How many institutions own UPAR stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own UPAR shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling UPAR Ultra Risk Parity ETF stock?

EVOKE WEALTH, LLC, in the last quarter, reduced its stake in UPAR by -100% restricting it's holding to 0 shares of worth nearly -. 46 PEAKS LLC also lessened -5.76% of the UPAR shares from its portfolio, reducing its holding to 48.1 thousand shares of worth $778.48K. UBS GROUP AG also shunned UPAR shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying UPAR stock?

As per its latest 13F filing, MAI CAPITAL MANAGEMENT increased its stake in UPAR by 100% in the last quarter. The institutional holder raised its holding to 2.06 million shares having worth more than $33.41M. FIDUCIARY FINANCIAL ADVISORS also added 100% more shares of UPAR to its portfolio, raising its holding to 726 shares of worth $11.74K. TD WATERHOUSE CANADA INC. also increased its UPAR shares holding by 100% which brought its holding to 2 thousand shares worth $32.11K.

UPAR's major insiders: who are they?

The insider with the most stakes in UPAR is N/A , N/A at the company. Additionally, UPAR stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell UPAR stock?

Company executives, directors, and other insiders own N/A percent of UPAR Ultra Risk Parity ETF's stock. Within the last six months, there have been 0 transaction(s) in which UPAR insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased UPAR stock?

There have been 0 transaction(s) during the past 6-months in which UPAR Ultra Risk Parity ETF insiders have bought stock, totalling 0 shares

How much of UPAR does insiders own?

Around 0 UPAR Ultra Risk Parity ETF shares are held by insiders, which represents about N/A of UPAR stock.

Who is the insider with the largest stake?

UPAR N/A, N/A holds the largest portfolio of the company's shares. UPAR shares owned by N/A total nearly -.

Which institution holds the most shares in UPAR?

MAI CAPITAL MANAGEMENT is the largest institutional owner in UPAR which holds 2.06 million shares worth $33.41M or 54.24% of the total UPAR shares outstanding followed by EVOKE WEALTH, LLC with ownership of 0 shares representing 0% of the UPAR ownership. FIDUCIARY FINANCIAL ADVISORS is the third largest stakeholder with 726 shares or 0.02% of the ownership worth more than $11.74K.

Is UPAR Ultra Risk Parity ETF stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the UPAR is concerned, it is a stock which is optionable.

Is there a short position on UPAR's shares?

Number of UPAR shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding UPAR shares are there?

As of today, null shares of UPAR are outstanding.

Is there many float in UPAR stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, UPAR has null shares in float.

UPAR short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for UPAR is null.

Stock Ideas

UPAR Stock Ownership Breakdown

AMEX : UPAR

UPAR Ultra Risk Parity ETF

$16.03

-0.2608-1.60%

At Close 4:00 PM

Profile Key Stats Analyst Ratings Ownership Ratios Financials Dividend & splits Sentiment Forecast

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. MAI CAPITAL MANAGEMENT is the top corporate investor, holding 2.06M shares valued at $33.41M. A 54.24% stake in UPAR Ultra Risk Parity ETF is owned by the company. EVOKE WEALTH, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Jun 30, 2026	MAI CAPITAL MANAGEMENT	54.24%	2.06M	33.41M	2.06M	+100.00%
Jun 30, 2026	EVOKE WEALTH, LLC	0%	0	-	-2.55M	-100.00%
Jun 30, 2026	FIDUCIARY FINANCIAL ADVISORS	0.02%	726	11.74K	726	+100.00%
Jun 30, 2026	TD WATERHOUSE CANADA INC.	0.05%	2K	32.11K	2K	+100.00%
Jun 30, 2026	FARTHER FINANCE ADVISORS, LLC	0.21%	8.06K	130.52K	8.06K	+100.00%
Jun 30, 2026	ZEGA INVESTMENTS, LLC	0.27%	10.24K	165.76K	10.24K	+100.00%
Jun 30, 2026	FERMATA ADVISORS, LLC	0.29%	11.06K	179K	69	+0.63%
Jun 30, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.33%	12.52K	202.76K	432	+3.57%
Jun 30, 2026	46 PEAKS LLC	1.26%	48.1K	778.48K	-2.94K	-5.76%
Mar 31, 2026		1.37%	51.03K	828.36K	104	+0.20%
Mar 31, 2026	FERMATA ADVISORS, LLC	0.29%	10.99K	178.38K	7	+0.06%
Mar 31, 2026	46 PEAKS LLC	1.34%	51.03K	828.36K	104	+0.20%
Mar 31, 2026	EVOKE WEALTH, LLC	67%	2.55M	41.39M	70.72K	+2.85%
Mar 31, 2026	UBS GROUP AG	0%	0	-	-240	-100.00%
Mar 31, 2026	BROOKWOOD INVESTMENT GROUP LLC	0.32%	12.09K	196.28K	12.09K	+100.00%
Mar 31, 2026	JANE STREET GROUP, LLC	0%	0	-	-47.18K	-100.00%
Dec 31, 2025	EVOKE WEALTH, LLC	62.12%	2.48M	38.33M	-2.11K	-0.09%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-25.91K	-100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	1.23%	47.18K	729.37K	-7.2K	-13.25%
Dec 31, 2025	FERMATA ADVISORS, LLC	0.29%	10.98K	169.8K	10.98K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	240	3.71K	240	+100.00%
Dec 31, 2025	MORGAN STANLEY	0%	0	-	-1	-100.00%
Dec 31, 2025		1.33%	50.93K	787.38K	50.93K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	1.43%	54.38K	818.15K	-13.8K	-20.24%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.68%	25.91K	389.86K	-4.68K	-15.30%
Sep 30, 2025	EVOKE WEALTH, LLC	64.82%	2.48M	37.33M	-662	-0.03%
Sep 30, 2025	MORGAN STANLEY	0%	1	24	0	0
Sep 30, 2025	UBS GROUP AG	0%	0	-	-1.93K	-100.00%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.79%	30.6K	428.64K	-9.21K	-23.15%
Jun 30, 2025	MORGAN STANLEY	0%	1	16K	0	0
Jun 30, 2025	JANE STREET GROUP, LLC	1.75%	68.18K	955.17K	23.98K	+54.27%
Jun 30, 2025	SIMPLEX TRADING, LLC	0%	0	-	-6.33K	-100.00%
Jun 30, 2025	CITADEL ADVISORS LLC	0%	0	-	-64.22K	-100.00%
Jun 30, 2025	EVOKE WEALTH, LLC	63.85%	2.48M	34.77M	-370.94K	-13.00%
Jun 30, 2025	UBS GROUP AG	0.05%	1.93K	27.04K	1.93K	+100.00%
Mar 31, 2025	EVOKE WEALTH, LLC	66.14%	2.85M	39.4M	220.24K	+8.37%
Mar 31, 2025	MORGAN STANLEY	0%	1	15	1	+100.00%
Mar 31, 2025	SIMPLEX TRADING, LLC	0.15%	6.33K	87K	-63	-0.99%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.92%	39.81K	549.76K	8.31K	+26.38%
Mar 31, 2025	CITADEL ADVISORS LLC	1.49%	64.22K	886.89K	24.08K	+60.00%
Mar 31, 2025	JANE STREET GROUP, LLC	1.02%	44.19K	610.32K	-56.07K	-55.92%
Mar 31, 2025		0%	0	-	-21.84K	-100.00%

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