132 tracked 13F filers disclose a position in ULCC as of the latest SEC 13F filings, a combined $298.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Indigo Partners LLC | $113.3M | 32.1M | —Held | Q1 2026 | |
| 2 | BlackRock, Inc. | $18.6M | 5.3M | ▼−21% Reduced · −1.4M sh | Q1 2026 | |
| 3 | MARSHALL WACE, LLP | $14.2M | 4.0M | ▲+373% Added · +3.2M sh | Q1 2026 | |
| 4 | Silver Point Capital L.P. | $12.9M | 3.7M | ▼−26% Reduced · −1.3M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $12.7M | 3.6M | →First observed position No prior filed position | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $11.6M | 3.3M | →First observed position No prior filed position | Q1 2026 | |
| 7 | Ancient Art, L.P. | $11.0M | 3.1M | ▼−13% Reduced · −461K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $8.7M | 2.5M | ▼−17% Reduced · −520K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $8.1M | 2.3M | ▲+7.0% Added · +149K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $8.0M | 2.3M | ▲+12% Added · +243K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 1.8M | ▼−17% Reduced · −376K sh | Q1 2026 | |
| 12 | AMERICAN CENTURY COMPANIES INC | $6.2M | 1.8M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $4.2M | 1.2M | ▲+84% Added · +538K sh | Q1 2026 | |
| 14 | FIRST TRUST ADVISORS LP | $4.2M | 1.2M | ▲+66% Added · +468K sh | Q1 2026 | |
| 15 | TUDOR INVESTMENT CORP ET AL | $4.0M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $3.4M | 972K | ▲+312% Added · +736K sh | Q1 2026 | |
| 17 | Mountaineer Partners Management, LLC | $3.4M | 953K | —Held | Q1 2026 | |
| 18 | Russell Investments Group, Ltd. | $3.3M | 928K | ▲+385% Added · +736K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $3.1M | 882K | ▼−42% Reduced · −626K sh | Q1 2026 | |
| 20 | Jump Financial, LLC | $2.8M | 797K | ▲New +797K sh | Q1 2026 | |
| 21 | Point72 Asset Management, L.P. | $2.5M | 716K | ▼−59% Reduced · −1.0M sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.3M | 659K | ▼−6.5% Reduced · −46K sh | Q1 2026 | |
| 23 | UBS Group AG | $2.1M | 583K | ▲+71% Added · +243K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $2.0M | 559K | ▼−16% Reduced · −109K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $1.9M | 547K | →First observed position No prior filed position | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in ULCC and 12 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 41 funds | $12.1B |
| BROADCOM INCAVGO | 41 funds | $6.4B |
| ELI LILLY & COLLY | 41 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $2.7B |
| ADVANCED MICRO DEVICESAMD | 41 funds | $2.0B |
| UNITEDHEALTH GROUP INCUNH | 41 funds | $1.7B |
| BOSTON SCIENTIFIC CORPBSX | 41 funds | $1.2B |
| FEDEX CORPFDX | 41 funds | $1.1B |
| UBER TECHNOLOGIES INCUBER | 41 funds | $911.5M |
| UNITED AIRLINES HOLDINGS INCUAL | 41 funds | $774.5M |
| VISTRA CORPVST | 41 funds | $633.0M |
| NVIDIA CORPNVDA | 40 funds | $18.0B |
Ranked by how many of ULCC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Group Holdings - Frontier LLC | 10% Owner | Sell (S) | 11.7M | $84.2M |
| Jun 5, 2026 | Schuller Steve | SVP, Human Resources | Sell (S) | 10K | $60K |
| Jun 2, 2026 | Clerc Alexandre | SVP, Customers | Sell (S) | 5K | $30K |
| May 21, 2026 | Wetzel Josh A | VP & CAO | Sell (S) | 14K | $64K |
| May 7, 2026 | Stedke Trevor J. | Sr. Vice President, Operations | Sell (S) | 83K | $450K |
| Feb 6, 2026 | Schuller Steve | SVP, Human Resources | Sell (S) | 5K | $30K |
| Dec 11, 2025 | Biffle Barry | CEO, Director | Sell (S) | 83K | $478K |
| Dec 10, 2025 | Biffle Barry | CEO, Director | Sell (S) | 17K | $104K |
| Dec 10, 2025 | Schuller Steve | SVP, Human Resources | Sell (S) | 5K | $30K |
| Dec 8, 2025 | Biffle Barry | CEO, Director | Sell (S) | 100K | $554K |
| Dec 5, 2025 | Biffle Barry | CEO, Director | Sell (S) | 45K | $226K |
| Dec 4, 2025 | Biffle Barry | CEO, Director | Sell (S) | 55K | $278K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ULCC/capital-change-brief"
Use Arkolith's capital_change_brief for ULCC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULCC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.