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Equibles

LPL Financial LLC

Position in UPXI — Upexi, Inc.

CIK 1403438 FORT MILL, SC
Back to UPXI Full portfolio

Position in UPXI

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$7,892
-$5,189 QoQ
Shares Held
10,067
-24.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 48 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UPXI Over Time

Shares Held

Position Value (USD)

Derivatives in UPXI

reported options exposure · as of Sep 30, 2025
CallValue
$577,000
CallShares
100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Internet Content & Information

Communication Services · as of Jun 30, 2026

LPL Financial LLC holds $7,642,556,123 across 32 Internet Content & Information names. UPXI ranks #32 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GOOGL
Alphabet Inc.
 15,625,475 $5,555,796,495
2 META
Meta Platforms, Inc.
 3,186,464 $1,794,903,306
3 NBIS
Nebius Group N.V.
 562,832 $155,437,313
4 SPOT
Spotify Technology S.A.
 121,171 $55,633,241
5 RDDT
Reddit, Inc.
 159,903 $27,755,962
6 BIDU
Baidu, Inc.
 109,424 $12,506,068
7 PINS
Pinterest, Inc.
 434,865 $9,145,210
8 CARS
Cars.com Inc.
 551,540 $6,033,847

All Filings in UPXI

Export CSV
6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,892 10,067
2026-03-31 $13,081 13,267
2025-12-31 $40,936 24,367
2025-09-30 $577,000 100,000
2025-09-30 $93,733 16,245
2025-06-30 $134,859 45,255