13F QoQ Ownership Changes
UPXI Institutional Holders
Period 2024-12-31 · prior 2024-09-30 · 1 new · 0 added · 1 reduced · 10 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 98 | +98 | $61 | +$61 | — |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | 0 | $0 | $0 | — |
Sold Out(10)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Team Hewins, LLC | 0 | -428,254 | $0 | -$496.8K | — |
| VANGUARD GROUP INC | 0 | -278,264 | $0 | -$54.5K | — |
| STATE STREET CORP | 0 | -16,865 | $0 | -$3.3K | — |
| NORTHERN TRUST CORP | 0 | -15,950 | $0 | -$3.1K | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -13,100 | $0 | -$2.6K | — |
| Tower Research Capital LLC (TRC) | 0 | -12,812 | $0 | -$2.5K | — |
| GOLDMAN SACHS GROUP INC | 0 | -12,374 | $0 | -$2.4K | — |
| BANK OF AMERICA CORP /DE/ | 0 | -124 | $0 | -$24 | — |
| SIMPLEX TRADING, LLC | 0 | -15 | $0 | $0 | — |
| Royal Bank of Canada | 0 | -283 | $0 | $0 | — |