Ultra Risk Parity ETFUPARETF
13F holders, Q1 2024 (March 31)5holders
1famous investor
$13.77avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Ultra Risk Parity ETF (UPAR) in their 13F filings. The largest holders were Evoke Wealth, LLC ($35.9M), Citadel Advisors ($599K) and Envestnet Asset Management Inc. ($308K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ultra Risk Parity ETF
- Filed as
- TIDAL ETF TR (Q1 2024)
- CUSIP
- 886364595
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 6 | $1.7M |
Ownership 5 holders
| Evoke Wealth, LLC | 1.07% | Add +3725.7% | 2,610,568 | $35.9M |
| Citadel Advisors | 0.00% | Add +8.3% | 43,516 | $599K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 22,392 | $308K |
| Old Mission Capital LLC | 0.01% | Add +22.3% | 15,723 | $217K |
| Osaic Holdings, Inc. | 0.00% | No change | 8,000 | $110K |
"% of holder's portfolio" is UPAR's weight in each manager's 13F, not the share of Ultra Risk Parity ETF the manager owns.