Position in BURL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,042,601
+$637,603 QoQ
Shares Held
25,387
+11.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#154
of 650 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in BURL Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $121,294,162 across 18 Apparel Retail names. BURL ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
519,261 | $78,668,041 | |
| 2 | ROST |
Ross Stores, Inc.
|
95,459 | $20,318,448 | |
| 3 | BURL |
Burlington Stores, Inc.
This page
|
25,387 | $8,042,601 | |
| 4 | GAP |
Gap Inc
|
163,114 | $3,046,969 | |
| 5 | ANF |
Abercrombie & Fitch Co /De/
|
22,807 | $2,052,858 | |
| 6 | URBN |
Urban Outfitters Inc
|
28,151 | $1,994,779 | |
| 7 | LULU |
lululemon athletica inc.
|
15,080 | $1,721,834 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
12,990 | $1,084,405 |
All Filings in BURL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,042,601 | 25,387 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $7,404,998 | 22,758 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,221,257 | 4,228 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $350,446 | 1,377 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $308,945 | 1,328 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $466,411 | 1,957 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $506,836 | 1,778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $607,057 | 2,304 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $552,240 | 2,301 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $410,047 | 1,766 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $320,892 | 1,650 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $256,122 | 1,893 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $236,557 | 1,503 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $295,470 | 1,462 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $282,647 | 1,394 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $475,161 | 1,630 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $462,219 | 1,630 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $528,385 | 1,641 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $374,994 | 1,255 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||