UPXI · Upexi, Inc.
$0.86
+0.05 (+6.26%)
At close · Jul 20
Market Cap
$60.07M
Shares
70.26M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 54
Total Value: $16,172,698
Total Shares: 16,405,945
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 56 13F filersTop Holder
20.6%
of institutional value
Top 5
64.7%
of institutional value
Top 10
84.0%
of institutional value
HHI
1,090
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $3,335,245 | 20.62% | 3,382,602 | Shares | Defined | 2026-05-15 | ||||
| Small Arrington Capital Management, LLC | $2,721,465 | 16.83% | 2,760,107 | Shares | Sole | 2026-05-14 | ||||
| Small MMCAP International Inc. SPC | $2,294,202 | 14.19% | 2,326,777 | Shares | Sole | 2026-05-15 | ||||
| Large OSAIC HOLDINGS, INC. | $764,999 | 4.73% | 775,862 | Shares | Defined | 2026-05-15 | ||||
| Mega UBS Group AG | $755,054 | 4.67% | 765,776 | Shares | Defined | 2026-05-05 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $688,945 | 4.26% | 698,728 | Shares | Other | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $671,769 | 4.15% | 681,308 | Shares | Sole | 2026-05-13 | ||||
| Mega JANE STREET GROUP, LLC | $670,578 | 4.15% | 680,100 | Call | Defined | 2026-05-12 | ||||
| Mega GEODE CAPITAL MANAGEMENT, LLC | $530,977 | 3.28% | 538,517 | Shares | Defined | 2026-05-15 | ||||
| Large HRT FINANCIAL LP | $411,999 | 2.55% | 417,849 | Shares | Defined | 2026-05-14 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $407,711 | 2.52% | 413,500 | Put | Other | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $323,391 | 2.00% | 327,983 | Shares | Defined | 2026-05-08 | ||||
| Mega MILLENNIUM MANAGEMENT LLC | $290,065 | 1.79% | 294,184 | Shares | Sole | 2026-05-15 | ||||
| Mega CITADEL ADVISORS LLC | $262,571 | 1.62% | 266,300 | Call | Defined | 2026-05-15 | ||||
| Mega STATE STREET CORP | $189,333 | 1.17% | 192,022 | Shares | Defined | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $188,024 | 1.16% | 190,695 | Shares | Defined | 2026-05-12 | ||||
| Mega CITADEL ADVISORS LLC | $150,365 | 0.93% | 152,500 | Put | Defined | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $146,223 | 0.90% | 148,300 | Call | Other | 2026-05-15 | ||||
| Mid Quantbot Technologies LP | $121,691 | 0.75% | 123,419 | Shares | Sole | 2026-05-13 | ||||
| Large OMERS ADMINISTRATION Corp | $119,108 | 0.74% | 120,800 | Shares | Sole | 2026-05-15 | ||||
| Mid XTX Topco Ltd | $117,781 | 0.73% | 119,454 | Shares | Defined | 2026-05-15 | ||||
| Mega NORTHERN TRUST CORP Bank | $106,704 | 0.66% | 108,220 | Shares | Defined | 2026-05-14 | ||||
| Small J. Derek Lewis & Associates Inc. | $95,642 | 0.59% | 97,000 | Shares | Sole | 2026-05-21 | ||||
| Large NATIONAL BANK OF CANADA /FI/ Bank | $80,852 | 0.50% | 82,000 | Shares | Defined | 2026-05-15 | ||||
| Large Point72 Asset Management, L.P. | $70,094 | 0.43% | 71,090 | Shares | Defined | 2026-05-15 | ||||
| Mid Pinnacle Financial Partners, Inc. | $69,729 | 0.43% | 70,720 | Shares | Defined | 2026-05-14 | ||||
| Mid GROUP ONE TRADING LLC | $69,047 | 0.43% | 70,028 | Shares | Sole | 2026-05-13 | ||||
| Mid Engineers Gate Manager LP | $52,113 | 0.32% | 52,853 | Shares | Sole | 2026-05-15 | ||||
| Mid IMC-Chicago, LLC | $47,397 | 0.29% | 48,070 | Shares | Sole | 2026-05-05 | ||||
| Micro Millington Financial Advisors, LLC | $39,440 | 0.24% | 40,000 | Shares | Sole | 2026-05-08 | ||||
| Mega JANE STREET GROUP, LLC | $37,665 | 0.23% | 38,200 | Put | Defined | 2026-05-12 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $32,168 | 0.20% | 32,625 | Shares | Sole | 2026-04-27 | ||||
| Large Balyasny Asset Management L.P. | $30,092 | 0.19% | 30,520 | Shares | Sole | 2026-05-15 | ||||
| Small SHARIAPORTFOLIO, INC. | $27,399 | 0.17% | 27,789 | Shares | Sole | 2026-06-12 | ||||
| Large Cetera Investment Advisers | $23,868 | 0.15% | 24,207 | Shares | Sole | 2026-05-13 | ||||
| Mid Quadrature Capital Ltd | $22,844 | 0.14% | 23,169 | Shares | Other | 2026-05-15 | ||||
| Mega GOLDMAN SACHS GROUP INC | $21,880 | 0.14% | 22,191 | Shares | Defined | 2026-05-15 | ||||
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $20,213 | 0.12% | 20,500 | Shares | Defined | 2026-05-15 | ||||
| Mega Vanguard Global Advisers, LLC | $18,254 | 0.11% | 18,514 | Shares | Defined | 2026-05-08 | ||||
| Mid Clearstead Advisors, LLC | $15,776 | 0.10% | 16,000 | Shares | Sole | 2026-05-06 | ||||
| Mid J.W. COLE ADVISORS, INC. | $14,888 | 0.09% | 15,100 | Shares | Sole | 2026-04-23 | ||||
| Micro Smith Thornton Advisors LLC | $13,720 | 0.08% | 17,500 | Shares | Sole | 2026-07-14 | ||||
| Mid Summit Financial, LLC | $13,311 | 0.08% | 13,500 | Shares | Sole | 2026-05-15 | ||||
| Mega LPL Financial LLC | $13,081 | 0.08% | 13,267 | Shares | Sole | 2026-05-06 | ||||
| Mid GREAT VALLEY ADVISOR GROUP, INC. | $11,536 | 0.07% | 11,700 | Shares | Sole | 2026-05-11 | ||||
| Mid Private Advisor Group, LLC | $11,363 | 0.07% | 11,525 | Shares | Sole | 2026-04-27 | ||||
| Small Catalyst Funds Management Pty Ltd | $10,353 | 0.06% | 10,500 | Shares | Sole | 2026-05-11 | ||||
| Large Mariner, LLC | $9,864 | 0.06% | 10,005 | Shares | Sole | 2026-05-13 | ||||
| Mid Waverly Advisors, LLC | $9,860 | 0.06% | 10,000 | Shares | Sole | 2026-05-15 | ||||
| Small Rossby Financial, LCC | $9,071 | 0.06% | 9,200 | Shares | Sole | 2026-05-11 | ||||
| Mega MORGAN STANLEY | $6,998 | 0.04% | 7,100 | Shares | Defined | 2026-05-15 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $1,741 | 0.01% | 1,766 | Shares | Defined | 2026-04-28 | ||||
| Micro Portus Wealth Advisors, LLC | $1,569 | 0.01% | 1,592 | Shares | Sole | 2026-04-22 | ||||
| Micro Avion Wealth | $1,558 | 0.01% | 1,581 | Shares | Sole | 2026-05-01 | ||||
| Mid MAI Capital Management | $862 | 0.01% | 875 | Shares | Sole | 2026-05-15 | ||||
| Mid SIGNATUREFD, LLC | $111 | 0.00% | 113 | Shares | Sole | 2026-04-07 | ||||
| Mega ROYAL BANK OF CANADA Bank | $69 | 0.00% | 70 | Shares | Sole | 2026-05-15 | ||||
| Large JONES FINANCIAL COMPANIES LLLP | $66 | 0.00% | 67 | Shares | Sole | 2026-05-15 | ||||
| Mega CITIGROUP INC | $4 | 0.00% | 5 | Shares | Defined | 2026-05-11 | ||||
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