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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$697K +$448K +19,459 New
Wolverine Trading
102
Wolverine Trading
Illinois
$696K +$451K +19,596 New
IA
103
Inspire Advisors
Idaho
$691K +$40.9K +1,779 +10%
BBA
104
Baader Bank Aktiengesellschaft
Germany
$607K -$36.9K -1,603 -9%
AWM
105
AE Wealth Management
Kansas
$591K -$112K -4,867 -23%
HI
106
Harbour Investments
Wisconsin
$589K +$115 +5 +0%
Creative Planning
107
Creative Planning
Kansas
$561K +$35.7K +1,554 +11%
IIA
108
IPG Investment Advisors
California
$537K +$345K +15,000 New
LSA
109
Leonteq Securities AG
Switzerland
$530K -$103K -4,474 -23%
SSA
110
Schonfeld Strategic Advisors
New York
$526K -$711K -30,900 -68%
VFA
111
Valeo Financial Advisors
Indiana
$508K -$460 -20 -0.1%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$457K -$3.04M -131,951 -91%
CA
113
Cetera Advisors
Colorado
$449K -$38.4K -1,668 -12%
SPA
114
Sherbrooke Park Advisers
New York
$421K +$270K +11,752 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$419K
Squarepoint
116
Squarepoint
New York
$408K +$262K +11,403 New
CIC
117
Carnegie Investment Counsel
Ohio
$393K -$1.39M -60,291 -85%
AB
118
Amalgamated Bank
New York
$391K -$28.5K -1,237 -10%
CAN
119
Cetera Advisor Networks
California
$377K -$66.9K -2,908 -22%
N
120
Natixis
France
$362K +$230K +10,000 +9,434%
KA
121
Kercheville Advisors
Texas
$358K
Handelsbanken Fonder
122
Handelsbanken Fonder
Sweden
$358K +$230K +10,000 New
IFG
123
Independent Financial Group
California
$353K +$226K +9,845 New
QT
124
Quantamental Technologies
New York
$337K +$216K +9,405 New
ProShare Advisors
125
ProShare Advisors
Maryland
$336K +$216K +9,378 New