Filing Research | UPXI - UPEXI INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

4 / 4 loaded

#		Instrument	quantity
1	Smith Thornton Advisors LLC	Shares	17.5KSH	$13.3K
2	J.W. COLE ADVISORS, INC.	Shares	14.8KSH	$11.6K
3	SBI Securities Co., Ltd.	Shares	1.6KSH	$1.2K
4	SIGNATUREFD, LLC	Shares	113SH	$89

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

7 / 7 loaded

#		Instrument
1	Smith Thornton Advisors LLC added	Shares	+6.5K	+$2.4K	$13.3K
2	Strategic Investment Solutions, Inc. /IL exited	Shares	-56.4K	$0	$0
3	Farther Finance Advisors, LLC exited	Shares	-4	-$4	$0
4	SIGNATUREFD, LLC unchanged	Shares	0	-$22	$89
5	SBI Securities Co., Ltd. trimmed	Shares	-185	-$501	$1.2K
6	Portus Wealth Advisors, LLC exited	Shares	-1.6K	-$1.6K	$0
7	J.W. COLE ADVISORS, INC. trimmed	Shares	-300	-$3.3K	$11.6K

Filing Research | UPXI - UPEXI INC Institutional Holdings