Position in BUR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,442,472
-$2,967,957 QoQ
Shares Held
761,609
+6.0% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BUR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Empowered Funds, LLC holds $157,732,731 across 36 Asset Management names. BUR ranks #14 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
242,487 | $27,883,574 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
75,572 | $20,910,771 | |
| 3 | AMP |
Ameriprise Financial Inc
|
37,735 | $16,769,430 | |
| 4 | CSWC |
Capital Southwest Corp
|
619,098 | $13,694,446 | |
| 5 | STT |
State Street Corp
|
88,678 | $11,223,082 | |
| 6 | BLK |
BlackRock, Inc.
|
10,825 | $10,410,505 | |
| 7 | KKR |
KKR & Co. Inc.
|
61,528 | $5,691,338 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
556,266 | $5,078,708 |
All Filings in BUR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,442,472 | 761,609 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $6,410,429 | 718,658 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||