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UPAR Ultra Risk Parity ETF (UPAR) Institutional Ownership

$13.76 -0.03 (-0.22%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for UPAR Ultra Risk Parity ETF (NYSEARCA:UPAR)

Number of
Institutional Buyers
(last 12 months)
1
Total
Institutional Inflows
(last 12 months)
$282.42K
Number of
Institutional Sellers
(last 12 months)
0
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UPAR Institutional Buying and Selling by Quarter

UPAR Ultra Risk Parity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/5/2025 Magnolia Private Wealth LLC21,842$282K0.2%N/A0.344%
7/31/2023 Lindbrook Capital LLC21,000$291K0.0%N/A0.416%
11/7/2022Advanced Research Investment Solutions LLC1,263,400$15.30M9.5%+22.1%37.159%
11/7/2022 Evoke Wealth LLC546,661$6.62M0.3%+5.9%16.078%
8/4/2022 Evoke Wealth LLC516,024$7.44M0.3%+254.1%15.878%
8/3/2022Advanced Research Investment Solutions LLC1,034,851$14.92M8.3%+41.0%32.645%
5/10/2022Advanced Research Investment Solutions LLC733,748$13.74M5.7%N/A41.928%
5/10/2022 Evoke Wealth LLC145,739$2.73M0.1%N/A8.328%
(Data available from 1/1/2016 forward)

UPAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPAR shares?

During the previous two years, the following institutional investors and hedge funds held shares of UPAR Ultra Risk Parity ETF shares: Lindbrook Capital LLC ($291K), Magnolia Private Wealth LLC ($282K).Learn more on UPAR's institutional investors.

Which institutional investors have been buying UPAR Ultra Risk Parity ETF stock?

The following institutional investors have purchased UPAR Ultra Risk Parity ETF stock in the last 24 months: Magnolia Private Wealth LLC ($21.84K), and Lindbrook Capital LLC ($21K).

How much institutional buying is happening at UPAR Ultra Risk Parity ETF?

Institutional investors have bought a total of 42,842 shares in the last 24 months. This purchase volume represents approximately $573.06K in transactions.



This page (NYSEARCA:UPAR) was last updated on 2/22/2025 by MarketBeat.com Staff
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