United Airlines HoldingsUAL

13F holders, Q1 2024 (March 31)
635holders
8famous investors
$47.90avg. 13F price*

At the end of Q1 2024, 635 institutions reported holding United Airlines Holdings Inc. (UAL) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.8B), Primecap Management Co. ($1.1B) and Capital International Investors ($885.9M). 8 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Ken Griffin (0.2% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
United Airlines Holdings Inc.
Sector
Consumer Discretionary
CUSIP
910047109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 635Q1 2024Q2 2024: 670Q2 2024Q3 2024: 653Q3 2024Q4 2024: 858Q4 2024Q1 2025: 848Q1 2025Q2 2025: 866Q2 2025Q3 2025: 914Q3 2025Q4 2025: 1,020Q4 2025Q1 2026: 978Q1 2026Q2 2026: 1,072Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions95$547.8M
Exits91$216.0M

Ownership 635 holders

Vanguard Group Inc. 0.03% Reduce -0.8% 36,740,975 $1.8B
Primecap Management Co. 0.85% Add +1.5% 23,701,089 $1.1B
Capital International Investors 0.18% Add +2.4% 18,502,761 $885.9M
BlackRock Inc. 0.02% Reduce -15.8% 17,888,404 $856.5M
Capital World Investors 0.09% Add +0.1% 11,321,871 $542.1M
State Street Corp. 0.02% Add +0.9% 10,209,557 $488.8M
Geode Capital Management, LLC 0.04% Add +4.5% 7,906,451 $379.7M
Morgan Stanley 0.02% Add +41.1% 6,202,272 $297.0M
Invesco Ltd. 0.06% Add +18.1% 6,102,108 $292.2M
Par Capital Management Inc. 6.79% Add +105.0% 4,559,050 $218.3M
Millennium Management 0.19% Add +336.6% 4,436,909 $212.4M
Dimensional Fund Advisors LP 0.06% Add +4.7% 4,337,821 $207.7M
FMR LLC 0.01% Reduce -3.8% 4,057,841 $194.3M
Citadel Advisors 0.18% Reduce -16.8% 3,898,556 $186.7M
Newport Trust Company, LLC 0.48% Reduce -1.3% 3,710,995 $177.7M
Ameriprise Financial Inc. 0.05% Add +479.4% 3,475,448 $166.4M
LSV Asset Management 0.32% Reduce -4.5% 3,260,746 $156.1M
U S Global Investors Inc. 12.50% Reduce -23.7% 3,173,821 $152.0M
Goldman Sachs Group Inc. 0.03% Add +79.3% 2,891,034 $138.4M
Barclays PLC 0.05% Add +198.1% 2,413,383 $115.6M
Northern Trust Corp. 0.02% Reduce -3.2% 2,368,823 $113.4M
Interval Partners, LP 3.90% New 2,158,604 $103.4M
Charles Schwab Investment Management Inc. 0.02% Add +25.0% 2,157,076 $103.3M
Balyasny Asset Management L.P. 0.26% New 2,084,958 $99.8M
UBS Group AG 0.03% Add +157.1% 2,013,166 $96.4M
Bank of America Corp. 0.01% Add +524.4% 1,998,104 $95.7M
Alyeska Investment Group, L.P. 0.56% New 1,861,603 $89.1M
GMT Capital Corp 3.40% Reduce -17.6% 1,803,500 $86.4M
Norges Bank 0.01% Add +80.3% 1,796,902 $86.0M
Schonfeld Strategic Advisors LLC 0.67% Add +400.2% 1,785,509 $85.5M
Candlestick Capital Management LP 2.70% New 1,713,694 $82.1M
Bank of New York Mellon Corp 0.01% Reduce -7.1% 1,631,551 $78.1M
Royal Bank of Canada 0.02% Add +155.9% 1,441,252 $69.0M
Jane Street Group, LLC 0.08% Add +40.1% 1,354,852 $64.9M
Renaissance Technologies 0.10% Reduce -23.3% 1,342,833 $64.3M
JPMorgan Chase & Co. 0.01% Add +119.0% 1,329,596 $63.7M
T. Rowe Price Associates Inc. 0.01% Add +5.9% 1,161,931 $55.6M
Patient Capital Management, LLC 2.59% Reduce -9.1% 1,110,352 $53.2M
Susquehanna International Group, LLP 0.07% Add +0.2% 1,022,830 $49.0M
Nuveen Asset Management, LLC 0.01% Add +0.9% 916,878 $43.9M
Calamos Advisors LLC 0.29% Reduce -4.4% 856,100 $41.0M
Walleye Trading LLC 0.62% Reduce -27.7% 790,125 $37.8M
Senator Investment Group LP 1.64% New 750,000 $35.9M
Canada Pension Plan Investment Board 0.04% Add +452.1% 713,800 $34.2M
National Bank of Canada 0.06% Add +136.4% 629,879 $33.2M
First Trust Advisors LP 0.03% Add +23.4% 674,659 $32.3M
Citigroup Inc. 0.03% Add +117.4% 667,276 $31.9M
Panagora Asset Management Inc. 0.16% Reduce -19.7% 649,482 $31.1M
Man Group plc 0.09% Add +60.2% 644,156 $30.8M
HSBC Holdings PLC 0.02% Add +16.5% 634,620 $30.4M
Retirement Systems of Alabama 0.11% Add +751.5% 615,478 $29.5M
Deutsche Bank AG 0.01% Add +31.2% 582,833 $27.9M
BNP Paribas Financial Markets 0.03% Add +77.8% 577,418 $27.6M
Rhumbline Advisers 0.03% Reduce -1.3% 576,530 $27.6M
AQR Capital Management 0.05% Reduce -17.1% 573,075 $27.4M
California Public Employees Retirement System 0.02% Reduce -4.2% 561,873 $26.9M
Amundi 0.01% Reduce -34.2% 521,888 $26.8M
Capital Group Private Client Services, Inc. 0.26% Add +36.6% 540,029 $25.9M
Douglas Lane & Associates, LLC 0.35% Add +5.8% 522,808 $25.0M
Legal & General Group Plc 0.01% Reduce -4.8% 516,374 $24.7M
Cobalt Capital Management, Inc. 7.87% Add +155.0% 510,000 $24.4M
Towle & Co. 2.72% Reduce -2.8% 483,794 $23.2M
Public Sector Pension Investment Board 0.16% Add +826.5% 455,120 $21.8M
Alliancebernstein L.P. 0.01% Reduce -4.4% 449,574 $21.5M
Pinebridge Investments, L.P. 0.16% Reduce -30.4% 418,206 $20.0M
American Century Companies Inc. 0.01% Add +17.5% 405,456 $19.4M
STRS Ohio 0.08% Add +0.9% 398,381 $19.1M
Capital Fund Management S.A. 0.22% Add +36.9% 378,484 $18.1M
Mackenzie Financial Corp. 0.03% Reduce -23.2% 377,112 $18.1M
Principal Financial Group Inc. 0.01% Add +1.5% 375,217 $18.0M
Trexquant Investment LP 0.34% New 354,195 $17.0M
New York State Teachers Retirement System 0.03% Reduce -6.3% 340,403 $16.3M
Bank of Montreal 0.01% Reduce -36.0% 334,598 $16.0M
State Board of Administration of Florida Retirement System 0.04% Add +13.7% 356,412 $15.8M
Point72 Asset Management 0.04% Reduce -88.5% 314,082 $15.0M
J. Goldman & Co LP 0.67% New 309,131 $14.8M
Prudential Financial Inc. 0.02% Reduce -13.8% 306,378 $14.7M
Massachusetts Financial Services Co. 0.00% Add +23.5% 302,861 $14.5M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.41% New 278,100 $13.3M
Russell Investments Group, Ltd. 0.02% Add +1.3% 258,032 $12.4M
Verition Fund Management LLC 0.13% Add +775.2% 254,583 $12.2M
ING Groep NV 0.08% New 249,048 $11.9M
Appian Way Asset Management LP 3.75% New 239,069 $11.4M
Simplex Trading, LLC 0.33% Reduce -6.2% 238,467 $11.4M
Nwi Management LP 1.54% Reduce -37.3% 235,000 $11.3M
Natixis 0.06% Add +1222.5% 229,104 $11.0M
Walleye Capital LLC 0.13% Reduce -7.5% 222,669 $10.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -28.0% 212,962 $10.2M
Manufacturers Life Insurance Company, The 0.01% Reduce -12.5% 202,209 $9.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.3% 194,826 $9.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% No change 186,622 $8.9M
New York State Common Retirement Fund 0.01% Reduce -10.8% 186,367 $8.9M
Susquehanna Fundamental Investments, LLC 0.41% New 184,485 $8.8M
Gateway Investment Advisers LLC 0.10% Reduce -0.0% 183,191 $8.8M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -0.9% 181,632 $8.7M
Public Employees Retirement System of Ohio 0.03% Reduce -8.2% 177,359 $8.5M
Toronto Dominion Bank 0.01% Add +8.3% 174,591 $8.4M
Nomura Holdings Inc. 0.07% Reduce -72.4% 174,031 $8.3M
Sonic GP LLC 10.91% No change 171,785 $8.2M
Raymond James & Associates 0.01% Add +28.9% 164,651 $7.9M
LPL Financial LLC 0.00% Add +4.2% 158,150 $7.6M
Marsico Capital Management LLC 0.24% No change 155,608 $7.5M
Jefferies Financial Group Inc. 0.16% Add +202.1% 152,908 $7.3M
Landscape Capital Management, L.L.C. 0.64% Add +723.1% 152,709 $7.3M
Treasurer of the State of North Carolina 0.03% Reduce -2.4% 150,003 $7.2M
Old National Bancorp 0.17% Add +2.5% 149,910 $7.2M
Sei Investments Co. 0.01% Add +8.0% 144,150 $6.9M
Wells Fargo & Company 0.00% Add +5.0% 136,801 $6.6M
Victory Capital Management Inc. 0.01% Add +4.3% 134,668 $6.4M
Commonwealth Equity Services, LLC 0.01% Reduce -4.1% 132,264 $6.3M
Qube Research & Technologies Ltd 0.01% Reduce -94.0% 132,178 $6.3M
Creative Planning 0.01% Add +3.0% 131,210 $6.3M
Meeder Asset Management Inc. 0.38% Add +40.7% 127,098 $6.1M
Envestnet Asset Management Inc. 0.00% Add +22.1% 124,629 $6.0M
Parallax Volatility Advisers, L.P. 0.20% Reduce -41.8% 122,743 $5.9M
tru Independence LLC 1.67% Add +0.3% 118,230 $5.7M
Bank of Nova Scotia 0.01% Add +672.4% 115,109 $5.5M
QRG Capital Management, Inc. 0.07% Reduce -42.0% 113,353 $5.4M
Element Capital Management LLC 3.57% New 112,711 $5.4M
Amalgamated Bank 0.05% Add +21.0% 112,304 $5.4M
Handelsbanken Fonder AB 0.02% Add +14.0% 110,582 $5.3M
Maplelane Capital, LLC 0.36% New 110,001 $5.3M
Mercer Global Advisors Inc. 0.01% Reduce -40.9% 109,753 $5.3M
Mount Lucas Management LP 1.76% Reduce -8.4% 109,769 $5.3M
Voya Investment Management LLC 0.01% Reduce -3.0% 104,226 $5.0M
Cibc World Market Inc. 0.01% Add +241.1% 102,140 $4.9M
Guggenheim Capital LLC 0.03% Add +60.7% 100,263 $4.8M
Cinctive Capital Management LP 0.24% New 99,122 $4.7M
Group One Trading LLC 0.17% Reduce -76.4% 97,562 $4.7M
State of Tennessee, Department of Treasury 0.02% Add +87.5% 92,119 $4.4M
CastleKnight Management LP 0.65% Add +152.1% 90,000 $4.3M
State of Michigan Retirement System 0.02% No change 89,828 $4.3M
Stifel Financial Corp. 0.00% Add +13.7% 87,438 $4.2M
American International Group, Inc. 0.01% Reduce -0.3% 85,772 $4.1M
Eagle Asset Management Inc. 0.02% Add +1.7% 86,071 $4.1M
Hennessy Advisors Inc. 0.17% Add +44.0% 84,800 $4.1M
TD Asset Management Inc 0.00% Add +3.6% 84,660 $4.1M
Twin Tree Management, LP 0.09% New 84,390 $4.0M
RBF Capital, LLC 0.22% No change 80,000 $3.8M
Jump Financial, LLC 0.10% Add +18.8% 77,149 $3.7M
MetLife Investment Management, LLC 0.02% Reduce -3.5% 76,773 $3.7M
ProShare Advisors LLC 0.01% Reduce -1.9% 76,261 $3.7M
GTS Securities LLC 0.10% Reduce -38.8% 73,431 $3.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.3% 72,009 $3.4M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.1% 71,599 $3.4M
Y-Intercept (Hong Kong) Ltd 0.26% New 71,028 $3.4M
Hudson Bay Capital Management LP 0.03% New 70,000 $3.4M
WINTON GROUP Ltd 0.23% Add +736.2% 68,777 $3.3M
Harvest Portfolios Group Inc. 0.13% Reduce -10.9% 68,667 $3.3M
Wealthfront Advisers LLC 0.01% Reduce -4.9% 68,504 $3.3M
Texas Permanent School Fund Corp. 0.03% Add +1.0% 67,719 $3.2M
USS Investment Management Ltd 0.03% Reduce -26.7% 65,275 $3.1M
HighTower Advisors, LLC 0.01% Reduce -45.4% 64,987 $3.1M
HRT Financial LP 0.02% Add +438.7% 63,096 $3.0M
ExodusPoint Capital Management, LP 0.04% New 62,530 $3.0M
State of Wisconsin Investment Board 0.01% Add +7.4% 62,070 $3.0M
Franklin Resources Inc. 0.00% Reduce -1.4% 61,487 $2.9M
Natixis Advisors, LLC 0.01% Add +1.2% 61,229 $2.9M
Oxinas Partners, LLC 1.86% Reduce -7.2% 59,813 $2.9M
Brevan Howard Capital Management LP 0.27% Add +694.8% 59,512 $2.8M
Bokf, NA 0.05% Add +17.8% 58,618 $2.8M
Czech National Bank 0.04% Add +0.5% 57,714 $2.8M
CTC LLC 0.05% Reduce -66.8% 57,280 $2.7M
Alaska Permanent Fund Corp 0.04% Add +17.9% 57,211 $2.7M
Jade Capital Advisors, LLC 1.99% Reduce -68.2% 55,000 $2.6M
Black Cypress Capital Management, LLC 2.46% — 54,909 $2.6M
Bridgewater Associates 0.01% Reduce -72.2% 54,776 $2.6M
Quantinno Capital Management LP 0.06% Add +51.8% 54,762 $2.6M
Zacks Investment Management 0.03% Add +21.5% 53,415 $2.6M
Comerica Bank 0.01% Add +8.3% 52,457 $2.5M
Entropy Technologies, LP 0.27% New 51,953 $2.5M
Corient Private Wealth LP 0.00% Add +8.2% 51,346 $2.5M
Janney Montgomery Scott LLC 0.01% Add +58.3% 50,806 $2.4M
Osaic Holdings, Inc. 0.01% Reduce -23.7% 50,846 $2.4M
Aberdeen Group plc 0.00% Reduce -4.3% 49,557 $2.4M
Cetera Investment Advisers 0.01% Add +266.3% 48,021 $2.3M
D. E. Shaw & Co. 0.00% Reduce -58.9% 47,353 $2.3M
Quantitative Investment Management, LLC 0.13% New 46,585 $2.2M
CIBC Asset Management Inc 0.01% Add +3.0% 46,335 $2.2M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -30.6% 48,982 $2.2M
Atom Investors LP 0.26% New 43,919 $2.1M
New York Life Investment Management LLC 0.02% Reduce -3.8% 43,879 $2.1M
Rafferty Asset Management, LLC 0.01% Reduce -1.6% 43,141 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -2.5% 43,020 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -11.4% 42,490 $2.0M
ClariVest Asset Management LLC 0.21% Reduce -69.0% 41,887 $2.0M
MIdWestOne Financial Group, Inc. 0.36% Add +28.9% 41,768 $2.0M
Wedbush Securities Inc. 0.07% Reduce -0.8% 40,109 $1.9M
Private Advisor Group, LLC 0.01% Reduce -9.4% 39,693 $1.9M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -17.2% 39,680 $1.9M
Two Sigma Securities, LLC 0.09% Reduce -44.5% 39,606 $1.9M
Raymond James Trust N.A. 0.04% Add +1.0% 37,563 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -10.4% 37,512 $1.8M
Qsemble Capital Management, LP 0.39% Add +103.3% 37,076 $1.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.1% 36,604 $1.8M
Capstone Investment Advisors, LLC 0.06% Add +70.3% 35,871 $1.7M
State of Alaska, Department of Revenue 0.02% Add +0.4% 35,580 $1.7M
Capital International Sarl 0.06% Add +5.6% 35,483 $1.7M
Estate Counselors, LLC 0.19% New 35,355 $1.7M
California State Teachers Retirement System 0.00% Reduce -38.6% 34,798 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +25.2% 34,452 $1.6M
Mirabella Financial Services LLP 0.12% New 33,722 $1.6M
TCW Group Inc. 0.02% Add +3.1% 33,550 $1.6M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +7.2% 33,491 $1.6M
Mariner, LLC 0.00% Add +27.7% 32,352 $1.5M
Macquarie Group Ltd. 0.00% No change 31,900 $1.5M
Independent Advisor Alliance 0.05% New 30,798 $1.5M
Beacon Pointe Advisors, LLC 0.02% Add +2.4% 30,617 $1.5M
Kestra Advisory Services, LLC 0.01% Add +0.9% 29,418 $1.4M
Campbell & CO Investment Adviser LLC 0.12% New 29,236 $1.4M
Xponance LLC 0.01% Reduce -30.3% 29,058 $1.4M
Pictet Asset Management Holding SA 0.00% Reduce -7.2% 28,188 $1.3M
Oregon Public Employees Retirement Fund 0.03% Add +9.4% 28,041 $1.3M
Inceptionr LLC 0.34% New 27,975 $1.3M
Apella Capital, LLC 0.07% No change 30,555 $1.3M
Credit Suisse AG/ 0.00% Reduce -85.9% 27,317 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -94.7% 26,835 $1.3M
Susquehanna Portfolio Strategies, LLC 0.03% Reduce -42.5% 26,307 $1.3M
Advisors Asset Management, Inc. 0.02% Add +9.8% 25,873 $1.2M
Bridgeway Capital Management, LLC 0.03% Reduce -35.7% 25,540 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -14.7% 25,475 $1.2M
Truist Financial Corp. 0.00% Reduce -12.2% 25,475 $1.2M
Nisa Investment Advisors, LLC 0.01% Reduce -2.9% 25,063 $1.2M
AIA Group Ltd 0.04% New 24,929 $1.2M
Kentucky Retirement Systems 0.04% Reduce -5.1% 24,911 $1.2M
Cerity Partners LLC 0.00% Add +69.6% 24,875 $1.2M
Maryland State Retirement & Pension System 0.02% No change 24,936 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +4.9% 24,654 $1.2M
Penserra Capital Management LLC 0.01% Reduce -19.9% 24,571 $1.2M
Credit Agricole S A 0.02% Add +139.4% 22,213 $1.1M
Polianta Ltd 0.53% No change 22,800 $1.1M
Bayesian Capital Management, LP 0.10% Reduce -45.4% 22,494 $1.1M
Empirical Finance, LLC 0.07% Add +1.8% 22,348 $1.1M
Banco BTG Pactual S.A. 0.33% New 22,237 $1.1M
Janus Henderson Group PLC 0.00% Add +0.0% 21,965 $1.1M
Silvercrest Asset Management Group LLC 0.01% Reduce -0.1% 21,905 $1.0M
Adage Capital Partners Gp, L.L.C. 0.00% Reduce -68.4% 21,709 $1.0M
Teza Capital Management LLC 0.14% Add +60.7% 21,673 $1.0M
Vident Advisory, LLC 0.02% Reduce -25.6% 21,296 $1.0M
Hartford Investment Management Co. 0.04% Reduce -3.6% 21,192 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -6.8% 21,124 $1.0M
O'shaughnessy Asset Management, LLC 0.01% Reduce -5.3% 21,063 $1.0M
Blair William & Co. 0.00% Add +0.6% 20,986 $1.0M
Tower Research Capital LLC (TRC) 0.02% Reduce -62.6% 20,769 $994K
Lecap Asset Management Ltd. 0.21% Add +55.3% 20,739 $993K
Orion Porfolio Solutions, LLC 0.01% Add +0.7% 20,597 $986K
Orion Portfolio Solutions, LLC 0.01% Add +0.7% 20,597 $986K
UniSuper Management Pty Ltd 0.01% Add +1155.4% 20,363 $975K
Hara Capital LLC 0.58% Add +70.5% 20,195 $967K
Cresset Asset Management, LLC 0.00% Add +14.5% 20,161 $965K
DekaBank Deutsche Girozentrale 0.00% Add +1.4% 20,488 $959K
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.1% 19,509 $934K
Cibc World Markets Corp. 0.01% Reduce -41.3% 19,422 $930K
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.5% 19,416 $930K
Securian Asset Management, Inc. 0.03% Reduce -6.8% 19,309 $925K
Louisiana State Employees Retirement System 0.02% Reduce -3.5% 19,100 $915K
XTX Topco Ltd 0.12% Add +160.4% 18,965 $908K
Pathstone Holdings, LLC 0.00% Reduce -28.2% 18,829 $901K
Virtus Advisers, LLC 0.48% Add +13.3% 18,710 $896K
Concentric Capital Strategies, LP 0.06% New 18,619 $891K
Utah Retirement Systems 0.01% Reduce -0.6% 18,003 $862K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 17,534 $840K
Tidal Investments LLC 0.01% Add +16.4% 17,429 $835K
Clear Harbor Asset Management, LLC 0.07% New 17,320 $829K
MML Investors Services, LLC 0.00% Add +8.3% 17,107 $819K
Wolverine Trading, LLC 0.01% Reduce -66.0% 16,963 $812K
Commerce Bank 0.01% Reduce -0.4% 16,856 $807K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -1.4% 16,570 $793K
New Mexico Educational Retirement Board 0.03% Reduce -3.5% 16,500 $790K
ClearAlpha Technologies LP 0.34% Add +31.1% 16,487 $789K
Daiwa Securities Group Inc. 0.00% Add +86.4% 16,379 $784K
Neuberger Berman Group LLC 0.00% Add +3.1% 16,235 $777K
Total Investment Management Inc. 0.10% Add +5.0% 16,024 $767K
Venture Visionary Partners LLC 0.04% New 15,926 $763K
Latash Investments, LLC 0.52% No change 15,216 $729K
Mutual Advisors, LLC 0.02% Reduce -0.0% 15,013 $719K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.8% 14,726 $705K
Stratos Wealth Partners, LTD. 0.01% Reduce -15.8% 14,673 $703K
M&T Bank Corp 0.00% Add +0.3% 14,542 $696K
Captrust Financial Advisors 0.00% Reduce -22.8% 14,510 $695K
Advisory Services Network, LLC 0.02% Add +870.1% 14,387 $689K
Avondale Wealth Management 0.48% No change 14,250 $682K
Wolverine Asset Management LLC 0.06% Add +42.0% 14,159 $678K
180 Wealth Advisors, LLC 0.12% Add +2.2% 13,847 $663K
Northwestern Mutual Wealth Management Co. 0.00% Add +19.8% 13,420 $643K
Thrivent Financial for Lutherans 0.00% Reduce -1.9% 13,375 $640K
Insigneo Advisory Services, LLC 0.08% New 13,306 $637K
Metropolitan Life Insurance Co 0.03% Reduce -0.9% 13,229 $633K
LMR Partners LLP 0.02% No change 13,127 $629K
Fifth Third Bancorp 0.00% Add +14.8% 13,123 $628K
Praxis Investment Management Inc. 0.04% No change 13,060 $625K
Lido Advisors, LLC 0.01% Add +42.4% 12,858 $616K
NewEdge Advisors, LLC 0.01% Reduce -5.0% 12,673 $607K
Atria Wealth Solutions, Inc. 0.01% Reduce -0.6% 12,369 $592K
XML Financial, LLC 0.06% Add +2.3% 11,970 $573K
Integrated Wealth Concepts LLC 0.01% Add +4.6% 11,838 $567K
United Capital Financial Advisors, LLC 0.00% Add +4.0% 11,729 $562K
US Bancorp \de 0.00% Add +16.8% 11,425 $547K
Avion Wealth 0.15% Reduce -0.5% 11,391 $546K
Carolina Wealth Advisors, LLC 0.28% Reduce -0.2% 10,858 $520K
Kentucky Retirement Systems Insurance Trust Fund 0.04% Reduce -7.4% 10,825 $518K
Norinchukin Bank, The 0.02% Reduce -1.3% 10,757 $515K
Alps Advisors Inc. 0.00% Add +16.0% 10,461 $501K
Chapin Davis, Inc. 0.18% Add +31.4% 10,450 $500K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 10,408 $498K
NCP Inc. 0.34% — 10,300 $493K
Twin Capital Management Inc. 0.06% Reduce -0.8% 10,118 $484K
Rakuten Securities, Inc. 0.21% Reduce -20.1% 10,080 $483K
Cim Investment Management Inc. 0.14% No change 9,976 $478K
Sweet Financial Partners, LLC 0.11% Reduce -0.0% 9,903 $474K
Cutler Group LLC / CA 0.24% Reduce -68.2% 9,742 $466K
Burns Matteson Capital Management, LLC 0.30% Reduce -38.3% 9,649 $462K
Moors & Cabot, Inc. 0.02% No change 8,994 $431K
Sherbrooke Park Advisers LLC 0.08% Reduce -16.3% 8,979 $430K
Squarepoint Ops LLC 0.00% Add +0.1% 8,896 $426K
Maverick Capital 0.01% New 8,812 $422K
iSAM Funds (UK) Ltd 0.24% New 8,758 $419K
Cwm, LLC 0.00% Add +15.8% 8,722 $418K
BancFirst Trust & Investment Management 0.20% No change 8,633 $413K
Avidian Wealth Enterprises, LLC 0.02% Add +16.7% 8,531 $408K
Avantax Advisory Services, Inc. 0.00% Reduce -25.5% 8,352 $400K
Principal Securities, Inc. 0.01% Add +34.5% 8,342 $399K
Armistice Capital, LLC 0.01% New 8,126 $389K
Turtle Creek Wealth Advisors, LLC 0.09% No change 8,000 $383K
Peapack Gladstone Financial Corp. 0.01% Add +4.0% 8,005 $383K
Seamount Financial Group Inc. 0.33% No change 7,893 $378K
Ieq Capital, LLC 0.01% Add +17.1% 7,840 $375K
Sciencast Management LP 0.23% Add +45.1% 7,711 $369K
Coldstream Capital Management Inc. 0.01% Add +25.3% 7,573 $363K
Glenmede Trust Co. NA 0.00% Add +2.7% 7,561 $362K
Banco Santander, S.A. 0.00% No change 7,548 $361K
Savant Capital, LLC 0.00% Add +6.9% 7,534 $361K
Bleakley Financial Group, LLC 0.01% Reduce -12.1% 7,398 $354K
NEOS Investment Management LLC 0.02% New 7,380 $353K
Williamson Legacy Group, LLC 0.27% New 7,370 $353K
Simplicity Wealth,LLC 0.01% New 7,343 $352K
CIBC Private Wealth Group LLC 0.00% Reduce -1.5% 7,379 $349K
Weinberger Asset Management, Inc 0.17% Reduce -21.6% 7,260 $348K
Smith Anglin Financial, LLC 0.03% Add +3.1% 7,043 $337K
JB Capital LLC 0.02% Add +43.8% 7,000 $335K
Solitude Financial Services 0.15% Add +19.1% 6,844 $328K
Graham Capital Management, L.P. 0.02% Reduce -81.1% 6,833 $327K
PGGM Investments 0.00% New 6,831 $327K
AlphaCentric Advisors LLC 0.20% Reduce -12.0% 6,828 $327K
Vontobel Holding Ltd. 0.00% Reduce -91.4% 6,821 $327K
Centiva Capital, LP 0.02% New 6,788 $325K
PFG Investments, LLC 0.02% New 6,732 $322K
Summa Corp. 0.18% No change 6,700 $321K
Allworth Financial LP 0.00% Add +7.9% 6,597 $316K
Edgestream Partners, L.P. 0.02% New 6,548 $314K
HighPoint Advisor Group LLC 0.02% Reduce -15.5% 5,655 $308K
HFG Advisors, Inc. 0.27% Reduce -29.1% 6,390 $306K
Valeo Financial Advisors, LLC 0.01% New 5,797 $305K
Metis Global Partners, LLC 0.01% Add +0.7% 6,296 $301K
Park Avenue Securities LLC 0.00% Reduce -9.0% 6,267 $300K
Focus Partners Advisor Solutions, LLC 0.01% New 6,255 $299K
Agf Management Ltd. 0.00% Reduce -43.7% 6,174 $296K
Symmetry Partners, LLC 0.02% No change 6,121 $293K
First Dallas Securities Inc. 0.13% Reduce -2.0% 5,910 $283K
Pinnacle Associates Ltd. 0.00% Reduce -1.3% 5,761 $276K
Meeder Advisory Services, Inc. 0.03% Reduce -10.5% 5,734 $275K
Readystate Asset Management LP 0.01% New 5,660 $271K
Greenleaf Trust 0.00% Add +5.9% 5,635 $270K
Oarsman Capital, Inc. 0.06% Add +6.7% 5,610 $269K
Kovack Advisors, Inc. 0.03% New 5,553 $266K
SG Americas Securities, LLC 0.00% Reduce -85.4% 5,526 $265K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 5,521 $261K
Concourse Financial Group Securities, Inc. 0.02% Add +6.7% 5,456 $261K
Bessemer Group Inc. 0.00% Add +47.4% 5,471 $261K
Abacus Planning Group, Inc. 0.05% New 5,436 $260K
Hourglass Capital, LLC 0.08% Reduce -9.2% 5,400 $259K
Leonteq Securities AG 0.03% Reduce -92.5% 5,368 $257K
Baird Financial Group, Inc. 0.00% Reduce -96.7% 5,327 $255K
Spire Wealth Management 0.00% Add +15.8% 5,294 $253K
Axxcess Wealth Management, LLC 0.01% No change 5,235 $251K
Profund Advisors LLC 0.01% New 5,225 $250K
Act Wealth Management, LLC 0.12% Add +0.0% 5,135 $246K
Foster Group, Inc. 0.01% Reduce -0.3% 5,119 $245K
Heartland Bank & Trust Co 0.14% New 5,117 $245K
IFP Advisors, Inc 0.01% Add +24.0% 5,078 $243K
Maven Securities LTD 0.01% New 5,066 $243K
Systematic Alpha Investments, LLC 0.01% No change 5,047 $242K
Fayez Sarofim & Co 0.00% No change 5,037 $241K
SP Asset Management LLC 0.02% No change 5,000 $239K
Empowered Funds, LLC 0.00% Reduce -18.1% 4,977 $238K
Lincoln National Corp. 0.00% New 4,977 $238K
Independent Financial Group, LLC 0.01% Reduce -19.8% 4,971 $238K
IHT Wealth Management, LLC 0.01% Reduce -27.2% 4,964 $238K
Horizon Investments, LLC 0.01% Reduce -0.9% 4,904 $235K
17 Capital Partners, LLC 0.17% Reduce -25.8% 4,900 $235K
Laurion Capital Management LP 0.01% New 4,893 $234K
First Trust Direct Indexing L.P. 0.02% Reduce -6.5% 4,891 $234K
Great Lakes Advisors, LLC 0.00% Reduce -24.7% 4,887 $234K
Moody National Bank Trust Division 0.02% New 4,742 $227K
Harbour Investments, Inc. 0.01% Add +0.2% 4,733 $227K
Mosaic Financial Group, LLC 0.18% — 4,689 $225K
Smartleaf Asset Management LLC 0.04% Reduce -27.4% 4,753 $225K
Capital Wealth Alliance, LLC 0.13% New 4,679 $224K
Capital Markets Trading UK LLP 0.16% New 4,677 $224K
Forum Financial Management, LP 0.00% New 4,631 $222K
Liberty One Investment Management, LLC 0.03% Add +22.2% 4,627 $222K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -7.9% 5,224 $221K
Diversify Advisory Services, LLC 0.01% — 4,648 $220K
SteelPeak Wealth, LLC 0.01% New 4,583 $219K
EverSource Wealth Advisors, LLC 0.02% Reduce -3.4% 4,247 $219K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 4,559 $218K
CI Investments Inc. 0.00% Reduce -6.2% 4,548 $218K
Alpha Cubed Investments, LLC 0.01% New 4,539 $217K
Capital International, Inc. 0.00% New 4,538 $217K
Strategic Advisors LLC 0.04% New 4,500 $215K
Edgewood Management LLC 0.00% New 4,500 $215K
Mill Creek Capital Advisors, LLC 0.01% New 4,371 $209K
Buckingham Strategic Wealth, LLC 0.00% New 4,370 $209K
Moneta Group Investment Advisors LLC 0.00% New 4,350 $208K
Equitable Holdings, Inc. 0.00% New 4,343 $208K
Dark Forest Capital Management LP 0.03% New 4,284 $205K
LBMC Investment Advisors, LLC 0.02% New 4,267 $204K
Steward Partners Investment Advisory, LLC 0.00% Add +12.4% 4,246 $203K
Asset Management One Co., Ltd. 0.00% Add +25.4% 3,989 $191K
Signaturefd, LLC 0.00% Add +0.5% 3,904 $187K
Ameritas Investment Partners, Inc. 0.01% No change 3,790 $181K
V-Square Quantitative Management LLC 0.03% No change 3,766 $180K
Centaurus Financial, Inc. 0.01% Add +36.3% 3,754 $180K
Parallel Advisors, LLC 0.00% Add +13.1% 3,709 $178K
Nomura Asset Management Co. Ltd. 0.00% Add +12.1% 3,544 $170K
Geneos Wealth Management Inc. 0.01% Reduce -13.1% 3,352 $160K
Westpac Banking Corp. 0.01% No change 2,769 $133K
GAMMA Investing LLC 0.03% Add +54.9% 2,698 $129K
Icon Wealth Advisors, LLC 0.01% No change 2,651 $127K
Covestor Ltd 0.08% Reduce -11.2% 2,550 $122K
Investors Research Corp 0.03% No change 2,500 $120K
Frank, Rimerman Advisors LLC 0.02% New 2,369 $113K
Paradigm Asset Management Co. LLC 0.03% Reduce -23.3% 2,300 $110K
Clearstead Advisors, LLC 0.01% Reduce -1.0% 1,917 $104K
Private Trust Co. NA 0.01% Reduce -0.3% 2,094 $100K
Storebrand Asset Management As 0.00% No change 2,065 $99K
Delta Asset Management LLC 0.01% No change 2,000 $96K
Avior Wealth Management, LLC 0.00% Add +63.0% 1,840 $88K
Allianz Asset Management GmbH 0.00% Reduce -85.8% 1,827 $87K
Global Retirement Partners, LLC 0.00% Reduce -35.8% 1,805 $86K
ICA Group Wealth Management, LLC 0.02% No change 1,746 $84K
Sunbelt Securities, Inc. 0.01% Reduce -37.6% 1,721 $82K
Sentry Investment Management LLC 0.03% No change 1,712 $82K
Johnson Financial Group, Inc. 0.00% Reduce -0.5% 1,695 $81K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -5.1% 1,688 $80K
Bogart Wealth, LLC 0.00% Add +11.6% 1,667 $80K
Wahed Invest LLC 0.02% Add +13.7% 1,591 $76K
Twin Lakes Capital Management, LLC 0.05% No change 1,550 $74K
Parkside Financial Bank & Trust 0.01% Add +0.1% 1,534 $73K
Larson Financial Group LLC 0.01% Reduce -2.9% 1,529 $73K
Tanglewood Legacy Advisors, LLC 0.04% No change 1,500 $72K
Brown Brothers Harriman & Co. 0.00% Add +37400.0% 1,500 $72K
Ancora Advisors LLC 0.00% Reduce -0.5% 1,464 $70K
TD Waterhouse Canada Inc. 0.00% Reduce -21.9% 1,443 $69K
Huntington National Bank 0.00% Reduce -8.9% 1,376 $66K
Quadrant Capital Group LLC 0.01% Add +10.1% 1,366 $65K
Center for Financial Planning, Inc. 0.01% Add +2.1% 1,338 $64K
Farther Finance Advisors, LLC 0.00% Add +8.3% 1,301 $62K
Founders Capital Management 0.04% No change 1,270 $61K
Sandy Spring Bank 0.00% No change 1,267 $61K
PSI Advisors, LLC 0.02% No change 1,246 $60K
Capital Analysts, LLC 0.00% No change 1,191 $57K
Addison Advisors LLC 0.02% Add +16.8% 1,162 $56K
TD Private Client Wealth LLC 0.00% Add +59.0% 1,159 $55K
Groupama Asset Managment 0.00% No change 1,150 $55K
Jones Financial Companies LLLP 0.00% Add +223.0% 1,150 $55K
JCIC Asset Management Inc. 0.02% Add +8.0% 1,145 $55K
Sound Income Strategies, LLC 0.00% Reduce -24.4% 1,077 $52K
Whittier Trust Co. of Nevada Inc. 0.00% Add +2.1% 983 $47K
Plante Moran Financial Advisors, LLC 0.01% No change 968 $46K
Creative Financial Designs Inc. 0.00% Reduce -14.4% 960 $46K
Resona Asset Management Co.,Ltd. 0.00% — 948 $45K
SouthState Bank Corp 0.00% New 900 $43K
Lindbrook Capital, LLC 0.00% Reduce -88.6% 887 $42K
Stephens Consulting, LLC 0.01% No change 886 $42K
GPS Wealth Strategies Group, LLC 0.01% No change 820 $39K
University of Texas/Texas Am Investment Management Co. 0.01% No change 951 $39K
Elkhorn Partners Limited Partnership 0.03% Reduce -48.1% 820 $39K
CoreCap Advisors, LLC 0.00% New 809 $39K
Gables Capital Management Inc. 0.02% Reduce -11.1% 800 $38K
Cullen/Frost Bankers, Inc. 0.00% Reduce -27.3% 800 $38K
Mather Group, Llc. 0.00% New 927 $38K
Richardson Capital Management LLC 0.03% New 775 $37K
Rosenberg Matthew Hamilton 0.01% Add +29.3% 768 $36K
Rothschild Investment LLC 0.00% Add +5.7% 759 $36K
Citizens National Bank Trust Department 0.01% No change 700 $34K
Wetzel Investment Advisors, Inc. 0.02% No change 645 $33K
GoalVest Advisory LLC 0.01% New 692 $33K
Altshuler Shaham Ltd 0.00% New 686 $33K
Venturi Wealth Management, LLC 0.00% Add +1.8% 666 $32K
Crewe Advisors LLC 0.00% New 658 $32K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.4% 637 $31K
Hollencrest Capital Management 0.00% No change 624 $30K
MV Capital Management, Inc. 0.00% Reduce -47.1% 602 $29K
MCF Advisors LLC 0.00% Reduce -93.4% 600 $29K
Lanark Financial, Inc. 0.00% No change 602 $28K
Blume Capital Management, Inc. 0.01% No change 530 $25K
BNP Paribas 0.00% — 525 $25K
CENTRAL TRUST Co 0.00% Reduce -9.1% 507 $24K
Solstein Capital, LLC 0.02% No change 500 $24K
HighMark Wealth Management LLC 0.01% No change 500 $24K
Carmichael Hill & Associates, Inc. 0.01% No change 500 $24K
Towne Trust Company, N.A 0.01% New 500 $24K
Arlington Trust Co LLC 0.01% No change 500 $24K
Arax Advisory Partners 0.00% Add +390.2% 500 $24K
First Manhattan Co. Llc. 0.00% No change 500 $24K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 478 $23K
Global Assets Advisory, LLC 0.01% New 479 $23K
First Financial Corp. 0.01% New 458 $22K
HHM Wealth Advisors, LLC 0.00% No change 455 $22K
Toth Financial Advisory Corp. 0.00% No change 451 $22K
Kozak & Associates, Inc. 0.01% No change 394 $22K
Tucker Asset Management LLC 0.00% New 447 $21K
CVA Family Office, LLC 0.00% No change 441 $21K
Smithfield Trust Co 0.00% No change 450 $21K
UMB Bank, n.a. 0.00% Add +1.2% 427 $20K
Trivant Custom Portfolio Group, LLC 0.01% No change 400 $19K
North Star Investment Management Corp. 0.00% No change 380 $18K
Nvwm, LLC 0.01% No change 378 $18K
Manchester Capital Management LLC 0.00% Add +2.0% 353 $17K
Abich Financial Wealth Management LLC 0.01% No change 350 $17K
Cornerstone Planning Group LLC 0.00% Add +78.8% 304 $16K
Godsey & Gibb, Inc. 0.00% No change 315 $15K
Continuum Advisory, LLC 0.00% New 281 $15K
Highlander Capital Management, LLC 0.01% No change 300 $14K
Deseret Mutual Benefit Administrators 0.01% No change 295 $14K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 282 $14K
Wiser Advisor Group LLC 0.02% Reduce -9.9% 274 $13K
Stone House Investment Management, LLC 0.00% No change 263 $13K
Rise Advisors, LLC 0.01% New 251 $12K
Compass Wealth Management LLC 0.00% No change 250 $12K
Northwest Capital Management Inc 0.00% No change 240 $11K
Voisard Asset Management Group, Inc. 0.01% No change 239 $11K
Washington Trust Advisors, Inc. 0.00% New 237 $11K
Bell Investment Advisors, Inc 0.00% Add +7.4% 231 $11K
Castleview Partners, LLC 0.01% No change 227 $11K
SOA Wealth Advisors, LLC. 0.00% Reduce -5.9% 225 $11K
Quent Capital, LLC 0.00% Add +6.1% 225 $11K
IAG Wealth Partners, LLC 0.00% No change 222 $11K
WealthCollab, LLC 0.01% New 207 $10K
SJS Investment Consulting Inc. 0.00% Add +5.2% 201 $10K
Hartford Financial Management Inc. 0.00% No change 200 $10K
Farmers & Merchants Investments Inc. 0.00% No change 195 $9K
Householder Group Estate & Retirement Specialist, LLC 0.00% Add +36.2% 188 $9K
Hanson & Doremus Investment Management 0.00% No change 183 $9K
Blue Trust, Inc. 0.00% Add +49.1% 173 $8K
Tsfg, LLC 0.00% Reduce -37.9% 164 $8K
JFS Wealth Advisors, LLC 0.00% Add +21.5% 164 $8K
Westside Investment Management, Inc. 0.00% Add +63.2% 155 $7K
Fortitude Family Office, LLC 0.00% Reduce -61.3% 153 $7K
Spotlight Asset Group, Inc. 0.01% No change 150 $7K
GW&K Investment Management, LLC 0.00% Add +20.8% 151 $7K
Harbor Investment Advisory, LLC 0.00% No change 144 $7K
Evermay Wealth Management LLC 0.00% No change 143 $7K
PFS Partners, LLC 0.00% No change 142 $7K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 142 $7K
Sachetta, LLC 0.00% No change 163 $7K
DT Investment Partners, LLC 0.00% No change 139 $7K
New Covenant Trust Company, N.A. 0.01% — 138 $7K
AdvisorNet Financial, Inc 0.00% Add +115.3% 127 $6K
VitalStone Financial, LLC 0.00% Reduce -13.8% 125 $6K
City State Bank 0.00% No change 135 $6K
Tidemark, LLC 0.00% No change 125 $6K
Key Financial Inc 0.00% No change 125 $6K
Institutional & Family Asset Management, LLC 0.00% No change 120 $6K
Salem Investment Counselors Inc. 0.00% No change 115 $6K
Trust Co. of Vermont 0.00% Reduce -1.9% 105 $5K
WR Wealth Planners, LLC 0.00% New 104 $5K
Redmont Wealth Advisors LLC 0.01% New 103 $5K
Syntax Research, Inc. 0.00% No change 100 $5K
Gen-Wealth Partners Inc 0.00% — 100 $5K
Zions Bancorporation, N.A. 0.00% No change 99 $5K
Abound Wealth Management 0.00% Add +15.4% 90 $4K
JNBA Financial Advisors 0.00% No change 90 $4K
Concord Wealth Partners 0.00% New 90 $4K
Silicon Valley Capital Partners 0.00% New 90 $4K
Legend Financial Advisors, Inc. 0.00% No change 83 $4K
Aspire Private Capital, LLC 0.00% No change 79 $4K
Hexagon Capital Partners LLC 0.00% Add +212.5% 75 $4K
Retirement Group, LLC 0.00% Reduce -11.0% 73 $3K
Byrne Asset Management LLC 0.00% Reduce -91.7% 70 $3K
First Horizon Advisors, Inc. 0.00% Add +168.0% 67 $3K
Cape Investment Advisory, Inc. 0.00% No change 66 $3K
Bruce G. Allen Investments, LLC 0.00% Reduce -42.0% 65 $3K
Criterion Capital Advisors, LLC 0.00% No change 63 $3K
Psagot Value Holdings Ltd. / (Israel) 0.03% Reduce -96.3% 53 $3K
Capital Advisors, Ltd. LLC 0.00% Add +119.2% 57 $3K
Cedar Mountain Advisors, LLC 0.00% No change 57 $3K
Opal Wealth Advisors, LLC 0.00% New 56 $3K
McIlrath & Eck, LLC 0.00% No change 56 $3K
Federated Hermes, Inc. 0.00% Reduce -99.5% 53 $3K
Kessler Investment Group, LLC 0.00% No change 51 $2K
Beacon Capital Management, LLC 0.00% No change 51 $2K
Front Row Advisors LLC 0.00% No change 50 $2K
Janiczek Wealth Management, LLC 0.00% No change 45 $2K
TFC Financial Management, Inc. 0.00% Add +95.7% 45 $2K
Balefire, LLC 0.00% Add +16.2% 43 $2K
CKW Financial Group 0.00% No change 53 $2K
Raleigh Capital Management Inc. 0.00% Reduce -91.2% 40 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +5.4% 39 $2K
Robinson Value Management, Ltd. 0.00% No change 39 $2K
Pacific Center for Financial Services 0.00% No change 35 $2K
Aspect Partners, LLC 0.00% No change 32 $2K
WFA Asset Management Corp 0.00% No change 30 $1K
Future Financial Wealth Managment LLC 0.00% New 30 $1K
Pathway Financial Advisers, LLC 0.00% No change 30 $1K
Wolff Wiese Magana LLC 0.00% No change 25 $1K
GHP Investment Advisors, Inc. 0.00% No change 25 $1K
Dunhill Financial, LLC 0.00% Add +14.3% 24 $1K
Prestige Wealth Management Group LLC 0.00% No change 24 $1K
Valued Wealth Advisors LLC 0.00% Reduce -22.2% 21 $1K
AlphaQuest LLC 0.00% Reduce -99.8% 21 $1K
Asset Dedication, LLC 0.00% No change 11 $1K
Hantz Financial Services, Inc. 0.00% Reduce -89.3% 12 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 20 $958
Elevation Wealth Partners, LLC 0.00% Reduce -91.3% 19 $910
Tyler-Stone Wealth Management 0.00% No change 19 $910
Trifecta Capital Advisors, LLC 0.00% No change 19 $910
Lummis Asset Management, LP 0.00% No change 18 $862
Riggs Asset Managment Co. Inc. 0.00% No change 17 $814
Raffa Wealth Management, LLC 0.00% No change 17 $814
True Wealth Design, LLC 0.00% Add +70.0% 17 $814
Carolinas Wealth Consulting LLC 0.00% No change 16 $766
Caitlin John, LLC 0.00% No change 14 $670
CGC Financial Services, LLC 0.00% No change 14 $670
Operose Advisors LLC 0.00% No change 13 $622
Global Financial Private Client, LLC 0.00% No change 12 $568
Delos Wealth Advisors, LLC 0.00% New 11 $527
Highline Wealth Partners LLC 0.00% New 11 $527
TFO Wealth Partners, LLC 0.00% No change 7 $335
Versant Capital Management, Inc 0.00% No change 6 $287
Jamison Private Wealth Management, Inc. 0.00% No change 5 $240
Cherry Tree Wealth Management, LLC 0.00% No change 4 $192
Main Street Group, LTD 0.00% No change 3 $142
Financial Management Professionals, Inc. 0.00% No change 10 $0

"% of holder's portfolio" is UAL's weight in each manager's 13F, not the share of United Airlines Holdings Inc. the manager owns.