AAL · American Airlines Group Inc. · Shareholders & Ownership
$12.11
+0.43 (+3.68%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$8.09B
Shares
661.39M
Volume · Oct 20
59.92M
Avg daily vol (3M)
64.89M
Every disclosed holder of AAL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns AAL
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 514,803,293 | 77.84% |
| Insiders (Forms 3, 4, 5) | 10,222,258 | 1.55% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 136,359,586 | 20.62% |
| Registered funds (N-PORT, not summed) | 236,903,984 | 35.82% |
Shares outstanding: 661,385,137, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of AAL
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
PRIMECAP MANAGEMENT CO/CA/
13F
CIK 763212 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
70,732,954 | ||
| 1.1 |
VANGUARD PRIMECAP FUND
Fund
S000002568 · Registered fund · Jun 30, 2026
VANGUARD CHESTER FUNDS, not summed
|
29,644,813 | ||
| 1.2 |
VANGUARD CAPITAL OPPORTUNITY FUND
Fund
S000002594 · Registered fund · Jun 30, 2026
VANGUARD HORIZON FUNDS, not summed
|
15,014,140 | ||
| 1.3 |
VANGUARD PRIMECAP CORE FUND
Fund
S000002581 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
|
8,513,220 | ||
| 1.4 |
PRIMECAP Odyssey Aggressive Growth Fund
Fund
S000005541 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
6,687,880 | ||
| 1.5 |
PRIMECAP Odyssey Growth Fund
Fund
S000005540 · Registered fund · Jul 31, 2026
PRIMECAP Odyssey Funds, not summed
|
3,470,201 | ||
| 2 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
63,350,228 | ||
| 2.1 |
iShares Core S&P Mid-Cap ETF
Fund
S000004307 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
22,634,051 | ||
| 2.2 |
iShares Russell Mid-Cap Growth ETF
Fund
S000004336 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,842,728 | ||
| 2.3 |
iShares S&P Mid-Cap 400 Value ETF
Fund
S000004309 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
3,318,241 | ||
| 2.4 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,679,383 | ||
| 2.5 |
iShares Russell 1000 Growth ETF
Fund
S000004346 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,491,703 | ||
| 3 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,895,581 | ||
| 4 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,421,025 | ||
| 5 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,240,983 | ||
| 6 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
20,997,853 | ||
| 7 |
|
19,568,820 | ||
| 7.1 |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
Fund
S000006986 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
3,347,774 | ||
| 7.2 |
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF
Fund
S000006988 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,015,597 | ||
| 7.3 |
State Street(R) SPDR(R) S&P(R) Transportation ETF
Fund
S000012324 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
673,532 | ||
| 7.4 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
229,800 | ||
| 7.5 |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
Fund
S000006973 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
125,309 | ||
| 8 |
Orbis Allan Gray Ltd
13F
CIK 1663865 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,139,385 | ||
| 9 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
15,170,922 | ||
| 10 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,692,580 | ||
| 11 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,597,378 | ||
| 12 |
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
CIK 884414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
9,696,162 | ||
| 13 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
9,608,433 | ||
| 14 |
|
8,576,773 | ||
| 15 |
Slate Path Capital LP
13F
CIK 1559706 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
8,276,584 | ||
| 16 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
7,586,055 | ||
| 17 |
APPALOOSA LP
13F
CIK 1656456 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,500,000 | ||
| 18 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,498,763 | ||
| 18.1 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
2,041,103 | ||
| 18.2 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
1,693,858 | ||
| 18.3 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
842,394 | ||
| 18.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
548,426 | ||
| 18.5 |
U.S. CORE EQUITY 1 PORTFOLIO
Fund
S000000979 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
336,899 | ||
| 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
7,015,961 | ||
| 19.1 |
Schwab U.S. Mid-Cap ETF
Fund
S000026635 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
1,784,117 | ||
| 19.2 |
Schwab U.S. Large-Cap Growth ETF
Fund
S000026633 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
1,404,990 | ||
| 19.3 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
1,198,462 | ||
| 19.4 |
Schwab U.S. Large-Cap ETF
Fund
S000026632 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
694,325 | ||
| 19.5 |
Schwab Total Stock Market Index Fund
Fund
S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
403,606 | ||
| 20 |
Connor, Clark & Lunn Investment Management Ltd.
13F
CIK 1596800 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,620,243 | ||
| 21 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,580,378 | ||
| 21.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
1,462 | ||
| 22 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,299,815 | ||
| 23 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,167,589 | ||
| 23.1 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
22,443 | ||
| 23.2 |
Goldman Sachs JUST U.S. Large Cap Equity ETF
Fund
S000061377 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
7,469 | ||
| 23.3 |
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Fund
S000083006 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
7,357 | ||
| 23.4 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
1,582 | ||
| 23.5 |
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Fund
S000083005 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
757 | ||
| 24 |
U S GLOBAL INVESTORS INC
13F
CIK 754811 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
6,001,172 | ||
| 24.1 |
U.S. Global Jets ETF
Fund
S000048544 · Registered fund · Jun 30, 2026
ETF Series Solutions, not summed
|
6,001,172 | ||
| 25 |
SOUND SHORE MANAGEMENT INC /CT/
13F
CIK 820124 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,952,846 | ||
| 26 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,213,502 | ||
| 27 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,131,311 | ||
| 27.1 |
Mid Cap Index Fund
Fund
S000001273 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
430,026 | ||
| 27.2 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
132,246 | ||
| 28 |
State Street SPDR S&P MidCap 400SM ETF Trust
Fund
· Registered fund · Jun 30, 2026
SPDR S&P MIDCAP 400 ETF TRUST, not summed
|
5,088,764 | ||
| 28.1 |
Nuveen S&P 500 Dynamic Overwrite Fund
Fund
· Registered fund · Jun 30, 2026
Nuveen S&P 500 Dynamic Overwrite Fund, not summed
|
142,193 | ||
| 29 |
|
4,721,212 | ||
| 30 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,437,954 | ||
| 30.1 |
AQR Long-Short Equity Fund
Fund
S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
228,649 | ||
| 30.2 |
AQR Large Cap Defensive Style Fund
Fund
S000037429 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
88,812 | ||
| 30.3 |
AQR Global Fund
Fund
S000024170 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
57,224 | ||
| 30.4 |
AQR MS Fusion HV Fund
Fund
S000093174 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
7,298 | ||
| 30.5 |
AQR LSE Fusion Fund
Fund
S000093171 · Registered fund · Jun 30, 2026
AQR Funds, not summed
|
2,352 | ||
| 31 |
SG Americas Securities, LLC
13F
CIK 1313360 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,342,836 | ||
| 32 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC
13F
CIK 1556921 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,307,624 | ||
| 33 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,264,897 | ||
| 34 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,250,201 | ||
| 34.1 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
3,399,134 | ||
| 34.2 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
2,472,178 | ||
| 34.3 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
1,244,750 | ||
| 34.4 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
1,007,786 | ||
| 34.5 |
Fidelity Large Cap Growth Index Fund
Fund
S000054095 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
859,056 | ||
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,920,286 | ||
| 36 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,770,434 | ||
| 36.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
102,258 | ||
| 37 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,550,146 | ||
| 37.1 |
Invesco S&P MidCap 400 Revenue ETF
Fund
S000064595 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
2,333,498 | ||
| 37.2 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
343,941 | ||
| 37.3 |
Invesco S&P Midcap 400 Pure Value ETF
Fund
S000060796 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
186,677 | ||
| 37.4 |
Invesco S&P Midcap 400 QVM Multi-Factor ETF
Fund
S000072319 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
97,702 | ||
| 37.5 |
Invesco Russell 1000 Equal Weight ETF
Fund
S000047524 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
40,717 | ||
| 38 |
|
3,459,080 | ||
| 39 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,383,023 | ||
| 40 |
Balyasny Asset Management L.P.
13F
CIK 1218710 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,329,378 | ||
| 41 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,276,588 | ||
| 42 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,083,038 | ||
| 42.1 |
First Trust Nasdaq Transportation ETF
Fund
S000053948 · Registered fund · Jun 30, 2026
First Trust Exchange-Traded Fund VI, not summed
|
2,999,295 | ||
| 42.2 |
First Trust Consumer Discretionary AlphaDEX Fund
Fund
S000017696 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
222,680 | ||
| 43 |
Russell Investments Group, Ltd.
13F
CIK 1692234 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,937,130 | ||
| 43.1 |
Tax-Managed U.S. Large Cap Fund
Fund
S000001570 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
668,610 | ||
| 43.2 |
U.S. Strategic Equity Fund
Fund
S000037466 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
344,851 | ||
| 43.3 |
U.S. Small Cap Equity Fund
Fund
S000001586 · Registered fund · Jul 31, 2026
RUSSELL INVESTMENT CO, not summed
|
108,311 | ||
| 43.4 |
U.S. Strategic Equity Fund
Fund
S000006863 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
71,500 | ||
| 43.5 |
U.S. Small Cap Equity Fund
Fund
S000006864 · Registered fund · Jun 30, 2026
RUSSELL INVESTMENT FUNDS, not summed
|
24,308 | ||
| 44 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,870,765 | ||
| 45 |
HENNESSY ADVISORS INC
13F
CIK 1145255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,810,900 | ||
| 45.1 |
Hennessy Cornerstone Mid Cap 30 Fund
Fund
S000044801 · Registered fund · Jul 31, 2026
Hennessy Funds Trust, not summed
|
2,810,900 | ||
| 46 |
FEDERATED HERMES, INC.
13F
CIK 1056288 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,805,873 | ||
| 47 |
|
2,704,410 | ||
| 47.1 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
727,840 | ||
| 47.2 |
Nuveen Quant Small/Mid Cap Equity Fund
Fund
S000054623 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
551,390 | ||
| 47.3 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
547,806 | ||
| 47.4 |
Nuveen Large Cap Growth Index Fund
Fund
S000005387 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
330,539 | ||
| 47.5 |
TIAA Separate Account VA-1 - Stock Index Account
Fund
S000005098 · Registered fund · Jun 30, 2026
TIAA Separate Account VA-1, not summed
|
11,224 | ||
| 48 |
LSV ASSET MANAGEMENT
13F
CIK 1050470 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,546,886 | ||
| 49 |
SEI INVESTMENTS CO
13F
CIK 350894 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,474,222 | ||
| 49.1 |
SEI Enhanced U.S. Large Cap Value Factor ETF
Fund
S000075039 · Registered fund · Jun 30, 2026
SEI EXCHANGE TRADED FUNDS, not summed
|
598,527 | ||
| 49.2 |
SIIT U.S. Equity Factor Allocation Fund
Fund
S000061159 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
598,124 | ||
| 49.3 |
SIIT EXTENDED MARKET INDEX FUND
Fund
S000035814 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
99,100 | ||
| 49.4 |
SIIT LARGE CAP FUND
Fund
S000006767 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
24,500 | ||
| 49.5 |
SIIT LARGE CAP INDEX FUND
Fund
S000006768 · Registered fund · May 31, 2026
SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
|
19,300 | ||
| 50 |
Quadrature Capital Ltd
13F
CIK 1651424 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,436,856 |
65 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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