UPAR Ultra Risk Parity ETF (UPAR) Institutional Ownership

$13.17
+0.09 (+0.69%)
(As of 11:23 AM ET)

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)
$290.64K
Number of
Institutional Sellers
(last 12 months)
0
Get UPAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling UPAR Ultra Risk Parity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
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%
11/7/2022Evoke 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%
5/10/2022Advanced Research Investment Solutions LLC733,748$13.74M5.7%N/A41.928%
5/10/2022Evoke 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: Advanced Research Investment Solutions LLC ($15.30M), and Evoke Wealth LLC ($6.62M), Lindbrook Capital LLC ($291K).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: Advanced Research Investment Solutions LLC ($1.26M), Evoke Wealth LLC ($546.66K), and Lindbrook Capital LLC ($21K).

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

Institutional investors have bought a total of 1,831,061 shares in the last 24 months. This purchase volume represents approximately $29.58M in transactions.


This page (NYSEARCA:UPAR) was last updated on 5/2/2024 by MarketBeat.com Staff

From Our Partners