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Upexi Inc (UPXI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
INCREASED
Shares652,226 from 582,895
Change+69,331 (+12%)
Value$743.9K (+$286.5K)
Filed 2026-11-06
Imc-Chicago, LLC
INCREASED
Shares111,671 from 52,768
Change+58,903 (+112%)
Value$127.3K (+$85.9K)
Filed 2026-11-05
J. Derek Lewis & Associates Inc.
DECREASED
Shares97,000 from 125,000
Change-28,000 (-22%)
Value$110.6K (+$12.6K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
NEW
Shares78,000
Change+78,000
Value$88.9K
Filed 2026-10-16
Atticus Wealth Management, LLC
NEW
Shares33,491
Change+33,491
Value$38.2K
Filed 2026-10-20
Commonwealth Equity Services, LLC
DECREASED
Shares32,425 from 33,125
Change-700 (-2%)
Value$37.0K (+$11.0K)
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares28,320
Change+28,320
Value$32.3K
Filed 2026-11-04
Smith Thornton Advisors LLC
UNCHANGED
Shares17,500 from 17,500
Change0 (0%)
Value$20.0K (+$6.7K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
UNCHANGED
Shares14,800 from 14,800
Change0 (0%)
Value$16.9K (+$5.3K)
Filed 2026-11-05
LPL Financial LLC
UNCHANGED
Shares10,067 from 10,067
Change0 (0%)
Value$11.5K (+$3.6K)
Filed 2026-11-06
Rossby Financial, LCC
NEW
Shares9,200
Change+9,200
Value$10.5K
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares4,771 from 1,581
Change+3,190 (+202%)
Value$5.4K (+$4.2K)
Filed 2026-10-22
Catherine Avery Investment Management LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$570 (+$178)
Filed 2026-10-14
Signaturefd, LLC
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$129 (+$40)
Filed 2026-10-23
Caitong International Asset Management Co., Ltd
NEW
Shares1
Change+1
Value$1
Filed 2026-10-29
Citigroup Inc
CLOSED
Shares0 from 79,135
Change-79,135 (-100%)
Value$0 (-$62.1K)
Filed 2026-11-04
Deutsche Bank Ag\
CLOSED
Shares0 from 11,400
Change-11,400 (-100%)
Value$0 (-$8.9K)
Filed 2026-11-06
Avion Wealth
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 ($0)
Filed 2026-11-04
Valley National Advisers Inc
CLOSED
Shares0 from 390
Change-390 (-100%)
Value$0 (-$306)
Filed 2026-10-23
Arrington Capital Management, LLC
N/A
Shares— from 2,760,107
Change-2,760,107 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 2,409,720
Change-2,409,720 (-100%)
Value—
Mmcap International Inc. SPC
N/A
Shares— from 2,326,777
Change-2,326,777 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 888,906
Change-888,906 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 770,236
Change-770,236 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 703,129
Change-703,129 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 311,362
Change-311,362 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 271,216
Change-271,216 (-100%)
Value—
UBS Group AG
N/A
Shares— from 232,206
Change-232,206 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 229,653
Change-229,653 (-100%)
Value—
State Street Corp
N/A
Shares— from 192,022
Change-192,022 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 191,536
Change-191,536 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 142,525
Change-142,525 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 117,311
Change-117,311 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 100,402
Change-100,402 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 77,738
Change-77,738 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 70,720
Change-70,720 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 70,642
Change-70,642 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 68,378
Change-68,378 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 27,166
Change-27,166 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,207
Change-24,207 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 18,514
Change-18,514 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 14,427
Change-14,427 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,300
Change-13,300 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 10,005
Change-10,005 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 675
Change-675 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80
Change-80 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 67
Change-67 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Geode Capital Management, LLC
INCREASED652,226582,895+69,331+12%$457.4K$743.9K+$286.5K2026-11-06
Imc-Chicago, LLC
INCREASED111,67152,768+58,903+112%$41.4K$127.3K+$85.9K2026-11-05
J. Derek Lewis & Associates Inc.
DECREASED97,000125,000-28,000-22%$98.0K$110.6K+$12.6K2026-11-03
Concurrent Investment Advisors, LLC
NEW78,000—+78,000——$88.9K—2026-10-16
Atticus Wealth Management, LLC
NEW33,491—+33,491——$38.2K—2026-10-20
Commonwealth Equity Services, LLC
DECREASED32,42533,125-700-2%$26.0K$37.0K+$11.0K2026-11-02
Simplex Trading, LLC
NEW28,320—+28,320——$32.3K—2026-11-04
Smith Thornton Advisors LLC
UNCHANGED17,50017,50000%$13.3K$20.0K+$6.7K2026-10-16
J.W. Cole Advisors, Inc.
UNCHANGED14,80014,80000%$11.6K$16.9K+$5.3K2026-11-05
LPL Financial LLC
UNCHANGED10,06710,06700%$7.9K$11.5K+$3.6K2026-11-06
Rossby Financial, LCC
NEW9,200—+9,200——$10.5K—2026-11-05
SBI Securities Co., Ltd.
INCREASED4,7711,581+3,190+202%$1.2K$5.4K+$4.2K2026-10-22
Catherine Avery Investment Management LLC
UNCHANGED50050000%$392$570+$1782026-10-14
Signaturefd, LLC
UNCHANGED11311300%$89$129+$402026-10-23
Caitong International Asset Management Co., Ltd
NEW1—+1——$1—2026-10-29
Citigroup Inc
CLOSED079,135-79,135-100%$62.1K$0-$62.1K2026-11-04
Deutsche Bank Ag\
CLOSED011,400-11,400-100%$8.9K$0-$8.9K2026-11-06
Avion Wealth
CLOSED0527-527-100%$0$0$02026-11-04
Valley National Advisers Inc
CLOSED0390-390-100%$306$0-$3062026-10-23
Arrington Capital Management, LLC
N/A—2,760,107-2,760,107-100%$2.2M———
Vanguard Capital Management LLC
N/A—2,409,720-2,409,720-100%$1.9M———
Mmcap International Inc. SPC
N/A—2,326,777-2,326,777-100%$1.8M———
BlackRock, Inc.
N/A—888,906-888,906-100%$697.1K———
Osaic Holdings, Inc.
N/A—770,236-770,236-100%$600.8K———
Susquehanna International Group, LLP
N/A—703,129-703,129-100%$551.4K———
Vanguard Fiduciary Trust Co
N/A—311,362-311,362-100%$244.1K———
Millennium Management LLC
N/A—271,216-271,216-100%$212.7K———
UBS Group AG
N/A—232,206-232,206-100%$182.0K———
XTX Topco Ltd
N/A—229,653-229,653-100%$180.1K———
State Street Corp
N/A—192,022-192,022-100%$150.6K———
Jane Street Group, LLC
N/A—191,536-191,536-100%$150.2K———
HRT Financial LP
N/A—142,525-142,525-100%$111.0K———
Northern Trust Corp
N/A—117,311-117,311-100%$92.0K———
Citadel Advisors LLC
N/A—100,402-100,402-100%$78.7K———
Engineers Gate Manager LP
N/A—77,738-77,738-100%$61.0K———
Pinnacle Financial Partners, Inc.
N/A—70,720-70,720-100%$55.5K———
Virtu Financial LLC
N/A—70,642-70,642-100%$55.0K———
Goldman Sachs Group Inc
N/A—68,378-68,378-100%$53.6K———
Millington Financial Advisors, LLC
N/A—40,000-40,000-100%$32.2K———
Morgan Stanley
N/A—27,166-27,166-100%$21.3K———
Cetera Investment Advisers
N/A—24,207-24,207-100%$19.0K———
Vanguard Global Advisers, LLC
N/A—18,514-18,514-100%$14.5K———
Summit Financial, LLC
N/A—15,000-15,000-100%$11.8K———
SG Americas Securities, LLC
N/A—14,427-14,427-100%$11———
Stratos Wealth Partners, Ltd.
N/A—13,300-13,300-100%$10.4K———
Private Advisor Group, LLC
N/A—10,475-10,475-100%$8.2K———
Mariner, LLC
N/A—10,005-10,005-100%$7.8K———
JPMorgan Chase & Co
N/A—4,435-4,435-100%$3.7K———
Tower Research Capital LLC (TRC)
N/A—675-675-100%$529———
Royal Bank of Canada
N/A—80-80-100%$0———
Jones Financial Companies Lllp
N/A—67-67-100%$56———
Optiver Holding B.V.
N/A—4-4-100%$3———
Showing 52 of 52 institutions