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Upexi shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Upexi

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All positions including Upexi held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upexi by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $133k 19k 7.07
2025-06-30 $9.1k 3.1k 2.98

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Top funds holding Upexi

Polar Securities
Susquehanna International
Jane Street
Citadel Advisors
Alyeska Investment Group
MMCAP International Inc. SPC
UBS Group
Vanguard Group
BlackRock
Marex Group
Shariaportfolio
NewGen Asset Management
Geode Capital Management
Kathmere Capital Management
Millennium Management

View all funds holding Upexi