13F

Stock

Upexi, Inc.

UPXI · held by 54 managers

Reported value

$14M

Holders

54

+10 new · −22 exited

Holders’ est. mark

−$6.63M

Price effect on 42 books still in the name

Largest holder

$3.34M

VANGUARD CAPITAL MANAGEMENT LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
VANGUARD CAPITAL MANAGEMENT LLC3.38M$3.34MHeld
Arrington Capital Management, LLC2.76M$2.72M−$1.92MCut−$1.92M
MMCAP International Inc. SPC2.33M$2.29M−$1.62MCut−$1.62M
OSAIC HOLDINGS, INC.775.9K$768.1K−$307KAdded$20.6K
UBS Group AG765.8K$755.1K−$333KCut−$51.2K
SUSQUEHANNA INTERNATIONAL GROUP, LLP698.7K$688.7K−$485.2KCut−$604.5K
BlackRock, Inc.681.3K$671.5K−$473.1KCut−$473.1K
GEODE CAPITAL MANAGEMENT, LLC538.5K$531.1K−$347.1KCut−$308.8K
VANGUARD FIDUCIARY TRUST CO328K$323.4KHeld
MILLENNIUM MANAGEMENT LLC294.2K$289.9K−$204.3KCut−$1.13M
State Street192K$189.3K−$133.3KCut−$133.3K
JANE STREET GROUP, LLC190.7K$187.9K−$132.4KCut−$1.32M
Quantbot Technologies LP123.4K$121.6KNew
OMERS ADMINISTRATION Corp120.8K$119.1K−$70.3KCut−$51K
XTX Topco Ltd119.5K$117.7K−$82.9KCut−$139.1K
NORTHERN TRUST CORP108.2K$106.7K−$62.2KCut−$43.8K
J. Derek Lewis & Associates Inc.97K$95.6K−$67.4KCut−$159.8K
NATIONAL BANK OF CANADA /FI/82K$80.8K−$56.9KCut−$106.2K
Point72 Asset Management, L.P.71.1K$70.1K−$49.4KCut−$612.4K
Pinnacle Financial Partners, Inc.70.7K$69.7K−$49.1KCut−$49.1K
GROUP ONE TRADING LLC70K$69K−$48.6KCut−$1.16M
Millington Financial Advisors, LLC40K$54K$8.4KAdded$8.4K
Engineers Gate Manager LP52.9K$52.1K−$36.7KCut−$150.2K
IMC-Chicago, LLC48.1K$47.4KNew
COMMONWEALTH EQUITY SERVICES, LLC32.6K$32.2K−$22.6KCut−$22.6K
Balyasny Asset Management L.P.30.5K$30.1K−$21.2KCut−$439.6K
Cetera Investment Advisers24.2K$23.9K−$16.4KCut−$15.9K
Quadrature Capital Ltd23.2K$22.8K−$16.1KCut−$584.7K
GOLDMAN SACHS GROUP INC22.2K$21.9K−$15.4KCut−$74.7K
Vanguard Global Advisers, LLC18.5K$18.3KHeld
Clearstead Advisors, LLC16K$15.8K−$11.1KCut−$11.1K
J.W. COLE ADVISORS, INC.15.1K$14.9K−$10.5KCut−$10.5K
Summit Financial, LLC13.5K$13.3KNew
LPL Financial LLC13.3K$13.1K−$9.21KCut−$27.9K
GREAT VALLEY ADVISOR GROUP, INC.11.7K$11.5K−$8.12KCut−$8.12K
Private Advisor Group, LLC11.5K$11.4K−$7.45KCut−$6.66K
Smith Thornton Advisors LLC11K$10.8K−$7.64KCut−$7.64K
Catalyst Funds Management Pty Ltd10.5K$10.3KNew
Mariner, LLC10K$9.86K−$6.94KCut−$6.94K
Waverly Advisors, LLC10K$9.86K−$6.94KCut−$13.2K
Rossby Financial, LCC9.2K$9.09K−$3.53KAdded$517
MORGAN STANLEY7.1K$7K−$4.93KCut−$224.5K
SBI Securities Co., Ltd.1.77K$1.74K−$1.23KCut−$114.3K
Portus Wealth Advisors, LLC1.59K$1.57KNew
MAI Capital Management875$863−$607Cut−$607
HRT FINANCIAL LP417.8K$411−$12Added$381
SIGNATUREFD, LLC113$111−$79Cut−$79
JONES FINANCIAL COMPANIES LLLP67$67New
PRICE T ROWE ASSOCIATES INC /MD/20.5K$21−$14Cut−$14
CITIGROUP INC5$5New
Farther Finance Advisors, LLC4$4−$3Cut−$50
Avion Wealth1.58K$1New
Strategic Investment Solutions, Inc. /IL56.4K$0New
ROYAL BANK OF CANADA70$0$0Held

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.