UPEXI, INC. - UPXI
Detailed investor-level table based on 13F positions.
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 | No change | 2,760,107 | 2,164 | 1.33% | 1.33% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,409,720 | 1,889 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MMCAP International Inc. SPC | History | No change | 2,326,777 | 1,824 | 0.15% | 0.15% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,197,029 | 936 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,064,936 | 835 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 888,906 | 697 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 770,236 | 600 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 582,895 | 457 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 419,302 | 328 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 311,362 | 244 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 271,216 | 212 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 232,206 | 182 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 229,653 | 180 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 192,022 | 150 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HRT FINANCIAL LP | History | No change | 142,525 | 111 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Reduced | 97,000 | 110 | 0.02% | 0.02% | 16 | -28,000 | -22.4% | Q3 2026 | Nov 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 117,311 | 91 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 78,000 | 88 | 0.0% | — | 18 | +78,000 | New | Q3 2026 | Oct 16, 2026 |
| Engineers Gate Manager LP | History | No change | 77,738 | 60 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 70,642 | 55 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 70,720 | 55 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 68,378 | 53 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 52,768 | 41 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | New | 33,491 | 38 | 0.01% | — | 24 | +33,491 | New | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,425 | 36 | 0.0% | 0.0% | 25 | -700 | -2.11% | Q3 2026 | Nov 02, 2026 |
| SIMPLEX TRADING, LLC | History | New | 28,320 | 32 | 0.0% | — | 27 | +28,320 | New | Q3 2026 | Nov 04, 2026 |
| Millington Financial Advisors, LLC | History | No change | 40,000 | 32 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 27,166 | 21 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smith Thornton Advisors LLC | History | No change | 17,500 | 19 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Cetera Investment Advisers | History | No change | 24,207 | 18 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 18,514 | 14 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 14,427 | 11 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,800 | 11 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Financial, LLC | History | No change | 15,000 | 11 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 13,300 | 10 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 11,400 | 8 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Private Advisor Group, LLC | History | No change | 10,475 | 8 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 10,005 | 7 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 10,067 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,771 | 5 | 0.0% | 0.0% | 40 | +3,190 | 201.77% | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,435 | 3 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -79,135 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -527 | -100.0% | Q3 2026 | Nov 03, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | — | — | -390 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 67 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 113 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 675 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 500 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |