UPXI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 710.74K | +41.9% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 682.04K | New | $3.94M | 0.0% | New | 1 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 458.35K | +36.4% | $2.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Millennium Management ✦ | 365.96K | -5.0% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 301.12K | — | $1.74M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 300.45K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | State Street Global Advisors ✦ (passive) | 192.02K | +47.7% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 61.62K | -53.3% | $355,547 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 27.93K | — | $161,139 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 5 | New | $29 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $3.94M | 0.0% |
| Fidelity (FMR) | $29 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 54 holders, 14.78M shares, $14.21M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.