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Upstart Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$1.47M +$1.55M +13,436 New
SFG
152
Synergy Financial Group
California
$1.43M +$378K +3,283 +33%
EC
153
EMJ Capital
Ontario, Canada
$1.42M +$1.5M +13,000 New
MCC
154
Malaga Cove Capital
California
$1.39M +$257K +2,231 +21%
LC
155
Longitude (Cayman)
Cayman Islands
$1.31M +$426K +3,700 +45%
GAM
156
Gotham Asset Management
New York
$1.31M +$1.38M +11,969 New
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$1.29M +$1.14M +9,898 +517%
KA
158
Kercheville Advisors
Texas
$1.28M +$753K +6,535 +125%
UIM
159
USS Investment Management
United Kingdom
$1.26M +$1.33M +11,579 New
CIA
160
Capital Impact Advisors
Massachusetts
$1.26M +$1.33M +11,542 New
SG Americas Securities
161
SG Americas Securities
New York
$1.25M +$416K +3,610 +46%
ADIM
162
Alpha DNA Investment Management
Maryland
$1.25M +$1.32M +11,437 New
ASRS
163
Arizona State Retirement System
Arizona
$1.24M +$704K +6,113 +115%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$1.24M +$425K +3,688 +48%
IC
165
Inscription Capital
Texas
$1.2M +$662K +5,750 +110%
AB
166
Amalgamated Bank
New York
$1.19M +$149K +1,292 +13%
AF
167
Amalgamated Financial
New York
$1.19M +$1.25M +10,881 New
PFS
168
Prospera Financial Services
Texas
$1.19M +$460K +3,993 +58%
WWM
169
Wolff Wiese Magana
California
$1.17M +$712K +6,178 +136%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$1.15M +$176K +1,525 +17%
Vontobel Holding
171
Vontobel Holding
Switzerland
$1.09M -$824K -7,150 -43%
Dimensional Fund Advisors
172
Dimensional Fund Advisors
Texas
$1.05M +$711K +6,171 +179%
MML Investors Services
173
MML Investors Services
Massachusetts
$1.05M +$796K +6,907 +257%
PWM
174
Perigon Wealth Management
California
$1.03M +$1.09M +9,468 New
VF
175
Vista Finance
Missouri
$1.02M +$455K +3,950 +73%