Public record / Tickers / UAL

UAL — United Airlines Holdings, Inc.

Both disclosure regimes on one name: who in Congress filed about UAL, 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
18
all PTR rows naming UAL
Members · 12m
1
1 buys · 1 sells · by trade date
Latest PTR
03-09
filed 2026-03-09
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

Bradley Scott Schneider · $100K–$250K

Sale · traded 2017-09-22 → filed 2017-09-24. Ranked over every UAL row by the provable lower bound, never a point estimate.

1 member · 1 buys / 1 sells

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

5 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

2 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. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING UAL · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning UAL
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-03-09Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-10 +27d$1K–$15K
2026-01-12Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 2025-12-19 +24d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10Sale · partial (partial sale)Traded 04-10 +39d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10PurchaseTraded 04-10 +39d$1K–$15K
2023-02-24Daniel S. Goldman D–NY-10PurchaseTraded 01-31 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 18 ↗

Members active in UAL

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing UAL 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.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2

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

Congress ↔ notable managers · UAL

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · UNITED AIRLS HLDGS INC

Merged timeline of congressional filings and notable-manager moves on UAL
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+6,214 sh
2026-05-15Bridgewater Associates 13Fnew+80,242 sh
2026-05-15Glenview Capital 13Ftrim−14,421 sh
2026-05-15Duquesne Family Office 13Ftrim−85,905 sh
2026-05-15Moore Capital Management 13Fexit−37,813 sh
2026-05-15Appaloosa 13Fexit−465,000 sh
2026-05-14Caxton Associates 13Fexit−19,592 sh

7 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

Top institutional holders of UAL for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1VANGUARD CAPITAL MANAGEMENT LLC$1.9B1
2BlackRock, Inc.$1.9B1
3FMR LLC$1.6B1
4PRIMECAP MANAGEMENT CO/CA/$1.5B1
5Sanders Capital, LLC$1.4B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B1
7STATE STREET CORP$1.1B1
8Capital World Investors$1.0B1
9Capital International Investors$593M1
10DIMENSIONAL FUND ADVISORS LP$521M1
11PAR CAPITAL MANAGEMENT INC$460M1
12MORGAN STANLEY$413M1
13CITADEL ADVISORS LLC$377M1
14Invesco Ltd.$361M1
15AQR CAPITAL MANAGEMENT LLC$325M1
16Boston Partners$324M1
17Newport Trust Company, LLC$296M1
18Slate Path Capital LP$287M1
19SRS Investment Management, LLC$268M1
20UBS Group AG$247M1
21NORTHERN TRUST CORP$224M1
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC$197M1
23BARCLAYS PLC$186M1
24BALYASNY ASSET MANAGEMENT L.P.$182M1
25Qube Research & Technologies Ltd$177M1
26Allianz Asset Management GmbH$177M1
27VANGUARD FIDUCIARY TRUST CO$168M1
28Alyeska Investment Group, L.P.$156M1
29Point72 Asset Management, L.P.$150M1
30ASSETMARK, INC$149M1
31LANSDOWNE PARTNERS (UK) LLP$141M1
32DEUTSCHE BANK AG\$140M1
33ALLIANCEBERNSTEIN L.P.$135M1
34Senator Investment Group LP$132M1
35Capital Research Global Investors$120M1
36BNP Paribas Asset Management Holding S.A.$120M1
37Amundi$112M1
38TOMS Capital Investment Management LP$110M1
39AMERICAN CENTURY COMPANIES INC$105M1
40CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$102M1
41Avala Global LP$99.1M1
42BANK OF AMERICA CORP /DE/$97.6M1
43GMT CAPITAL CORP$89.2M1
44Nuveen, LLC$77.4M1
45Man Group plc$77.4M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$74.8M1
47HSBC HOLDINGS PLC$73.2M1
48Legal & General Group Plc$71.5M1
49MILLENNIUM MANAGEMENT LLC$70.7M1
50Quantinno Capital Management LP$70.6M1
51CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$70.2M1
52Patient Capital Management, LLC$67.4M1
53Vanguard Global Advisers, LLC$65.6M1
54JANE STREET GROUP, LLC$64.8M1
55D. E. Shaw & Co., Inc.$63.9M1
56VOLORIDGE INVESTMENT MANAGEMENT, LLC$61.6M1
57SUSQUEHANNA INTERNATIONAL GROUP, LLP$59.6M1
58CITIGROUP INC$58.9M1
59FEDERATED HERMES, INC.$57.8M1
60Squarepoint Ops LLC$57.3M1
61FRANKLIN RESOURCES INC$51.9M1
62FIRST TRUST ADVISORS LP$49.4M1
63Pentwater Capital Management LP$46.0M1
64GLENVIEW CAPITAL MANAGEMENT, LLC$45.7M1
65WELLS FARGO & COMPANY/MN$43.6M1
66Mitsubishi UFJ Asset Management Co., Ltd.$43.5M1
67PRUDENTIAL FINANCIAL INC$42.7M1
68BWCP, LP$41.7M1
69ROYAL BANK OF CANADA$38.5M1
70SEI INVESTMENTS CO$37.4M1
71Hudson Bay Capital Management LP$36.5M1
72Allspring Global Investments Holdings, LLC$36.1M1
73VICTORY CAPITAL MANAGEMENT INC$35.3M1
74Interval Partners, LP$34.0M1
75PRINCIPAL FINANCIAL GROUP INC$33.4M1
76Assenagon Asset Management S.A.$32.5M1
77Woodline Partners LP$30.6M1
78SEB Asset Management AB$28.9M1
79AustralianSuper Pty Ltd$28.4M1
80MANUFACTURERS LIFE INSURANCE COMPANY, THE$28.3M1
81WORLDQUANT MILLENNIUM ADVISORS LLC$27.1M1
82IMC-Chicago, LLC$26.8M1
83RAYMOND JAMES FINANCIAL INC$25.9M1
84MERCER GLOBAL ADVISORS INC /ADV$25.9M1
85Calamos Advisors LLC$25.0M1
86STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$24.7M1
87Grantham, Mayo, Van Otterloo & Co. LLC$23.9M1
88Cartenna Capital, LP$23.0M1
89Corient Private Wealth LLC$22.8M1
90Schonfeld Strategic Advisors LLC$22.7M1
91Swiss National Bank$21.9M1
92ENVESTNET ASSET MANAGEMENT INC$21.3M1
93LPL Financial LLC$21.2M1
94CLEARFIELD CAPITAL MANAGEMENT LP$20.5M1
95VOYA INVESTMENT MANAGEMENT LLC$19.9M1
96ADAGE CAPITAL PARTNERS GP, L.L.C.$19.8M1
97MAPLELANE CAPITAL, LLC$19.6M1
98Creative Planning$19.2M1
99NATIONAL BANK OF CANADA /FI/$19.1M1
100BANK OF MONTREAL /CAN/$18.7M1
101Engineers Gate Manager LP$17.8M1
102IEQ CAPITAL, LLC$17.7M1
103TEACHER RETIREMENT SYSTEM OF TEXAS$16.8M1
104Connor, Clark & Lunn Investment Management Ltd.$16.3M1
105Universal- Beteiligungs- und Servicegesellschaft mbH$16.3M1
106O'SHAUGHNESSY ASSET MANAGEMENT, LLC$16.2M1
107MARSICO CAPITAL MANAGEMENT LLC$15.9M1
108MASSACHUSETTS FINANCIAL SERVICES CO /MA/$15.8M1
109Mariner, LLC$15.4M1
110Chevy Chase Trust Holdings, LLC$14.7M1
111Korea Investment CORP$14.2M1
112SIERRA SUMMIT ADVISORS LLC$13.0M1
113VANGUARD ASSET MANAGEMENT, Ltd$12.9M1
114Cerity Partners LLC$12.2M1
115BW Gestao de Investimentos Ltda.$12.2M1
116Gotham Asset Management, LLC$12.1M1
117NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$11.9M1
118Rockefeller Capital Management L.P.$11.8M1
119CIBC WORLD MARKET INC.$11.7M1
120Empowered Funds, LLC$11.6M1
121Swedbank AB$11.3M1
122GROUP ONE TRADING LLC$11.0M1
123Long Focus Capital Management, LLC$11.0M1
124MEEDER ASSET MANAGEMENT INC$10.9M1
125TD ASSET MANAGEMENT INC$10.8M1
126Ensign Peak Advisors, Inc$10.6M1
127CWM, LLC$10.4M1
128MACQUARIE GROUP LTD$10.0M1
129FIRST CITIZENS BANK & TRUST CO$9.7M1
130Walleye Trading LLC$9.6M1
131Cetera Investment Advisers$9.6M1
132MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$9.6M1
133CastleKnight Management LP$9.5M1
134CREDIT AGRICOLE S A$9.5M1
135Wealthfront Advisers LLC$9.1M1
136Envestnet Portfolio Solutions, Inc.$9.0M1
137Y-Intercept (Hong Kong) Ltd$8.9M1
138STATE OF MICHIGAN RETIREMENT SYSTEM$8.3M1
139Aberdeen Group plc$8.1M1
140Czech National Bank$8.1M1
141ExodusPoint Capital Management, LP$8.1M1
142QRG CAPITAL MANAGEMENT, INC.$8.1M1
143COBALT CAPITAL MANAGEMENT, INC.$7.8M1
144Sanctuary Advisors, LLC$7.7M1
145PUBLIC SECTOR PENSION INVESTMENT BOARD$7.6M1
146CANADA PENSION PLAN INVESTMENT BOARD$7.5M1
147Bridgewater Associates, LP$7.4M1
148Cinctive Capital Management LP$7.4M1
149RBF Capital, LLC$7.4M1
150TWO SIGMA INVESTMENTS, LP$7.3M1
151Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$7.1M1
152Howard Capital Management, LLC$7.0M1
153COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$6.9M1
154CIBC Asset Management Inc$6.9M1
155XPONANCE LLC$6.4M1
156WELLINGTON MANAGEMENT GROUP LLP$6.4M1
157Retirement Systems of Alabama$6.3M1
158Focus Partners Wealth$6.2M1
159Andra AP-fonden$6.1M1
160AVIVA PLC$6.1M1
161Vanguard Personalized Indexing Management, LLC$6.1M1
162Black Cypress Capital Management, LLC$5.9M1
163Mirae Asset Global Investments Co., Ltd.$5.9M1
164Leonteq Securities AG$5.9M1
165TORONTO DOMINION BANK$5.9M1
166CIBC Bancorp USA Inc.$5.9M1
167WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.8M1
168Caption Management, LLC$5.8M1
169FIFTH THIRD BANCORP$5.7M1
170STOREBRAND ASSET MANAGEMENT AS$5.3M1
171USS Investment Management Ltd$5.0M1
172Centiva Capital, LP$5.0M1
173Zurcher Kantonalbank (Zurich Cantonalbank)$5.0M1
174Robeco Institutional Asset Management B.V.$4.9M1
175Archon Partners LLC$4.8M1
176ProShare Advisors LLC$4.8M1
177Brevan Howard Capital Management LP$4.7M1
178NATIXIS$4.7M1
179United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$4.6M1
180NEOS Investment Management LLC$4.4M1
181NEW YORK LIFE INVESTMENT MANAGEMENT LLC$4.4M1
182STATE OF WISCONSIN INVESTMENT BOARD$4.3M1
183Illinois Municipal Retirement Fund$4.3M1
184PEAK6 LLC$4.2M1
185Daiwa Securities Group Inc.$4.2M1
186NICOLET BANKSHARES INC$4.1M1
187STIFEL FINANCIAL CORP$4.1M1
188Pictet Asset Management Holding SA$4.0M1
189Asset Management One Co., Ltd.$4.0M1
190Oxinas Partners, LLC$3.9M1
191Aperture Investors, LLC$3.8M1
192ING GROEP NV$3.8M1
193Vanguard Investments Australia, Ltd.$3.8M1
194Apella Capital, LLC$3.8M1
195Shellback Capital, LP$3.7M1
196COMMONWEALTH EQUITY SERVICES, LLC$3.7M1
197WINTON GROUP Ltd$3.7M1
198BOOTHBAY FUND MANAGEMENT, LLC$3.6M1
199EVOLVE PRIVATE WEALTH, LLC$3.6M1
200MML INVESTORS SERVICES, LLC$3.4M1
201MACKENZIE FINANCIAL CORP$3.4M1
202OREGON PUBLIC EMPLOYEES RETIREMENT FUND$3.4M1
203NOMURA ASSET MANAGEMENT CO LTD$3.4M1
204Granite Investment Partners, LLC$3.3M1
205SIG BROKERAGE, LP$3.2M1
206Moran Wealth Management, LLC$3.2M1
207LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$3.2M1
208MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.2M1
209APG Asset Management N.V.$3.1M1
210RITHOLTZ WEALTH MANAGEMENT$3.1M1
211Rakuten Investment Management, Inc.$3.1M1
212OSAIC HOLDINGS, INC.$3.0M1
213Summit Trail Advisors, LLC$3.0M1
214INTECH INVESTMENT MANAGEMENT LLC$3.0M1
215Avanza Fonder AB$3.0M1
216Aware Super Pty Ltd as trustee of Aware Super$3.0M1
217Atom Investors LP$3.0M1
2181832 Asset Management L.P.$2.9M1
219HighTower Advisors, LLC$2.9M1
220NOMURA HOLDINGS INC$2.8M1
221NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.8M1
222Harvest Portfolios Group Inc.$2.8M1
223CWA Asset Management Group, LLC$2.8M1
224National Pension Service$2.8M1
225Rafferty Asset Management, LLC$2.8M1
226Caprock Group, LLC$2.7M1
227UniSuper Management Pty Ltd$2.7M1
228Vinva Investment Management Ltd$2.7M1
229Gradient Investments LLC$2.6M1
230State of New Jersey Common Pension Fund D$2.6M1
231Resona Asset Management Co.,Ltd.$2.6M1
232Federation des caisses Desjardins du Quebec$2.6M1
233HUB Investment Partners, LLC$2.5M1
234GUGGENHEIM CAPITAL LLC$2.4M1
235Tidal Investments LLC$2.3M1
236Pathstone Holdings, LLC$2.3M1
237Kestra Advisory Services, LLC$2.3M1
238BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.3M1
239TRUIST FINANCIAL CORP$2.3M1
240Empirical Finance, LLC$2.2M1
241CI INVESTMENTS INC.$2.1M1
242BANK OF NOVA SCOTIA$2.1M1
243Arizona State Retirement System$2.0M1
244Tredje AP-fonden$2.0M1
245Blackstone Inc.$2.0M1
246BLAIR WILLIAM & CO/IL$2.0M1
247PFA Pension, Forsikringsaktieselskab$2.0M1
248Atria Investments, Inc$1.9M1
249Jefferies Financial Group Inc.$1.9M1
250HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.9M1
251Merit Financial Group, LLC$1.8M1
252J. Goldman & Co LP$1.8M1
253Marex Group Ltd$1.8M1
254Headlands Technologies LLC$1.8M1
255MIZUHO SECURITIES USA LLC$1.8M1
256INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.8M1
257AE Wealth Management LLC$1.8M1
258OCCUDO QUANTITATIVE STRATEGIES LP$1.7M1
259ROYAL LONDON ASSET MANAGEMENT LTD$1.7M1
260Sequoia Financial Advisors, LLC$1.7M1
261COMMERCE BANK$1.7M1
262Parallax Volatility Advisers, L.P.$1.7M1
263Susquehanna Portfolio Strategies, LLC$1.7M1
264Sumitomo Mitsui DS Asset Management Company, Ltd$1.6M1
265Clear Harbor Asset Management, LLC$1.6M1
266Clearstead Advisors, LLC$1.6M1
267NewEdge Advisors, LLC$1.6M1
268DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.6M1
269Caitong International Asset Management Co., Ltd$1.6M1
270Utah Retirement Systems$1.6M1
271Osmosis Investment Management UK Ltd$1.6M1
272Financiere des Professionnels - Fonds d'investissement inc.$1.6M1
273Allworth Financial LP$1.5M1
274EFG International AG$1.5M1
275Maryland State Retirement & Pension System$1.5M1
276M&T BANK CORP$1.5M1
277CAPSTONE INVESTMENT ADVISORS, LLC$1.5M1
278BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.5M1
279Stratos Wealth Partners, LTD.$1.5M1
280Janus Henderson Group Ltd.$1.4M1
281AXQ CAPITAL, LP$1.4M1
282Savant Capital, LLC$1.4M1
283PRINCIPAL SECURITIES, INC.$1.4M1
284Focus Partners Advisor Solutions, LLC$1.4M1
285Sivia Capital Partners, LLC$1.4M1
286Vident Advisory, LLC$1.3M1
287Callan Family Office, LLC$1.3M1
288Magnetar Financial LLC$1.3M1
289Board of the Pension Protection Fund$1.3M1
290Ameritas Advisory Services, LLC$1.3M1
291Tower Research Capital LLC (TRC)$1.3M1
292US BANCORP \DE\$1.3M1
293Crossmark Global Holdings, Inc.$1.3M1
294Dynasty Wealth Management, LLC$1.2M1
295Verition Fund Management LLC$1.2M1
296Pallas Capital Advisors LLC$1.2M1
297Polymer Capital Management (HK) LTD$1.2M1
298MUFG Securities EMEA plc$1.2M1
299Rokos Capital Management LLP$1.2M1
300Norinchukin Bank, The$1.2M1
301Meeder Advisory Services, Inc.$1.2M1
302HB Wealth Management, LLC$1.2M1
303Chicago Partners Investment Group LLC$1.2M1
304Navigation Group, LLC$1.2M1
305Polymer Capital Management (US) LLC$1.2M1
306SteelPeak Wealth, LLC$1.2M1
307QUADRANT CAPITAL GROUP LLC$1.2M1
308Bleakley Financial Group, LLC$1.2M1
309Union Square Park Capital Management, LLC$1.2M1
310UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.1M1
311OLD NATIONAL BANCORP /IN/$1.1M1
312Swiss Life Asset Management Ltd$1.1M1
313FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$1.1M1
314IFM Investors Pty Ltd$1.1M1
315NISSAY ASSET MANAGEMENT CORP /JAPAN$1.1M1
316Lido Advisors, LLC$1.1M1
317CHOREO, LLC$1.1M1
318Banco Santander, S.A.$1.0M1
319TOTAL INVESTMENT MANAGEMENT INC$1.0M1
320BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$1.0M1
321Vise Technologies, Inc.$1.0M1
322GC Wealth Management RIA, LLC$1.0M1
323Graham Capital Management, L.P.$1.0M1
324Convergence Investment Partners, LLC$982K1
325Avondale Wealth Management$981K1
326&PARTNERS$978K1
327OMERS ADMINISTRATION Corp$968K1
328NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$953K1
329Bridgefront Capital, LLC$937K1
330New Age Alpha Advisors, LLC$926K1
331ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$918K1
332World Investment Advisors$912K1
333Private Advisory Group LLC$895K1
334North Dakota State Investment Board$866K1
335Prospera Financial Services Inc$852K1
336Private Advisor Group, LLC$813K1
337OP Asset Management Ltd$812K1
338Bull Harbor Capital LLC$801K1
339SECURIAN ASSET MANAGEMENT, INC$801K1
340Sowell Financial Services LLC$797K1
341Avidian Wealth Enterprises, LLC$787K1
342J. Safra Sarasin Holding AG$767K1
343Beacon Pointe Advisors, LLC$766K1
344Cresset Asset Management, LLC$761K1
345Center For Asset Management LLC$758K1
346Orion Porfolio Solutions, LLC$756K1
347Eurizon Capital SGR S.p.A.$749K1
348Mitsubishi UFJ Trust & Banking Corp$749K1
349Concurrent Investment Advisors, LLC$743K1
350SEAMOUNT FINANCIAL GROUP INC$730K1
351Inscription Capital, LLC$726K1
352XTX Topco Ltd$724K1
353NORDEA INVESTMENT MANAGEMENT AB$714K1
354FOX RUN MANAGEMENT, L.L.C.$713K1
355Aaron Wealth Advisors LLC$712K1
356Latash Investments, LLC$712K1
357Blueshift Asset Management, LLC$711K1
358Whalen Wealth Management Inc.$701K1
359Ascent Group, LLC$695K1
360GTS SECURITIES LLC$693K1
361Steward Partners Investment Advisory, LLC$692K1
362Summit Financial, LLC$677K1
363denkapparat Operations GmbH$676K1
364Cambria Investment Management, L.P.$675K1
365Weinberger Asset Management, Inc$670K1
366ALLIANZ SE$665K1
367COLDSTREAM CAPITAL MANAGEMENT INC$663K1
368TD Waterhouse Canada Inc.$649K1
369Metis Global Partners, LLC$641K1
370Waverly Advisors, LLC$639K1
371GATEWAY INVESTMENT ADVISERS LLC$639K1
372Equitable Holdings, Inc.$637K1
373XML Financial, LLC$619K1
374Wedmont Private Capital$612K1
375SIGNATUREFD, LLC$611K1
376Vontobel Holding Ltd.$611K1
377Apollon Wealth Management, LLC$607K1
378IAMS WEALTH MANAGEMENT, LLC$594K1
379Kovack Advisors, Inc.$591K1
380ELEVATION POINT WEALTH PARTNERS, LLC$587K1
381EAGLE GLOBAL ADVISORS LLC$575K1
382Gateway Wealth Partners, LLC$573K1
383Havemeyer Place LP$572K1
384PINNACLE ASSOCIATES LTD$572K1
385WESTPAC BANKING CORP$571K1
386Laird Norton Wetherby Trust Company, LLC$564K1
387EXCHANGE TRADED CONCEPTS, LLC$564K1
388Baker Avenue Asset Management, LP$564K1
389Phoenix Financial Ltd.$563K1
390GROUPAMA ASSET MANAGMENT$563K1
391ISLAY CAPITAL MANAGEMENT, LLC$558K1
392TEMA ETFS LLC$553K1
393CHAPIN DAVIS, INC.$552K1
394CSS LLC/IL$551K1
395COOKSON PEIRCE & CO INC$551K1
396Perpetual Ltd$543K1
397Note Advisors, LLC$542K1
398Walleye Capital LLC$541K1
399VestGen Investment Management$534K1
400Investment Management Corp of Ontario$533K1
401Kathmere Capital Management, LLC$529K1
402ALPS ADVISORS INC$526K1
403Foster Group, Inc.$526K1
404Smartleaf Asset Management LLC$525K1
405INDEPENDENT FINANCIAL GROUP, LLC$524K1
406WADDELL & ASSOCIATES, LLC$509K1
407Krilogy Financial LLC$508K1
408LECAP ASSET MANAGEMENT LTD$504K1
409FULTON BANK, N.A.$485K1
410Independent Advisor Alliance$481K1
411PRELUDE CAPITAL MANAGEMENT, LLC$473K1
412TFB Advisors LLC$471K1
413Lombard Odier Asset Management (Switzerland) SA$464K1
414Fund 1 Investments, LLC$460K1
415Abacus Planning Group, Inc.$460K1
416MOODY NATIONAL BANK TRUST DIVISION$456K1
417Balefire, LLC$456K1
418EP Wealth Advisors, LLC$450K1
419MASTERINVEST Kapitalanlage GmbH$445K1
420INCEPTIONR LLC$442K1
421MAI Capital Management$440K1
422Kera Capital Partners, Inc.$431K1
423Frank, Rimerman Advisors LLC$427K1
424DENALI ADVISORS LLC$425K1
425Perigon Wealth Management, LLC$421K1
426EVOKE WEALTH, LLC$414K1
427Snowden Capital Advisors LLC$407K1
428JOURNEY STRATEGIC WEALTH LLC$406K1
429ACT WEALTH MANAGEMENT, LLC$395K1
430Pitcairn Wealth Advisors LLC$395K1
431Compound Planning, Inc.$393K1
432LBMC INVESTMENT ADVISORS, LLC$393K1
433SageGuard Financial Group, LLC$389K1
434INSIGNEO ADVISORY SERVICES, LLC$387K1
435MSH Capital Advisors LLC$387K1
436DIVERSIFY WEALTH MANAGEMENT, LLC$386K1
437Ausdal Financial Partners, Inc.$385K1
438Aspen Wealth Strategies, LLC$377K1
439OFI INVEST ASSET MANAGEMENT$376K1
440Savvy Advisors, Inc.$375K1
441Advisor OS, LLC$372K1
442SAGESPRING WEALTH PARTNERS, LLC$372K1
443PICTON MAHONEY ASSET MANAGEMENT$371K1
444Round Rock Advisors LLC$369K1
445Koshinski Asset Management, Inc.$360K1
446Aprio Wealth Management, LLC$358K1
447PCM Encore, LLC$358K1
448Aptus Capital Advisors, LLC$357K1
449Concentric Capital Strategies, LP$354K1
450AFFINITY INVESTMENT ADVISORS, LLC$354K1
451EVERGREEN CAPITAL MANAGEMENT LLC$350K1
452Factor Wealth Management LTD$349K1
453Brookstone Capital Management$343K1
454American Alpha Advisors, LLC$343K1
455LVW Advisors, LLC$341K1
456PANAGORA ASSET MANAGEMENT INC$331K1
45717 CAPITAL PARTNERS, LLC$331K1
458KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$329K1
459XXI WEALTH, LLC$326K1
460SYM FINANCIAL Corp$322K1
461GFG Capital, LLC$321K1
462WealthPlan Investment Management, LLC$318K1
463RIVERSEDGE ADVISORS, LLC$316K1
464EARNED WEALTH ADVISORS, LLC$315K1
465IPG Investment Advisors LLC$313K1
466MONETA GROUP INVESTMENT ADVISORS LLC$310K1
467SAX WEALTH ADVISORS, LLC$306K1
468Optas, LLC$304K1
469NorthCrest Asset Manangement, LLC$303K1
470KEYBANK NATIONAL ASSOCIATION/OH$302K1
471PRUDENTIAL PLC$302K1
472OneDigital Investment Advisors LLC$300K1
473Ballentine Partners, LLC$299K1
474Kingsview Wealth Management, LLC$296K1
475State of Wyoming$290K1
476DAYMARK WEALTH PARTNERS, LLC$288K1
477PFG Advisors$287K1
478Ameritas Investment Partners, Inc.$285K1
479Pacific Sage Partners, LLC$282K1
480PROFUND ADVISORS LLC$280K1
481Strategic Advisors LLC$276K1
482Legacy Capital Group California, Inc.$274K1
483Sagewood Asset Management LP$272K1
484Mill Creek Capital Advisors, LLC$271K1
485Frec Markets, Inc.$269K1
486Ashton Thomas Private Wealth, LLC$268K1
487U.S. Capital Wealth Advisors, LLC$263K1
488Torrey Growth & Income Advisors$263K1
489Fielder Capital Group LLC$260K1
490VestGen Advisors, LLC$258K1
491Lifetime Wealth Management P.C.$256K1
492Symphony Financial, Ltd. Co.$255K1
493SmartHarvest Portfolios, LLC$255K1
494Pure Financial Advisors, LLC$252K1
495DOLIVER ADVISORS, LP$250K1
496Avior Wealth Management, LLC$250K1
497ASAHI LIFE ASSET MANAGEMENT CO., LTD.$249K1
498LEVIN CAPITAL STRATEGIES, L.P.$249K1
499MGO ONE SEVEN LLC$248K1
500Richwood Investment Advisors, LLC$248K1
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 / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ 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 UAL

RETAINED WINDOW · ACTIVE HITS

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

Every rule, with its definition →

Planned modules for UAL · financials and macro

Financials — as filed PLANNED

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