Who Owns UPAR?

UPAR Ultra Risk Parity ETF — Institutional Ownership & 13F Holdings

Financial ServicesNYSE_ARCA

$16.57

+0.14 (+0.85%)

Market Cap

$73.0M

Shares Outstanding

3,992,725

Institutional Holders

6

Total Inst. Value

$41.5M

% of Float Held

—

QoQ Holder Change

—

Institutional data as of Q1 2025

New Positions

1

Closed Positions

2

Increased

3

Decreased

2

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1EVOKE WEALTH, LLC$39.4M2,852,846
2CITADEL ADVISORS LLC$887K64,221
3JANE STREET GROUP, LLC$617K44,694
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$550K39,809
5SIMPLEX TRADING, LLC$87K6,327
6MORGAN STANLEYNew$01

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
EVOKE WEALTH, LLC+220K$39.4M
CITADEL ADVISORS LLC+24K$887K
SUSQUEHANNA INTERNATIONAL GROUP, LLP+8K$550K
MORGAN STANLEYNew+1$0

Top Sellers

FundShares RemovedValue
JANE STREET GROUP, LLC-56K$617K
SIMPLEX TRADING, LLC-63$87K

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Frequently Asked Questions

How many institutional investors hold UPAR?

As of Q1 2025, 6 institutional investors report holding UPAR (UPAR Ultra Risk Parity ETF) in their 13F filings.

Which hedge fund owns the most UPAR?

The largest institutional holder of UPAR is EVOKE WEALTH, LLC with $39.4M in shares.

Are institutions buying or selling UPAR?

This quarter, 1 institutions opened new positions in UPAR and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.