As of the latest SEC filings, Burford Capital Ltd (BUR) is held by 135 institutional funds. The largest fund shareholder is Columbia Overseas Value Fund (COAVX), holding an estimated $29,517,693.08 in market value, representing 0.43% of its portfolio.
Funds holding Burford Capital Ltd (BUR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BUR
- CIK:
- 0001714174
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
COAVX
Columbia Overseas Value Fund
|
MF | Columbia Threadneedle | 0.43% | $29,517,693.08 | 3,497,357 | Feb 28, 2026 | Apr 27, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $22,389,368.00 | 4,953,400 | Mar 31, 2026 | May 28, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 0.20% | $21,450,919.56 | 4,359,943 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Columbia Variable Portfolio - Overseas Core Fund
|
ETF | Columbia Threadneedle | 0.38% | $13,924,899.60 | 3,080,730 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $9,829,761.48 | 1,997,919 | Apr 30, 2026 | Jun 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.06% | $8,415,498.68 | 997,097 | Feb 28, 2026 | Apr 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.04% | $4,719,431.44 | 1,044,122 | Mar 31, 2026 | May 28, 2026 |
|
COSAX
Columbia Overseas Core Fund
|
MF | Columbia Threadneedle | 0.45% | $4,579,147.32 | 542,553 | Feb 28, 2026 | Apr 27, 2026 |
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $4,378,124.78 | 916,493 | Apr 30, 2026 | Jun 24, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.11% | $4,170,624.96 | 847,688 | Apr 30, 2026 | Jun 26, 2026 |
|
-
JNL Multi-Manager Small Cap Value Fund
|
ETF | Independent / Boutique | 0.24% | $3,976,244.00 | 879,700 | Mar 31, 2026 | May 28, 2026 |
|
-
THE UNITED KINGDOM SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.20% | $3,531,231.82 | 739,209 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.17% | $3,442,472.68 | 761,609 | Mar 31, 2026 | Jun 1, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,868,663.20 | 634,660 | Mar 31, 2026 | May 28, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.02% | $2,778,962.84 | 329,261 | Feb 28, 2026 | Apr 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.21% | $2,486,000.00 | 550,000 | Mar 31, 2026 | May 21, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.03% | $2,175,235.32 | 442,121 | Apr 30, 2026 | Jun 25, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,134,085.81 | 446,738 | Apr 30, 2026 | Jun 24, 2026 |
|
QWVOX
Clearwater Select Equity Fund
|
MF | Independent / Boutique | 0.47% | $2,022,998.32 | 447,566 | Mar 31, 2026 | May 27, 2026 |
|
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $1,815,663.44 | 215,126 | Feb 28, 2026 | Apr 23, 2026 |
|
FBBAX
First Foundation Total Return Fund
|
MF | Independent / Boutique | 2.47% | $1,641,343.08 | 363,129 | Mar 31, 2026 | May 28, 2026 |
|
SWMIX
Schwab International Opportunities Fund
|
MF | Charles Schwab | 0.15% | $1,546,907.04 | 314,412 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.03% | $1,498,949.52 | 331,626 | Mar 31, 2026 | May 28, 2026 |
|
AVDE
Avantis International Equity ETF
|
ETF | American Century | 0.01% | $1,313,538.88 | 156,461 | Feb 28, 2026 | Apr 29, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.03% | $1,190,649.84 | 242,002 | Apr 30, 2026 | Jun 24, 2026 |
Advertisement (320x50)