AE Wealth Management LLC

Position in BURL — Burlington Stores, Inc.

CIK 1697723 TOPEKA, KS

Position in BURL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$698,210

+$46,493 QoQ

Shares Held

2,204

+10.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#380

of 650 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

AE Wealth Management LLC holds $8,670,493 across 5 Apparel Retail names. BURL ranks #3 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	42,987	$6,512,521
2	ROST	Ross Stores, Inc.	3,399	$723,459
3	BURL	Burlington Stores, Inc. This page	2,204	$698,210
4	LULU	lululemon athletica inc.	4,417	$504,321
5	VSXY	Victoria's Secret & Co.	2,779	$231,982

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$698,210	2,204	+10.0%	Shares	Other	2026-08-03
2026-03-31	$651,717	2,003	+9.1%	Shares	Other	2026-05-13
2025-12-31	$530,314	1,836	—	Shares	Other	2026-01-26
No filing history on record for this holder in this stock.