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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

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

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Quarterly reported holdings in Upexi by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $13k 13k 0.99
2025-12-31 $41k 24k 1.68
2025-09-30 $671k 116k 5.77
2025-06-30 $135k 45k 2.98

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View all positions for LPL Financial

Top funds holding Upexi

Vanguard Capital Management
MMCAP International Inc. SPC
Susquehanna International
Jane Street
UBS Group
Qube Research & Technologies
Vanguard Group
BlackRock
Geode Capital Management
Advisor Group Holdings
Citadel Advisors
Hrt Financial
Quadrature Capital
Vanguard Fiduciary Trust
Millennium Management

View all funds holding Upexi