UPEXI, INC. - UPXI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arrington Capital Management, LLC | History | New | 2,760,107 | 4,636 | 4.35% | — | 1 | +2,760,107 | New | Q4 2025 | Feb 17, 2026 |
| Marex Group plc | History | Added to | 2,507,176 | 4,212 | 0.03% | 0.03% | 2 | +1,863,000 | 289.21% | Q4 2025 | Feb 12, 2026 |
| MMCAP International Inc. SPC | History | Added to | 2,326,777 | 3,908 | 0.39% | 0.51% | 3 | +1,559,844 | 203.39% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,159,932 | 3,628 | 0.0% | 0.0% | 4 | -2,554,547 | -54.19% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,864,726 | 3,132 | 0.0% | 0.0% | 5 | -681,744 | -26.77% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 846,545 | 1,422 | 0.0% | 0.0% | 6 | +480,588 | 131.32% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 826,080 | 1,387 | 0.0% | 0.0% | 7 | -681,640 | -45.21% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | New | 744,441 | 1,250 | 0.0% | — | 8 | +744,441 | New | Q4 2025 | Feb 17, 2026 |
| GROUP ONE TRADING LLC | History | New | 728,927 | 1,224 | 0.0% | — | 9 | +728,927 | New | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | No change | 710,744 | 1,194 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 681,308 | 1,144 | 0.0% | 0.0% | 11 | -729 | -0.11% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 499,610 | 839 | 0.0% | 0.0% | 12 | +41,263 | 9.0% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 479,885 | 806 | 0.0% | 0.0% | 13 | -277,359 | -36.63% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 444,951 | 747 | 0.0% | 0.0% | 14 | +426,190 | 2271.68% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 406,258 | 682 | 0.0% | — | 15 | +406,258 | New | Q4 2025 | Feb 17, 2026 |
| Quadrature Capital Ltd | History | New | 361,657 | 607 | 0.01% | — | 16 | +361,657 | New | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 319,600 | 536 | 0.13% | — | 17 | +319,600 | New | Q4 2025 | Mar 03, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 279,579 | 469 | 0.0% | — | 18 | +279,579 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | No change | 192,022 | 322 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 174,767 | 293 | 0.0% | — | 20 | +174,767 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | Added to | 152,873 | 256 | 0.01% | 0.01% | 21 | +121,574 | 388.43% | Q4 2025 | Feb 17, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 152,000 | 255 | 0.06% | — | 22 | +152,000 | New | Q4 2025 | Mar 23, 2026 |
| MORGAN STANLEY | History | Reduced | 137,788 | 231 | 0.0% | 0.0% | 23 | -163,335 | -54.24% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 120,389 | 202 | 0.0% | 0.0% | 24 | +107,132 | 808.12% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 111,300 | 186 | 0.0% | 0.0% | 25 | +96,500 | 652.03% | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | New | 101,200 | 170 | 0.0% | — | 26 | +101,200 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 89,590 | 150 | 0.0% | 0.0% | 27 | +582 | 0.65% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 87,203 | 146 | 0.0% | 0.0% | 28 | -179,932 | -67.36% | Q4 2025 | Feb 11, 2026 |
| SHARIAPORTFOLIO, INC. | History | Reduced | 79,828 | 134 | 0.06% | 1.37% | 29 | -542,900 | -87.18% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 70,720 | 118 | 0.0% | — | 30 | +70,720 | New | Q4 2025 | Feb 18, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 69,086 | 116 | 0.0% | 0.01% | 31 | -13,205 | -16.05% | Q4 2025 | Feb 03, 2026 |
| Aristides Capital LLC | History | New | 59,342 | 99 | 0.02% | — | 32 | +59,342 | New | Q4 2025 | Feb 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 57,455 | 96 | 0.0% | 0.0% | 33 | +29,528 | 105.73% | Q4 2025 | Mar 25, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 52,000 | 87 | 0.0% | 0.0% | 34 | -18,000 | -25.71% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 33,881 | 56 | 0.0% | 0.0% | 35 | +31,247 | 1186.29% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 32,625 | 54 | 0.0% | 0.0% | 36 | +1,300 | 4.15% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | New | 27,325 | 45 | 0.0% | — | 37 | +27,325 | New | Q4 2025 | Feb 06, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 40,000 | 45 | 0.02% | 0.06% | 38 | +20,000 | 100.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,913 | 41 | 0.0% | 0.0% | 39 | +11,188 | 81.52% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 24,367 | 40 | 0.0% | 0.0% | 41 | -91,878 | -79.04% | Q4 2025 | Feb 11, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 24,000 | 40 | 0.0% | 0.0% | 40 | +6,000 | 33.33% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 23,660 | 39 | 0.0% | 0.0% | 42 | +6,540 | 38.2% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 20,500 | 35 | 0.0% | — | 43 | +20,500 | New | Q4 2025 | Feb 17, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 18,180 | 30 | 0.0% | 0.03% | 45 | -181,820 | -90.91% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 18,154 | 30 | 0.0% | — | 44 | +18,154 | New | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 16,538 | 27 | 0.0% | — | 46 | +16,538 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | New | 16,000 | 26 | 0.0% | — | 47 | +16,000 | New | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,100 | 25 | 0.0% | 0.0% | 48 | -500 | -3.21% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | New | 13,725 | 23 | 0.0% | — | 49 | +13,725 | New | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 11,700 | 19 | 0.0% | 0.0% | 50 | +1,000 | 9.35% | Q4 2025 | Feb 12, 2026 |
| Smith Thornton Advisors LLC | History | New | 11,000 | 18 | 0.01% | — | 52 | +11,000 | New | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | New | 10,725 | 18 | 0.0% | — | 51 | +10,725 | New | Q4 2025 | Feb 17, 2026 |
| WINTON GROUP Ltd | History | New | 10,581 | 17 | 0.0% | — | 54 | +10,581 | New | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 10,131 | 17 | 0.0% | — | 53 | +10,131 | New | Q4 2025 | Feb 09, 2026 |
| nVerses Capital, LLC | History | New | 10,045 | 16 | 0.04% | — | 56 | +10,045 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | No change | 10,000 | 16 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 5,100 | 8 | 0.0% | 0.05% | 57 | -16,700 | -76.61% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 4,000 | 6 | 0.0% | — | 58 | +4,000 | New | Q4 2025 | Feb 12, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,623 | 2 | 0.0% | 0.0% | 59 | -383 | -19.09% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | No change | 875 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,000 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,250,000 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -417,983 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HEIGHTS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.41% | — | -250,000 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225,483 | -100.0% | Q3 2025 | Mar 31, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -150,227 | -100.0% | Q3 2025 | Nov 26, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -76,408 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -74,478 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.73% | — | -70,565 | -100.0% | Q3 2025 | Feb 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -60,139 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CANTOR FITZGERALD, L. P. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,463 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,706 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,645 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,073 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aspiring Ventures, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,039 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Clear Street Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,343 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,387 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q3 2025 | Oct 29, 2025 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,500 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.02% | — | -3,257 | -100.0% | Q3 2025 | Dec 03, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -1,495 | -97.9% | Q4 2025 | Jan 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -890 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -683 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Catherine Avery Investment Management LLC | History | Added to | 250 | 0 | — | — | — | +100 | 66.67% | Q4 2025 | Jan 05, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ROYAL BANK OF CANADA | History | New | 71 | 0 | — | — | — | +71 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNATUREFD, LLC | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |