13FBOX
UPEXI INC · 13F Institutional Holdings
Options Calculator Rankings
U

UPEXI INC

UPXI
Institutions
48
Combined AUM (Q2 2026)
$11.7M
Combined Shares (Q2 2026)
14.9M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+926,854
26 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.7M
29 · 17 Exit · ≈
⚖️ Net
-1.8M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$11.7M
Institutions
48
New Buys
10
Adds
16
Reduces
12
Exits
17
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Arrington Capital Management, LLC
1.33%2.8%#1$2.2M2.8M$2.7M2.8M00.00%Unchanged
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#21$1.9M2.4M$3.3M3.4M-972,882-28.76%Reduce
MMCAP International Inc. SPC
0.15%0.2%#2$1.8M2.3M$2.3M2.3M00.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#17$936,6361.2M$1.2M1.3M-63,499-5.04%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#19$835,1241.1M$895,905908,995+155,941+17.16%Add
BlackRock, Inc.
<0.01%<0.01%#34$697,081888,906$671,497681,308+207,598+30.47%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$600,782770,236$768,100775,862-5,626-0.73%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#27$457,354582,895$531,054538,517+44,378+8.24%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#23$328,816419,302$412,769418,800+502+0.12%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#20$244,108311,362$323,391327,983-16,621-5.07%Reduce
MILLENNIUM MANAGEMENT LLC
<0.01%<0.01%#18$212,688271,216$289,948294,184-22,968-7.81%Reduce
UBS Group AG
<0.01%<0.01%#28$182,049232,206$755,056765,776-533,570-69.68%Reduce
XTX Topco Ltd
<0.01%<0.01%#6$180,094229,653$117,734119,454+110,199+92.25%Add
STATE STREET CORP
<0.01%<0.01%#41$150,584192,022$189,257192,02200.00%Unchanged
GROUP ONE TRADING LLC
<0.01%<0.01%#14$117,159149,400$69,02070,028+79,372+113.34%Add
HRT FINANCIAL LP
<0.01%<0.01%#11$111,768142,525$411,000417,849-275,324-65.89%Reduce
J. Derek Lewis & Associates Inc.
0.02%0.02%#3$98,025125,000$95,60497,000+28,000+28.87%Add
NORTHERN TRUST CORP
<0.01%<0.01%#33$91,995117,311$106,662108,220+9,091+8.40%Add
CITIGROUP INC
<0.01%<0.01%#29$62,05879,135$55+79,130+1,582,600.00%Add
Engineers Gate Manager LP
<0.01%<0.01%#8$60,96277,738$52,09252,853+24,885+47.08%Add
Pinnacle Financial Partners, Inc.
<0.01%<0.01%#10$55,45970,720$69,70270,72000.00%Unchanged
Virtu Financial LLC
<0.01%#7$55,39770,642$00+70,642New Buy
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#40$53,62268,378$21,87122,191+46,187+208.13%Add
IMC-Chicago, LLC
<0.01%<0.01%#35$41,38152,768$47,37848,070+4,698+9.77%Add
Millington Financial Advisors, LLC
0.01%0.02%#4$32,18440,000$54,00040,00000.00%Unchanged
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$25,98033,125$32,16032,625+500+1.53%Add
MORGAN STANLEY
<0.01%<0.01%#45$21,30427,166$1.7M301,123-273,957-90.98%Reduce
Cetera Investment Advisers
<0.01%<0.01%#30$18,98324,207$23,85824,20700.00%Unchanged
Vanguard Global Advisers, LLC
<0.01%<0.01%#37$14,51518,514$18,25518,51400.00%Unchanged
Smith Thornton Advisors LLC
0.01%0.01%#5$13,26017,500$10,84211,000+6,500+59.09%Add
Summit Financial, LLC
<0.01%<0.01%#15$11,76315,000$13,30613,500+1,500+11.11%Add
J.W. COLE ADVISORS, INC.
<0.01%<0.01%#12$11,60614,800$14,88315,100-300-1.99%Reduce
SG Americas Securities, LLC
<0.01%#39$11,31414,427$00+14,427New Buy
Stratos Wealth Partners, LTD.
<0.01%#16$10,43013,300$00+13,300New Buy
SIMPLEX TRADING, LLC
<0.01%<0.01%#38$10,35113,200$4,0404,100+9,100+221.95%Add
DEUTSCHE BANK AG\
<0.01%#42$8,89211,400$00+11,400New Buy
Private Advisor Group, LLC
<0.01%<0.01%#22$8,21410,475$11,36011,525-1,050-9.11%Reduce
LPL Financial LLC
<0.01%<0.01%#43$7,89510,067$13,07613,267-3,200-24.12%Reduce
Mariner, LLC
<0.01%<0.01%#36$7,84610,005$9,86110,00500.00%Unchanged
JPMORGAN CHASE & CO
<0.01%#46$3,6814,435$00+4,435New Buy
Integrated Wealth Concepts LLC
<0.01%#31$2,7453,500$00+3,500New Buy
SBI Securities Co., Ltd.
<0.01%<0.01%#26$1,2401,581$1,7411,766-185-10.48%Reduce
Tower Research Capital LLC (TRC)
<0.01%#32$529675$00+675New Buy
Catherine Avery Investment Management LLC
<0.01%#13$392500$00+500New Buy
VALLEY NATIONAL ADVISERS INC
<0.01%#24$306390$00+390New Buy
SIGNATUREFD, LLC
<0.01%<0.01%#44$89113$11111300.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#47$5667$676700.00%Unchanged
Optiver Holding B.V.
<0.01%#48$34$00+4New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow