Funds holding UPEXI INC
13 funds declare a position · 0 ETFs and 13 other funds · 3.6M $ · US39959A2050
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,738,202 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 588,844 | 580.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 242,027 | 160.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 4 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 79,997 | 53K $ | as of Feb 28, 2026 · Original filing | |
| 5 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 65,876 | 43.7K $ | as of Feb 28, 2026 · Original filing | |
| 6 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 55,556 | 54.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 23,214 | 15.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 8 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,500 | 20.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 9 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,173 | 9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 10 | Victory Extended Market Index Fund Victory Portfolios III | 6,556 | 8.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 11 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 971 | 957 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 12 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 493 | 485.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 13 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 258 | 340.6 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
Institutional managers
49 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Arrington Capital Management, LLC | 2,760,107 | 2.7M $ | as of Mar 31, 2026 |
| MMCAP International Inc. SPC | 2,326,777 | 2.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 775,862 | 768.1K $ | as of Mar 31, 2026 |
| UBS Group AG | 765,776 | 755.1K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 698,728 | 688.7K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 681,308 | 671.5K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 538,517 | 531.1K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 294,184 | 289.9K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 192,022 | 189.3K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 190,695 | 187.9K $ | as of Mar 31, 2026 |
| Quantbot Technologies LP | 123,419 | 121.6K $ | as of Mar 31, 2026 |
| OMERS ADMINISTRATION Corp | 120,800 | 119.1K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 119,454 | 117.7K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 108,220 | 106.7K $ | as of Mar 31, 2026 |
| J. Derek Lewis & Associates Inc. | 97,000 | 95.6K $ | as of Mar 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | 82,000 | 80.8K $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 71,090 | 70.1K $ | as of Mar 31, 2026 |
| Pinnacle Financial Partners, Inc. | 70,720 | 69.7K $ | as of Mar 31, 2026 |
| GROUP ONE TRADING LLC | 70,028 | 69K $ | as of Mar 31, 2026 |
| Millington Financial Advisors, LLC | 40,000 | 54K $ | as of Mar 31, 2026 |
| Engineers Gate Manager LP | 52,853 | 52.1K $ | as of Mar 31, 2026 |
| IMC-Chicago, LLC | 48,070 | 47.4K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 32,625 | 32.2K $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 30,520 | 30.1K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 24,207 | 23.9K $ | as of Mar 31, 2026 |