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About 33.34% of UPXI shares are held by financial institutions. CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD is the top corporate investor, holding 0 shares valued at -. A 0% stake in Upexi, Inc. is owned by the company. CLEARSTEAD ADVISORS, LLC owns 16K shares valued at $15.77K, which translates its holding of 0.02% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 0% | 0 | - | -159.8K | -100.00% |
| Mar 31, 2026 | CLEARSTEAD ADVISORS, LLC | 0.02% | 16K | 15.77K | 0 | 0 |
| Mar 31, 2026 | VANGUARD GLOBAL ADVISERS, LLC | 0.03% | 18.51K | 18.26K | 18.51K | +100.00% |
| Mar 31, 2026 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.03% | 20.5K | 21K | 0 | 0 |
| Mar 31, 2026 | KEYSTONE FINANCIAL GROUP | 0% | 0 | - | -27.33K | -100.00% |
| Mar 31, 2026 | PHOENIX HOLDINGS LTD. | 0% | 0 | - | -52K | -100.00% |
| Mar 31, 2026 | GROUP ONE TRADING, L.P. | 0.11% | 70.03K | 69.02K | -658.9K | -90.39% |
| Mar 31, 2026 | ENGINEERS GATE MANAGER LP | 0.08% | 52.85K | 52.09K | -67.54K | -56.10% |
| Mar 31, 2026 | OMERS ADMINISTRATION CORP | 0.18% | 120.8K | 119.06K | 19.6K | +19.37% |
| Mar 31, 2026 | XTX TOPCO LTD | 0.18% | 119.45K | 117.73K | -33.42K | -21.86% |
| Mar 31, 2026 | NORTHERN TRUST CORP | 0.17% | 108.22K | 106.66K | 18.63K | +20.79% |
| Mar 31, 2026 | NATIONAL BANK OF CANADA /FI/ | 0.13% | 82K | 80.82K | -29.3K | -26.33% |
| Mar 31, 2026 | POINT72 ASSET MANAGEMENT, L.P. | 0.11% | 71.09K | 70.07K | -335.17K | -82.50% |
| Mar 31, 2026 | MMCAP INTERNATIONAL INC. SPC | 3.55% | 2.33M | 2.29M | 0 | 0 |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 1.18% | 775.86K | 768.1K | 330.91K | +74.37% |
| Mar 31, 2026 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 538.52K | 531.05K | 38.91K | +7.79% |
| Mar 31, 2026 | VANGUARD FIDUCIARY TRUST CO | 0.5% | 327.98K | 323.39K | 327.98K | +100.00% |
| Mar 31, 2026 | SUMMIT FINANCIAL, LLC | 0.02% | 13.5K | 13.31K | 13.5K | +100.00% |
| Mar 31, 2026 | GREAT VALLEY ADVISOR GROUP, INC. | 0.02% | 11.7K | 11.53K | 0 | 0 |
| Mar 31, 2026 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 11.53K | 11.36K | 800 | +7.46% |
| Mar 31, 2026 | MORGAN STANLEY | 0.01% | 7.1K | 7K | -130.69K | -94.85% |
| Mar 31, 2026 | MILLENNIUM MANAGEMENT LLC | 0.45% | 294.18K | 289.95K | -552.36K | -65.25% |
| Mar 31, 2026 | 0.11% | 70.72K | 69.7K | 0 | 0 | |
| Mar 31, 2026 | IMC-CHICAGO, LLC | 0.07% | 48.07K | 47.38K | 48.07K | +100.00% |
| Mar 31, 2026 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.06% | 40K | 54K | 0 | 0 |
| Mar 31, 2026 | WINTON GROUP LTD | 0% | 0 | - | -10.58K | -100.00% |
| Mar 31, 2026 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0% | 0 | - | -18.18K | -100.00% |
| Mar 31, 2026 | ARISTIDES CAPITAL LLC | 0% | 0 | - | -59.34K | -100.00% |
| Mar 31, 2026 | SIMPLEX TRADING, LLC | 0% | 0 | - | -87.2K | -100.00% |
| Mar 31, 2026 | JEFFERIES FINANCIAL GROUP INC. | 0% | 0 | - | -10.13K | -100.00% |
| Mar 31, 2026 | FARTHER FINANCE ADVISORS, LLC | 0% | 4 | 4 | -28 | -87.50% |
| Mar 31, 2026 | CITIGROUP INC | 0% | 5 | 5 | 5 | +100.00% |
| Mar 31, 2026 | SIGNATUREFD, LLC | 0% | 113 | 111 | 0 | 0 |
| Mar 31, 2026 | AVION WEALTH | 0% | 1.58K | 1K | 1.58K | +100.00% |
| Mar 31, 2026 | SBI SECURITIES CO., LTD. | 0% | 1.77K | 1.74K | -67.32K | -97.44% |
| Mar 31, 2026 | HRT FINANCIAL LP | 0.64% | 417.85K | 411K | 417.85K | +100.00% |
| Mar 31, 2026 | BLACKROCK, INC. | 1.04% | 681.31K | 671.5K | 0 | 0 |
| Mar 31, 2026 | UBS GROUP AG | 1.17% | 765.78K | 755.06K | 285.89K | +59.57% |
| Mar 31, 2026 | SHARIAPORTFOLIO, INC. | 0.04% | 27.79K | 27.39K | -52.04K | -65.19% |
| Mar 31, 2026 | QUANTBOT TECHNOLOGIES LP | 0.19% | 123.42K | 121.64K | 123.42K | +100.00% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.23% | 148.3K | 146.82K | -443K | -74.92% |
| Mar 31, 2026 | CATALYST FUNDS MANAGEMENT PTY LTD | 0.02% | 10.5K | 10.35K | 10.5K | +100.00% |
| Mar 31, 2026 | SMITH THORNTON ADVISORS LLC | 0.02% | 11K | 10.84K | 0 | 0 |
| Mar 31, 2026 | STATE STREET CORP | 0.29% | 192.02K | 189.26K | 0 | 0 |
| Mar 31, 2026 | CITADEL ADVISORS LLC | 0.23% | 152.5K | 150.3K | -76.7K | -33.46% |
| Mar 31, 2026 | QUADRATURE CAPITAL LTD | 0.04% | 23.17K | 22.84K | -338.49K | -93.59% |
| Mar 31, 2026 | CETERA INVESTMENT ADVISERS | 0.04% | 24.21K | 23.86K | 547 | +2.31% |
| Mar 31, 2026 | BALYASNY ASSET MANAGEMENT L.P. | 0.05% | 30.52K | 30.08K | -249.06K | -89.08% |
| Mar 31, 2026 | GF FUND MANAGEMENT CO. LTD. | 0% | 0 | - | -1.62K | -100.00% |
| Mar 31, 2026 | NVERSES CAPITAL, LLC | 0% | 0 | - | -10.05K | -100.00% |
| Mar 31, 2026 | GOLDMAN SACHS GROUP INC | 0.03% | 22.19K | 21.87K | -35.26K | -61.38% |
| Mar 31, 2026 | COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 32.63K | 32.16K | 0 | 0 |
| Mar 31, 2026 | JANE STREET GROUP, LLC | 0.06% | 38.2K | 37.65K | -100.6K | -72.48% |
| Mar 31, 2026 | ROSSBY FINANCIAL, LCC | 0.01% | 9.2K | 9.09K | 4.1K | +80.39% |
| Mar 31, 2026 | WAVERLY ADVISORS, LLC | 0.02% | 10K | 9.86K | -3.73K | -27.14% |
| Mar 31, 2026 | MARINER, LLC | 0.02% | 10.01K | 9.86K | 5 | +0.05% |
| Mar 31, 2026 | LPL FINANCIAL LLC | 0.02% | 13.27K | 13.08K | -11.1K | -45.55% |
| Mar 31, 2026 | J.W. COLE ADVISORS, INC. | 0.02% | 15.1K | 14.88K | 0 | 0 |
| Mar 31, 2026 | MAREX GROUP PLC | 0% | 0 | - | -2.51M | -100.00% |
| Mar 31, 2026 | ARMSTRONG ADVISORY GROUP, INC | 0% | 0 | - | -1K | -100.00% |
| Dec 31, 2025 | SMITH THORNTON ADVISORS LLC | 0.02% | 11K | 18.48K | 11K | +100.00% |
| Dec 31, 2025 | GREAT VALLEY ADVISOR GROUP, INC. | 0.02% | 11.7K | 19.66K | 1K | +9.35% |
| Dec 31, 2025 | PRIVATE ADVISOR GROUP, LLC | 0.02% | 10.73K | 18.02K | 10.73K | +100.00% |
| Dec 31, 2025 | WINTON GROUP LTD | 0.02% | 10.58K | 17.78K | 10.58K | +100.00% |
| Dec 31, 2025 | JEFFERIES FINANCIAL GROUP INC. | 0.02% | 10.13K | 17.02K | 10.13K | +100.00% |
| Dec 31, 2025 | ENGINEERS GATE MANAGER LP | 0.2% | 120.39K | 202.25K | 107.13K | +808.12% |
| Dec 31, 2025 | BALYASNY ASSET MANAGEMENT L.P. | 0.46% | 279.58K | 469.69K | 279.58K | +100.00% |
| Dec 31, 2025 | QUADRATURE CAPITAL LTD | 0.59% | 361.66K | 607.58K | 361.66K | +100.00% |
| Dec 31, 2025 | NOMURA HOLDINGS INC | 0.04% | 24K | 40.32K | 6K | +33.33% |
| Dec 31, 2025 | MARINER, LLC | 0.02% | 10K | 16.8K | 0 | 0 |
| Dec 31, 2025 | ROSSBY FINANCIAL, LCC | 0.01% | 5.1K | 8.57K | -16.7K | -76.61% |
| Dec 31, 2025 | CIBC PRIVATE WEALTH GROUP, LLC | 0.01% | 4K | 6.72K | 4K | +100.00% |
| Dec 31, 2025 | GF FUND MANAGEMENT CO. LTD. | 0% | 1.62K | 2.73K | -383 | -19.09% |
| Dec 31, 2025 | ARMSTRONG ADVISORY GROUP, INC | 0% | 1K | 1.68K | 0 | 0 |
| Dec 31, 2025 | MAI CAPITAL MANAGEMENT | 0% | 875 | 1.47K | 0 | 0 |
| Dec 31, 2025 | SIGNATUREFD, LLC | 0% | 113 | 190 | 0 | 0 |
| Dec 31, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 32 | 54 | -1.5K | -97.90% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0% | 0 | - | -150.23K | -100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 0.15% | 89.59K | 150.51K | 582 | +0.65% |
| Dec 31, 2025 | SBI SECURITIES CO., LTD. | 0.11% | 69.09K | 116.06K | -13.21K | -16.05% |
| Dec 31, 2025 | ARISTIDES CAPITAL LLC | 0.11% | 59.34K | 99.7K | 59.34K | +100.00% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 0.1% | 57.46K | 96.52K | 29.53K | +105.73% |
| Dec 31, 2025 | CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 0.29% | 159.8K | 268.46K | 159.8K | +100.00% |
| Dec 31, 2025 | TWO SIGMA SECURITIES, LLC | 0.03% | 18.15K | 30.5K | 18.15K | +100.00% |
| Dec 31, 2025 | PHOENIX HOLDINGS LTD. | 0.09% | 52K | 87.28K | -18K | -25.71% |
| Dec 31, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.07% | 40K | 45.6K | 20K | +100.00% |
| Dec 31, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.06% | 33.88K | 56.92K | 31.25K | +1,186.29% |
| Dec 31, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.05% | 32.63K | 54.81K | 1.3K | +4.15% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.04% | 24.91K | 41.85K | 11.19K | +81.52% |
| Dec 31, 2025 | PRICE T ROWE ASSOCIATES INC /MD/ | 0.03% | 20.5K | 35K | 20.5K | +100.00% |
| Dec 31, 2025 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.03% | 18.18K | 30.54K | 18.18K | +100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.97% | 591.3K | 993.38K | -1.45M | -71.05% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.73% | 444.95K | 747.52K | 426.19K | +2,271.68% |
| Dec 31, 2025 | CITADEL ADVISORS LLC | 0.32% | 197.18K | 331.26K | 135.56K | +219.99% |
| Dec 31, 2025 | TWO SIGMA INVESTMENTS, LP | 0.29% | 174.77K | 293.61K | 174.77K | +100.00% |
| Dec 31, 2025 | XTX TOPCO LTD | 0.25% | 152.87K | 256.83K | 121.57K | +388.43% |
| Dec 31, 2025 | NATIONAL BANK OF CANADA /FI/ | 0.18% | 111.3K | 186.98K | 96.5K | +652.03% |
| Dec 31, 2025 | MAREX GROUP PLC | 4.12% | 2.51M | 4.21M | 1.86M | +289.21% |
| Dec 31, 2025 | MMCAP INTERNATIONAL INC. SPC | 3.83% | 2.33M | 3.91M | 1.56M | +203.39% |
| Dec 31, 2025 | VANGUARD GROUP INC | 1.17% | 710.74K | 1.19M | 0 | 0 |
| Dec 31, 2025 | GROUP ONE TRADING, L.P. | 1.2% | 728.93K | 1.22M | 728.93K | +100.00% |
| Dec 31, 2025 | BLACKROCK, INC. | 1.12% | 681.31K | 1.14M | -729 | -0.11% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.82% | 499.61K | 839.82K | 41.26K | +9.00% |
| Dec 31, 2025 | KEYSTONE FINANCIAL GROUP | 0.04% | 27.33K | 45.91K | 27.33K | +100.00% |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0.04% | 24.37K | 40.94K | 8.12K | +50.00% |
| Dec 31, 2025 | CLEARSTEAD ADVISORS, LLC | 0.03% | 16K | 26.88K | 16K | +100.00% |
| Dec 31, 2025 | J.W. COLE ADVISORS, INC. | 0.02% | 15.1K | 25.37K | -500 | -3.21% |
| Dec 31, 2025 | BANK OF MONTREAL /CAN/ | 0% | 0 | - | -35.11K | -100.00% |
| Dec 31, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0% | 0 | - | -74.48K | -100.00% |
| Dec 31, 2025 | SG AMERICAS SECURITIES, LLC | 0% | 0 | - | -30.65K | -100.00% |
| Dec 31, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0% | 0 | - | -5K | -100.00% |
| Dec 31, 2025 | GSA CAPITAL PARTNERS LLP | 0% | 0 | - | -11.39K | -100.00% |
| Dec 31, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 0% | 0 | - | -1.25M | -100.00% |
| Dec 31, 2025 | UBS GROUP AG | 0.79% | 479.89K | 806.21K | -277.36K | -36.63% |
| Dec 31, 2025 | STATE STREET CORP | 0.32% | 192.02K | 322.6K | 0 | 0 |
| Dec 31, 2025 | JANE STREET GROUP, LLC | 0.25% | 138.8K | 233.18K | -154.9K | -52.74% |
| Dec 31, 2025 | MORGAN STANLEY | 0.23% | 137.79K | 231.48K | -163.34K | -54.24% |
| Dec 31, 2025 | SHARIAPORTFOLIO, INC. | 0.14% | 79.83K | 134.11K | -542.9K | -87.18% |
| Dec 31, 2025 | MILLENNIUM MANAGEMENT LLC | 1.39% | 846.55K | 1.42M | 480.59K | +131.32% |
| Dec 31, 2025 | BARCLAYS PLC | 0% | 0 | - | -175.48K | -100.00% |
| Dec 31, 2025 | FMR LLC | 0% | 0 | - | -5 | -100.00% |
| Dec 31, 2025 | VALLEY NATIONAL ADVISERS INC | 0% | 0 | - | -890 | -100.00% |
| Dec 31, 2025 | CITIGROUP INC | 0% | 0 | - | -15.34K | -100.00% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0% | 0 | - | -15K | -100.00% |
| Dec 31, 2025 | 0.12% | 70.72K | 118.81M | 70.72K | +100.00% | |
| Dec 31, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 0.67% | 406.26K | 682.51K | 406.26K | +100.00% |
| Dec 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.22% | 744.44K | 1.25M | 744.44K | +100.00% |
| Dec 31, 2025 | OMERS ADMINISTRATION CORP | 0.17% | 101.2K | 170.02K | 101.2K | +100.00% |
| Dec 31, 2025 | SIMPLEX TRADING, LLC | 0.14% | 87.2K | 146.5K | -179.93K | -67.36% |
| Dec 31, 2025 | CETERA INVESTMENT ADVISERS | 0.04% | 23.66K | 39.75K | 6.54K | +38.20% |
| Dec 31, 2025 | GTS SECURITIES LLC | 0.03% | 16.54K | 27.78K | 16.54K | +100.00% |
| Dec 31, 2025 | WAVERLY ADVISORS, LLC | 0.02% | 13.73K | 23.06K | 13.73K | +100.00% |
| Sep 30, 2025 | MAREX GROUP PLC | 1.16% | 644.18K | 3.72M | 644.18K | +100.00% |
| Sep 30, 2025 | VIRTU FINANCIAL LLC | 0.07% | 40.46K | 233K | 20.78K | +105.60% |
| Sep 30, 2025 | HAP TRADING, LLC | 0.04% | 24.7K | 15.99M | 24.7K | +100.00% |
| Sep 30, 2025 | CANTOR FITZGERALD, L. P. | 0.09% | 50K | 288.5K | 50K | +100.00% |
| Sep 30, 2025 | STATE STREET CORP | 0.35% | 192.02K | 1.11M | 61.98K | +47.66% |
| Sep 30, 2025 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.36% | 200K | 1.15M | 200K | +100.00% |
| Sep 30, 2025 | POLAR ASSET MANAGEMENT PARTNERS INC. | 0.36% | 200K | 1.15M | 200K | +100.00% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.27% | 150.23K | 866.81K | 150.23K | +100.00% |
| Sep 30, 2025 | SBI SECURITIES CO., LTD. | 0.15% | 82.29K | 474.82K | 80.06K | +3,588.53% |
| Sep 30, 2025 | BNP PARIBAS ARBITRAGE, SNC | 0.13% | 74.48K | 429.74K | 74.48K | +100.00% |
| Sep 30, 2025 | BLUECREST CAPITAL MANAGEMENT LTD | 0.13% | 70.57K | 407.16K | 70.57K | +100.00% |
| Sep 30, 2025 | BARCLAYS PLC | 0.09% | 50K | 288.5K | 50K | +100.00% |
| Sep 30, 2025 | PHOENIX HOLDINGS LTD. | 0.13% | 70K | 404.14K | 70K | +100.00% |
| Sep 30, 2025 | PARALLAX VOLATILITY ADVISERS, L.P. | 0.09% | 50K | 288.5K | 50K | +100.00% |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.18% | 100K | 577K | 100K | +100.00% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 0.16% | 89.01K | 513.58K | 28.92K | +48.14% |
| Sep 30, 2025 | CITADEL ADVISORS LLC | 0.11% | 61.62K | 355.55K | -70.31K | -53.29% |
| Sep 30, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.25% | 20K | 129.6K | 0 | 0 |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.24% | 18.76K | 132.58K | 15.7K | +512.10% |
| Sep 30, 2025 | CLEAR STREET GROUP INC. | 0.23% | 18.1K | 104.44K | 18.1K | +100.00% |
| Sep 30, 2025 | CETERA INVESTMENT ADVISERS | 0.22% | 17.12K | 98.78K | 17.12K | +100.00% |
| Sep 30, 2025 | J.W. COLE ADVISORS, INC. | 0.2% | 15.6K | 90.01K | 15.6K | +100.00% |
| Sep 30, 2025 | CITIGROUP INC | 0.19% | 15.34K | 88.53K | 15.34K | +100.00% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.19% | 15K | 86.55K | 0 | 0 |
| Sep 30, 2025 | GSA CAPITAL PARTNERS LLP | 0.14% | 11.39K | 66K | 11.39K | +100.00% |
| Sep 30, 2025 | ASPIRING VENTURES, LLC | 0.13% | 10K | 17.24K | 10K | +100.00% |
| Sep 30, 2025 | BELPOINTE ASSET MANAGEMENT LLC | 0.13% | 10K | 57.7K | 10K | +100.00% |
| Sep 30, 2025 | ARKADIOS WEALTH ADVISORS | 0.13% | 10K | 57.7K | 10K | +100.00% |
| Sep 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.06% | 5K | 28.85K | -10K | -66.67% |
| Sep 30, 2025 | AMERITAS ADVISORY SERVICES, LLC | 0.06% | 4.5K | 25.97K | 4.5K | +100.00% |
| Sep 30, 2025 | GF FUND MANAGEMENT CO. LTD. | 0.03% | 2.01K | 11.58K | 2.01K | +100.00% |
| Sep 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0.02% | 1.53K | 8.81K | 1.53K | +76,250.00% |
| Sep 30, 2025 | ARMSTRONG ADVISORY GROUP, INC | 0.01% | 1K | 5.77K | 1K | +100.00% |
| Sep 30, 2025 | VALLEY NATIONAL ADVISERS INC | 0.01% | 890 | 5K | 890 | +100.00% |
| Sep 30, 2025 | MAI CAPITAL MANAGEMENT | 0.01% | 875 | 5.05K | 875 | +100.00% |
| Sep 30, 2025 | SIGNATUREFD, LLC | 0% | 113 | 652 | 0 | 0 |
| Sep 30, 2025 | WEALTH WATCH ADVISORS, INC | 0% | 100 | 577 | 100 | +100.00% |
| Sep 30, 2025 | FMR LLC | 0% | 5 | 29 | 5 | +100.00% |
| Sep 30, 2025 | GROUP ONE TRADING, L.P. | 0% | 0 | - | -44.63K | -100.00% |
| Sep 30, 2025 | NEWGEN EQUITY LONG/SHORT FUND | 0% | 0 | - | -577.19K | -100.00% |
| Sep 30, 2025 | CAPITAL FUND MANAGEMENT S.A. | 0.11% | 60.14K | 347K | 60.14K | +100.00% |
| Sep 30, 2025 | BANK OF MONTREAL /CAN/ | 0.06% | 35.11K | 202.57K | 35.11K | +100.00% |
| Sep 30, 2025 | ROSSBY FINANCIAL, LCC | 0.04% | 21.8K | 142.35K | 21.8K | +100.00% |
| Sep 30, 2025 | NOMURA HOLDINGS INC | 0.23% | 18K | 103.86K | 18K | +100.00% |
| Sep 30, 2025 | STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 0.04% | 3.26K | 79.74K | 3.26K | +100.00% |
| Sep 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.36% | 751.48K | 4.34M | 637.36K | +558.48% |
| Sep 30, 2025 | JANE STREET GROUP, LLC | 0.53% | 293.7K | 1.69M | 250.2K | +575.17% |
| Sep 30, 2025 | ALYESKA INVESTMENT GROUP, L.P. | 2.26% | 1.25M | 7.18M | 1.25M | +100.00% |
| Sep 30, 2025 | MMCAP INTERNATIONAL INC. SPC | 1.39% | 766.93K | 4.43M | 766.93K | +100.00% |
| Sep 30, 2025 | UBS GROUP AG | 1.37% | 757.24K | 4.37M | 720.99K | +1,988.72% |
| Sep 30, 2025 | VANGUARD GROUP INC | 1.28% | 710.74K | 4.1M | 209.91K | +41.91% |
| Sep 30, 2025 | BLACKROCK, INC. | 1.23% | 682.04K | 3.94M | 682.04K | +100.00% |
| Sep 30, 2025 | SHARIAPORTFOLIO, INC. | 1.13% | 622.73K | 3.59M | 622.73K | +100.00% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 0.83% | 458.35K | 2.65M | 122.39K | +36.43% |
| Sep 30, 2025 | KATHMERE CAPITAL MANAGEMENT, LLC | 0.76% | 417.98K | 2.41M | -1.78M | -80.94% |
| Sep 30, 2025 | MILLENNIUM MANAGEMENT LLC | 0.66% | 365.96K | 2.11M | -19.3K | -5.01% |
| Sep 30, 2025 | MORGAN STANLEY | 0.54% | 301.12K | 1.74M | 300.45K | +44,709.97% |
| Sep 30, 2025 | SIMPLEX TRADING, LLC | 0.48% | 267.14K | 1.54M | 210.6K | +372.54% |
| Sep 30, 2025 | HEIGHTS CAPITAL MANAGEMENT, INC | 0.45% | 250K | 1.44M | 250K | +100.00% |
| Sep 30, 2025 | SCHONFELD STRATEGIC ADVISORS LLC | 0.06% | 33.71K | 194.48K | 33.71K | +100.00% |
| Sep 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.06% | 31.33K | 181K | 17.33K | +123.75% |
| Sep 30, 2025 | XTX TOPCO LTD | 0.06% | 31.3K | 180.6K | -52.2K | -62.51% |
| Sep 30, 2025 | SG AMERICAS SECURITIES, LLC | 0.06% | 30.65K | 177K | 30.65K | +100.00% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 0.05% | 27.93K | 161.14K | 27.93K | +100.00% |
| Sep 30, 2025 | SQUAREPOINT OPS LLC | 0.05% | 27.07K | 156.21K | -33.13K | -55.03% |
| Sep 30, 2025 | SYNOVUS FINANCIAL CORP | 0.05% | 25.1K | 144.83K | 25.1K | +100.00% |
| Jun 30, 2025 | CITADEL ADVISORS LLC | 0.87% | 68.7K | 204.73K | 68.7K | +100.00% |
| Jun 30, 2025 | SBI SECURITIES CO., LTD. | 0.03% | 2.23K | 6.65K | 2.01K | +891.56% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 3.07K | 9.13K | 3.07K | +100.00% |
| Jun 30, 2025 | PANTERA CAPITAL PARTNERS LP | 16.83% | 1.33M | 3.97M | 1.33M | +100.00% |
| Jun 30, 2025 | COMMONWEALTH EQUITY SERVICES, LLC | 0.18% | 14K | 42K | 14K | +100.00% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 0.76% | 60.08K | 179.05K | 60.08K | +100.00% |
| Jun 30, 2025 | SQUAREPOINT OPS LLC | 0.76% | 60.2K | 179.39K | 60.2K | +100.00% |
| Jun 30, 2025 | XTX TOPCO LTD | 1.05% | 83.5K | 248.82K | 83.5K | +100.00% |
| Jun 30, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.12% | 88.7K | 264.33K | 88.7K | +100.00% |
| Jun 30, 2025 | STATE STREET CORP | 1.64% | 130.04K | 387.53K | 130.04K | +100.00% |
| Jun 30, 2025 | NATIONAL BANK OF CANADA /FI/ | 1.81% | 143.2K | 426.74K | 143.2K | +100.00% |
| Jun 30, 2025 | MORGAN STANLEY | 0.01% | 672 | 2K | 669 | +22,300.00% |
| Jun 30, 2025 | BANK OF MONTREAL /CAN/ | 0% | 0 | - | -10.01K | -100.00% |
| Jun 30, 2025 | FARTHER FINANCE ADVISORS, LLC | 0% | 2 | 6 | 2 | +100.00% |
| Jun 30, 2025 | 0.17% | 2.23K | 6.65K | 2.01K | +891.56% | |
| Jun 30, 2025 | WOLVERINE TRADING, LLC | 0.14% | 11.1K | 28.86K | 11.1K | +100.00% |
| Jun 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.19% | 15K | 44.7K | 15K | +100.00% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.19% | 15K | 44.7K | 15K | +100.00% |
| Jun 30, 2025 | VIRTU FINANCIAL LLC | 0.25% | 19.68K | 59K | 19.68K | +100.00% |
| Jun 30, 2025 | MILLINGTON FINANCIAL ADVISORS, LLC | 0.25% | 20K | 134K | 20K | +100.00% |
| Jun 30, 2025 | GROUP ONE TRADING, L.P. | 0.56% | 44.63K | 133K | 44.63K | +100.00% |
| Jun 30, 2025 | LPL FINANCIAL LLC | 0.57% | 45.26K | 134.86K | 45.26K | +100.00% |
| Jun 30, 2025 | SIMPLEX TRADING, LLC | 0.71% | 56.53K | 168K | 56.53K | +100.00% |
| Jun 30, 2025 | NEWGEN ASSET MANAGEMENT LTD | 7.29% | 577.19K | 1.72M | 577.19K | +100.00% |
| Jun 30, 2025 | NEWGEN EQUITY LONG/SHORT FUND | 7.29% | 577.19K | 1.72M | 577.19K | +100.00% |
| Jun 30, 2025 | CANTOR FITZGERALD, L. P. | 4.11% | 325K | 968.5K | 325K | +100.00% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 4.24% | 335.95K | 1M | 335.95K | +100.00% |
| Jun 30, 2025 | MILLENNIUM MANAGEMENT LLC | 4.87% | 385.25K | 1.15M | 385.25K | +100.00% |
| Jun 30, 2025 | VANGUARD GROUP INC | 6.33% | 500.84K | 1.49M | 500.84K | +100.00% |
| Jun 30, 2025 | UBS GROUP AG | 0.46% | 36.25K | 108.04K | 35.06K | +2,938.89% |
| Jun 30, 2025 | KATHMERE CAPITAL MANAGEMENT, LLC | 27.71% | 2.19M | 6.54M | 2.19M | +100.00% |
| Jun 30, 2025 | SIGNATUREFD, LLC | 0% | 113 | 337 | 113 | +100.00% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 358 | 1.07K | 352 | +5,866.67% |
| Jun 30, 2025 | JANE STREET GROUP, LLC | 0.55% | 43.5K | 129.63K | 43.5K | +100.00% |
| Jun 30, 2025 | TOWER RESEARCH CAPITAL LLC (TRC) | 0% | 0 | - | -2.1K | -100.00% |
| Sep 30, 2024 | TOWER RESEARCH CAPITAL LLC (TRC) | 0.06% | 12.81K | 2.51K | 6.84K | +114.50% |
| Sep 30, 2024 | VANGUARD GROUP INC | 1.33% | 278.26K | 54.54K | -12.67K | -4.36% |
| Sep 30, 2024 | RFP FINANCIAL GROUP LLC | 0% | 0 | - | -2.22K | -100.00% |
| Sep 30, 2024 | UBS GROUP AG | 0% | 0 | - | -500 | -100.00% |
| Sep 30, 2024 | HIGHTOWER ADVISORS, LLC | 0% | 0 | - | -214.22K | -100.00% |
| Sep 30, 2024 | JPMORGAN CHASE & CO | 0% | 0 | - | -40 | -100.00% |
| Sep 30, 2024 | BANK OF AMERICA CORP /DE/ | 0% | 124 | 24 | 23 | +22.77% |
| Sep 30, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -92.02K | -100.00% |
| Sep 30, 2024 | GOLDMAN SACHS GROUP INC | 0.06% | 12.37K | 2.43K | 12.37K | +100.00% |
| Sep 30, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.06% | 13.1K | 2.57K | -4.8K | -26.82% |
| Sep 30, 2024 | NORTHERN TRUST CORP | 0.08% | 15.95K | 3.13K | 0 | 0 |
| Sep 30, 2024 | TEAM HEWINS, LLC | 2.05% | 428.25K | 496.78K | 428.25K | +100.00% |
| Sep 30, 2024 | STATE STREET CORP | 0.08% | 16.87K | 3.31K | 0 | 0 |
Among the UPXI insiders holding of 16.9% of the stake in company, MARSHALL ALLAN, Chief Executive Officer, holds the largest shares of 4.05M. SALKIND GENE, director, is the second largest UPXI insider with ownership of 218.75K shares. DUGAN LAWRENCE, director, stands third with possession of 116.39K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| MARSHALL ALLAN | Chief Executive Officer | 4.05M |
| SALKIND GENE | director | 218.75K |
| DUGAN LAWRENCE | director | 116.39K |
| NORSTRUD ANDREW JAMES | Chief Financial Officer | 59.14K |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 23, 2025 | MARSHALL ALLAN | PURCHASE | 1.80 | 50K | 90K | 4.05M |
| Dec 16, 2025 | MARSHALL ALLAN | PURCHASE | 2.07 | 50K | 103.5K | 4M |
| Dec 15, 2025 | MARSHALL ALLAN | PURCHASE | 2.07 | 100K | 207K | 3.95M |
| Nov 20, 2025 | SALKIND GENE | PURCHASE | 2.55 | 50K | 127.5K | 218.75K |
| Nov 17, 2025 | SALKIND GENE | PURCHASE | 2.81 | 100K | 281K | 168.75K |
| Jul 22, 2025 | DUGAN LAWRENCE | PURCHASE | 7.50 | 4K | 30K | 116.39K |
| Jul 16, 2025 | DUGAN LAWRENCE | PURCHASE | 5.70 | 10K | 57K | 111.39K |
| Jul 15, 2025 | DUGAN LAWRENCE | PURCHASE | 5.17 | 1K | 5.17K | 1.39K |
| Jul 11, 2025 | SALKIND GENE | PURCHASE | 4.94 | 20.24K | 100K | 385.37K |
| Jul 11, 2025 | MARSHALL ALLAN | PURCHASE | 4.94 | 161.94K | 800K | 1.05M |
| Apr 17, 2025 | SALKIND GENE | PURCHASE | 2.28 | 241.23K | 550K | 365.13K |
| Apr 17, 2025 | NORSTRUD ANDREW JAMES | PURCHASE | 2.28 | 43.86K | 100K | 59.14K |
| Apr 17, 2025 | MARSHALL ALLAN | PURCHASE | 2.28 | 657.9K | 1.5M | 809.32K |
| Mar 12, 2025 | MARSHALL ALLAN | PURCHASE | 2.60 | 125K | 325K | 125K |
| Mar 12, 2024 | MARSHALL ALLAN | PURCHASE | 0.57 | 64.15K | 36.57K | 2.94M |
| Mar 11, 2024 | MARSHALL ALLAN | PURCHASE | 0.60 | 13.62K | 8.17K | 2.88M |
| Mar 05, 2024 | MARSHALL ALLAN | PURCHASE | 0.70 | 103.01K | 72.11K | 2.86M |
| Dec 15, 2023 | MARSHALL ALLAN | PURCHASE | 0.91 | 4.54K | 4.13K | 2.76M |
| Dec 14, 2023 | MARSHALL ALLAN | PURCHASE | 0.98 | 8.38K | 8.21K | 2.77M |
| Dec 07, 2023 | MARSHALL ALLAN | PURCHASE | 0.94 | 90K | 84.95K | 2.75M |
| Dec 05, 2023 | MARSHALL ALLAN | PURCHASE | 0.84 | 19.3K | 16.29K | 2.66M |
| Dec 04, 2023 | MARSHALL ALLAN | PURCHASE | 0.71 | 34.18K | 24.36K | 2.65M |
| Nov 15, 2023 | MARSHALL ALLAN | PURCHASE | 1.10 | 375K | 412.5K | 2.46M |
| Jun 28, 2023 | MARSHALL ALLAN | PURCHASE | 2.26 | 24K | 54.17K | 2.69M |
| Jun 27, 2023 | MARSHALL ALLAN | PURCHASE | 2.39 | 24K | 57.29K | 2.67M |
| Jun 26, 2023 | MARSHALL ALLAN | PURCHASE | 2.43 | 23.95K | 58.25K | 2.64M |
| Jun 23, 2023 | MARSHALL ALLAN | PURCHASE | 2.39 | 7.89K | 18.85K | 2.62M |
| Jun 22, 2023 | MARSHALL ALLAN | PURCHASE | 2.27 | 100 | 227.5 | 2.61M |
| May 22, 2023 | MARSHALL ALLAN | PURCHASE | 3.41 | 22.78K | 77.74K | 2.61M |
| Mar 17, 2023 | MARSHALL ALLAN | PURCHASE | 4.41 | 4.1K | 18.07K | 2.59M |
| Mar 16, 2023 | MARSHALL ALLAN | PURCHASE | 4.48 | 4.57K | 20.48K | 2.58M |
| Mar 15, 2023 | MARSHALL ALLAN | PURCHASE | 4.33 | 4.33K | 18.75K | 2.58M |
| Dec 16, 2022 | MARSHALL ALLAN | PURCHASE | 3.59 | 4.58K | 16.44K | 2.58M |
| Dec 15, 2022 | MARSHALL ALLAN | PURCHASE | 3.66 | 2.73K | 9.97K | 2.57M |
| Dec 14, 2022 | MARSHALL ALLAN | PURCHASE | 3.75 | 10K | 37.5K | 2.57M |
| Dec 09, 2022 | MARSHALL ALLAN | PURCHASE | 4.11 | 12K | 49.32K | 2.56M |
| Dec 01, 2022 | MARSHALL ALLAN | PURCHASE | 3.96 | 18.48K | 73.16K | 2.55M |
| Mar 30, 2022 | SALKIND GENE | PURCHASE | 4.00 | 125K | 500K | 125K |