UPAR TIDAL TRUST I
FollowUPAR ULTRA RISK (fund)
4 managers (4 13F filers) reported a position in UPAR shares at 2026-03-31, 2,623,962 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 4
- 13F filers
- 4
- New
- 1
- Added
- 3
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 2,623,962
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| EVOKE WEALTH, LLC | 2,549,846 | $41.4M | 0.76% | +70,717 | 13F-HRTimeline |
| 46 Peaks LLC | 51,034 | $828K | 0.6% | +104 | 13F-HRTimeline |
| Brookwood Investment Group LLC | 12,092 | $196K | 0.03% | new | 13F-HRTimeline |
| Fermata Advisors, LLC | 10,990 | $178K | 0.04% | +7 | 13F-HRTimeline |