As of the latest SEC filings, UPEXI, INC. (UPXI) is held by 14 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,698,771.89 in market value, representing a significant portion of its portfolio.
Funds holding UPEXI, INC. (UPXI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPXI
- CIK:
- 0001775194
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,698,771.89 | 2,738,202 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $580,364.65 | 588,844 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $160,488.10 | 242,027 | Feb 28, 2026 | Apr 24, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $54,755.99 | 55,556 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $53,046.01 | 79,997 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $43,682.38 | 65,876 | Feb 28, 2026 | Apr 24, 2026 |
|
PEXMX
T. Rowe Price Extended Equity Market Index Fund
|
MF | T. Rowe Price | 0.00% | $20,204.80 | 20,500 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $15,393.20 | 23,214 | Feb 28, 2026 | Apr 24, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.00% | $9,040.91 | 9,173 | Mar 31, 2026 | May 26, 2026 |
|
USMIX
Victory Extended Market Index Fund
|
MF | Independent / Boutique | 0.00% | $8,653.92 | 6,556 | Apr 30, 2026 | Jun 25, 2026 |
|
JAFEX
Total Stock Market Index Trust
|
MF | John Hancock | 0.00% | $957.02 | 971 | Mar 31, 2026 | May 29, 2026 |
|
SSBIX
State Street Balanced Index Fund
|
MF | State Street (SPDR) | 0.00% | $485.90 | 493 | Mar 31, 2026 | May 28, 2026 |
|
KCEIX
Knights of Columbus U.S. ALL CAP INDEX FUND
|
MF | Independent / Boutique | 0.00% | $340.56 | 258 | Apr 30, 2026 | Jun 25, 2026 |
|
BXMYX
Blackstone Alternative Multi-Strategy Fund
|
MF | Independent / Boutique | 0.00% | -$20,894.73 | -21,200 | Mar 31, 2026 | May 27, 2026 |
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