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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
33 filers reported a long position in UPGD for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $13M | 158.4K | -0.8% |
| Kingsview Wealth Management, LLC | $9.2M | 112.8K | New |
| LPL Financial LLC | $1.8M | 22.5K | +4.4% |
| Aspire Growth Partners LLC | $852.2K | 10.4K | -1.1% |
| OXFORD FINANCIAL GROUP, LTD. LLC | $819.3K | 10K | Unchanged |
| HBK Sorce Advisory LLC | $721K | 8.6K | -0.3% |
| Tower Research Capital LLC (TRC) | $510.2K | 6.2K | -33.6% |
| Total Wealth Planning & Management, Inc. | $477.8K | 5.8K | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $470.6K | 5.7K | -10.7% |
| FLOW TRADERS U.S. LLC | $441K | 5.4K | New |
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