United Airlines HoldingsUAL

13F holders, Q2 2024 (June 30)
670holders +35
103new positions
73sold out
8famous investors
$48.71avg. 13F price*

At the end of Q2 2024, 670 institutions reported holding United Airlines Holdings Inc. (UAL) in their 13F filings, up 35 from Q1 2024. 103 opened new positions and 73 sold out. The largest holders were Vanguard Group Inc. ($1.8B), Primecap Management Co. ($1.2B) and Capital International Investors ($907.7M). 8 famous investors held it, including Steve Cohen (0.4% of Point72 Asset 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 → Q2 2024

InstitutionsTotal Value
New Positions103$814.6M
Exits73$98.3M

All 13F filers, Q1 2024 → Q2 2024: 35,837,757 shares bought and 24,469,170 shares sold, net +11,368,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 670 holders

Vanguard Group Inc. 0.03% Reduce -1.4% 36,214,884 $1.8B
Primecap Management Co. 0.84% Add +0.1% 23,729,342 $1.2B
Capital International Investors 0.19% Add +0.8% 18,655,186 $907.7M
BlackRock Inc. 0.02% Add +0.5% 17,971,709 $874.5M
Capital World Investors 0.09% Reduce -0.0% 11,321,242 $550.9M
State Street Corp. 0.02% Add +0.3% 10,241,783 $498.4M
Sanders Capital, LLC 0.63% New 8,416,998 $409.6M
Geode Capital Management, LLC 0.03% Add +3.0% 8,142,722 $398.0M
Invesco Ltd. 0.07% Add +16.2% 7,090,898 $345.0M
Morgan Stanley 0.02% Add +3.5% 6,418,459 $312.3M
Dimensional Fund Advisors LP 0.07% Add +29.1% 5,601,425 $272.6M
Susquehanna International Group, LLP 0.42% Add +375.2% 4,860,465 $236.5M
Par Capital Management Inc. 6.99% No change 4,559,050 $221.8M
FMR LLC 0.01% Add +5.9% 4,297,871 $209.1M
Citadel Advisors 0.20% Add +2.4% 3,992,789 $194.3M
Newport Trust Company, LLC 0.45% Reduce -1.3% 3,664,493 $178.3M
U S Global Investors Inc. 14.46% Reduce -9.3% 2,878,821 $152.5M
LSV Asset Management 0.33% Reduce -5.4% 3,084,146 $150.1M
Amundi 0.06% Add +490.4% 3,081,019 $149.5M
Candlestick Capital Management LP 5.29% Add +64.9% 2,825,329 $137.5M
Ameriprise Financial Inc. 0.04% Reduce -20.9% 2,749,243 $133.8M
Alyeska Investment Group, L.P. 0.69% Add +30.9% 2,436,042 $118.5M
Northern Trust Corp. 0.02% Reduce -0.1% 2,367,008 $115.2M
Point72 Asset Management 0.37% Add +630.8% 2,295,246 $111.7M
Charles Schwab Investment Management Inc. 0.02% Add +2.2% 2,204,025 $107.2M
Goldman Sachs Group Inc. 0.02% Reduce -25.2% 2,162,371 $105.2M
Norges Bank 0.01% Add +3.2% 1,853,694 $90.2M
GMT Capital Corp 3.01% Reduce -7.1% 1,675,600 $81.5M
Bank of New York Mellon Corp 0.01% Reduce -1.7% 1,604,000 $78.1M
Slate Path Capital LP 1.53% New 1,557,800 $75.8M
Castle Hook Partners LP 2.59% New 1,537,678 $74.8M
Barclays PLC 0.03% Reduce -37.3% 1,513,822 $73.7M
Bank of America Corp. 0.01% Reduce -34.0% 1,319,481 $64.2M
Deutsche Bank AG 0.03% Add +115.5% 1,256,169 $61.1M
T. Rowe Price Associates Inc. 0.01% Add +3.3% 1,199,720 $58.4M
UBS Group AG 0.02% Reduce -41.2% 1,184,412 $57.6M
Renaissance Technologies 0.10% Reduce -11.8% 1,183,996 $57.6M
First Trust Advisors LP 0.05% Add +55.7% 1,050,222 $51.1M
Senator Investment Group LP 2.48% Add +39.5% 1,046,051 $50.9M
Patient Capital Management, LLC 2.57% Reduce -10.5% 993,482 $48.3M
Cartenna Capital, LP 3.71% New 975,000 $47.4M
JPMorgan Chase & Co. 0.00% Reduce -30.6% 922,447 $44.9M
Nuveen Asset Management, LLC 0.01% Reduce -0.5% 912,639 $44.4M
Qube Research & Technologies Ltd 0.07% Add +508.4% 804,104 $39.1M
Allspring Global Investments Holdings, LLC 0.05% Add +217.4% 675,919 $32.9M
Canada Pension Plan Investment Board 0.03% Reduce -8.3% 654,398 $31.8M
Man Group plc 0.08% Reduce -2.4% 628,863 $30.6M
Calamos Advisors LLC 0.21% Reduce -26.8% 627,031 $30.5M
California Public Employees Retirement System 0.02% Add +9.1% 613,167 $29.8M
Jane Street Group, LLC 0.03% Reduce -56.0% 595,754 $29.0M
Millennium Management 0.02% Reduce -86.6% 593,205 $28.9M
Retirement Systems of Alabama 0.11% Reduce -5.0% 584,971 $28.5M
Russell Investments Group, Ltd. 0.05% Add +123.4% 576,503 $28.1M
Trexquant Investment LP 0.42% Add +58.5% 561,356 $27.3M
Walleye Trading LLC 0.53% Reduce -29.6% 555,919 $27.1M
Capital Fund Management S.A. 0.31% Add +46.5% 554,669 $27.0M
Rhumbline Advisers 0.02% Reduce -6.0% 541,852 $26.4M
Dendur Capital LP 4.83% New 535,000 $26.0M
Capital Group Private Client Services, Inc. 0.26% Reduce -2.4% 527,282 $25.7M
HSBC Holdings PLC 0.02% Reduce -17.8% 521,578 $25.3M
Douglas Lane & Associates, LLC 0.35% Reduce -2.7% 508,696 $24.8M
Walleye Capital LLC 0.28% Add +127.5% 506,675 $24.7M
Interval Partners, LP 0.71% Reduce -77.1% 494,732 $24.1M
American Century Companies Inc. 0.01% Add +20.5% 488,640 $23.8M
Towle & Co. 3.11% Add +0.9% 488,176 $23.8M
SRS Investment Management, LLC 0.32% New 486,265 $23.7M
Assenagon Asset Management S.A. 0.06% New 477,050 $23.2M
Legal & General Group Plc 0.01% Reduce -8.8% 470,826 $22.9M
Alliancebernstein L.P. 0.01% Add +0.8% 453,042 $22.0M
Citigroup Inc. 0.02% Reduce -33.0% 447,336 $21.8M
AQR Capital Management 0.03% Reduce -24.0% 435,630 $21.1M
Cubist Systematic Strategies, LLC 0.36% New 429,087 $20.9M
BNP Paribas Financial Markets 0.02% Reduce -27.5% 418,456 $20.4M
Balyasny Asset Management L.P. 0.05% Reduce -80.7% 401,510 $19.5M
Principal Financial Group Inc. 0.01% Reduce -2.3% 366,613 $17.8M
Royal Bank of Canada 0.00% Reduce -74.8% 362,849 $17.7M
Wells Fargo & Company 0.00% Add +156.0% 350,255 $17.0M
Bank of Montreal 0.01% Add +4.1% 348,287 $17.0M
Prudential Financial Inc. 0.03% Add +12.0% 343,184 $16.7M
New York State Teachers Retirement System 0.03% Reduce -4.3% 325,710 $15.8M
Simplex Trading, LLC 0.51% Add +35.8% 323,713 $15.8M
STRS Ohio 0.06% Reduce -19.7% 319,882 $15.6M
Massachusetts Financial Services Co. 0.00% Add +2.7% 311,092 $15.1M
State Board of Administration of Florida Retirement System 0.03% Reduce -22.3% 276,915 $13.5M
Mackenzie Financial Corp. 0.02% Reduce -27.7% 272,650 $13.3M
D. E. Shaw & Co. 0.02% Add +428.1% 250,065 $12.2M
Cobalt Capital Management, Inc. 5.27% Reduce -51.0% 250,000 $12.2M
State of Tennessee, Department of Treasury 0.04% Add +164.0% 243,198 $11.8M
Raymond James & Associates 0.01% Add +46.7% 241,611 $11.8M
J. Goldman & Co LP 0.43% Reduce -22.3% 240,278 $11.7M
Susquehanna Fundamental Investments, LLC 0.27% Add +28.4% 236,943 $11.5M
Wolverine Trading, LLC 0.19% Add +1296.4% 236,874 $11.5M
Appian Way Asset Management LP 2.96% Reduce -1.1% 236,552 $11.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +21.6% 226,895 $11.0M
New York State Common Retirement Fund 0.01% Add +16.3% 216,699 $10.5M
Cinctive Capital Management LP 0.55% Add +111.6% 209,742 $10.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.0% 200,739 $9.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.8% 196,648 $9.6M
Twinbeech Capital LP 0.19% New 195,942 $9.5M
Brandywine Global Investment Management, LLC 0.07% New 194,415 $9.5M
Marshall Wace, LLP 0.01% New 185,491 $9.0M
Boothbay Fund Management, LLC 0.31% New 183,916 $8.9M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.2% 179,512 $8.7M
Verition Fund Management LLC 0.07% Reduce -31.9% 173,315 $8.4M
Public Employees Retirement System of Ohio 0.03% Reduce -5.4% 167,792 $8.2M
ExodusPoint Capital Management, LP 0.09% Add +154.8% 159,312 $7.8M
Marsico Capital Management LLC 0.23% No change 155,608 $7.6M
Point72 (DIFC) Ltd 0.67% New 154,491 $7.5M
Cibc World Market Inc. 0.02% Add +49.3% 152,473 $7.4M
Old National Bancorp 0.17% Add +1.4% 152,084 $7.4M
ProShare Advisors LLC 0.02% Add +99.1% 151,802 $7.4M
Sei Investments Co. 0.01% Add +1.7% 146,621 $7.1M
Victory Capital Management Inc. 0.01% Add +8.8% 146,574 $7.1M
Treasurer of the State of North Carolina 0.03% Reduce -2.4% 146,482 $7.1M
National Bank of Canada 0.01% Reduce -77.1% 144,341 $7.0M
Toronto Dominion Bank 0.01% Reduce -19.2% 141,104 $6.9M
Engineers Gate Manager LP 0.15% New 138,998 $6.8M
Holocene Advisors, LP 0.03% New 130,685 $6.4M
Meeder Asset Management Inc. 0.43% Reduce -0.7% 126,202 $6.1M
Beck Bode, LLC 1.23% New 125,788 $6.1M
Commonwealth Equity Services, LLC 0.01% Reduce -6.7% 123,404 $6.0M
TD Asset Management Inc 0.01% Add +43.5% 121,496 $5.9M
tru Independence LLC 1.70% Reduce -2.1% 115,705 $5.6M
Creative Planning 0.01% Reduce -13.1% 114,040 $5.5M
Envestnet Asset Management Inc. 0.00% Reduce -8.7% 113,800 $5.5M
Sonic GP LLC 11.29% Reduce -34.9% 111,785 $5.4M
LPL Financial LLC 0.00% Reduce -30.2% 110,386 $5.4M
Voya Investment Management LLC 0.01% Add +4.4% 108,854 $5.3M
Stifel Financial Corp. 0.01% Add +22.4% 107,001 $5.2M
Amalgamated Bank 0.04% Reduce -5.2% 106,444 $5.2M
Mount Lucas Management LP 1.74% Reduce -8.1% 100,832 $4.9M
Maplelane Capital, LLC 0.37% Reduce -9.1% 100,000 $4.9M
Eagle Asset Management Inc. 0.02% Add +6.1% 91,322 $4.4M
State of Michigan Retirement System 0.02% Add +0.2% 90,028 $4.4M
Los Angeles Capital Management LLC 0.02% New 87,832 $4.3M
MetLife Investment Management, LLC 0.03% Add +14.2% 87,671 $4.3M
CastleKnight Management LP 0.58% Reduce -5.1% 85,400 $4.2M
Corebridge Financial, Inc. 0.02% — 84,000 $4.1M
RBF Capital, LLC 0.23% No change 80,000 $3.9M
Mercer Global Advisors Inc. 0.01% Reduce -27.4% 79,680 $3.9M
Hudson Bay Capital Management LP 0.03% Add +12.7% 78,890 $3.8M
QRG Capital Management, Inc. 0.04% Reduce -32.8% 76,227 $3.7M
Aquatic Capital Management LLC 0.13% New 73,000 $3.6M
Schroder Investment Management Group 0.00% New 72,789 $3.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +0.3% 72,222 $3.5M
Natixis Advisors, LLC 0.01% Add +17.6% 72,038 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.0% 70,876 $3.5M
Wealthfront Advisers LLC 0.01% Reduce -1.4% 67,538 $3.3M
USS Investment Management Ltd 0.03% No change 65,275 $3.2M
Franklin Resources Inc. 0.00% Add +4.7% 64,361 $3.1M
Guggenheim Capital LLC 0.02% Reduce -36.0% 64,164 $3.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 63,834 $3.1M
Harvest Portfolios Group Inc. 0.12% Reduce -8.5% 62,831 $3.1M
Czech National Bank 0.03% Add +8.6% 62,656 $3.0M
State of Wisconsin Investment Board 0.01% Reduce -0.3% 61,885 $3.0M
Bank of Nova Scotia 0.01% Reduce -48.0% 59,821 $2.9M
Neo Ivy Capital Management 0.57% — 59,332 $2.9M
Concentric Capital Strategies, LP 0.18% Add +218.5% 59,300 $2.9M
Pinebridge Investments, L.P. 0.02% Reduce -86.1% 57,956 $2.8M
Alaska Permanent Fund Corp 0.04% Add +7.3% 61,379 $2.8M
WINTON GROUP Ltd 0.19% Reduce -16.7% 57,285 $2.8M
Oxinas Partners, LLC 1.85% Reduce -4.3% 57,213 $2.8M
Black Cypress Capital Management, LLC 2.64% Add +3.4% 56,767 $2.8M
Public Sector Pension Investment Board 0.02% Reduce -87.8% 55,722 $2.7M
Privium Fund Management (UK) Ltd 1.04% New 55,060 $2.7M
Corient Private Wealth LP 0.00% Add +6.2% 54,535 $2.7M
Group One Trading LLC 0.08% Reduce -44.4% 54,267 $2.6M
Comerica Bank 0.01% Add +1.5% 53,250 $2.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +41.9% 53,227 $2.6M
Bellwether Advisors, LLC 0.54% New 52,486 $2.6M
Y-Intercept (Hong Kong) Ltd 0.14% Reduce -27.4% 51,588 $2.5M
Bayesian Capital Management, LP 0.28% Add +119.8% 49,454 $2.4M
TCW Group Inc. 0.02% Add +37.9% 46,276 $2.3M
IMC-Chicago, LLC 0.07% New 45,622 $2.2M
HighTower Advisors, LLC 0.00% Reduce -30.6% 45,094 $2.2M
Aberdeen Group plc 0.00% Reduce -9.3% 44,973 $2.2M
Cetera Investment Advisers 0.01% Reduce -7.4% 44,461 $2.2M
ING Groep NV 0.01% Reduce -82.2% 44,244 $2.2M
New York Life Investment Management LLC 0.02% Add +0.8% 44,242 $2.2M
CIBC Asset Management Inc 0.01% Reduce -4.6% 44,208 $2.2M
Vanguard Personalized Indexing Management, LLC 0.04% Add +12.3% 44,545 $2.1M
Centiva Capital, LP 0.10% Add +548.5% 44,023 $2.1M
Schonfeld Strategic Advisors LLC 0.02% Reduce -97.6% 42,094 $2.0M
MIdWestOne Financial Group, Inc. 0.37% Add +0.5% 41,961 $2.0M
PEAK6 Investments LLC 0.10% New 41,933 $2.0M
ClariVest Asset Management LLC 0.21% Reduce -0.6% 41,636 $2.0M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.06% Reduce -85.0% 41,600 $2.0M
Mutual of America Capital Management LLC 0.02% Reduce -3.6% 41,482 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +19.9% 41,296 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -3.4% 41,044 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -5.5% 40,745 $2.0M
Zacks Investment Management 0.02% Reduce -26.0% 39,533 $1.9M
Private Advisor Group, LLC 0.01% Reduce -2.1% 38,872 $1.9M
Virtu Financial LLC 0.13% New 37,829 $1.8M
Landscape Capital Management, L.L.C. 0.15% Reduce -76.0% 36,700 $1.8M
Quantinno Capital Management LP 0.03% Reduce -34.5% 35,899 $1.7M
State of Alaska, Department of Revenue 0.02% No change 35,580 $1.7M
Raymond James Trust N.A. 0.04% Reduce -5.6% 35,448 $1.7M
Mariner, LLC 0.00% Add +9.4% 35,380 $1.7M
Estate Counselors, LLC 0.19% No change 35,355 $1.7M
Parallax Volatility Advisers, L.P. 0.05% Reduce -71.6% 34,805 $1.7M
Truist Financial Corp. 0.00% Add +34.7% 34,318 $1.7M
Point72 Hong Kong Ltd 0.10% New 34,092 $1.7M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -7.2% 33,969 $1.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +1.0% 33,836 $1.6M
SG Americas Securities, LLC 0.01% Add +510.3% 33,726 $1.6M
Apella Capital, LLC 0.07% Add +13.6% 34,714 $1.6M
Capital International Sarl 0.05% Reduce -6.1% 33,334 $1.6M
Sanctuary Advisors, LLC 0.01% — 30,356 $1.6M
Macquarie Group Ltd. 0.00% No change 31,900 $1.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +88.5% 31,235 $1.5M
Jade Capital Advisors, LLC 1.03% Reduce -45.5% 30,000 $1.5M
Teza Capital Management LLC 0.17% Add +32.8% 28,789 $1.4M
Kestra Advisory Services, LLC 0.01% Add +4.1% 30,620 $1.4M
Xponance LLC 0.01% Reduce -1.1% 28,735 $1.4M
Oregon Public Employees Retirement Fund 0.03% Add +0.7% 28,241 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -45.1% 27,935 $1.4M
Handelsbanken Fonder AB 0.01% Reduce -74.8% 27,870 $1.4M
iA Global Asset Management Inc. 0.03% New 27,365 $1.3M
Susquehanna Portfolio Strategies, LLC 0.05% No change 26,307 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.0% 26,033 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -8.3% 25,839 $1.3M
California State Teachers Retirement System 0.00% Reduce -26.4% 25,600 $1.2M
UniSuper Management Pty Ltd 0.01% Add +25.6% 25,568 $1.2M
Bridgeway Capital Management, LLC 0.03% No change 25,540 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +21.0% 25,482 $1.2M
Mizuho Securities USA LLC 0.03% New 25,352 $1.2M
Nisa Investment Advisors, LLC 0.01% Add +0.5% 25,188 $1.2M
Rockefeller Capital Management L.P. 0.00% Add +1.6% 25,062 $1.2M
Maryland State Retirement & Pension System 0.02% No change 24,936 $1.2M
Wedbush Securities Inc. 0.04% Reduce -38.0% 24,869 $1.2M
Kentucky Retirement Systems 0.03% Reduce -0.5% 24,777 $1.2M
Cibc World Markets Corp. 0.01% Add +26.9% 24,644 $1.2M
Two Sigma Securities, LLC 0.06% Reduce -39.9% 23,787 $1.2M
Pacer Advisors, Inc. 0.00% Reduce -7.3% 23,607 $1.1M
Cerity Partners LLC 0.00% Reduce -6.0% 23,393 $1.1M
Polianta Ltd 0.56% No change 22,800 $1.1M
Brevan Howard Capital Management LP 0.07% Reduce -62.3% 22,459 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -56.4% 22,156 $1.1M
Empirical Finance, LLC 0.07% Reduce -2.2% 21,866 $1.1M
Pathstone Holdings, LLC 0.00% Add +13.9% 21,456 $1.0M
Cresset Asset Management, LLC 0.00% Add +6.2% 21,401 $1.0M
Hartford Investment Management Co. 0.04% Reduce -0.8% 21,024 $1.0M
Penserra Capital Management LLC 0.01% Reduce -16.0% 20,630 $1.0M
Capula Management Ltd 0.01% New 20,485 $997K
DekaBank Deutsche Girozentrale 0.00% Add +0.2% 20,530 $989K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.5% 20,289 $987K
Mirae Asset Securities (usa) Inc. 0.06% — 20,174 $982K
Hara Capital LLC 0.63% Reduce -0.1% 20,165 $981K
CTC LLC 0.07% Reduce -65.6% 19,727 $960K
Qsemble Capital Management, LP 0.18% Reduce -46.9% 19,687 $958K
Blair William & Co. 0.00% Reduce -6.3% 19,655 $956K
Federation des caisses Desjardins du Quebec 0.01% Reduce -0.8% 19,362 $942K
Independent Advisor Alliance 0.03% Reduce -37.5% 19,252 $937K
Vontobel Holding Ltd. 0.00% Add +180.6% 19,140 $931K
CMT Capital Markets Trading GmbH 0.26% New 18,900 $920K
Securian Asset Management, Inc. 0.03% Reduce -2.3% 18,875 $918K
Louisiana State Employees Retirement System 0.02% Reduce -2.6% 18,600 $905K
Daiwa Securities Group Inc. 0.00% Add +12.7% 18,459 $898K
AIA Group Ltd 0.03% Reduce -26.3% 18,364 $894K
Silvercrest Asset Management Group LLC 0.01% Reduce -17.6% 18,040 $878K
Caption Management, LLC 0.09% New 18,000 $876K
Pearl River Capital, LLC 0.14% New 17,872 $870K
Clear Harbor Asset Management, LLC 0.07% Add +1.3% 17,540 $853K
Commerce Bank 0.01% Add +3.4% 17,424 $848K
Entropy Technologies, LP 0.09% Reduce -66.5% 17,379 $846K
Utah Retirement Systems 0.01% Reduce -3.9% 17,303 $842K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 17,281 $841K
nVerses Capital, LLC 0.49% New 16,800 $817K
Neuberger Berman Group LLC 0.00% Add +3.4% 16,788 $817K
Avondale Wealth Management 0.56% Add +17.5% 16,750 $815K
New Mexico Educational Retirement Board 0.03% No change 16,500 $803K
Stratos Wealth Partners, LTD. 0.01% Add +11.0% 16,292 $793K
Vident Advisory, LLC 0.02% Reduce -23.6% 16,259 $791K
M&T Bank Corp 0.00% Add +11.7% 16,245 $790K
Tower Research Capital LLC (TRC) 0.01% Reduce -22.6% 16,073 $782K
NewEdge Advisors, LLC 0.01% Add +25.6% 15,920 $775K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -67.7% 15,834 $763K
Total Investment Management Inc. 0.10% Reduce -2.4% 15,640 $761K
Woodline Partners LP 0.01% New 15,395 $749K
Janus Henderson Group PLC 0.00% Reduce -30.0% 15,373 $748K
Latash Investments, LLC 0.60% No change 15,216 $740K
Gotham Asset Management 0.01% New 15,169 $738K
Friedenthal Financial 0.46% New 15,045 $732K
Avantax Advisory Services, Inc. 0.01% Add +77.1% 14,791 $720K
Captrust Financial Advisors 0.00% Add +0.7% 14,605 $711K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.9% 14,443 $703K
Mutual Advisors, LLC 0.02% Reduce -0.1% 14,992 $701K
Point72 Asia (Singapore) Pte. Ltd. 0.15% New 14,350 $698K
Wolverine Asset Management LLC 0.07% No change 14,159 $689K
Graham Capital Management, L.P. 0.04% Add +102.4% 13,828 $673K
Praxis Investment Management Inc. 0.05% No change 13,060 $672K
Driehaus Capital Management LLC 0.01% New 13,768 $670K
180 Wealth Advisors, LLC 0.11% Add +5.8% 14,655 $669K
Nebula Research & Development LLC 0.11% New 13,490 $656K
Versor Investments LP 0.12% New 13,400 $652K
Thrivent Financial for Lutherans 0.00% Reduce -0.8% 13,266 $646K
Chapin Davis, Inc. 0.22% Add +25.8% 13,150 $640K
LMR Partners LLP 0.02% No change 13,127 $639K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.6% 12,801 $623K
Fifth Third Bancorp 0.00% Reduce -2.6% 12,781 $622K
Edgestream Partners, L.P. 0.03% Add +94.5% 12,733 $620K
Fox Run Management, L.L.C. 0.12% New 12,570 $612K
Jefferies Financial Group Inc. 0.01% Reduce -91.9% 12,450 $606K
Tidal Investments LLC 0.01% Reduce -30.0% 12,203 $594K
Carolina Wealth Advisors, LLC 0.29% Add +12.2% 12,185 $593K
United Capital Financial Advisors, LLC 0.00% Reduce -0.6% 11,658 $567K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -33.6% 11,643 $567K
Rakuten Securities, Inc. 0.24% Add +13.1% 11,400 $555K
Advisors Asset Management, Inc. 0.01% Reduce -56.1% 11,346 $552K
MML Investors Services, LLC 0.00% Reduce -34.2% 11,261 $548K
XML Financial, LLC 0.05% Reduce -6.9% 11,140 $542K
Semanteon Capital Management, LP 0.38% New 11,059 $538K
Norinchukin Bank, The 0.02% Add +1.7% 10,941 $532K
Gsa Capital Partners LLP 0.04% New 10,942 $532K
Integrated Wealth Concepts LLC 0.01% Reduce -8.2% 10,867 $529K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.0% 10,605 $516K
US Bancorp \de 0.00% Reduce -7.5% 10,570 $514K
Avidian Wealth Enterprises, LLC 0.02% Add +23.5% 10,536 $513K
Atria Wealth Solutions, Inc. 0.01% Reduce -15.1% 10,496 $511K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.5% 10,463 $509K
Alps Advisors Inc. 0.00% Reduce -0.3% 10,430 $508K
NEOS Investment Management LLC 0.02% Add +40.5% 10,368 $505K
Sherbrooke Park Advisers LLC 0.09% Add +14.1% 10,245 $499K
Blueshift Asset Management, LLC 0.17% New 10,166 $495K
Aigen Investment Management, LP 0.10% New 10,104 $492K
Twin Capital Management Inc. 0.06% Reduce -1.1% 10,009 $487K
AM Squared Ltd 1.52% New 9,700 $472K
Aristeia Capital, L.L.C. 0.03% New 9,635 $469K
Sweet Financial Partners, LLC 0.11% Reduce -3.6% 9,548 $465K
Dynamic Technology Lab Private Ltd 0.05% New 9,469 $461K
Avion Wealth 0.12% Reduce -18.7% 9,258 $450K
Quinn Opportunity Partners LLC 0.05% New 9,000 $438K
Moors & Cabot, Inc. 0.02% No change 8,994 $438K
Dark Forest Capital Management LP 0.08% Add +108.9% 8,950 $436K
Squarepoint Ops LLC 0.00% Add +0.2% 8,910 $434K
Lido Advisors, LLC 0.00% Reduce -31.5% 8,813 $429K
Advisory Services Network, LLC 0.01% Reduce -39.0% 8,769 $427K
Federated Hermes, Inc. 0.00% Add +16098.1% 8,585 $418K
Snowden Capital Advisors LLC 0.01% Reduce -59.6% 8,524 $415K
Great Lakes Advisors, LLC 0.00% Add +72.3% 8,421 $410K
Savant Capital, LLC 0.00% Add +10.6% 8,333 $405K
Principal Securities, Inc. 0.01% Reduce -0.8% 8,274 $403K
Ieq Capital, LLC 0.01% Add +4.6% 8,203 $399K
Meeder Advisory Services, Inc. 0.03% Add +42.6% 8,178 $398K
Burns Matteson Capital Management, LLC 0.25% Reduce -16.4% 8,068 $393K
Corton Capital Inc. 0.21% New 8,064 $392K
Choreo, LLC 0.01% New 7,993 $387K
Seamount Financial Group Inc. 0.31% No change 7,893 $384K
CIBC Private Wealth Group LLC 0.00% Add +10.3% 8,142 $381K
Bridgefront Capital, LLC 0.16% New 7,782 $379K
Applied Finance Capital Management, LLC 0.02% New 7,683 $374K
Cwm, LLC 0.00% Reduce -13.1% 7,580 $369K
Glenmede Trust Co. NA 0.00% Add +0.1% 7,572 $368K
Banco Santander, S.A. 0.00% Add +0.2% 7,561 $368K
Capstone Investment Advisors, LLC 0.02% Reduce -79.0% 7,522 $366K
Weinberger Asset Management, Inc 0.17% Add +0.0% 7,262 $353K
Stevens Capital Management LP 0.12% New 7,195 $350K
Smith Anglin Financial, LLC 0.04% Add +1.0% 7,114 $346K
Oak Thistle LLC 0.26% New 7,068 $344K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +27.8% 7,053 $343K
First Trust Direct Indexing L.P. 0.02% Add +43.6% 7,023 $342K
Summit Financial, LLC 0.02% New 6,941 $338K
ClearAlpha Technologies LP 0.13% Reduce -58.7% 6,810 $331K
Lazard Asset Management LLC 0.00% New 6,784 $330K
Summa Corp. 0.16% No change 6,700 $326K
Bleakley Financial Group, LLC 0.01% Reduce -10.8% 6,598 $321K
Simplicity Wealth,LLC 0.01% Reduce -10.2% 6,598 $321K
XTX Topco Ltd 0.03% Reduce -65.5% 6,552 $319K
Allworth Financial LP 0.00% Add +0.1% 6,600 $316K
Capital Markets Trading UK LLP 0.23% Add +38.6% 6,484 $316K
V-Square Quantitative Management LLC 0.05% Add +71.8% 6,470 $315K
B. Riley Wealth Advisors, Inc. 0.01% Add +23.8% 6,466 $315K
JB Capital LLC 0.02% Reduce -7.7% 6,460 $314K
Oarsman Capital, Inc. 0.07% Add +15.1% 6,458 $314K
Metis Global Partners, LLC 0.01% Add +1.2% 6,372 $310K
Symmetry Partners, LLC 0.02% No change 6,121 $298K
Peapack Gladstone Financial Corp. 0.00% Reduce -25.3% 5,981 $292K
Greenleaf Trust 0.00% Add +5.5% 5,946 $289K
SteelPeak Wealth, LLC 0.01% Add +28.9% 5,906 $287K
United Advisor Group, LLC 0.09% New 5,897 $287K
Frank, Rimerman Advisors LLC 0.02% Add +148.3% 5,881 $286K
Black Swift Group, LLC 0.07% New 5,800 $282K
Abacus Planning Group, Inc. 0.05% Add +5.6% 5,739 $279K
Horizon Investments, LLC 0.01% Add +14.6% 5,619 $273K
Kovack Advisors, Inc. 0.03% No change 5,553 $270K
Capital International, Inc. 0.00% Add +22.3% 5,551 $270K
Pinnacle Associates Ltd. 0.00% Reduce -3.7% 5,550 $270K
Bessemer Group Inc. 0.00% Add +1.4% 5,545 $269K
AlphaCentric Advisors LLC 0.19% Reduce -20.9% 5,402 $263K
Hourglass Capital, LLC 0.08% No change 5,400 $263K
Readystate Asset Management LP 0.02% Reduce -4.8% 5,386 $262K
OneDigital Investment Advisors LLC 0.00% New 5,385 $262K
NCP Inc. 0.16% Reduce -48.5% 5,300 $258K
Solitude Financial Services 0.12% Reduce -22.6% 5,300 $258K
Asset Management One Co., Ltd. 0.00% Add +32.7% 5,293 $258K
Coldstream Capital Management Inc. 0.01% Reduce -30.4% 5,272 $257K
Forum Financial Management, LP 0.00% Add +13.8% 5,269 $256K
Axxcess Wealth Management, LLC 0.01% No change 5,235 $255K
HighPoint Advisor Group LLC 0.02% Reduce -3.7% 5,445 $254K
Prelude Capital Management, LLC 0.02% New 5,179 $252K
Profund Advisors LLC 0.01% Reduce -1.2% 5,160 $251K
Heartland Bank & Trust Co 0.14% Add +0.7% 5,153 $251K
Foster Group, Inc. 0.01% Add +0.1% 5,125 $249K
First Dallas Securities Inc. 0.11% Reduce -13.5% 5,110 $249K
Equitable Holdings, Inc. 0.00% Add +17.0% 5,083 $247K
Kendall Capital Management 0.08% New 5,080 $247K
IFP Advisors, Inc 0.01% Reduce -0.2% 5,066 $247K
Systematic Alpha Investments, LLC 0.01% No change 5,047 $246K
Fayez Sarofim & Co 0.00% No change 5,037 $245K
Valeo Financial Advisors, LLC 0.01% Reduce -13.5% 5,012 $244K
SP Asset Management LLC 0.02% No change 5,000 $243K
Signaturefd, LLC 0.00% Add +27.6% 4,982 $242K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +8.5% 4,946 $241K
Kaizen Financial Strategies 0.15% New 5,150 $240K
Apollon Wealth Management, LLC 0.01% New 4,929 $240K
Empowered Funds, LLC 0.00% Reduce -1.2% 4,916 $239K
17 Capital Partners, LLC 0.17% No change 4,900 $238K
Olympiad Research LP 0.17% New 4,783 $233K
Moody National Bank Trust Division 0.02% No change 4,742 $231K
Mosaic Financial Group, LLC 0.16% No change 4,689 $228K
Capital Wealth Alliance, LLC 0.13% No change 4,679 $228K
Jones Financial Companies LLLP 0.00% Add +305.6% 4,664 $227K
Centaurus Financial, Inc. 0.02% Add +24.0% 4,654 $226K
Kingswood Wealth Advisors, LLC 0.02% New 4,594 $224K
Kestra Private Wealth Services, LLC 0.00% New 4,589 $223K
Diversify Advisory Services, LLC 0.01% Add +1.4% 4,713 $222K
Panagora Asset Management Inc. 0.00% Reduce -99.3% 4,520 $220K
Atria Investments, Inc 0.00% New 4,489 $218K
Tudor Investment Corporation 0.00% New 4,480 $218K
Independent Financial Group, LLC 0.01% Reduce -12.1% 4,371 $213K
Jump Financial, LLC 0.00% Reduce -94.3% 4,357 $212K
1834 Investment Advisors Co. 0.03% New 4,350 $212K
Modera Wealth Management, LLC 0.00% New 4,303 $209K
Mill Creek Capital Advisors, LLC 0.01% Reduce -2.1% 4,278 $208K
LBMC Investment Advisors, LLC 0.02% No change 4,267 $208K
Counterpoint Mutual Funds LLC 0.05% New 4,222 $205K
GAMMA Investing LLC 0.03% Add +55.5% 4,195 $204K
Act Wealth Management, LLC 0.10% Reduce -18.7% 4,175 $203K
Nomura Asset Management Co. Ltd. 0.00% Add +17.5% 4,165 $203K
Smartleaf Asset Management LLC 0.03% Reduce -11.6% 4,203 $203K
Range Financial Group LLC 0.10% New 4,146 $202K
Harbour Investments, Inc. 0.01% Reduce -12.8% 4,126 $201K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -34.2% 4,115 $200K
HB Wealth Management, LLC 0.00% New 4,113 $200K
EverSource Wealth Advisors, LLC 0.01% Add +2.1% 4,336 $197K
Caas Capital Management LP 0.35% New 3,800 $185K
Ameritas Investment Partners, Inc. 0.01% No change 3,790 $184K
Geneos Wealth Management Inc. 0.01% Add +11.9% 3,752 $183K
International Assets Investment Management, LLC 0.02% New 3,734 $182K
Parallel Advisors, LLC 0.00% Reduce -2.1% 3,630 $177K
Steward Partners Investment Advisory, LLC 0.00% Reduce -18.4% 3,465 $169K
Royal London Asset Management Ltd. 0.00% New 3,420 $166K
Spire Wealth Management 0.01% Reduce -39.7% 3,193 $155K
Liberty One Investment Management, LLC 0.02% Reduce -31.8% 3,158 $154K
Investors Research Corp 0.03% No change 2,500 $122K
Icon Wealth Advisors, LLC 0.01% Reduce -0.1% 2,647 $120K
William B. Walkup & Associates, Inc. 0.07% — 2,158 $105K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 2,167 $104K
Clearstead Advisors, LLC 0.00% Add +9.4% 2,098 $102K
Storebrand Asset Management As 0.00% No change 2,065 $100K
Delta Asset Management LLC 0.01% No change 2,000 $97K
Ancora Advisors LLC 0.00% Add +24.9% 1,829 $89K
Global Retirement Partners, LLC 0.00% Add +0.1% 1,807 $88K
Wahed Invest LLC 0.02% Add +11.6% 1,775 $86K
Benjamin F. Edwards & Company, Inc. 0.00% Add +4.0% 1,755 $86K
Sunbelt Securities, Inc. 0.01% No change 1,721 $84K
Johnson Financial Group, Inc. 0.00% Add +0.9% 1,710 $83K
CI Investments Inc. 0.00% Reduce -63.5% 1,659 $81K
Private Trust Co. NA 0.01% Reduce -21.6% 1,642 $80K
Avior Wealth Management, LLC 0.00% Reduce -11.5% 1,629 $79K
Quadrant Capital Group LLC 0.01% Add +18.6% 1,620 $79K
Twin Lakes Capital Management, LLC 0.05% No change 1,550 $75K
Parkside Financial Bank & Trust 0.01% Add +0.3% 1,539 $75K
Credit Agricole S A 0.00% Reduce -93.2% 1,518 $74K
Westpac Banking Corp. 0.01% Reduce -45.6% 1,507 $73K
Tanglewood Legacy Advisors, LLC 0.03% No change 1,500 $73K
Concourse Financial Group Securities, Inc. 0.00% Reduce -73.2% 1,460 $71K
Farther Finance Advisors, LLC 0.00% Add +12.1% 1,458 $70K
Bogart Wealth, LLC 0.00% Reduce -13.1% 1,448 $70K
TD Waterhouse Canada Inc. 0.00% No change 1,443 $70K
Sentry Investment Management LLC 0.03% Reduce -17.0% 1,421 $69K
Quarry LP 0.03% New 1,415 $69K
Resona Asset Management Co.,Ltd. 0.00% Add +46.7% 1,391 $67K
Sandy Spring Bank 0.00% Add +8.6% 1,376 $67K
TD Private Client Wealth LLC 0.00% Add +9.8% 1,273 $62K
Founders Capital Management 0.04% No change 1,270 $62K
Halpern Financial, Inc. 0.02% New 1,250 $61K
PSI Advisors, LLC 0.02% No change 1,246 $61K
Harvest Fund Management Co., Ltd 0.00% New 1,232 $60K
Larson Financial Group LLC 0.00% Reduce -19.5% 1,231 $60K
Huntington National Bank 0.00% Reduce -13.4% 1,192 $58K
JCIC Asset Management Inc. 0.02% Add +3.1% 1,180 $57K
Addison Advisors LLC 0.02% No change 1,162 $57K
Mather Group, Llc. 0.00% Add +26.6% 1,174 $56K
Groupama Asset Managment 0.00% No change 1,150 $56K
Lindbrook Capital, LLC 0.01% Add +25.4% 1,112 $54K
Sound Income Strategies, LLC 0.00% No change 1,077 $52K
Whittier Trust Co. of Nevada Inc. 0.00% No change 983 $48K
Creative Financial Designs Inc. 0.00% No change 960 $47K
Capital Analysts, LLC 0.00% Reduce -22.4% 924 $45K
Stephens Consulting, LLC 0.01% No change 886 $43K
Venturi Wealth Management, LLC 0.00% Add +28.7% 857 $42K
Cullen/Frost Bankers, Inc. 0.00% Add +3.4% 827 $40K
Rothschild Investment LLC 0.00% Add +6.6% 809 $39K
Gables Capital Management Inc. 0.02% No change 800 $39K
GPS Wealth Strategies Group, LLC 0.01% Reduce -4.9% 780 $38K
Richardson Capital Management LLC 0.03% No change 775 $38K
Rosenberg Matthew Hamilton 0.01% No change 768 $37K
AlphaQuest LLC 0.01% Add +3504.8% 757 $37K
Cromwell Holdings LLC 0.02% — 708 $34K
Citizens National Bank Trust Department 0.01% No change 700 $34K
GoalVest Advisory LLC 0.01% No change 692 $34K
UMB Bank, n.a. 0.00% Add +59.7% 682 $33K
Crewe Advisors LLC 0.00% No change 658 $32K
MassMutual Private Wealth & Trust, FSB 0.00% No change 637 $31K
Wetzel Investment Advisors, Inc. 0.02% No change 645 $31K
Strategic Investment Solutions, Inc. 0.01% — 602 $30K
MV Capital Management, Inc. 0.00% No change 602 $29K
MCF Advisors LLC 0.00% No change 600 $29K
Optiver Holding B.V. 0.00% New 567 $28K
Blume Capital Management, Inc. 0.01% No change 530 $26K
Great Lakes Retirement, Inc. 0.00% New 529 $26K
CENTRAL TRUST Co 0.00% Add +1.4% 514 $25K
Covestor Ltd 0.02% Reduce -79.7% 517 $25K
Solstein Capital, LLC 0.02% No change 500 $24K
HighMark Wealth Management LLC 0.01% No change 500 $24K
Towne Trust Company, N.A 0.01% No change 500 $24K
Arlington Trust Co LLC 0.01% No change 500 $24K
Lanark Financial, Inc. 0.00% Reduce -16.6% 502 $24K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 478 $23K
First Financial Corp. 0.01% No change 458 $22K
HHM Wealth Advisors, LLC 0.00% No change 455 $22K
Smithfield Trust Co 0.00% No change 450 $22K
Toth Financial Advisory Corp. 0.00% No change 451 $22K
CVA Family Office, LLC 0.00% Add +2.0% 450 $22K
Tucker Asset Management LLC 0.00% No change 447 $22K
Arax Advisory Partners 0.00% Reduce -11.2% 444 $22K
Wiser Advisor Group LLC 0.03% Add +59.9% 438 $21K
Trivant Custom Portfolio Group, LLC 0.01% No change 400 $19K
Kozak & Associates, Inc. 0.00% No change 394 $19K
Nvwm, LLC 0.01% Add +1.3% 383 $19K
North Star Investment Management Corp. 0.00% No change 380 $18K
Abich Financial Wealth Management LLC 0.01% Add +2.3% 358 $17K
Blue Trust, Inc. 0.00% Add +108.7% 361 $17K
Manchester Capital Management LLC 0.00% No change 353 $17K
Godsey & Gibb, Inc. 0.00% No change 315 $15K
First Community Trust NA 0.01% New 302 $15K
Deseret Mutual Benefit Administrators 0.01% No change 295 $14K
Unique Wealth Strategies, LLC 0.01% New 290 $14K
Continuum Advisory, LLC 0.00% No change 281 $14K
IAG Wealth Partners, LLC 0.00% Add +19.4% 265 $13K
Stone House Investment Management, LLC 0.00% No change 263 $13K
Rise Advisors, LLC 0.01% No change 251 $12K
Compass Wealth Management LLC 0.00% No change 250 $12K
Carolinas Wealth Consulting LLC 0.00% Add +1425.0% 244 $12K
Bell Investment Advisors, Inc 0.00% Add +5.2% 243 $12K
Northwest Capital Management Inc 0.00% No change 240 $12K
Voisard Asset Management Group, Inc. 0.01% No change 239 $12K
Washington Trust Advisors, Inc. 0.00% No change 237 $12K
Cornerstone Planning Group LLC 0.00% No change 304 $12K
New Age Alpha Advisors, LLC 0.01% New 235 $11K
Castleview Partners, LLC 0.01% No change 227 $11K
SOA Wealth Advisors, LLC. 0.00% No change 225 $11K
Quent Capital, LLC 0.00% No change 225 $11K
WealthCollab, LLC 0.01% No change 207 $10K
GW&K Investment Management, LLC 0.00% Add +41.1% 213 $10K
SJS Investment Consulting Inc. 0.00% Add +1.5% 204 $10K
AdvisorNet Financial, Inc 0.00% Add +59.1% 202 $10K
Hartford Financial Management Inc. 0.00% No change 200 $10K
Bfsg, LLC 0.00% New 200 $10K
Farmers & Merchants Investments Inc. 0.00% No change 195 $9K
JFS Wealth Advisors, LLC 0.00% Add +12.8% 185 $9K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 188 $9K
Hanson & Doremus Investment Management 0.00% No change 183 $9K
Sachetta, LLC 0.00% Add +11.0% 181 $8K
Tsfg, LLC 0.00% No change 164 $8K
WR Wealth Planners, LLC 0.00% Add +52.9% 159 $8K
Westside Investment Management, Inc. 0.00% No change 155 $8K
Fortitude Family Office, LLC 0.00% No change 153 $7K
Spotlight Asset Group, Inc. 0.01% No change 150 $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% No change 142 $7K
Raleigh Capital Management Inc. 0.00% Add +250.0% 140 $7K
DT Investment Partners, LLC 0.00% No change 139 $7K
City State Bank 0.00% No change 135 $7K
VitalStone Financial, LLC 0.00% No change 125 $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
Colonial Trust Advisors 0.00% New 105 $5K
Trust Co. of Vermont 0.00% No change 105 $5K
Redmont Wealth Advisors LLC 0.01% No change 103 $5K
Sawyer & Company, Inc 0.00% New 100 $5K
Syntax Research, Inc. 0.00% No change 100 $5K
Gen-Wealth Partners Inc 0.00% No change 100 $5K
Zions Bancorporation, N.A. 0.00% No change 99 $5K
JNBA Financial Advisors 0.00% No change 90 $4K
Silicon Valley Capital Partners 0.00% No change 90 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 86 $4K
Legend Financial Advisors, Inc. 0.00% No change 83 $4K
Aspire Private Capital, LLC 0.00% No change 79 $4K
Abound Wealth Management 0.00% Reduce -16.7% 75 $4K
Hexagon Capital Partners LLC 0.00% No change 75 $4K
FinTrust Capital Advisors, LLC 0.00% New 74 $4K
Byrne Asset Management LLC 0.00% No change 70 $3K
First Horizon Advisors, Inc. 0.00% Add +1.5% 68 $3K
Cape Investment Advisory, Inc. 0.00% No change 66 $3K
Bruce G. Allen Investments, LLC 0.00% No change 65 $3K
Assetmark, Inc. 0.00% New 64 $3K
Criterion Capital Advisors, LLC 0.00% No change 63 $3K
Ashton Thomas Private Wealth, LLC 0.00% New 62 $3K
CKW Financial Group 0.00% No change 53 $3K
Triad Wealth Partners, LLC 0.00% New 60 $3K
Bartlett & Co. Wealth Management LLC 0.00% New 60 $3K
Cedar Mountain Advisors, LLC 0.00% No change 57 $3K
McIlrath & Eck, LLC 0.00% No change 56 $3K
DiNuzzo Private Wealth, Inc. 0.00% Add +33.3% 52 $3K
Kessler Investment Group, LLC 0.00% No change 51 $2K
Opal Wealth Advisors, LLC 0.00% Reduce -8.9% 51 $2K
Beacon Capital Management, LLC 0.00% No change 51 $2K
TFC Financial Management, Inc. 0.00% Add +13.3% 51 $2K
Lynx Investment Advisory 0.00% — 50 $2K
Fairway Wealth LLC 0.00% New 50 $2K
Front Row Advisors LLC 0.00% No change 50 $2K
Harbor Investment Advisory, LLC 0.00% Reduce -67.4% 47 $2K
Janiczek Wealth Management, LLC 0.00% No change 45 $2K
Capital Advisors, Ltd. LLC 0.00% Reduce -14.0% 49 $2K
Robinson Value Management, Ltd. 0.00% No change 39 $2K
Pacific Center for Financial Services 0.00% No change 35 $2K
Valued Wealth Advisors LLC 0.00% Add +61.9% 34 $2K
Aspect Partners, LLC 0.00% No change 32 $2K
ZynergyRetirementPlanningLLC 0.00% — 30 $1K
WFA Asset Management Corp 0.00% No change 30 $1K
Pathway Financial Advisers, LLC 0.00% No change 30 $1K
Balefire, LLC 0.00% Reduce -34.9% 28 $1K
True Wealth Design, LLC 0.00% Add +58.8% 27 $1K
Wolff Wiese Magana LLC 0.00% No change 25 $1K
Global Wealth Strategies & Associates 0.00% New 25 $1K
GHP Investment Advisors, Inc. 0.00% No change 25 $1K
Prestige Wealth Management Group LLC 0.00% No change 24 $1K
Financial Management Professionals, Inc. 0.00% Add +110.0% 21 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 20 $974
Morton Brown Family Wealth, LLC 0.00% New 20 $928
Tyler-Stone Wealth Management 0.00% No change 19 $925
Trifecta Capital Advisors, LLC 0.00% No change 19 $925
Lummis Asset Management, LP 0.00% No change 18 $876
Riggs Asset Managment Co. Inc. 0.00% No change 17 $828
Raffa Wealth Management, LLC 0.00% No change 17 $827
Dunhill Financial, LLC 0.00% Reduce -33.3% 16 $780
Caitlin John, LLC 0.00% No change 14 $681
CGC Financial Services, LLC 0.00% No change 14 $681
Operose Advisors LLC 0.00% No change 13 $633
Global Financial Private Client, LLC 0.00% No change 12 $584
Delos Wealth Advisors, LLC 0.00% No change 11 $536
Asset Dedication, LLC 0.00% No change 11 $536
Ruedi Wealth Management, Inc. 0.00% New 11 $535
Highline Wealth Partners LLC 0.00% No change 11 $535
Hollencrest Capital Management 0.00% Reduce -98.4% 10 $487
Gradient Investments LLC 0.00% New 9 $438
Versant Capital Management, Inc 0.00% No change 6 $292
Kayne Anderson Rudnick Investment Management LLC 0.00% New 6 $292
Jamison Private Wealth Management, Inc. 0.00% No change 5 $244
Cherry Tree Wealth Management, LLC 0.00% No change 4 $195
Main Street Group, LTD 0.00% No change 3 $145
Bare Financial Services, Inc 0.00% New 2 $91
Planning Capital Management Corp 0.00% New 1 $49
Hantz Financial Services, Inc. 0.00% Reduce -83.3% 2 $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.