Who Owns UPAR Ultra Risk Parity ETF (UPAR)?Hedge Fund & Institutional Holders
Institutional Holders
4
as of Q4 2025
Total Institutional Value
$3.8T
% of Float Held
—
QoQ Change in Holders
+2 / -2
Price History
UPAR — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Fermata Advisors, LLC | New Position | +11K | +$169K |
| UBS Group AG | New Position | +240 | +$3K |
UPAR — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| EVOKE WEALTH, LLC | Decreased | -2K | -$37.3B |
| JANE STREET GROUP, LLC | Decreased | -7K | -$818.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -26K | -$389.9M |
| MORGAN STANLEY | Closed Position | -1 | -$24K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EVOKE WEALTH, LLC | 2,479,129 | $38.0M | 0.71% | Share |
| 2 | Fermata Advisors, LLC | 10,983 | $169K | 0.04% | Share |
| 3 | UBS Group AG | 240 | $3K | 0.00% | Share |
| 4 | JANE STREET GROUP, LLC | 47,178 | $0 | 0.00% | Share |
UPAR Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 4 | $38.2M | +0 |
| Q3 2025 | 4 | $38.5B | -1 |
| Q2 2025 | 5 | $36.2B | -1 |
| Q1 2025 | 6 | $41.5B | -1 |
| Q4 2024 | 7 | $36.5B | +1 |
| Q3 2024 | 6 | $42.7T | +0 |
| Q2 2024 | 6 | $706.3B | +0 |
| Q1 2024 | 6 | $37.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 4 institutional investors hold UPAR (UPAR Ultra Risk Parity ETF). The largest holder is EVOKE WEALTH, LLC with $38.0M in shares. This quarter, 2 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own UPAR?
As of Q4 2025, 4 institutional investors report holding UPAR (UPAR Ultra Risk Parity ETF) in their 13F filings.
Who is the largest institutional holder of UPAR?
The largest institutional holder of UPAR is EVOKE WEALTH, LLC with $38.0M in shares.
Is institutional ownership of UPAR increasing or decreasing?
This quarter, 2 institutions opened new positions in UPAR and 2 closed their positions.