Among active 13F managers last quarter, 1 opened and 2 added, while 1 reduced; the largest holder to move was 46 Peaks LLC (−5.8%).
6 tracked 13F filers disclose a position in UPAR as of the latest SEC 13F filings, a combined $34.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MAI Capital Management | 2.1M | $33.4M | ▲New +2.1M sh | Q2 2026 | |
| 2 | 46 Peaks LLC | 48K | $778K | ▼−5.8% Reduced · −3K sh | Q2 2026 | |
| 3 | Brookwood Investment Group LLC | 13K | $203K | ▲+3.6% Added · +432 sh | Q2 2026 | |
| 4 | Fermata Advisors, LLC | 11K | $179K | ▲+0.6% Added · +69 sh | Q2 2026 | |
| 5 | ZEGA Investments, LLC | 10K | $166K | ▲New +10K sh | Q2 2026 | |
| 6 | TD Waterhouse Canada Inc. | 2K | $32K | ▲New +2K sh | Q2 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, 1 fund opened a new position in UPAR and 2 added to an existing one, while 1 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 4 funds | $88.7M |
| Micron Technology IncMU | 4 funds | $26.0M |
| Vanguard S&P 500 ETFVOO | 4 funds | $13.0M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $10.8M |
| Apple IncAAPL | 3 funds | $144.8M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $60.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 3 funds | $55.2M |
| Amazon.com IncAMZN | 3 funds | $42.9M |
| Vanguard Growth ETFVUG | 3 funds | $40.3M |
| Microsoft CorpMSFT | 3 funds | $31.1M |
| Costco Wholesale CorpCOST | 3 funds | $27.4M |
| Alphabet Inc-CL AGOOGL | 3 funds | $26.8M |
Ranked by how many of UPAR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UPAR.
| Class | 13F holders | Value held |
|---|---|---|
| GRNYmc | 308 funds | $1.8B |
| SPUSmc | 89 funds | $215.1M |
| SPSKmc | 64 funds | $120.3M |
| SFYmc | 63 funds | $329.8M |
| NANCmc | 53 funds | $8.0M |
| RISRUIT EXCHANGE TRADED | 51 funds | $149.3M |
| JSTCcommon | 44 funds | $127.1M |
| HFGMUNLIMITED HFGM | 31 funds | $95.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UPAR
This ETF 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/UPAR/capital-change-brief"
Use Arkolith's capital_change_brief for UPAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UPAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.