Public record / Tickers / DAL

DAL — DELTA AIR LINES, INC.

Both disclosure regimes on one name: who in Congress filed about DAL, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
58
all PTR rows naming DAL
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kelly Loeffler · $100K–$250K

Purchase · traded 2020-04-07 → filed 2020-05-01. Ranked over every DAL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

19 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

8 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 8 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING DAL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning DAL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-06-22Jefferson Shreve R–IN-6SaleTraded 05-12 +41d$15K–$50K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 58 ↗

Members active in DAL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing DAL in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · DAL

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Berkshire Hathaway $2.6B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · DELTA AIR LINES INC

Merged timeline of congressional filings and notable-manager moves on DAL
DateWhoChangeSize
2026-05-15Berkshire Hathaway 13Fnew+39,809,456 sh
2026-05-15Gotham Asset Management 13Ftrim−78,933 sh
2026-05-15Bridgewater Associates 13Ftrim−52,755 sh
2026-05-15Duquesne Family Office 13Fexit−650,910 sh
2026-05-15Appaloosa 13Fexit−475,000 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of DAL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$2.8B1
3BERKSHIRE HATHAWAY INC$2.6B1
4Sanders Capital, LLC$2.0B1
5FMR LLC$1.8B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.8B1
7STATE STREET CORP$1.6B1
8Capital International Investors$1.4B1
9GEODE CAPITAL MANAGEMENT, LLC$1.2B1
10HARRIS ASSOCIATES L P$1.2B1
11PRIMECAP MANAGEMENT CO/CA/$1.2B1
12MORGAN STANLEY$891M1
13DIMENSIONAL FUND ADVISORS LP$667M1
14AQR CAPITAL MANAGEMENT LLC$549M1
15Newport Trust Company, LLC$523M1
16Invesco Ltd.$409M1
17NORTHERN TRUST CORP$331M1
18GMT CAPITAL CORP$294M1
19WELLINGTON MANAGEMENT GROUP LLP$278M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$263M1
21Gallagher Fiduciary Advisors, LLC$255M1
22Allianz Asset Management GmbH$246M1
23VANGUARD FIDUCIARY TRUST CO$243M1
24PAR CAPITAL MANAGEMENT INC$234M1
25UBS Group AG$232M1
26Capital World Investors$214M1
27BANK OF AMERICA CORP /DE/$205M1
28Slate Path Capital LP$197M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$193M1
30PZENA INVESTMENT MANAGEMENT LLC$187M1
31LANSDOWNE PARTNERS (UK) LLP$165M1
32Nuveen, LLC$143M1
33Amundi$137M1
34AMERICAN CENTURY COMPANIES INC$136M1
35FRANKLIN RESOURCES INC$132M1
36PANAGORA ASSET MANAGEMENT INC$129M1
37RAYMOND JAMES FINANCIAL INC$122M1
38DEUTSCHE BANK AG\$112M1
39UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$112M1
40BRISTOL JOHN W & CO INC /NY/$105M1
41CITIGROUP INC$94.8M1
42Vanguard Global Advisers, LLC$94.2M1
43Legal & General Group Plc$91.5M1
44SEI INVESTMENTS CO$89.0M1
45ALLIANCEBERNSTEIN L.P.$88.9M1
46HSBC HOLDINGS PLC$88.6M1
47BANK OF MONTREAL /CAN/$83.7M1
48ROYAL BANK OF CANADA$82.0M1
49WELLS FARGO & COMPANY/MN$80.4M1
50NORDEA INVESTMENT MANAGEMENT AB$77.8M1
51ENVESTNET ASSET MANAGEMENT INC$77.1M1
52Quantinno Capital Management LP$76.7M1
53ZACKS INVESTMENT MANAGEMENT$71.7M1
54MASTERS CAPITAL MANAGEMENT LLC$66.5M1
55Southpoint Capital Advisors LP$66.5M1
56SUSQUEHANNA INTERNATIONAL GROUP, LLP$63.9M1
57Mitsubishi UFJ Asset Management Co., Ltd.$63.2M1
58FIRST TRUST ADVISORS LP$62.7M1
59ATALANTA SOSNOFF CAPITAL, LLC$62.4M1
60Janus Henderson Group Ltd.$60.1M1
61CAMBIAR INVESTORS LLC$59.4M1
62Gotham Asset Management, LLC$59.4M1
63Interval Partners, LP$56.9M1
64ADAGE CAPITAL PARTNERS GP, L.L.C.$52.0M1
65SRS Investment Management, LLC$51.9M1
66Polar Capital Holdings Plc$50.7M1
67PRINCIPAL FINANCIAL GROUP INC$49.7M1
68IEQ CAPITAL, LLC$48.3M1
69Rockefeller Capital Management L.P.$42.2M1
70LPL Financial LLC$41.2M1
71Susquehanna Portfolio Strategies, LLC$39.2M1
72NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$38.9M1
73Retirement Systems of Alabama$38.5M1
74Rokos Capital Management LLP$37.6M1
75Capital International, Inc./CA/$37.2M1
76Patient Capital Management, LLC$36.7M1
77Cerity Partners LLC$36.2M1
78STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$36.1M1
79TD ASSET MANAGEMENT INC$34.6M1
80PRUDENTIAL FINANCIAL INC$34.5M1
81Swiss National Bank$31.9M1
82Mariner, LLC$31.6M1
83MILLENNIUM MANAGEMENT LLC$30.3M1
84Creative Planning$29.6M1
85Grantham, Mayo, Van Otterloo & Co. LLC$28.8M1
86WAYCROSS PARTNERS, LLC$27.8M1
87Universal- Beteiligungs- und Servicegesellschaft mbH$27.3M1
88OSAIC HOLDINGS, INC.$25.9M1
89JANE STREET GROUP, LLC$25.7M1
90Calamos Advisors LLC$25.3M1
91CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$23.9M1
92Alyeska Investment Group, L.P.$23.6M1
93MANUFACTURERS LIFE INSURANCE COMPANY, THE$22.8M1
94Chevy Chase Trust Holdings, LLC$21.9M1
95Baird Financial Group, Inc.$20.6M1
96Dana Investment Advisors, Inc.$20.5M1
97CWM, LLC$20.4M1
98HighTower Advisors, LLC$20.3M1
99Point72 Asset Management, L.P.$19.6M1
100MERCER GLOBAL ADVISORS INC /ADV$19.5M1
101TRUIST FINANCIAL CORP$19.2M1
102Cetera Investment Advisers$19.2M1
103Corient Private Wealth LLC$19.1M1
104Woodson Capital Management, LP$19.1M1
105VANGUARD ASSET MANAGEMENT, Ltd$18.5M1
106Glenview Trust Co$18.2M1
107Korea Investment CORP$17.9M1
108NEW YORK STATE COMMON RETIREMENT FUND$17.8M1
109GROUP ONE TRADING LLC$17.8M1
110CANADA PENSION PLAN INVESTMENT BOARD$17.7M1
111Livforsakringsbolaget Skandia, Omsesidigt$17.6M1
112VOYA INVESTMENT MANAGEMENT LLC$17.3M1
113Crossmark Global Holdings, Inc.$17.0M1
114FEDERATED HERMES, INC.$16.7M1
115BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$16.7M1
116GLENMEDE TRUST CO NA$16.5M1
117WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$16.4M1
118RWC Asset Management LLP$15.2M1
119NATIONAL BANK OF CANADA /FI/$15.0M1
120PFA Pension, Forsikringsaktieselskab$14.5M1
121STIFEL FINANCIAL CORP$14.1M1
122Zweig-DiMenna Associates LLC$14.1M1
123Aware Super Pty Ltd as trustee of Aware Super$13.9M1
124TEACHER RETIREMENT SYSTEM OF TEXAS$13.8M1
125MML INVESTORS SERVICES, LLC$13.6M1
126MACQUARIE GROUP LTD$13.4M1
127CLEARFIELD CAPITAL MANAGEMENT LP$13.1M1
128Empowered Funds, LLC$13.0M1
129COMMONWEALTH EQUITY SERVICES, LLC$12.8M1
130CITADEL ADVISORS LLC$12.7M1
131ROYAL LONDON ASSET MANAGEMENT LTD$12.5M1
132D. E. Shaw & Co., Inc.$12.5M1
133O'SHAUGHNESSY ASSET MANAGEMENT, LLC$12.4M1
134BNP Paribas Asset Management Holding S.A.$12.1M1
135HB Wealth Management, LLC$11.8M1
136Czech National Bank$11.8M1
137Concurrent Investment Advisors, LLC$11.4M1
138FIFTH THIRD BANCORP$11.4M1
139EVERGREEN CAPITAL MANAGEMENT LLC$11.1M1
140PUBLIC SECTOR PENSION INVESTMENT BOARD$10.9M1
141Focus Partners Wealth$10.9M1
142Man Group plc$10.4M1
143XPONANCE LLC$10.4M1
144QRG CAPITAL MANAGEMENT, INC.$10.3M1
145MetLife Investment Management, LLC$10.1M1
146COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.1M1
147RBF Capital, LLC$10.0M1
148CIBC Asset Management Inc$9.9M1
149Rock Point Advisors, LLC$9.7M1
150Wealthfront Advisers LLC$9.7M1
151Aberdeen Group plc$9.7M1
152Aristides Capital LLC$9.5M1
153Caption Management, LLC$9.5M1
154AustralianSuper Pty Ltd$9.5M1
155AVIVA PLC$9.4M1
156MEEDER ASSET MANAGEMENT INC$9.3M1
157Sienna Gestion$9.2M1
158CIBC Bancorp USA Inc.$9.0M1
159BW Gestao de Investimentos Ltda.$8.9M1
160American Financial Advisors, LLC$8.8M1
161Capital International Sarl$8.7M1
162US BANCORP \DE\$8.6M1
163Mirae Asset Global Investments Co., Ltd.$8.6M1
164COMPASS CAPITAL MANAGEMENT, INC$8.6M1
165TORONTO DOMINION BANK$8.4M1
166SIGNATUREFD, LLC$8.4M1
167KWMG, LLC$8.3M1
168INTECH INVESTMENT MANAGEMENT LLC$8.0M1
169FIDELIS CAPITAL PARTNERS, LLC$8.0M1
170STOREBRAND ASSET MANAGEMENT AS$7.9M1
171FACTORY MUTUAL INSURANCE CO$7.8M1
172Centiva Capital, LP$7.7M1
173Vanguard Personalized Indexing Management, LLC$7.6M1
174Pictet Asset Management Holding SA$7.4M1
175CastleKnight Management LP$7.3M1
176ODDO BHF ASSET MANAGEMENT SAS$7.3M1
177Family Office Research LLC$7.2M1
178HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$7.2M1
179NewEdge Advisors, LLC$7.0M1
180Harvest Portfolios Group Inc.$7.0M1
181Swedbank AB$6.9M1
182Assenagon Asset Management S.A.$6.8M1
183Clearstead Advisors, LLC$6.7M1
184United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$6.7M1
185PEAK6 LLC$6.6M1
186Alta Fundamental Advisers LLC$6.6M1
187ProShare Advisors LLC$6.6M1
188Granite Investment Partners, LLC$6.5M1
189USS Investment Management Ltd$6.5M1
190Tidal Investments LLC$6.4M1
191Focus Financial Network, Inc.$6.4M1
192NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.4M1
193Swiss Life Asset Management Ltd$6.3M1
194NEOS Investment Management LLC$6.3M1
195STATE OF WISCONSIN INVESTMENT BOARD$6.3M1
196Allworth Financial LP$6.3M1
197U.S. Capital Wealth Advisors, LLC$6.2M1
198Parallax Volatility Advisers, L.P.$5.8M1
199Howard Capital Management, LLC$5.8M1
200Walleye Trading LLC$5.8M1
201KMG FIDUCIARY PARTNERS, LLC$5.7M1
202CREDIT AGRICOLE S A$5.7M1
203Merit Financial Group, LLC$5.5M1
204Eurizon Capital SGR S.p.A.$5.5M1
205MACKENZIE FINANCIAL CORP$5.4M1
206Kestra Advisory Services, LLC$5.4M1
207Asset Management One Co., Ltd.$5.4M1
208Lighthouse Investment Partners, LLC$5.4M1
209KKM Financial LLC$5.3M1
210Shellback Capital, LP$5.3M1
211NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.3M1
212EFG International AG$5.3M1
2131832 Asset Management L.P.$5.2M1
214Mediolanum International Funds Ltd$5.2M1
215PINNACLE ASSOCIATES LTD$5.2M1
216Munich Reinsurance Co Stock Corp in Munich$5.2M1
217Vestmark Advisory Solutions, Inc.$5.1M1
218Vanguard Investments Australia, Ltd.$5.1M1
219CAPITAL INTERNATIONAL LTD /CA/$5.1M1
220Game Creek Capital, LP$5.0M1
221MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.0M1
222OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.9M1
223Cinctive Capital Management LP$4.9M1
224New Age Alpha Advisors, LLC$4.9M1
225NOMURA ASSET MANAGEMENT CO LTD$4.8M1
226EVOLVE PRIVATE WEALTH, LLC$4.8M1
227Nicholas Investment Partners, LP$4.7M1
228KLP KAPITALFORVALTNING AS$4.6M1
229MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.6M1
230APG Asset Management N.V.$4.6M1
231Econ Financial Services Corp$4.6M1
232Rakuten Investment Management, Inc.$4.6M1
233Kentucky Farm Bureau Mutual Insurance Co$4.6M1
234GLOBALT Investments LLC / GA$4.5M1
235Daiwa Securities Group Inc.$4.5M1
236Pathstone Holdings, LLC$4.3M1
237TWO SIGMA SECURITIES, LLC$4.3M1
238Steward Partners Investment Advisory, LLC$4.3M1
239Marietta Wealth Management, LLC$4.2M1
240Quadrant Private Wealth Management, LLC$4.1M1
241OCCUDO QUANTITATIVE STRATEGIES LP$4.1M1
242Leonteq Securities AG$4.1M1
243Caitong International Asset Management Co., Ltd$4.0M1
244OPPENHEIMER ASSET MANAGEMENT INC.$4.0M1
245Tredje AP-fonden$4.0M1
246Global Wealth Management Investment Advisory, Inc.$4.0M1
247Everest Financial Group LLC$3.9M1
248COOKSON PEIRCE & CO INC$3.9M1
249CITIZENS FINANCIAL GROUP INC/RI$3.9M1
250ANDERSON HOAGLAND & CO$3.8M1
251Summit Trail Advisors, LLC$3.8M1
252Resona Asset Management Co.,Ltd.$3.7M1
253Focus Partners Advisor Solutions, LLC$3.7M1
254Rafferty Asset Management, LLC$3.7M1
255National Pension Service$3.7M1
256State of New Jersey Common Pension Fund D$3.7M1
257&PARTNERS$3.6M1
258Sequoia Financial Advisors, LLC$3.6M1
259UniSuper Management Pty Ltd$3.5M1
260Private Advisor Group, LLC$3.5M1
261M&T BANK CORP$3.5M1
262WINTON GROUP Ltd$3.5M1
263Utah Retirement Systems$3.5M1
264Lansforsakringar Fondforvaltning AB (publ)$3.4M1
265Zurcher Kantonalbank (Zurich Cantonalbank)$3.4M1
266Intellectus Partners, LLC$3.4M1
267EULAV Asset Management$3.3M1
268FARMERS & MERCHANTS INVESTMENTS INC$3.3M1
269FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$3.2M1
270BANK OF NOVA SCOTIA$3.1M1
271COMMERCE BANK$3.0M1
272Arizona State Retirement System$2.9M1
273Allspring Global Investments Holdings, LLC$2.9M1
274Summit Financial, LLC$2.9M1
275ASSETMARK, INC$2.9M1
276BENJAMIN EDWARDS INC$2.9M1
277Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$2.8M1
278Jackson Hole Capital Partners, LLC$2.8M1
279Robeco Institutional Asset Management B.V.$2.8M1
280Caprock Group, LLC$2.8M1
281Lido Advisors, LLC$2.7M1
282Orion Porfolio Solutions, LLC$2.7M1
283WRIGHT INVESTORS SERVICE INC$2.7M1
284WOODMONT INVESTMENT COUNSEL LLC$2.6M1
285MIZUHO SECURITIES USA LLC$2.6M1
286OMERS ADMINISTRATION Corp$2.6M1
287BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.6M1
288Pallas Capital Advisors LLC$2.6M1
289NOMURA HOLDINGS INC$2.6M1
290Vontobel Holding Ltd.$2.5M1
291Schear Investment Advisers, LLC$2.5M1
292Elo Mutual Pension Insurance Co$2.5M1
293NewEdge Wealth, LLC$2.5M1
294Waverly Advisors, LLC$2.4M1
295Savant Capital, LLC$2.4M1
296AE Wealth Management LLC$2.4M1
297Sculati Wealth Management, LLC$2.3M1
298DnB Asset Management AS$2.3M1
299Cetera Trust Company, N.A$2.3M1
300Phoenix Financial Ltd.$2.3M1
301Sumitomo Mitsui DS Asset Management Company, Ltd$2.2M1
302Maryland State Retirement & Pension System$2.2M1
303Federation des caisses Desjardins du Quebec$2.2M1
304IFM Investors Pty Ltd$2.1M1
305FIL Ltd$2.1M1
306Sowell Financial Services LLC$2.1M1
307Atria Investments, Inc$2.1M1
308Callan Family Office, LLC$2.1M1
309HANCOCK WHITNEY CORP$2.1M1
310Pinnacle Financial Partners, Inc.$2.0M1
311Envestnet Portfolio Solutions, Inc.$2.0M1
312ING GROEP NV$2.0M1
313Chicago Partners Investment Group LLC$2.0M1
314Independent Advisor Alliance$2.0M1
315AFFINITY INVESTMENT ADVISORS, LLC$2.0M1
316New England Research & Management, Inc.$1.9M1
317CI INVESTMENTS INC.$1.9M1
318Carson Advisory Inc.$1.9M1
319Virtus Investment Advisers, LLC$1.9M1
320Ensign Peak Advisors, Inc$1.9M1
321FIDUCIARY TRUST CO$1.9M1
322JT Stratford LLC$1.9M1
323GUERRA PAN ADVISORS, LLC$1.8M1
324Generali Asset Management SPA SGR$1.8M1
325PATTEN & PATTEN INC/TN$1.8M1
326GUGGENHEIM CAPITAL LLC$1.8M1
327Venture Visionary Partners LLC$1.8M1
328Norinchukin Bank, The$1.8M1
329ICON ADVISERS INC/CO$1.8M1
330DANSKE BANK A/S$1.8M1
331GATEWAY INVESTMENT ADVISERS LLC$1.8M1
332Oxinas Partners, LLC$1.8M1
333Kingsview Wealth Management, LLC$1.8M1
334MUFG Securities EMEA plc$1.8M1
335CHOREO, LLC$1.8M1
336RITHOLTZ WEALTH MANAGEMENT$1.8M1
337Vident Advisory, LLC$1.7M1
338Meeder Advisory Services, Inc.$1.7M1
339Jefferson Bridge Capital, LLC$1.7M1
340Krilogy Financial LLC$1.7M1
341Ellis Investment Partners, LLC$1.7M1
342GREAT VALLEY ADVISOR GROUP, INC.$1.7M1
343MAI Capital Management$1.7M1
344one8zero8, LLC$1.7M1
345Royal Fund Management, LLC$1.7M1
346OneDigital Investment Advisors LLC$1.7M1
347Abundance Wealth Counselors$1.7M1
348ELEVATION POINT WEALTH PARTNERS, LLC$1.6M1
349Snowden Capital Advisors LLC$1.6M1
350SCS Capital Management LLC$1.6M1
351NISSAY ASSET MANAGEMENT CORP /JAPAN$1.6M1
352Foster Group, Inc.$1.6M1
353NATIXIS$1.6M1
354INTRUST BANK NA$1.6M1
355Beacon Pointe Advisors, LLC$1.6M1
356KEYBANK NATIONAL ASSOCIATION/OH$1.5M1
357PRINCIPAL SECURITIES, INC.$1.5M1
358CWC Advisors, LLC.$1.5M1
359Equitable Holdings, Inc.$1.5M1
360Board of the Pension Protection Fund$1.5M1
361BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.5M1
362Banco Santander, S.A.$1.5M1
363Bridgewater Associates, LP$1.5M1
364NICOLET BANKSHARES INC$1.5M1
365UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
366Vise Technologies, Inc.$1.5M1
367Empirical Finance, LLC$1.4M1
368Aspire Private Capital, LLC$1.4M1
369Soltis Investment Advisors LLC$1.4M1
370NORDEN GROUP LLC$1.4M1
371Sivia Capital Partners, LLC$1.4M1
372FIDUCIARY FAMILY OFFICE, LLC$1.4M1
373Stanley-Laman Group, Ltd.$1.4M1
374OpenArc Corporate Advisory, LLC$1.4M1
375NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.4M1
376Black Cypress Capital Management, LLC$1.4M1
377Central Pacific Bank - Trust Division$1.3M1
378KESTRA PRIVATE WEALTH SERVICES, LLC$1.3M1
379Beck Bode, LLC$1.3M1
380Register Financial Advisors LLC$1.3M1
381BTC Capital Management, Inc.$1.3M1
382Glaxis Capital Management, LLC$1.3M1
383CVFG LLC$1.3M1
384Sigma Planning Corp$1.3M1
385Capital Investment Advisors, LLC$1.3M1
386COLDSTREAM CAPITAL MANAGEMENT INC$1.3M1
387Metis Global Partners, LLC$1.3M1
388Prudent Man Advisors, LLC$1.3M1
389Prospera Financial Services Inc$1.3M1
390North Dakota State Investment Board$1.3M1
391NorthCrest Asset Manangement, LLC$1.3M1
392Boston Partners$1.2M1
393STEPHENS INC /AR/$1.2M1
394Blue Trust, Inc.$1.2M1
395EP Wealth Advisors, LLC$1.2M1
396Bleakley Financial Group, LLC$1.2M1
397Compound Planning, Inc.$1.2M1
398Smartleaf Asset Management LLC$1.2M1
399Arax Advisory Partners$1.2M1
400Bull Harbor Capital LLC$1.2M1
401BIP Wealth, LLC$1.2M1
402SECURIAN ASSET MANAGEMENT, INC$1.2M1
403Ashton Thomas Private Wealth, LLC$1.2M1
404State of Wyoming$1.2M1
405Laird Norton Wetherby Trust Company, LLC$1.2M1
406Strategic Investment Advisors / MI$1.1M1
407Squarepoint Ops LLC$1.1M1
408WOLVERINE ASSET MANAGEMENT LLC$1.1M1
409ANCHYRA PARTNERS LLC$1.1M1
410Ethic Inc.$1.1M1
411Aaron Wealth Advisors LLC$1.1M1
412Invst, LLC$1.1M1
413World Investment Advisors$1.1M1
414QUADRANT CAPITAL GROUP LLC$1.1M1
415Wedmont Private Capital$1.1M1
416E&G Advisors, LLC$1.1M1
417Narwhal Capital Management$1.1M1
418OP Asset Management Ltd$1.1M1
419Convergence Investment Partners, LLC$1.1M1
420Elevated Financial Group LLC$1.1M1
421Hartford Funds Management Co LLC$1.1M1
422B. Metzler seel. Sohn & Co. AG$1.1M1
423Brevan Howard Capital Management LP$1.1M1
424Chesley Taft & Associates LLC$1.1M1
425Navigation Group, LLC$1.1M1
426DAVENPORT & Co LLC$1.0M1
427Stratos Wealth Partners, LTD.$1.0M1
428FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$1.0M1
429Capital Group Investment Management Pte. Ltd.$1.0M1
430JOHNSON INVESTMENT COUNSEL INC$1.0M1
431Cresset Asset Management, LLC$1.0M1
432BOOTHBAY FUND MANAGEMENT, LLC$1.0M1
433Everhart Financial Group, Inc.$1.0M1
434EVOKE WEALTH, LLC$1.0M1
435Kera Capital Partners, Inc.$1.0M1
436Grove Bank & Trust$1.0M1
437Farringdon Capital, Ltd.$1.0M1
438Advisors Asset Management, Inc.$1.0M1
439BLAIR WILLIAM & CO/IL$1000K1
440SCOPUS ASSET MANAGEMENT, L.P.$997K1
441M.E. ALLISON & CO., INC.$997K1
442Inscription Capital, LLC$969K1
443MONTGOMERY INVESTMENT MANAGEMENT INC$952K1
444Apollon Wealth Management, LLC$935K1
445Global Financial Private Client, LLC$923K1
446Clear Harbor Asset Management, LLC$922K1
447Savvy Advisors, Inc.$920K1
448EntryPoint Capital, LLC$912K1
449WADDELL & ASSOCIATES, LLC$903K1
450Brookstone Capital Management$892K1
451DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$887K1
452SILVER OAK SECURITIES, INCORPORATED$885K1
453Circle Wealth Management, LLC$875K1
454PICTON MAHONEY ASSET MANAGEMENT$874K1
455J. Safra Sarasin Holding AG$861K1
456Accurate Wealth Management, LLC$855K1
457BROWN ADVISORY INC$846K1
458Walleye Capital LLC$842K1
459Curi Capital, LLC$826K1
460First Eagle Investment Management, LLC$801K1
461Center for Financial Planning, Inc.$796K1
462Baader Bank Aktiengesellschaft$790K1
463Raleigh Capital Management Inc.$786K1
464REGIONS FINANCIAL CORP$786K1
465SAGESPRING WEALTH PARTNERS, LLC$786K1
466Karani Asset Management LLC$782K1
467GTS SECURITIES LLC$780K1
468Baker Avenue Asset Management, LP$780K1
469Investment Management Corp of Ontario$774K1
470Wealth Management Partners, LLC$773K1
471B. Riley Wealth Advisors, Inc.$772K1
472MAGNOLIA CAPITAL ADVISORS LLC$763K1
473INDEPENDENT FINANCIAL GROUP, LLC$759K1
474WESTPAC BANKING CORP$759K1
475EASTERLY INVESTMENT PARTNERS LLC$758K1
476Compagnie Lombard Odier SCmA$758K1
477TEMA ETFS LLC$757K1
478ALLIANZ SE$753K1
479Jefferies Financial Group Inc.$735K1
480Perpetual Ltd$730K1
481iSAM Funds (UK) Ltd$728K1
482Freedom Financial Partners LLC$726K1
483SYSTEMATIC FINANCIAL MANAGEMENT LP$721K1
484Gilbert & Cook, Inc.$721K1
485Sage Mountain Advisors LLC$714K1
486MITCHELL MCLEOD PUGH & WILLIAMS INC$711K1
487INCEPTIONR LLC$709K1
488AMERIFLEX GROUP, INC.$705K1
489Engineers Gate Manager LP$704K1
490Composition Wealth, LLC$695K1
491Greenfield Savings Bank$692K1
492TCM Advisors, LLC$690K1
493Parcion Private Wealth LLC$689K1
494WEALTH EFFECTS LLC$686K1
495Arista Wealth Management, LLC$685K1
496626 Financial, LLC$685K1
497LBP AM SA$684K1
498Aptus Capital Advisors, LLC$682K1
499Expressive Wealth LLC$674K1
500Bond & Devick Financial Network, Inc.$670K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on DAL

RETAINED WINDOW · ACTIVE HITS

Zero hits on DAL in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for DAL · financials and macro

Financials — as filed PLANNED

DAL's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: DAL on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing