UPXI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.3% ·
share flow -25.6% ·
net new positions -11.5%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 3.38M | n/a | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 775.86K | +74.4% | $768,100 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 765.78K | +59.6% | $755,056 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Susquehanna International Group, Llp | 698.73K | -9.2% | $688,666 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 681.31K | 0.0% | $671,497 | 0.0% | Held | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 538.52K | +7.8% | $531,054 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 7 | Hrt Financial Lp | 417.85K | +2208.6% | $411,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 294.18K | -65.2% | $289,948 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | State Street Global Advisors ✦ (passive) | 192.02K | 0.0% | $189,257 | 0.0% | Held | 4 | SEC ↗ |
| 10 | Jane Street Group, Llc | 190.69K | -78.8% | $187,949 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Northern Trust Corp | 108.22K | +20.8% | $106,662 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | National Bank Of Canada /Fi/ | 82.00K | -26.3% | $80,819 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 71.09K | -82.5% | $70,066 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Group One Trading Llc | 70.03K | -90.4% | $69,020 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | IMC-Chicago, LLC | 48.07K | New | $47,378 | 0.0% | New | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 32.62K | 0.0% | $32,160 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Balyasny Asset Management L.P. | 30.52K | -89.1% | $30,081 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 24.21K | +2.3% | $23,858 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 22.19K | -61.4% | $21,871 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 20.50K | 0.0% | $21,000 | 0.0% | Held | 2 | SEC ↗ |
| 21 | LPL Financial LLC | 13.27K | -45.5% | $13,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 10.01K | +0.1% | $9,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 7.10K | -94.8% | $6,998 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 67 | New | $67 | 0.0% | New | 1 | SEC ↗ |
| 25 | Citigroup Inc | 5 | New | $5 | 0.0% | New | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 70 | -1.4% | $0 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| IMC-Chicago, LLC | $47,378 | 0.0% |
| Jones Financial Companies Lllp | $67 | 0.0% |
| Citigroup Inc | $5 | 0.0% |
Exited
| Qube Research & Technologies… | $1.25M | was 0.0% |
| Citadel Advisors | $331,262 | was 0.0% |
| Two Sigma Investments | $293,609 | was 0.0% |
| Simplex Trading, Llc | $146,501 | was 0.0% |
| Bank Of America Corp /De/ | $41,854 | was 0.0% |
| Nomura Holdings Inc | $40,320 | was 0.0% |
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.