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OSAIC HOLDINGS, INC.

Position in UPXI — Upexi, Inc.

CIK 1677044 SCOTTSDALE, AZ

Position in UPXI

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$764,999
+$17,482 QoQ
Shares Held
775,862
+74.4% QoQ
Ownership
1.10%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UPXI Over Time

Shares Held

Position Value (USD)

Position in Internet Content & Information

Communication Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $979,669,019 across 54 Internet Content & Information names. UPXI ranks #9 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UPXI

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $764,999 775,862
2025-12-31 $747,517 444,951
2025-09-30 $108,250 18,761
2025-06-30 $9,133 3,065