UPAR TIDAL TRUST I
FollowUPAR ULTRA RISK (fund)
8 managers (8 13F filers) reported a position in UPAR shares at 2026-06-30, 2,156,760 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 5
- Added
- 2
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 2,156,760
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MAI Capital Management | 2,064,049 | $33.4M | 0.13% | new | 13F-HRTimeline |
| 46 Peaks LLC | 48,097 | $778K | 0.49% | -2,937 | 13F-HRTimeline |
| Brookwood Investment Group LLC | 12,524 | $203K | 0.02% | +432 | 13F-HRTimeline |
| Fermata Advisors, LLC | 11,059 | $179K | 0.04% | +69 | 13F-HRTimeline |
| ZEGA Investments, LLC | 10,241 | $166K | 0.03% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 8,064 | $131K | <0.01% | new | 13F-HRTimeline |
| TD Waterhouse Canada Inc. | 2,000 | $32.1K | <0.01% | new | 13F-HRTimeline |
| FIDUCIARY FINANCIAL ADVISORS | 726 | $11.7K | <0.01% | new | 13F-HRTimeline |