Position in BUR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$894,467
+$471,966 QoQ
Shares Held
218,163
+133.4% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 234 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 3%
Shared 23%
None 74%
Common Shares in BUR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. BUR ranks #59 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in BUR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $894,467 | 218,163 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $422,501 | 93,474 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $673,226 | 75,474 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $475,410 | 39,750 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $524,254 | 36,764 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $346,405 | 26,223 | Shares | Defined | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||