47 tracked 13F filers disclose a position in UPXI as of the latest SEC 13F filings, a combined $8.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $3.3M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $768K | 776K | ▲+74% Added · +331K sh | Q1 2026 | |
| 3 | UBS Group AG | $755K | 766K | ▲+60% Added · +286K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $689K | 699K | ▼−9.2% Reduced · −71K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $671K | 681K | —Held | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $531K | 539K | ▲+7.8% Added · +39K sh | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $323K | 328K | →First observed position No prior filed position | Q1 2026 | |
| 8 | MILLENNIUM MANAGEMENT LLC | $290K | 294K | ▼−65% Reduced · −552K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $189K | 192K | —Held | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $188K | 191K | ▼−79% Reduced · −709K sh | Q1 2026 | |
| 11 | Quantbot Technologies LP | $122K | 123K | ▲New +123K sh | Q1 2026 | |
| 12 | XTX Topco Ltd | $118K | 119K | ▼−22% Reduced · −33K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $107K | 108K | ▲+21% Added · +19K sh | Q1 2026 | |
| 14 | J. Derek Lewis & Associates Inc. | $96K | 97K | ▼−36% Reduced · −55K sh | Q1 2026 | |
| 15 | NATIONAL BANK OF CANADA /FI/ | $81K | 82K | ▼−26% Reduced · −29K sh | Q1 2026 | |
| 16 | Point72 Asset Management, L.P. | $70K | 71K | ▼−83% Reduced · −335K sh | Q1 2026 | |
| 17 | Pinnacle Financial Partners, Inc. | $70K | 71K | —Held | Q1 2026 | |
| 18 | GROUP ONE TRADING LLC | $69K | 70K | ▼−90% Reduced · −659K sh | Q1 2026 | |
| 19 | Engineers Gate Manager LP | $52K | 53K | ▼−56% Reduced · −68K sh | Q1 2026 | |
| 20 | IMC-Chicago, LLC | $47K | 48K | ▲New +48K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $32K | 33K | —Held | Q1 2026 | |
| 22 | BALYASNY ASSET MANAGEMENT L.P. | $30K | 31K | ▼−89% Reduced · −249K sh | Q1 2026 | |
| 23 | SHARIAPORTFOLIO, INC. | $27K | 28K | ▼−65% Reduced · −52K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $24K | 24K | ▲+2.3% Added · +547 sh | Q1 2026 | |
| 25 | Quadrature Capital Ltd | $23K | 23K | ▼−94% Reduced · −338K sh | Q1 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, 2 funds opened a new position in UPXI and 3 added to an existing one, while 12 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 18 funds | $3.3B |
| MICROSOFT CORPMSFT | 18 funds | $2.6B |
| BROADCOM INCAVGO | 18 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 18 funds | $980.9M |
| MICRON TECHNOLOGY INCMU | 18 funds | $855.3M |
| ELI LILLY & COLLY | 18 funds | $775.5M |
| VISA INC-CLASS A SHARESV | 18 funds | $752.2M |
| COSTCO WHOLESALE CORPCOST | 18 funds | $747.4M |
| UNITEDHEALTH GROUP INCUNH | 18 funds | $505.7M |
| ORACLE CORPORCL | 18 funds | $483.4M |
| BOSTON SCIENTIFIC CORPBSX | 18 funds | $454.7M |
| PALANTIR TECHNOLOGIES INC-APLTR | 18 funds | $420.0M |
Ranked by how many of UPXI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 23, 2025 | MARSHALL ALLAN | Chief Executive Officer, Director | Buy (P) | 50K | $90K |
| Dec 16, 2025 | MARSHALL ALLAN | Chief Executive Officer, Director | Buy (P) | 50K | $104K |
| Dec 15, 2025 | MARSHALL ALLAN | Chief Executive Officer, Director | Buy (P) | 100K | $207K |
| Nov 20, 2025 | Salkind Gene | Director | Buy (P) | 50K | $128K |
| Nov 17, 2025 | Salkind Gene | Director | Buy (P) | 100K | $281K |
| Nov 17, 2025 | Salkind Gene | Director | Buy (P) | 100K | $265K |
| Jul 22, 2025 | Dugan Lawrence | Director | Buy (P) | 4K | $30K |
| Jul 16, 2025 | Dugan Lawrence | Director | Buy (P) | 10K | $57K |
| Jul 16, 2025 | Dugan Lawrence | Director | Buy (P) | 1K | $6K |
| Jul 15, 2025 | Dugan Lawrence | Director | Buy (P) | 1K | $5K |
| Jul 11, 2025 | MARSHALL ALLAN | Chief Executive Officer, Director, 10% Owner | Buy (P) | 162K | $800K |
| Jul 11, 2025 | Salkind Gene | Director, 10% Owner | Buy (P) | 20K | $100K |
This stock 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/UPXI/capital-change-brief"
Use Arkolith's capital_change_brief for UPXI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UPXI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.