BURL · Burlington Stores, Inc. · Shareholders & Ownership

$248.13 -10.73 (-4.15%) At close · Oct 21

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.59B

62.82M

Volume · Oct 21 1.03M Avg daily vol (3M) 1.32M

Every disclosed holder of BURL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BURL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	655	64,577,321	102.81%	Yes
Insiders (Forms 3, 4, 5)	17	395,444	0.63%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,157,570	-3.43%	Negative
Registered funds (N-PORT, not summed)	623	35,068,748	55.83%	No

Shares outstanding: 62,815,195, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BURL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	JPMORGAN CHASE & CO 13G CIK 19617 · Bank · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,913,959	11.01%	+689,881	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
1.1	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,284,294	10.00%	-221,761	Jun 30, 2026	carried, not yet filed for the newest quarter
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,810,348	10.84%	+275,312	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,150,145	3.42%	+91,426	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	369,373	0.59%	-52,446	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	258,001	0.41%	+17,493	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	239,201	0.38%	-14,207	Jun 30, 2026	iShares Trust, not summed
2.5	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	229,278	0.37%	-1,366	Jun 30, 2026	iShares Trust, not summed
3	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,466,722	8.70%	-702,063	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Capital International Investors 13G CIK 1562230 · Investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	5,554,563	8.84%	-707,011	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	3,900,600	6.21%	-187,095	May 31, 2026	Growth Fund of America, not summed
5	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,096,969	4.93%	+68,715	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,843,988	4.53%	+32,648	Jun 30, 2026	carried, not yet filed for the newest quarter
7	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,548,758	4.06%	-249,429	Jun 30, 2026	carried, not yet filed for the newest quarter
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,344,548	3.73%	+116,584	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	318,012	0.51%	+14,239	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	59,425	0.09%	+1,672	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	37,621	0.06%	+351	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	21,752	0.03%	-360	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
8.5	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	15,750	0.03%	+5,459	Jun 30, 2026	SPDR SERIES TRUST, not summed
9	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,110,639	3.36%	-156,138	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	203	0.00%	-2	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
9.2	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	87	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
9.3	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	27	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,998,797	3.18%	+4,225	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,450,868	2.31%	+112,609	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	110,570	0.18%	-6,424	Jun 30, 2026	AQR Funds, not summed
11.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	28,580	0.05%	+8,242	Jun 30, 2026	AQR Funds, not summed
11.3	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,570	0.01%	+2,776	Jun 30, 2026	AQR Funds, not summed
11.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,728	0.01%	-2,291	Jun 30, 2026	AQR Funds, not summed
11.5	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	1,460	0.00%	—	Jun 30, 2026	AQR Funds, not summed
12	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	1,296,447	2.06%	-393,466	Jun 30, 2026	American Funds Fundamental Investors, not summed
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,277,055	2.03%	+5,868	Jun 30, 2026	carried, not yet filed for the newest quarter
14	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,203,303	1.92%	+2,714	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	390,643	0.62%	-101,730	May 31, 2026	Fidelity Rutland Square Trust II, not summed
14.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	320,527	0.51%	-5,063	May 31, 2026	Fidelity Concord Street Trust, not summed
14.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	301,924	0.48%	+17,700	Jul 31, 2026	Fidelity Concord Street Trust, not summed
14.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	237,330	0.38%	+4,536	Jul 31, 2026	Fidelity Salem Street Trust, not summed
14.5	Fidelity Equity-Income Fund Fund S000006064 · Registered fund · Jul 31, 2026 Fidelity Devonshire Trust, not summed	140,653	0.22%	-57,428	Jul 31, 2026	Fidelity Devonshire Trust, not summed
15	SRS Investment Management, LLC 13F CIK 1503174 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,291	1.71%	-81,578	Jun 30, 2026	carried, not yet filed for the newest quarter
16	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,050,437	1.67%	+196,803	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	1,240,862	1.98%	-838	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
16.2	T. Rowe Price Mid-Cap Value Fund, Inc. Fund S000002103 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed	320,120	0.51%	+32,679	Jun 30, 2026	T. ROWE PRICE MID-CAP VALUE FUND, INC., not summed
16.3	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	139,121	0.22%	-10,892	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
16.4	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	107,188	0.17%	-5,810	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
16.5	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	93,197	0.15%	+11,271	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
17	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,049,778	1.67%	+139,958	Jun 30, 2026	carried, not yet filed for the newest quarter
18	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,038,322	1.65%	-187,747	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	MFS Mid Cap Growth Fund Fund S000002434 · Registered fund · May 31, 2026 MFS Series Trust IV, not summed	828,361	1.32%	+35,993	May 31, 2026	MFS Series Trust IV, not summed
18.2	MFS Mid Cap Growth Series Fund S000002678 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	17,466	0.03%	-3,269	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
18.3	MFS Global New Discovery Fund Fund S000035048 · Registered fund · May 31, 2026 MFS SERIES TRUST IV, not summed	3,395	0.01%	-132	May 31, 2026	MFS SERIES TRUST IV, not summed
18.4	MFS Active Mid Cap ETF Fund S000094824 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	1,463	0.00%	+44	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
18.5	MFS Global Alternative Strategy Fund Fund S000019515 · Registered fund · Jul 31, 2026 MFS Series Trust XV, not summed	664	0.00%	-86	Jul 31, 2026	MFS Series Trust XV, not summed
19	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,010,579	1.61%	-173,484	Jun 30, 2026	Eaton Vance Growth Trust, not summed
20	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	894,021	1.42%	+14,004	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	75,173	0.12%	0	Jun 30, 2026	Janus Investment Fund, not summed
20.2	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	47,969	0.08%	+1,217	Jun 30, 2026	Janus Aspen Series, not summed
20.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	4,490	0.01%	0	Jun 30, 2026	Janus Aspen Series, not summed
20.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	4,376	0.01%	-105	Jun 30, 2026	Janus Investment Fund, not summed
20.5	Janus Henderson Adaptive Risk Managed U.S. Equity Fund Fund S000025898 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	894	0.00%	—	Jun 30, 2026	Janus Investment Fund, not summed
21	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	878,425	1.40%	+405,383	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	44,559	0.07%	—	May 31, 2026	Goldman Sachs Trust, not summed
21.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	43,079	0.07%	—	May 31, 2026	Goldman Sachs Trust, not summed
21.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	35,400	0.06%	+4,453	May 31, 2026	Goldman Sachs ETF Trust, not summed
21.4	Goldman Sachs Large Cap Growth Insights Fund Fund S000009328 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	21,918	0.03%	-33,577	Jul 31, 2026	Goldman Sachs Trust, not summed
21.5	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	21,458	0.03%	-7,202	Jun 30, 2026	Goldman Sachs Trust, not summed
22	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	840,960	1.34%	+48,370	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	VANGUARD PRIMECAP FUND Fund S000002568 · Registered fund · Jun 30, 2026 VANGUARD CHESTER FUNDS, not summed	434,800	0.69%	+49,000	Jun 30, 2026	VANGUARD CHESTER FUNDS, not summed
22.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	209,400	0.33%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
22.3	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	76,860	0.12%	-4,830	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
22.4	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	47,000	0.07%	0	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
22.5	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	34,000	0.05%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
23	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	819,920	1.31%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMorgan Equity Premium Income ETF Fund S000068402 · Registered fund · Jun 30, 2026 J.P. Morgan Exchange-Traded Fund Trust, not summed	791,378	1.26%	-22,472	Jun 30, 2026	J.P. Morgan Exchange-Traded Fund Trust, not summed
25	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	721,953	1.15%	-3,549	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	720,514	1.15%	+26,419	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	716,826	1.14%	+89,989	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Heritage Fund Fund S000006206 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	301,470	0.48%	+18,632	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
27.2	Select Fund Fund S000006194 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	67,100	0.11%	+10,000	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
28	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	681,846	1.09%	+2,316	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	664,675	1.06%	+51,870	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	110,833	0.18%	+19,978	Jul 31, 2026	Dimensional ETF Trust, not summed
29.2	Dimensional US High Profitability ETF Fund S000075148 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	77,297	0.12%	+7,948	Jul 31, 2026	Dimensional ETF Trust, not summed
29.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	58,916	0.09%	+1,246	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.4	U.S. High Relative Profitability Portfolio Fund S000057237 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,747	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
29.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	53,339	0.08%	+12,700	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
30	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	650,492	1.04%	+108,240	Jun 30, 2026	carried, not yet filed for the newest quarter
31	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,886	0.95%	-17,491	Jun 30, 2026	carried, not yet filed for the newest quarter
32	ALKEON CAPITAL MANAGEMENT LLC 13F CIK 1230239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	585,000	0.93%	+40,000	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	562,340	0.90%	-18,458	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,840	0.07%	+1,727	Jun 30, 2026	Northern Funds, not summed
33.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,888	0.00%	0	Jun 30, 2026	Northern Funds, not summed
33.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,360	0.00%	+64	Jul 31, 2026	FlexShares Trust, not summed
33.4	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	180	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
34	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	546,782	0.87%	0	Jun 30, 2026	Janus Investment Fund, not summed
35	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	527,994	0.84%	+16,527	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	526,477	0.84%	+59,434	Jun 30, 2026	carried, not yet filed for the newest quarter
37	JPMorgan Mid Cap Growth Fund Fund S000003654 · Registered fund · Jun 30, 2026 JPMorgan Trust II, not summed	512,664	0.82%	-42,628	Jun 30, 2026	JPMorgan Trust II, not summed
38	Growth Fund Fund S000008791 · Registered fund · Jun 30, 2026 AMERICAN FUNDS INSURANCE SERIES, not summed	511,613	0.81%	-158,271	Jun 30, 2026	AMERICAN FUNDS INSURANCE SERIES, not summed
39	Dorsal Capital Management, LP 13F CIK 1547007 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	500,000	0.80%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	469,590	0.75%	+2,953	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	10,044	0.02%	-202	Jul 31, 2026	BNY Mellon ETF Trust, not summed
41	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,194	0.69%	+6,875	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	168,138	0.27%	-45	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	65,621	0.10%	+1,075	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	38,200	0.06%	+1,599	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
41.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	36,667	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	31,268	0.05%	-1,572	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
42	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	416,119	0.66%	+9,938	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	407,119	0.65%	-1,616	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	405,917	0.65%	+10,416	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	399,603	0.64%	-22,078	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
46	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	380,575	0.61%	+52,907	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	246,185	0.39%	+37,473	Jun 30, 2026	Carillon Series Trust, not summed
46.2	Carillon Chartwell Small Cap Fund Fund S000058964 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	11,654	0.02%	+1,251	Jun 30, 2026	Carillon Series Trust, not summed
46.3	Carillon Chartwell Small Cap Growth Fund Fund S000075963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	9,206	0.01%	+2,484	Jun 30, 2026	Carillon Series Trust, not summed
47	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,739	0.57%	+114,514	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Columbia Select Mid Cap Value Fund Fund S000010792 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	157,971	0.25%	-3,430	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
47.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	44,413	0.07%	-1,505	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
47.3	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · May 31, 2026 Columbia Funds Series Trust II, not summed	22,883	0.04%	+4,240	May 31, 2026	Columbia Funds Series Trust II, not summed
47.4	Columbia Variable Portfolio - Select Mid Cap Value Fund Fund S000019847 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	14,417	0.02%	+2,000	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
47.5	Columbia Integrated Large Cap Growth Fund II Fund S000036204 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	2,662	0.00%	+1,912	Jun 30, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
48	Stephens Investment Management Group LLC 13F CIK 1314440 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	353,673	0.56%	+43,859	Jun 30, 2026	carried, not yet filed for the newest quarter
49	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	347,059	0.55%	-85,972	Jun 30, 2026	carried, not yet filed for the newest quarter
50	GW&K Investment Management, LLC 13F CIK 1082917 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	324,761	0.52%	-14,697	Jun 30, 2026	carried, not yet filed for the newest quarter

121 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 1579298 CUSIP 122017106 13F (30d) 89 filings 78 filers Visit website Investor relations