UPAR Institutional Ownership
UPAR Ultra Risk Parity ETF
1W: -2.6%
1M: -8.2%
3M: -7.8%
YTD: -4.2%
1Y: -1.4%
3Y: +33.5%
$14.93
+0.04 (+0.27%)
Weekly Expected Move ±2.3%
$14
$15
$15
$15
$16
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
Dividends
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Institutional Ownership — UPAR
9
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
5
New Positions
2
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MAI Capital Management NEW | 2,064,049 | 31M | — | +0.0% | 1Q | SEC ↗ |
| 2 | 46 Peaks LLC | 48,097 | 718K | -2,937 | -5.8% | 3Q | SEC ↗ |
| 3 | Brookwood Investment Group LLC | 12,524 | 187K | +432 | +3.6% | 2Q | SEC ↗ |
| 4 | Fermata Advisors, LLC | 11,059 | 165K | +69 | +0.6% | 3Q | SEC ↗ |
| 5 | ZEGA Investments, LLC NEW | 10,241 | 153K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Farther Finance Advisors, LLC NEW | 8,064 | 120K | — | +0.0% | 1Q | SEC ↗ |
| 7 | TD Waterhouse Canada Inc. NEW | 2,000 | 30K | — | +0.0% | 1Q | SEC ↗ |
| 8 | FIDUCIARY FINANCIAL ADVISORS NEW | 726 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 9 | UBS Group AG | 0 | 0K | -240 | -100.0% | 1Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 0 | 0K | -47,178 | -100.0% | 7Q | SEC ↗ |
| 11 | EVOKE WEALTH, LLC | 0 | 0K | -2,549,846 | -100.0% | 17Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| MAI Capital Management | 2,064,049 | 31M |
| ZEGA Investments, LLC | 10,241 | 153K |
| Farther Finance Advisors, LLC | 8,064 | 120K |
| TD Waterhouse Canada Inc. | 2,000 | 30K |
| FIDUCIARY FINANCIAL ADVISORS | 726 | 11K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 2,549,846 | 38M |
| JANE STREET GROUP, LLC | 47,178 | 704K |
| UBS Group AG | 240 | 4K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Brookwood Investment Group LLC | +432 | +3.6% | 12,524 |
| Fermata Advisors, LLC | +69 | +0.6% | 11,059 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 46 Peaks LLC | -2,937 | -5.8% | 48,097 |