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Institutional Holdings
UPLDOwnership Summary
Institutions Holding
48
Total Shares Held
901,420
Total Value Held
$3,685,425
Quarter
2026-06-30
Active Positions
Increased Positions
1
1,002 shares
Decreased Positions
20
587,880 shares
Held Positions
1
1 shares
New Positions
6
312,537 shares
Sold Out Positions
20
728,540 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 137,919 | $644,083 | New position | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 120,376 | $562,156 | New position | 0.00% | 2026-06-30 |
| RICE HALL JAMES & ASSOCIATES, LLC | 101,143 | $472,336 | ▼ -873,305 | 0.02% | 2026-06-30 |
| CastleKnight Management LP | 77,720 | $362,952 | ▼ -699,481 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 54,961 | $256,668 | ▼ -569,578 | 0.00% | 2026-06-30 |
| D. E. Shaw & Co., Inc. | 47,867 | $223,539 | ▼ -610,243 | 0.00% | 2026-06-30 |
| RBF Capital, LLC | 42,754 | $199,661 | ▼ -384,794 | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 35,839 | $167,408 | ▼ -414,255 | 0.00% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 26,790 | $125,109 | ▼ -385,324 | 0.00% | 2026-06-30 |
| Man Group plc | 25,265 | $117,988 | ▼ -175,630 | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 24,584 | $114,807 | ▼ -217,807 | 0.00% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23,341 | $109,002 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 21,530 | $100,542 | ▼ -245,626 | 0.00% | 2026-06-30 |
| JANE STREET GROUP, LLC | 15,585 | $72,782 | New position | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 14,350 | $67,015 | New position | 0.00% | 2026-06-30 |
| UBS Group AG | 11,658 | $54,443 | ▼ -21,419 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 3,164 | $14,775 | ▼ -27,047 | 0.00% | 2026-06-30 |
| FMR LLC | 1,720 | $8,032 | ▼ -15,482 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 1,002 | $4,679 | ▲ +554 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 966 | $4,511 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 378 | $1,763 | ▼ -6,347 | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 112,368 | $524 | ▼ -1,099,097 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 60 | $280 | ▼ -528 | 0.00% | 2026-06-30 |
| CoreCap Advisors, LLC | 50 | $234 | ▼ -455 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 15 | $70 | ▼ -207 | 0.00% | 2026-06-30 |
| FEDERATED HERMES, INC. | 12 | $56 | ▼ -1,322 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 2 | $9 | ▼ -2 | 0.00% | 2026-06-30 |
| HUNTINGTON NATIONAL BANK | 1 | $1 | Unchanged | 0.00% | 2026-06-30 |
| Assenagon Asset Management S.A. | 0 | $0 | Sold out | 2026-06-30 | |
| STATE STREET CORP | 0 | $0 | Sold out | 2026-06-30 | |
| NORTHERN TRUST CORP | 0 | $0 | Sold out | 2026-06-30 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 0 | $0 | Sold out | 2026-06-30 | |
| GSA CAPITAL PARTNERS LLP | 0 | $0 | Sold out | 2026-06-30 | |
| Boston Partners | 0 | $0 | Sold out | 2026-06-30 | |
| XTX Topco Ltd | 0 | $0 | Sold out | 2026-06-30 | |
| HSBC HOLDINGS PLC | 0 | $0 | Sold out | 2026-06-30 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0 | Sold out | 2026-06-30 | |
| BANK OF AMERICA CORP /DE/ | 0 | $0 | Sold out | 2026-06-30 | |
| Heron Bay Capital Management | 0 | $0 | Sold out | 2026-06-30 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0 | $0 | Sold out | 2026-06-30 | |
| First Heartland Consultants, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| SIMPLEX TRADING, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| STEEL GROVE CAPITAL ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWO SIGMA SECURITIES, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Savant Capital, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| ROYAL BANK OF CANADA | 0 | $0 | Sold out | 2026-06-30 | |
| Steward Partners Investment Advisory, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Caitong International Asset Management Co., Ltd | 0 | $0 | Sold out | 2026-06-30 |