Fund shareholders of Upexi Inc
ISIN US39959A2050 · United States
- Fund shareholders
- 13
- Of which ETFs
- 1 12 other funds
- Value held
- 2.4M $
- Share of capital
- 3.5 % of 82.1M shares on Sep 15, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,794,902 | 1.4M $ | 0.00 % | 2.19 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 586,729 | 460.1K $ | 0.00 % | 0.71 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 196,076 | 153.8K $ | 0.01 % | 0.24 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 104,881 | 124.8K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 79,273 | 94.3K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 56,456 | 44.3K $ | 0.00 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 38,770 | 46.1K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 28,089 | 22K $ | 0.03 % | as of Jun 30, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 13,143 | 10.3K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 8,663 | 10.3K $ | 0.01 % | as of May 31, 2026 ↗ | |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,206 | 945.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 493 | 386.6 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 311 | 235 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 13 | 0 | 2,908,992 | -24.1 % |
| 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 table shows the 25 largest.
| 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
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Hivemind Capital Partners, LLC and 3 others | 9.99 % | 8,928,365 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 3.89 % | 2,739,596 | as of Jun 30, 2026 · SCHEDULE 13G |
| GSR Growth Investments LP and 6 others | 3.11 % | 2,185,965 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Upexi Inc". https://titelia.com/en/stocks/upexi-inc-US39959A2050