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Funds Holding UPAR

On this page, we present all of the funds holding UPAR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UPAR, with a link to that fund's top holdings. The next columns indicate the amount of UPAR stock held by each of the funds holding UPAR, followed by the UPAR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 10 funds holding UPAR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Evoke Wealth LLC. For more details on the positions held by Evoke Wealth LLC (or by any of the other funds holding UPAR), click the fund name in the "Holder" column of the funds-holding-UPAR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Evoke Wealth LLC3,348,283$45,704 12/31/2023
     UPAR3,348,283$45,704 12/31/2023
Advanced Research Investment Solutions LLC1,808,167$24,681 12/31/2023
     UPAR1,808,167$24,681 12/31/2023
Jane Street Group LLC113,725$1,552 12/31/2023
     UPAR113,725$1,552 12/31/2023
Citadel Advisors LLC40,189$549 12/31/2023
     UPAR40,189$549 12/31/2023
Envestnet Asset Management Inc.22,518$307 12/31/2023
     UPAR22,518$307 12/31/2023
OLD Mission Capital LLC12,857$175 12/31/2023
     UPAR12,857$175 12/31/2023
Advisor Group Holdings Inc.8,000$109 12/31/2023
     UPAR8,000$109 12/31/2023
UBS Group AG5,691$78 12/31/2023
     UPAR5,691$78 12/31/2023
TD Waterhouse Canada Inc.100$1 12/31/2023
     UPAR100$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     UPAR0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     UPAR1$0 12/31/2023

See Summary: Institutional Holders of UPAR
See Details: Top 10 Hedge Funds Holding UPAR
Also See: UPAR Holdings Changes

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