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Upexi Inc

Institutional holders · 13F as of Mar 31, 2026

69 holders

HolderValueShares% of shares
Royal Bank of Canada$0700.00%
SG Americas Securities, LLC$1114,4270.02%
T. Rowe Price Associates, Inc.$3520,5000.03%
Farther Finance Advisors, LLC$54320.00%
SIGNATUREFD, LLC$1901130.00%
Catherine Avery Investment Management LLC$4202500.00%
MAI Capital Management$8638750.00%
ARMSTRONG ADVISORY GROUP, INC$1.7K1,0000.00%
GF FUND MANAGEMENT CO. LTD.$2.7K1,6230.00%
CIBC Private Wealth Group LLC$6.7K4,0000.01%
LPL Financial LLC$7.9K10,0670.01%
Rossby Financial, LCC$8.6K5,1000.01%
DEUTSCHE BANK AG$8.9K11,4000.02%
Mariner, LLC$9.9K10,0050.01%
nVerses Capital, LLC$16.9K10,0450.01%
Jefferies Financial Group Inc.$17.0K10,1310.01%
WINTON GROUP Ltd$17.8K10,5810.02%
Private Advisor Group, LLC$18.0K10,7250.02%
Smith Thornton Advisors LLC$18.5K11,0000.02%
GREAT VALLEY ADVISOR GROUP, INC.$19.7K11,7000.02%
Waverly Advisors, LLC$23.1K13,7250.02%
J.W. COLE ADVISORS, INC.$25.4K15,1000.02%
Clearstead Advisors, LLC$26.9K16,0000.02%
GTS SECURITIES LLC$27.8K16,5380.02%
Balyasny Asset Management L.P.$30.1K30,5200.04%
TWO SIGMA SECURITIES, LLC$30.5K18,1540.03%
Lighthouse Investment Partners, LLC$30.5K18,1800.03%
Millington Financial Advisors, LLC$32.2K40,0000.06%
Cetera Investment Advisers$39.7K23,6600.03%
NOMURA HOLDINGS INC$40.3K24,0000.03%
BANK OF AMERICA CORP /DE$41.9K24,9130.04%
Keystone Financial Group$45.9K27,3250.04%
COMMONWEALTH EQUITY SERVICES, LLC$54.8K32,6250.05%
Tower Research Capital LLC (TRC)$56.9K33,8810.05%
Phoenix Financial Ltd.$87.3K52,0000.07%
THE GOLDMAN SACHS GROUP, INC.$96.5K57,4550.08%
Aristides Capital LLC$99.7K59,3420.08%
SBI Securities Co., Ltd.$116.1K69,0860.10%
Pinnacle Financial Partners, Inc.$118.8K70,7200.10%
OMERS Administration Corporation$119.1K120,8000.17%
SHARIAPORTFOLIO, INC.$134.1K79,8280.11%
SIMPLEX TRADING, LLC$146.5K87,2030.12%
NORTHERN TRUST CORP$150.5K89,5900.13%
STATE STREET CORPORATION$150.6K192,0220.27%
NATIONAL BANK OF CANADA /FI$187.0K111,3000.16%
Engineers Gate Manager LP$202.3K120,3890.17%
Morgan Stanley$231.5K137,7880.20%
J. Derek Lewis & Associates Inc.$255.4K152,0000.22%
XTX Topco Ltd$256.8K152,8730.22%
Caitong International Asset Management Co., Ltd$268.5K159,8000.23%
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