Notable Holders of Upstream Worldwide, Inc. (UPST)

  |   Expand Research on UPST   |   * Does Not Fully Represent All Holders
Fund Title Shares % Owned Source
VANGUARD GROUP INC COM 6,768,367 N/A 13F
D. E. Shaw & Co., INC. COM 2,577,569 N/A 13F
STATE STREET CORP COM 2,053,086 N/A 13F
Coatue Management COM 1,664,843 N/A 13F
Goldman Sachs Asset Management, L.P. CMN 1,559,486 N/A 13F
Clear Street Group Inc. COM 1,555,206 N/A 13F
JANE STREET GROUP, LLC (CALL) COM 1,505,200 N/A 13F
GEODE CAPITAL MANAGEMENT LLC COM 1,436,577 N/A 13F
BARCLAYS PLC COM 1,272,286 N/A 13F
GROUP ONE TRADING, L.P. (CALL) COM 1,102,400 N/A 13F
Mirae Asset Global Investments Co., Ltd. COM 1,020,567 N/A 13F
UBS Group AG COM 881,867 N/A 13F
CITIGROUP INC COM 806,341 N/A 13F
IMC-Chicago, LLC (PUT) COM 806,200 N/A 13F
NORTHERN TRUST CORP COM 758,887 N/A 13F
SANDLER CAPITAL MANAGEMENT (PUT) COM 747,400 N/A 13F
HAP Trading, LLC (PUT) COM 614,800 N/A 13F
SCHWAB CHARLES INVESTMENT MANAGEMENT INC COM 534,369 N/A 13F
BANK OF AMERICA CORP /DE/ COM 505,978 N/A 13F
GTS SECURITIES LLC (PUT) COM 487,700 N/A 13F
WOLVERINE TRADING, LLC (CALL) COM 412,000 N/A 13F
Brainard Capital Management LLC COM 391,666 N/A 13F
Walleye Trading LLC (PUT) COM 370,700 N/A 13F
Robeco Institutional Asset Management B.V. COM 330,000 N/A 13F
CAPITAL FUND MANAGEMENT S.A. (CALL) COM 315,800 N/A 13F
Cutler Group LP (PUT) Put 293,500 N/A 13F
Bank of New York Mellon CORP COM 274,482 N/A 13F
Optiver Holding B.V. (PUT) COM 258,200 N/A 13F
ALGER FRED MANAGEMENT INC Common 228,940 N/A 13F
WHITEBOX ADVISORS LLC (PUT) COM 220,000 N/A 13F
Freshford Capital Management, LLC COM 218,468 N/A 13F
Liontrust Investment Partners LLP Equity 210,000 N/A 13F
Nuveen Asset Management, LLC COM 202,158 N/A 13F
WHITE BAY PT LLC (PUT) COM 200,000 N/A 13F
PICTET ASSET MANAGEMENT LTD COM 197,217 N/A 13F
Zweig-DiMenna Associates LLC COM 188,693 N/A 13F
BOOTHBAY FUND MANAGEMENT, LLC (PUT) COM 175,000 N/A 13F
WELLS FARGO & CO/MN COM 161,770 N/A 13F
Swiss National Bank COM 152,800 N/A 13F
BANK OF NOVA SCOTIA / COM 150,475 N/A 13F
Walleye Trading Advisors, LLC (PUT) COM 144,100 N/A 13F
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC EQUITY US CM 116,375 N/A 13F
Marex Group plc COM 116,308 N/A 13F
Leucadia National (PUT) COM 115,000 N/A 13F
Banco Santander, S.A. COM 109,300 N/A 13F
Invesco Ltd. COM 107,290 N/A 13F
PARAMETRIC PORTFOLIO ASSOCIATES Common Stock 105,620 N/A 13F
RHUMBLINE ADVISERS COM 101,291 N/A 13F
ALLIANCEBERNSTEIN L.P. COM 99,991 N/A 13F
TWO SIGMA SECURITIES, LLC (PUT) COM 98,600 N/A 13F
PRICE T ROWE ASSOCIATES INC /MD/ COMM STK 97,604 N/A 13F
PICTET ASSET MANAGEMENT SA COM 94,941 N/A 13F
Holocene Advisors, LP COM 94,581 N/A 13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND COM 93,525 N/A 13F
RAYMOND JAMES FINANCIAL INC COM 93,020 N/A 13F
BASSWOOD CAPITAL MANAGEMENT LLC COM 88,794 N/A 13F
State of New Jersey Common Pension Fund D COM 87,952 N/A 13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM COMMON STOCK 85,760 N/A 13F
VOLORIDGE INVESTMENT MANAGEMENT, LLC COM 82,905 N/A 13F
BANK OF MONTREAL /CAN/ COM 81,488 N/A 13F
BANQUE PICTET & CIE SA COM 80,000 N/A 13F
WMG Financial Advisors, LLC COM 79,920 N/A 13F
CREDIT SUISSE AG/ COM 75,812 N/A 13F
DEUTSCHE BANK AG\ COM 73,137 N/A 13F
LEGAL & GENERAL GROUP PLC COM 73,128 N/A 13F
PEAK6 Investments LLC (CALL) COM 66,100 N/A 13F
Cubist Systematic Strategies, LLC COM 63,294 N/A 13F
Connor, Clark & Lunn Investment Management Ltd. COM 57,582 N/A 13F
SEVEN EIGHT CAPITAL, LLC COM 54,981 N/A 13F
American Portfolios Advisors COM 54,390 N/A 13F
NISA INVESTMENT ADVISORS L L C COM 51,897 N/A 13F
LPL Financial LLC COM 50,956 N/A 13F
Bank Julius Baer & Co. Ltd, Zurich COM 50,939 N/A 13F
BAILARD, INC. COM 49,498 N/A 13F
Raymond James Financial Services Advisors, Inc. COM 49,227 N/A 13F
Retireful, LLC COM 48,944 N/A 13F
Belvedere Trading LLC (CALL) COM 48,900 N/A 13F
Bayesian Capital Management, LP COM 48,600 N/A 13F
Marshall Wace LLP COMMON STOCK 46,993 N/A 13F
DIMENSIONAL FUND ADVISORS LP COM 45,572 N/A 13F
NOMURA HOLDINGS INC COM 45,062 N/A 13F
COMMONWEALTH EQUITY SERVICES, LLC. COM 44,512 N/A 13F
Ergoteles LLC COM 43,916 N/A 13F
Capula Management Ltd COM 42,580 N/A 13F
Miracle Mile Advisors, LLC COM 40,405 N/A 13F
MANUFACTURERES LIFE INSURANCE CO COM 39,927 N/A 13F
JONES FINANCIAL COMPANIES LLLP COMMON STOCK 38,276 N/A 13F
EAM Investors, LLC Common Stock 38,250 N/A 13F
MetLife Investment Advisors, LLC COM 38,182 N/A 13F
Kynikos Associates LP (PUT) COM 37,500 N/A 13F
LLBH Private Wealth Management, LLC COM 35,688 N/A 13F
Manchester Capital Management LLC COM 35,393 N/A 13F
LEVEL FOUR ADVISORY SERVICES, LLC COM 35,245 N/A 13F
Prospera Financial Services COM 34,709 N/A 13F
Legacy Capital Group California, Inc. COM 33,159 N/A 13F
MML INVESTORS SERVICES, LLC COM 30,621 N/A 13F
Maxi Investments CY Ltd COM 30,100 N/A 13F
NEW YORK STATE COMMON RETIREMENT FUND Common Stock 30,053 N/A 13F
ING INVESTMENT MANAGEMENT LLC COM 28,456 N/A 13F
Tyler-Stone Wealth Management COM 27,337 N/A 13F
ALLSTATE CORP Equity 26,700 N/A 13F
Ensign Peak Advisors, Inc COM 26,600 N/A 13F
TCI Wealth Advisors, Inc. COM 25,743 N/A 13F
Mariner Wealth Advisors, LLC COM 24,878 N/A 13F
Rafferty Asset Management, LLC COM 24,729 N/A 13F
HENDERSON GROUP PLC COM 24,722 N/A 13F
HSBC HOLDINGS PLC COM 24,367 N/A 13F
Cambridge Investment Research Advisors, Inc. INC COM 24,344 N/A 13F
Edgestream Partners, L.P. COM 22,562 N/A 13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM COM 20,466 N/A 13F
Rockefeller Capital Management L.P. COM 20,246 N/A 13F
CTC LLC COM 19,934 N/A 13F
AMERIPRISE FINANCIAL INC COM 19,781 N/A 13F
Arizona State Retirement System COM 19,718 N/A 13F
ENVESTNET ASSET MANAGEMENT INC COM 19,459 N/A 13F
Capital Impact Advisors, LLC COM 19,447 N/A 13F
Inspire Advisors, LLC COM 19,296 N/A 13F
XR Securities LLC (CALL) COM 18,900 N/A 13F
Strategic Wealth Advisors Group,Inc. COM 17,875 N/A 13F
Baader Bank INC COM 17,097 N/A 13F
AE Wealth Management LLC COM 16,510 N/A 13F
Virtu Financial LLC COM 16,457 N/A 13F
HARBOUR INVESTMENTS, INC. COM 16,216 N/A 13F
EATON VANCE MANAGEMENT COMMON STOCK 15,661 N/A 13F
Creative Planning COM 15,377 N/A 13F
IPG Investment Advisors LLC COM 15,000 N/A 13F
Schonfeld Strategic Advisors LLC COM 14,700 N/A 13F
GSA CAPITAL PARTNERS LLP COM 14,669 N/A 13F
Valeo Financial Advisors, LLC Stock 14,181 N/A 13F
PRUDENTIAL FINANCIAL INC COM 13,630 N/A 13F
SEI INVESTMENTS CO COM 13,410 N/A 13F
MILLENNIUM MANAGEMENT LLC (PUT) COM 13,100 N/A 13F
Fidelity Investments COM 12,753 N/A 13F
Multi-Financial Securities Corp COM 12,533 N/A 13F
Zurcher Kantonalbank (Zurich Cantonalbank) COM 11,688 N/A 13F
Carnegie Capital Asset Management, LLC COM 10,967 N/A 13F
AMALGAMATED BANK COM 10,928 N/A 13F
Amalgamated Financial Corp. COM 10,881 N/A 13F
Financial Network COM 10,524 N/A 13F
NATIXIS COM 10,106 N/A 13F
Inscription Capital, LLC COM 10,000 N/A 13F
Kercheville Advisors, LLC COM 10,000 N/A 13F
Handelsbanken Fonder AB COM 10,000 N/A 13F
US BANCORP \DE\ COM 9,644 N/A 13F
Quantamental Technologies LLC COM 9,405 N/A 13F
ProShare Advisors LLC COM 9,378 N/A 13F
Cetera Investment Advisers COM 8,972 N/A 13F
Stratos Wealth Partners, LTD. COM 8,849 N/A 13F
Gotham Asset Management, LLC COM 8,842 N/A 13F
Oak Thistle LLC COM 8,774 N/A 13F
MERCER GLOBAL ADVISORS INC /ADV COM 8,722 N/A 13F
Prime Capital Investment Advisors, LLC Stock 8,713 N/A 13F
HighTower Advisors, LLC COM 8,316 N/A 13F
RAYMOND JAMES & ASSOCIATES COM 8,171 N/A 13F
Apollon Wealth Management, LLC COM 8,154 N/A 13F
Gemmer Asset Management LLC COM 8,126 N/A 13F
Newbridge Financial Services Group, Inc. COM 8,035 N/A 13F
Johnson Financial Group, LLC COM 8,000 N/A 13F
Strategic Family Wealth Counselors, L.L.C. COM 7,992 N/A 13F
Jump Financial, LLC Common Stock 7,990 N/A 13F
Skandinaviska Enskilda Banken AB (publ) COM 7,810 N/A 13F
Rollins Financial Stock 7,620 N/A 13F
AXQ CAPITAL, LP COM 7,600 N/A 13F
WOLVERINE ASSET MANAGEMENT LLC (PUT) COM 7,500 N/A 13F
VICTORY CAPITAL MANAGEMENT INC COM 7,486 N/A 13F
MITCHELL MCLEOD PUGH & WILLIAMS INC COM 7,375 N/A 13F
Independent Advisor Alliance COM 7,230 N/A 13F
CenterStar Asset Management, LLC COM 7,225 N/A 13F
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC COM 7,167 N/A 13F
Mezzasalma Advisors, LLC COM 7,135 N/A 13F
SG Americas Securities, LLC COM 6,945 N/A 13F
Mitsubishi UFJ Asset Management Co., Ltd. COM 6,822 N/A 13F
Private Advisor Group, LLC COM 6,724 N/A 13F
Vontobel Holding Ltd. COM 6,600 N/A 13F
IEQ CAPITAL, LLC COM 6,593 N/A 13F
ROYAL BANK OF CANADA \ COM 6,512 N/A 13F
ARCADIA INVESTMENT MANAGEMENT CORP/MI COM 6,490 N/A 13F
Synergy Financial Group, LTD COM 6,446 N/A 13F
Atria Wealth Solutions, Inc. COM 6,357 N/A 13F
H D Vest Advisory Services COM 6,190 N/A 13F
Summit Investment Advisors, Inc. COM 5,955 N/A 13F
LIBERTY ONE INVESTMENT MANAGEMENT, LLC COM 5,900 N/A 13F
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO COM 5,524 N/A 13F
Harel Insurance Investments & Financial Services Ltd. COM 5,440 N/A 13F
J. Goldman & Co LP (PUT) COM 5,200 N/A 13F
FIFTH THIRD BANCORP COM 4,957 N/A 13F
Orion Capital Management LLC COM 4,820 N/A 13F
COMERICA BANK COM 4,456 N/A 13F
Tradition Wealth Management, LLC COMMON STOCK 4,454 N/A 13F
NEXT Financial Group, Inc COM 3,901 N/A 13F
PNC FINANCIAL SERVICES GROUP INC COM 3,878 N/A 13F
KBC Group NV COM 3,510 N/A 13F
Westside Investment Management, Inc. COM 3,415 N/A 13F
AdvisorNet Financial, Inc Stock 3,165 N/A 13F
Tower Research Capital LLC COM 3,154 N/A 13F
Goss Wealth Management LLC Common Stock 3,034 N/A 13F
Spire Wealth Management COM 2,347 N/A 13F
BIDWELL C M & ASSOCIATES LTD/ COM 2,137 N/A 13F
VIVID FINANCIAL MANAGEMENT, INC. COM 2,041 N/A 13F
Gs Investments, Inc. COM 2,000 N/A 13F
Paradigm Financial Advisors, LLC COM 1,868 N/A 13F
SIGNATUREFD, LLC COM 1,825 N/A 13F
ICA Group Wealth Management, LLC Common Stock 1,726 N/A 13F
Russell Investments Group, Ltd. Common Stock 1,723 N/A 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO COM 1,710 N/A 13F
Cassady Schiller Wealth Management, LLC COM 1,695 N/A 13F
Compagnie Lombard, Odier SCA COM 1,650 N/A 13F
Venturi Wealth Management, LLC COM 1,559 N/A 13F
DIAM Co., Ltd. COM 1,552 N/A 13F
LAZARD ASSET MANAGEMENT LLC Common Stock 1,364 N/A 13F
GPS Wealth Strategies Group, LLC Common Stock 1,252 N/A 13F
Feltz Wealth PLAN Inc. Stock/ETF 1,200 N/A 13F
SHELL ASSET MANAGEMENT CO COM 1,144 N/A 13F
EXCHANGE TRADED CONCEPTS, LLC COM 1,143 N/A 13F
Parallel Advisors, LLC Stock 1,118 N/A 13F
Your Advocates Ltd., LLP COM 1,030 N/A 13F
ALBION FINANCIAL GROUP /UT COM 1,000 N/A 13F
BROWN BROTHERS HARRIMAN & CO Common Stock 850 N/A 13F
Larson Financial Group LLC COM 810 N/A 13F
BENJAMIN F. EDWARDS & COMPANY, INC. COM 780 N/A 13F
CWM, LLC COM 747 N/A 13F
QUADRANT CAPITAL GROUP LLC COM 736 N/A 13F
Banque Cantonale Vaudoise COM 717 N/A 13F
Geneos Wealth Management Inc. COM 705 N/A 13F
Steward Partners Investment Advisory, LLC COM 644 N/A 13F
IFP Advisors, Inc cs 638 N/A 13F
Advisors Asset Management, Inc. COM 623 N/A 13F
Nemes Rush Group LLC COM 610 N/A 13F
Column Capital Advisors, LLC Stock 610 N/A 13F
NATIONAL BANK OF CANADA /FI/ COM 601 N/A 13F
Founders Capital Management COM 600 N/A 13F
OPTIMUM INVESTMENT ADVISORS COM 560 N/A 13F
Covestor Ltd COMMON 538 N/A 13F
TOTH FINANCIAL ADVISORY CORP COM 533 N/A 13F
WIPFLI FINANCIAL ADVISORS LLC, COM 444 N/A 13F
CoreCap Advisors, LLC Stock 412 N/A 13F
City State Bank COM 400 N/A 13F
TSFG, LLC Common Stock 369 N/A 13F
Versant Capital Management, Inc Stock 366 N/A 13F
Quent Capital, LLC Stock 354 N/A 13F
Cribstone Capital Management, LLC CS 300 N/A 13F
Rosenberg Matthew Hamilton Stock 300 N/A 13F
Ridgewood Investments LLC COM 300 N/A 13F
CKW FINANCIAL GROUP COM 273 N/A 13F
SJS Investment Consulting Inc. COM 233 N/A 13F
Stonebridge Capital Advisors LLC Stock 230 N/A 13F
Rise Advisors, LLC 0 210 N/A 13F
MASSMUTUAL TRUST CO FSB/ADV Common / Ordinary Stock 200 N/A 13F
Lindbrook Capital, LLC Stock 186 N/A 13F
Colonial Asset Management, Inc. Stock 178 N/A 13F
ARMSTRONG ADVISORY GROUP, INC COM 150 N/A 13F
ADIRONDACK TRUST CO FINANCIALS 150 N/A 13F
Bell Investment Advisors, Inc COM 107 N/A 13F
Carroll Financial Associates, Inc. Stock 106 N/A 13F
Heritage Wealth Advisors COM 100 N/A 13F
WOLFF WIESE MAGANA LLC COM 100 N/A 13F
CENTRAL TRUST & INVESTMENT CO COM 100 N/A 13F
Efficient Wealth Management LLC COM 95 N/A 13F
Holloway Wealth Management, LLC COM 82 N/A 13F
Gordian Capital Singapore Pte Ltd COM 81 N/A 13F
Global Retirement Partners, LLC COM 70 N/A 13F
Householder Group Estate & Retirement Specialist, LLC Common Stock 60 N/A 13F
Sandy Spring Bank COM 57 N/A 13F
PayPay Securities Corp COM 56 N/A 13F
TORONTO DOMINION BANK Common Stock 52 N/A 13F
RE Dickinson Investment Advisors, LLC COM 51 N/A 13F
Covington Capital Management COM 50 N/A 13F
Hanson McClain, Inc. COM 50 N/A 13F
Tradewinds Capital Management, LLC COM 50 N/A 13F
Oakworth Capital, Inc. COMMON STOCK 50 N/A 13F
Financial Freedom, LLC COM 50 N/A 13F
Prestige Wealth Management Group LLC COM 50 N/A 13F
Pacifica Partners Inc. COM 44 N/A 13F
NVWM, LLC COM 43 N/A 13F
Private Capital Group, LLC Common Stock 41 N/A 13F
ELEQUIN CAPITAL LP COM 38 N/A 13F
Gould Capital, LLC Stock 38 N/A 13F
CULLEN FROST BANKERS INC DOMESTIC COMMON STOCK 37 N/A 13F
Lake Point Wealth Management COM 35 N/A 13F
Horan Securities, Inc. Stock 35 N/A 13F
Hartland & Co., LLC COM 35 N/A 13F
HOLLENCREST SECURITIES LLC Stock 35 N/A 13F
Sunbelt Securities, Inc. Stock 31 N/A 13F
Clearview Wealth Advisors LLC Stock 30 N/A 13F
ST GERMAIN D J CO INC Stock 30 N/A 13F
CALDWELL SUTTER CAPITAL, INC. COM 25 N/A 13F
JJJ Advisors Inc. COM 25 N/A 13F
West Oak Capital, LLC COM 25 N/A 13F
North Star Investment Management Corp. Stock 24 N/A 13F
Missouri Trust & Investment Co COM 22 N/A 13F
Sound Income Strategies, LLC COM 20 N/A 13F
25 LLC COM 20 N/A 13F
Focused Wealth Management, Inc COM 20 N/A 13F
Gradient Investments LLC COM 19 N/A 13F
Carmichael Hill & Associates, Inc. COM 18 N/A 13F
REILLY FINANCIAL ADVISORS, LLC COM 17 N/A 13F
Evolution Advisers, Inc. COM 16 N/A 13F
Horrell Capital Management, Inc. COM 15 N/A 13F
Iron Horse Wealth Management, LLC COM 15 N/A 13F
BREWIN DOLPHIN LTD COM 14 N/A 13F
Parkside Financial Bank & Trust COM 14 N/A 13F
HUNTINGTON NATIONAL BANK COMMON STOCK 13 N/A 13F
TFC Financial Management COM 12 N/A 13F
Glassman Wealth Services COM 11 N/A 13F
Castleview Partners, LLC COM 10 N/A 13F
GABLES CAPITAL MANAGEMENT INC. COM 10 N/A 13F
Ronald Blue Trust, Inc. COM 8 N/A 13F
Asset Dedication, LLC Equities 8 N/A 13F
Investors Research Corp COM 5 N/A 13F
Riggs Asset Managment Co. Inc. COM 4 N/A 13F
Glass Jacobson Investment Advisors llc COM 4 N/A 13F
Cornerstone Planning Group LLC COM 4 N/A 13F
CFG Asset Management LLC Stock 3 N/A 13F
O'Dell Group, LLC COM 1 N/A 13F