Signals

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☆LUV

62 in-universe funds with a nonzero position in LUV within the trailing 4 quarters, as of 2025Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-15 Insider Martinez Jimmy Ryan (Principal Accounting Officer) acquired via award
2026-08-12 8-K Item(s) 1.01, 1.02, 2.03, 9.01 -- negative
2026-08-10 8-K Item(s) 5.02
2026-08-07 8-K Item(s) 5.02
2026-07-22 8-K Item(s) 2.02, 9.01
2026-05-19 8-K Item(s) 1.01, 2.03
2026-05-11 8-K Item(s) 5.07
2026-04-22 8-K Item(s) 2.02, 9.01
2026-03-12 8-K Item(s) 1.01, 2.03
2026-02-10 8-K Item(s) 5.02
2026-01-28 8-K Item(s) 2.02, 9.01
2025-10-28 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2025-10-27 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-07-30 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-07-28 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-06-05 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-06-03 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-05-01 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-04-30 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-04-30 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)
2020-04-29 Ownership Dilution filing by SOUTHWEST AIRLINES CO (424B5)

Flow ranking

Rank#10987
Score / z-0.289 / -1.98
Consensus27.17 over 47 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-6% / 2.6d

Forensics

Clean as of 2026Q2
Accrual ratio-0.010
F-score—
M-score—
Net issuance-75.0%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Martinez Jimmy Ryan A —

8-K events

Negative / total1 / 4
FiledFormItems
2026-08-12 8-K 1.01, 1.02, 2.03, 9.01
2026-08-10 8-K 5.02
2026-08-07 8-K 5.02
2026-07-22 8-K 2.02, 9.01
2026-05-19 8-K 1.01, 2.03
2026-05-11 8-K 5.07
2026-04-22 8-K 2.02, 9.01
2026-03-12 8-K 1.01, 2.03
2026-02-10 8-K 5.02
2026-01-28 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-10-28 424B5 SOUTHWEST AIRLINES CO
2025-10-27 424B5 SOUTHWEST AIRLINES CO
2020-07-30 424B5 SOUTHWEST AIRLINES CO
2020-07-28 424B5 SOUTHWEST AIRLINES CO
2020-06-05 424B5 SOUTHWEST AIRLINES CO
2020-06-03 424B5 SOUTHWEST AIRLINES CO
2020-05-01 424B5 SOUTHWEST AIRLINES CO
2020-04-30 424B5 SOUTHWEST AIRLINES CO
2020-04-30 424B5 SOUTHWEST AIRLINES CO
2020-04-29 424B5 SOUTHWEST AIRLINES CO
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Elliott Investment Management L.P. CIK 0001791786 0.977 17 1,812.6 16.4% 1 +16.4 pp +16.4 pp +16.4 pp +16.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 334.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 196.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 42.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 38.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 31.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.356 107 1.9 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just LUV). Qtrs Held counts distinct quarters this fund has actually held LUV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LUV position size. Δ columns are the percentage-point change in LUV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status