Wheels UP Experience Inc (UP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares159,436 from 125,276

Change+34,160 (+27%)

Value$513.5K (-$610.5K)

Filed 2026-11-06

Instrumental Wealth, LLC

UNCHANGED

Shares29,710 from 29,710

Change0 (0%)

Value$95.7K (-$170.8K)

Filed 2026-10-20

J. Derek Lewis & Associates Inc.

NEW

Shares15,850

Change+15,850

Value$51.0K

Filed 2026-11-03

Anchyra Partners LLC

NEW

Shares11,277

Change+11,277

Value$36.3K

Filed 2026-10-13

State of Wyoming

INCREASED

Shares6,404 from 4,696

Change+1,708 (+36%)

Value$20.6K (-$21.5K)

Filed 2026-10-28

Russell Investments Group, Ltd.

INCREASED

Shares2,902 from 433

Change+2,469 (+570%)

Value$9.3K (+$5.5K)

Filed 2026-11-06

Citigroup Inc

INCREASED

Shares2,719 from 2,519

Change+200 (+8%)

Value$8.8K (-$13.8K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares2,186 from 1,347

Change+839 (+62%)

Value$7.0K (-$5.0K)

Filed 2026-11-06

Farther Finance Advisors, LLC

INCREASED

Shares910 from 270

Change+640 (+237%)

Value$2.9K (+$508)

Filed 2026-10-08

Gamma Investing LLC

NEW

Shares374

Change+374

Value$1.2K

Filed 2026-10-08

SBI Securities Co., Ltd.

INCREASED

Shares310 from 260

Change+50 (+19%)

Value$998 (-$1.3K)

Filed 2026-10-22

SJS Investment Consulting Inc.

INCREASED

Shares287 from 250

Change+37 (+15%)

Value$925 (-$1.3K)

Filed 2026-10-26

Sterling Capital Management LLC

DECREASED

Shares106 from 110

Change-4 (-4%)

Value$341 (-$646)

Filed 2026-10-22

WPG Advisers, LLC

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$235 (-$420)

Filed 2026-10-27

IFP Advisors, Inc

NEW

Shares61

Change+61

Value$196

Filed 2026-10-16

Gables Capital Management Inc.

UNCHANGED

Shares53 from 53

Change0 (0%)

Value$171 (-$305)

Filed 2026-11-04

Caitong International Asset Management Co., Ltd

INCREASED

Shares39 from 4

Change+35 (+875%)

Value$126 (+$90)

Filed 2026-10-29

EverSource Wealth Advisors, LLC

NEW

Shares33

Change+33

Value$106

Filed 2026-11-04

Investors Research Corp

UNCHANGED

Shares20 from 20

Change0 (0%)

Value$64 (-$115)

Filed 2026-10-07

Provenance Wealth Advisors, LLC

NEW

Shares6

Change+6

Value$19

Filed 2026-10-30

Essential Partners LLC

NEW

Shares4

Change+4

Value$13

Filed 2026-10-14

Fifth Third Bancorp

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$3 (-$6)

Filed 2026-11-05

Inspire Investing, LLC

CLOSED

Shares0 from 80,376

Change-80,376 (-100%)

Value$0 (-$721.0K)

Filed 2026-10-22

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 200

Change-200 (-100%)

Value$0 (-$1.8K)

Filed 2026-10-20

Avion Wealth

CLOSED

Shares0 from 100

Change-100 (-100%)

Value$0 ($0)

Filed 2026-11-04

Atlatl Advisers LLC

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$628)

Filed 2026-10-22

Delta AIR Lines, Inc.

N/A

Shares— from 13,168,465

Change-13,168,465 (-100%)

Value—

Knighthead Capital Management, LLC

N/A

Shares— from 12,908,460

Change-12,908,460 (-100%)

Value—

Whitebox Advisors LLC

N/A

Shares— from 1,021,597

Change-1,021,597 (-100%)

Value—

Kore Advisors LP

N/A

Shares— from 770,231

Change-770,231 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 391,189

Change-391,189 (-100%)

Value—

Masters Capital Management LLC

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 218,479

Change-218,479 (-100%)

Value—

Militia Capital Management LLC

N/A

Shares— from 116,231

Change-116,231 (-100%)

Value—

UBS Group AG

N/A

Shares— from 90,936

Change-90,936 (-100%)

Value—

State Street Corp

N/A

Shares— from 41,807

Change-41,807 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 40,816

Change-40,816 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 36,192

Change-36,192 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 35,483

Change-35,483 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 33,067

Change-33,067 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 18,923

Change-18,923 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 8,959

Change-8,959 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,568

Change-4,568 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 4,045

Change-4,045 (-100%)

Value—

Group One Trading LLC

N/A

Shares— from 3,269

Change-3,269 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,505

Change-2,505 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,366

Change-2,366 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,721

Change-1,721 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,089

Change-1,089 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 704

Change-704 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 651

Change-651 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 601

Change-601 (-100%)

Value—

Brown Brothers Harriman & Co

N/A

Shares— from 517

Change-517 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 494

Change-494 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 326

Change-326 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 309

Change-309 (-100%)

Value—

Swan Capital LLC

N/A

Shares— from 300

Change-300 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 257

Change-257 (-100%)

Value—

Quarry LP

N/A

Shares— from 212

Change-212 (-100%)

Value—

FMR LLC

N/A

Shares— from 81

Change-81 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 25

Change-25 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 1

Change-1 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	159,436	125,276	+34,160	+27%	$1.1M	$513.5K	-$610.5K	2026-11-06
Instrumental Wealth, LLC	UNCHANGED	29,710	29,710	0	0%	$266.5K	$95.7K	-$170.8K	2026-10-20
J. Derek Lewis & Associates Inc.	NEW	15,850	—	+15,850	—	—	$51.0K	—	2026-11-03
Anchyra Partners LLC	NEW	11,277	—	+11,277	—	—	$36.3K	—	2026-10-13
State of Wyoming	INCREASED	6,404	4,696	+1,708	+36%	$42.1K	$20.6K	-$21.5K	2026-10-28
Russell Investments Group, Ltd.	INCREASED	2,902	433	+2,469	+570%	$3.9K	$9.3K	+$5.5K	2026-11-06
Citigroup Inc	INCREASED	2,719	2,519	+200	+8%	$22.6K	$8.8K	-$13.8K	2026-11-04
Barclays PLC	INCREASED	2,186	1,347	+839	+62%	$12.1K	$7.0K	-$5.0K	2026-11-06
Farther Finance Advisors, LLC	INCREASED	910	270	+640	+237%	$2.4K	$2.9K	+$508	2026-10-08
Gamma Investing LLC	NEW	374	—	+374	—	—	$1.2K	—	2026-10-08
SBI Securities Co., Ltd.	INCREASED	310	260	+50	+19%	$2.3K	$998	-$1.3K	2026-10-22
SJS Investment Consulting Inc.	INCREASED	287	250	+37	+15%	$2.2K	$925	-$1.3K	2026-10-26
Sterling Capital Management LLC	DECREASED	106	110	-4	-4%	$987	$341	-$646	2026-10-22
WPG Advisers, LLC	UNCHANGED	73	73	0	0%	$655	$235	-$420	2026-10-27
IFP Advisors, Inc	NEW	61	—	+61	—	—	$196	—	2026-10-16
Gables Capital Management Inc.	UNCHANGED	53	53	0	0%	$476	$171	-$305	2026-11-04
Caitong International Asset Management Co., Ltd	INCREASED	39	4	+35	+875%	$36	$126	+$90	2026-10-29
EverSource Wealth Advisors, LLC	NEW	33	—	+33	—	—	$106	—	2026-11-04
Investors Research Corp	UNCHANGED	20	20	0	0%	$179	$64	-$115	2026-10-07
Provenance Wealth Advisors, LLC	NEW	6	—	+6	—	—	$19	—	2026-10-30
Essential Partners LLC	NEW	4	—	+4	—	—	$13	—	2026-10-14
Fifth Third Bancorp	UNCHANGED	1	1	0	0%	$9	$3	-$6	2026-11-05
Inspire Investing, LLC	CLOSED	0	80,376	-80,376	-100%	$721.0K	$0	-$721.0K	2026-10-22
Nisa Investment Advisors, LLC	CLOSED	0	200	-200	-100%	$1.8K	$0	-$1.8K	2026-10-20
Avion Wealth	CLOSED	0	100	-100	-100%	$0	$0	$0	2026-11-04
Atlatl Advisers LLC	CLOSED	0	70	-70	-100%	$628	$0	-$628	2026-10-22
Delta AIR Lines, Inc.	N/A	—	13,168,465	-13,168,465	-100%	$118.1M	—	—	—
Knighthead Capital Management, LLC	N/A	—	12,908,460	-12,908,460	-100%	$115.8M	—	—	—
Whitebox Advisors LLC	N/A	—	1,021,597	-1,021,597	-100%	$9.2M	—	—	—
Kore Advisors LP	N/A	—	770,231	-770,231	-100%	$6.9M	—	—	—
BlackRock, Inc.	N/A	—	391,189	-391,189	-100%	$3.5M	—	—	—
Masters Capital Management LLC	N/A	—	300,000	-300,000	-100%	$2.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	218,479	-218,479	-100%	$2.0M	—	—	—
Militia Capital Management LLC	N/A	—	116,231	-116,231	-100%	$1.0M	—	—	—
UBS Group AG	N/A	—	90,936	-90,936	-100%	$815.7K	—	—	—
State Street Corp	N/A	—	41,807	-41,807	-100%	$375.0K	—	—	—
Northern Trust Corp	N/A	—	40,816	-40,816	-100%	$366.1K	—	—	—
Vanguard Portfolio Management LLC	N/A	—	36,192	-36,192	-100%	$324.6K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	35,483	-35,483	-100%	$318.3K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	33,067	-33,067	-100%	$296.6K	—	—	—
IEQ Capital, LLC	N/A	—	30,000	-30,000	-100%	$269.1K	—	—	—
GSA Capital Partners LLP	N/A	—	18,923	-18,923	-100%	$170	—	—	—
New York State Common Retirement Fund	N/A	—	11,000	-11,000	-100%	$98.7K	—	—	—
Morgan Stanley	N/A	—	8,959	-8,959	-100%	$80.4K	—	—	—
Wells Fargo & Company	N/A	—	4,568	-4,568	-100%	$41.0K	—	—	—
Rhumbline Advisers	N/A	—	4,045	-4,045	-100%	$36.3K	—	—	—
Group One Trading LLC	N/A	—	3,269	-3,269	-100%	$29.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,505	-2,505	-100%	$22.5K	—	—	—
JPMorgan Chase & Co	N/A	—	2,366	-2,366	-100%	$19.4K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,721	-1,721	-100%	$15.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,089	-1,089	-100%	$9.8K	—	—	—
Legal & General Group Plc	N/A	—	704	-704	-100%	$6.3K	—	—	—
Royal Bank of Canada	N/A	—	651	-651	-100%	$6.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	601	-601	-100%	$5.4K	—	—	—
Brown Brothers Harriman & Co	N/A	—	517	-517	-100%	$4.6K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	494	-494	-100%	$4.4K	—	—	—
Jones Financial Companies Lllp	N/A	—	326	-326	-100%	$2.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	309	-309	-100%	$2.8K	—	—	—
Swan Capital LLC	N/A	—	300	-300	-100%	$2.7K	—	—	—
Harbour Investments, Inc.	N/A	—	257	-257	-100%	$2.3K	—	—	—
Quarry LP	N/A	—	212	-212	-100%	$1.9K	—	—	—
FMR LLC	N/A	—	81	-81	-100%	$727	—	—	—
NewEdge Advisors, LLC	N/A	—	25	-25	-100%	$224	—	—	—
Global Retirement Partners, LLC	N/A	—	15	-15	-100%	$135	—	—	—
Kilter Group LLC	N/A	—	2	-2	-100%	$18	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	1	-1	-100%	$9	—	—	—
Bogart Wealth, LLC	N/A	—	1	-1	-100%	$9	—	—	—

Showing 67 of 67 institutions