LPL Financial »

Upexi shares owned by LPL Financial

Quarter-by-quarter ownership of Upexi (UPXI) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Upexi

Tip: Access up to 7 years of quarterly data

All positions including Upexi held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upexi by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $671k 116k 5.77
2025-06-30 $135k 45k 2.98

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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