Filing Research | UPST - UPSTART HLDGS INC Institutional Holdings

Snapshot holdings

50 / 66 loaded

#		Instrument	quantity
1	BLUE JEAN FINANCIAL LLC	Shares	103.0KSH	$3.7M
2	Composition Wealth, LLC	Shares	38.2KSH	$1.4M
3	Apollon Wealth Management, LLC	Shares	32.0KSH	$1.1M
4	Falcon Wealth Planning	Shares	30.1KSH	$1.1M
5	Gemmer Asset Management LLC	Shares	29.7KSH	$1.1M
6	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	28.1KSH	$1.0M
7	Rare Wolf Capital LLC	Shares	25.9KSH	$918.5K
8	Police & Firemen's Retirement System of New Jersey	Shares	25.2KSH	$894.3K
9	Portman Square Capital LLP	Shares	19.0KSH	$674.4K
10	SBI Securities Co., Ltd.	Shares	16.7KSH	$593.2K
11	Prospera Financial Services Inc	Shares	15.7KSH	$556.8K
12	PFG Investments, LLC	Shares	14.9KSH	$527.9K
13	Royal Fund Management, LLC	Shares	14.5KSH	$515.2K
14	Capital Advantage, Inc.	Shares	11.6KSH	$411.9K
15	WMG Financial Advisors, LLC	Shares	10.3KSH	$365.9K
16	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.1KSH	$357.9K
17	Merit Financial Group, LLC	Shares	7.9KSH	$278.9K
18	Sequoia Financial Advisors, LLC	Shares	7.2KSH	$254.2K
19	Symmetry Partners, LLC	Shares	6.8KSH	$240.7K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$240.3K
21	Abel Hall, LLC	Shares	6.4KSH	$225.1K
22	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT	Shares	6.0KSH	$212.8K
23	Traynor Capital Management, Inc.	Shares	6.0KSH	$211.4K
24	Farther Finance Advisors, LLC	Shares	3.4KSH	$121.4K
25	Mosley Wealth Management	Shares	3.2KSH	$112.5K
26	Versant Capital Management, Inc	Shares	2.9KSH	$102.9K
27	GAMMA Investing LLC	Shares	2.2KSH	$77.0K
28	Holos Integrated Wealth LLC	Shares	2.0KSH	$67.5K
29	Bogart Wealth, LLC	Shares	1.6KSH	$57.0K
30	SIGNATUREFD, LLC	Shares	869SH	$30.8K
31	IFP Advisors, Inc	Shares	558SH	$19.8K
32	EverSource Wealth Advisors, LLC	Shares	316SH	$11.2K
33	Rosenberg Matthew Hamilton	Shares	300SH	$10.6K
34	Mirae Asset Global Investments Co., Ltd.	Shares	256SH	$9.1K
35	CoreCap Advisors, LLC	Shares	210SH	$7.4K
36	MassMutual Private Wealth & Trust, FSB	Shares	204SH	$7.2K
37	City State Bank	Shares	200SH	$7.1K
38	Triumph Capital Management	Shares	200SH	$7.1K
39	Dogwood Wealth Management LLC	Shares	165SH	$5.8K
40	Allied Private Wealth LLC	Shares	175SH	$5.6K
41	AdvisorNet Financial, Inc	Shares	155SH	$5.5K
42	KERR FINANCIAL PLANNING Corp	Shares	150SH	$5.3K
43	ADIRONDACK TRUST CO	Shares	150SH	$5.3K
44	Cedar Mountain Advisors, LLC	Shares	100SH	$3.5K
45	Main Street Group, LTD	Shares	100SH	$3.5K
46	Spire Wealth Management	Shares	100SH	$3.5K
47	Wealth Enhancement Trust Services, Inc.	Shares	99SH	$3.5K
48	Physician Wealth Advisors, Inc.	Shares	97SH	$3.4K
49	Fortitude Family Office, LLC	Shares	77SH	$2.7K
50	Steigerwald, Gordon & Koch Inc.	Shares	70SH	$2.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 75 loaded

#		Instrument
1	BLUE JEAN FINANCIAL LLC new	Shares	+103.0K	+$3.7M	$3.7M
2	Gemmer Asset Management LLC added	Shares	+4.3K	+$401.2K	$1.1M
3	Composition Wealth, LLC trimmed	Shares	-24	+$372.9K	$1.4M
4	Portman Square Capital LLP added	Shares	+7.2K	+$371.5K	$674.4K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.1K	+$344.2K	$1.0M
6	Apollon Wealth Management, LLC added	Shares	+1.1K	+$339.8K	$1.1M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+2.1K	+$300.7K	$894.3K
8	Falcon Wealth Planning trimmed	Shares	-38	+$293.1K	$1.1M
9	Merit Financial Group, LLC new	Shares	+7.9K	+$278.9K	$278.9K
10	Sequoia Financial Advisors, LLC new	Shares	+7.2K	+$254.2K	$254.2K
11	Symmetry Partners, LLC new	Shares	+6.8K	+$240.7K	$240.7K
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.3K	+$240.3K	$240.3K
13	Abel Hall, LLC new	Shares	+6.4K	+$225.1K	$225.1K
14	KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT new	Shares	+6.0K	+$212.8K	$212.8K
15	Traynor Capital Management, Inc. new	Shares	+6.0K	+$211.4K	$211.4K
16	PFG Investments, LLC added	Shares	+2.0K	+$197.0K	$527.9K
17	Rare Wolf Capital LLC trimmed	Shares	-3.4K	+$167.6K	$918.5K
18	Prospera Financial Services Inc trimmed	Shares	-260	+$147.1K	$556.8K
19	SBI Securities Co., Ltd. trimmed	Shares	-1.0K	+$137.9K	$593.2K
20	Capital Advantage, Inc. unchanged	Shares	0	+$113.7K	$411.9K
21	Royal Fund Management, LLC trimmed	Shares	-1.3K	+$108.9K	$515.2K
22	Mosley Wealth Management added	Shares	+3.1K	+$108.2K	$112.5K
23	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-906	+$75.6K	$357.9K
24	Versant Capital Management, Inc added	Shares	+612	+$44.1K	$102.9K
25	Farther Finance Advisors, LLC trimmed	Shares	-147	+$30.8K	$121.4K
26	Bogart Wealth, LLC added	Shares	+549	+$29.8K	$57.0K
27	GAMMA Investing LLC added	Shares	+1	+$21.3K	$77.0K
28	Holos Integrated Wealth LLC unchanged	Shares	0	+$13.5K	$67.5K
29	IFP Advisors, Inc added	Shares	+152	+$9.4K	$19.8K
30	EverSource Wealth Advisors, LLC added	Shares	+212	+$8.5K	$11.2K
31	Spire Wealth Management new	Shares	+100	+$3.5K	$3.5K
32	Rosenberg Matthew Hamilton unchanged	Shares	0	+$2.9K	$10.6K
33	Mirae Asset Global Investments Co., Ltd. added	Shares	+3	+$2.6K	$9.1K
34	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$2.0K	$7.2K
35	City State Bank unchanged	Shares	0	+$2.0K	$7.1K
36	Triumph Capital Management trimmed	Shares	-12	+$1.6K	$7.1K
37	Dogwood Wealth Management LLC unchanged	Shares	0	+$1.6K	$5.8K
38	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.5K	$5.5K
39	ADIRONDACK TRUST CO unchanged	Shares	0	+$1.5K	$5.3K
40	Physician Wealth Advisors, Inc. added	Shares	+4	+$1.1K	$3.4K
41	West Financial Advisors, LLC new	Shares	+28	+$993	$993
42	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$978	$3.5K
43	Main Street Group, LTD unchanged	Shares	0	+$978	$3.5K
44	Wealth Enhancement Trust Services, Inc. unchanged	Shares	0	+$970	$3.5K
45	Fortitude Family Office, LLC unchanged	Shares	0	+$753	$2.7K
46	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$684	$2.5K
47	Retirement Wealth Solutions LLC added	Shares	+14	+$643	$1.0K
48	JNBA Financial Advisors added	Shares	+14	+$594	$851
49	KERR FINANCIAL PLANNING Corp unchanged	Shares	0	+$386	$5.3K
50	Handelsbanken Fonder AB added	Shares	+3.9K	+$371	$981

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