450.2 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 403.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 381.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SRS Investment Management, LLC CIK 0001503174 0.907 32 340.7 3.2% 5 -0.8 pp -0.3 pp -0.0 pp -0.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 333.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 332.6 0.9% 5 +0.0 pp -0.2 pp +0.4 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 278.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 266.4 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 259.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 227.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 210.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 206.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 189.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 185.3 0.7% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 178.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 166.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dorsal Capital Management, LP CIK 0001547007 0.696 22 158.4 5.7% 5 -0.8 pp +0.9 pp +0.2 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 148.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 136.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 129.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 128.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 120.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 114.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 112.0 1.2% 5 -0.2 pp -0.2 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 109.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 100.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 95.9 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 88.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 86.0 0.8% 5 -0.4 pp +0.1 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 84.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 76.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 72.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 69.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 68.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Capital, LLC CIK 0001740053 0.632 360 62.2 1.5% 5 -0.2 pp +0.2 pp +0.4 pp +0.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 60.0 0.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 59.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 58.3 5.4% 5 +0.2 pp -0.5 pp +0.9 pp +2.8 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 57.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 57.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 57.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 56.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 56.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 55.7 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 54.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 52.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 51.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 48.7 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 48.6 0.1% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 47.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 45.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 45.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 44.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 42.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 41.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 40.4 0.9% 5 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 39.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 37.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 37.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 36.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 36.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 35.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 33.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 30.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 30.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 30.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 29.9 0.3% 5 -0.4 pp -0.3 pp -0.3 pp -0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 29.1 0.0% 7 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 27.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 27.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 26.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 26.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 24.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 24.4 0.6% 3 -0.3 pp -0.8 pp +0.6 pp -1.5 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 24.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 24.3 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 23.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 22.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 22.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 21.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benchstone Capital Management LP CIK 0002016777 0.022 36 20.7 2.6% 2 -1.1 pp +2.6 pp +2.6 pp +0.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 20.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 20.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 20.0 0.7% 1 +0.7 pp +0.0 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 18.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 17.4 0.3% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 17.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 17.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 16.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 16.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 16.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 15.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 14.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 14.4 0.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 13.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 13.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 13.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Tabor Asset Management, LP CIK 0001834780 0.069 46 13.4 4.1% 4 -0.4 pp -0.8 pp +0.4 pp +4.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 12.6 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 11.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 11.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 11.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 10.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 10.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 9.9 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 9.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 9.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 9.5 0.8% 5 -1.5 pp -1.5 pp -0.4 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 9.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 9.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 8.9 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 8.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 8.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 8.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 7.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 7.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.3 pp -0.1 pp -0.1 pp -0.7 pp
☆SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp -1.1 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 0.0 0.0% 0 -1.1 pp -1.8 pp -1.4 pp -1.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fund 1 Investments, LLC CIK 0001959730 0.078 45 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BURL). Qtrs Held counts distinct quarters this fund has actually held BURL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BURL position size. Δ columns are the percentage-point change in BURL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status