Who owns UPAR?
UPAR Ultra Risk Parity ETF
8 institutions reported holding UPAR, worth $34.9M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of UPAR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| MAI Capital Management | Independence, OH | $33.4M | 2,064,049 | New position |
| 46 Peaks LLC | Newtown, PA | $778K | 48,097 | −2,937 shares |
| Brookwood Investment Group LLC | Phoenix, AZ | $203K | 12,524 | +432 shares |
| Fermata Advisors, LLC | Sonoma, CA | $179K | 11,059 | +69 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $166K | 10,241 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $131K | 8,064 | New position |
| TD Waterhouse Canada Inc. | Toronto, Ontario, Canada | $32K | 2,000 | New position |
| Fiduciary Financial Advisors | Grand Rapids, MI | $12K | 726 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UPAR?
8 institutional managers reported holding UPAR in Form 13F filings for June 30, 2026, worth $34.9M in total. The largest reported position was held by MAI Capital Management, at $33.4M.
Did institutions buy or sell UPAR last quarter?
Reported 13F value fell 18.0% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UPAR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.