Fund shareholders of UPEXI INC
ISIN US39959A2050 · United States
- Fund shareholders
- 13
- Of which ETFs
- 0 13 other funds
- Value held
- 3.6M $
- Share of capital
- 5.5 % of 70.3M shares on May 11, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,738,202 | 2.7M $ | 0.00 % | 3.90 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 588,844 | 580.4K $ | 0.00 % | 0.84 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 242,027 | 160.5K $ | 0.00 % | 0.34 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 79,997 | 53K $ | 0.11 % | as of Feb 28, 2026 ↗ | |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 65,876 | 43.7K $ | 0.09 % | as of Feb 28, 2026 ↗ | |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 55,556 | 54.8K $ | 0.00 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 23,214 | 15.4K $ | 0.00 % | 0.03 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 20,500 | 20.2K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,173 | 9K $ | 0.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 6,556 | 8.7K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 971 | 957 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 493 | 485.9 $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 258 | 340.6 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 0.00 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 0.00 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 13 | +4 | 3,831,667 | +327.2 % |
| 2026Q1 | 9 | -1 | 896,991 | -19.7 % |
| 2025Q4 | 10 | +3 | 1,116,658 | +85.3 % |
| 2025Q3 | 7 | +2 | 602,509 | +6,883.2 % |
| 2025Q2 | 5 | 0 | 8,628 | +6.4 % |
| 2025Q1 | 5 | 8,110 |
Institutional managers
49 managers declare this company to the SEC (Form 13F); the 25 largest follow.
| 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 |
| HRT FINANCIAL LP | 417,849 | 411 $ | 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 |
| 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 |
| Millington Financial Advisors, LLC | 40,000 | 54K $ | 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 |
Declared shareholders of UPEXI INC
2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Polar Asset Management Partners Inc. | 9.99 % | 9,626,474 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.34 % | 3,729,099 | as of Mar 31, 2026 · SCHEDULE 13G |
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Titelia. "Fund shareholders of UPEXI INC". https://titelia.com/en/stocks/upexi-inc-US39959A2050