Among active 13F managers last quarter, 1 opened and 7 added, while 6 reduced; the largest holder to move was Millennium Management LLC (−65%). No open-market insider trades in the last 180 days.
No leg leans either way.
42 tracked 13F filers disclose a position in UPXI as of the latest SEC 13F filings, a combined $9.3M 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 | Arrington Capital Management, LLC | 2.8M | $2.2M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 2.4M | $1.9M | ▼−29% Reduced · −973K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 889K | $697K | ▲+30% Added · +208K sh | Q2 2026 | |
| 4 | Osaic Holdings, Inc. | 776K | $768K | ▲+74% Added · +331K sh | Q1 2026 | |
| 5 | UBS Group AG | 766K | $755K | ▲+60% Added · +286K sh | Q1 2026 | |
| 6 | Susquehanna International Group, LLP | 699K | $689K | ▼−9.2% Reduced · −71K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 583K | $457K | ▲+8.2% Added · +44K sh | Q2 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 311K | $244K | ▼−5.1% Reduced · −17K sh | Q2 2026 | |
| 9 | Millennium Management LLC | 294K | $290K | ▼−65% Reduced · −552K sh | Q1 2026 | |
| 10 | State Street Corp | 192K | $151K | —Held | Q2 2026 | |
| 11 | Jane Street Group, LLC | 191K | $188K | ▼−79% Reduced · −709K sh | Q1 2026 | |
| 12 | J. Derek Lewis & Associates Inc. | 125K | $98K | ▲+29% Added · +28K sh | Q2 2026 | |
| 13 | Quantbot Technologies LP | 123K | $122K | ▲New +123K sh | Q1 2026 | |
| 14 | XTX Topco Ltd | 119K | $118K | ▼−22% Reduced · −33K sh | Q1 2026 | |
| 15 | Northern Trust Corp | 108K | $107K | ▲+21% Added · +19K sh | Q1 2026 | |
| 16 | Citadel Advisors LLC | 100K | $79K | ▲Added Added · +100K sh | Q2 2026 | |
| 17 | National Bank Of Canada | 82K | $81K | ▼−26% Reduced · −29K sh | Q1 2026 | |
| 18 | Engineers Gate Manager LP | 78K | $61K | ▲+47% Added · +25K sh | Q2 2026 | |
| 19 | Pinnacle Financial Partners, Inc. | 71K | $55K | —Held | Q2 2026 | |
| 20 | IMC-Chicago, LLC | 48K | $47K | ▲New +48K sh | Q1 2026 | |
| 21 | Millington Financial Advisors, LLC | 40K | $32K | —Held | Q2 2026 | |
| 22 | Commonwealth Equity Services, LLC | 33K | $32K | —Held | Q1 2026 | |
| 23 | Balyasny Asset Management L.P. | 31K | $30K | ▼−89% Reduced · −249K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | 24K | $24K | ▲+2.3% Added · +547 sh | Q1 2026 | |
| 25 | Goldman Sachs Group Inc | 22K | $22K | ▼−61% Reduced · −35K 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, 1 fund opened a new position in UPXI and 7 added to an existing one, while 6 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 | 16 funds | $6.5B |
| Apple IncAAPL | 16 funds | $5.4B |
| Amazon.com IncAMZN | 16 funds | $4.8B |
| Microsoft CorpMSFT | 16 funds | $3.3B |
| Meta Platforms Inc-Class AMETA | 16 funds | $2.7B |
| Broadcom IncAVGO | 16 funds | $2.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 16 funds | $1.6B |
| JPMorgan Chase & CoJPM | 16 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $1.4B |
| RTX CorpRTX | 16 funds | $1.2B |
| Bank Of America CorpBAC | 16 funds | $1.2B |
| Chevron CorpCVX | 16 funds | $1.1B |
Ranked by how many of UPXI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UPXI.
| 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) 2 lots, same day | 200K | $546K |
| Jul 22, 2025 | Dugan Lawrence | Director | Buy (P) | 4K | $30K |
| Jul 16, 2025 | Dugan Lawrence | Director | Buy (P) 2 lots, same day | 11K | $63K |
| Jul 15, 2025 | Dugan Lawrence | Director | Buy (P) | 1K | $5K |
| Jul 11, 2025 | Salkind Gene | Director, 10% Owner | Buy (P) | 20K | $100K |
| Jul 11, 2025 | Marshall Allan | Chief Executive Officer, Director, 10% Owner | Buy (P) | 162K | $800K |
| Apr 17, 2025 | Norstrud Andrew James | Chief Financial Officer, Director | Buy (P) | 44K | $100K |
| Apr 17, 2025 | Marshall Allan | Chief Executive Officer, Director, 10% Owner | Buy (P) | 658K | $1.5M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 16 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for UPXI
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.