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UP Fintech Holding Limited

Institutional holders · 13F as of Sep 30, 2025

160 holders

HolderValueShares% of shares
Persistent Asset Partners Ltd$124.7K11,688
Legal & General Group Plc$122.9K12,864
BINGHAM PRIVATE WEALTH, LLC$121.0K12,659
Alliance Wealth Advisors, LLC /UT$120.4K12,598
Pathstone Holdings, LLC$120.1K12,562
GAMMA Investing LLC$119.6K12,515
Advisory Services Network, LLC$118.6K12,405
OSAIC HOLDINGS, INC.$116.6K12,197
JONES FINANCIAL COMPANIES LLLP$114.5K11,981
Vontobel Holding Ltd.$111.1K11,624
AMERICAN CENTURY COMPANIES INC$109.5K11,452
WRAPMANAGER INC$105.0K10,981
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$104.4K10,000
Alberta Investment Management Corp$101.3K10,500
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC$99.7K10,433
NOMURA HOLDINGS INC$97.7K15,500
Wilmington Savings Fund Society, FSB$95.6K10,000
Brooklyn Investment Group$94.2K10,363
TWO SIGMA INVESTMENTS, LP$89.5K14,200
Campbell & CO Investment Adviser LLC$89.5K14,200
Bayforest Capital Ltd$55.1K5,768
SBI Securities Co., Ltd.$53.1K5,558
Mirae Asset Global Investments Co., Ltd.$42.9K4,487
Quantbot Technologies LP$42.1K4,403
GeoWealth Management, LLC$34.8K3,642
Royal Bank of Canada$29.0K4,698
EverSource Wealth Advisors, LLC$24.9K2,603
Barclays PLC$23.9K2,500
CULLEN/FROST BANKERS, INC.$19.1K2,000
Bogart Wealth, LLC$17.9K1,868
Quarry LP$16.3K1,708
Farther Finance Advisors, LLC$14.5K1,521
Altshuler Shaham Ltd$11.3K1,800
RHUMBLINE ADVISERS$8.3K1,323
Larson Financial Group LLC$6.1K643
ORG Wealth Partners, LLC$6.0K626
REAP Financial Group, LLC$4.8K500
Delos Wealth Advisors, LLC$4.7K488
Federation des caisses Desjardins du Quebec$3.5K370
Harvest Fund Management Co., Ltd$2.9K300,000
Cornerstone Planning Group LLC$2.7K309
Signature Equity Partners, LLC$2.3K237
Blue Trust, Inc.$2.1K221
Smartleaf Asset Management LLC$1.7K176
SJS Investment Consulting Inc.$1.2K127
GSA CAPITAL PARTNERS LLP$1.1K168,137
Rossby Financial, LCC$1.0K106
NewEdge Advisors, LLC$956100
VAN ECK ASSOCIATES CORP$70974,181
Tower Research Capital LLC (TRC)$67971
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