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UPAR Ultra Risk Parity ETF (UPAR) Institutional Ownership

$14.93 +0.03 (+0.20%)
Closing price 04:10 PM Eastern
Extended Trading
$14.97 +0.04 (+0.27%)
As of 04:10 PM Eastern
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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)
$50.99K
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC11,484$171K0.0%+42.4%0.321%
2/5/2025Magnolia Private Wealth LLC21,842$282K0.2%N/A0.344%
7/31/2023Lindbrook Capital LLC21,000$291K0.0%N/A0.416%
11/7/2022Advanced Research Investment Solutions LLC1,263,400$15.30M9.5%+22.1%37.159%
11/7/2022Evoke Wealth LLC546,661$6.62M0.3%+5.9%16.078%
8/4/2022Evoke 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%


UPAR Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of UPAR Ultra Risk Parity ETF shares: Magnolia Private Wealth LLC ($282K), Farther Finance Advisors LLC ($171K).Learn more on UPAR Ultra Risk Parity ETF's institutional investors.

The following institutional investors have purchased UPAR Ultra Risk Parity ETF's stock in the last 24 months: Magnolia Private Wealth LLC ($21.84K), and Farther Finance Advisors LLC ($3.42K).

Institutional investors have bought a total of 3,420 shares in the last 24 months. This purchase volume represents approximately $50.99K in transactions.


Related Companies

Institutional ownership data for NYSEARCA:UPAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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