APTUS LARGE CAP UPSIDE ETF UPSD
$28.63
+1.1% 52w: $23.39 – $28.66
Latest 13F among current holders filed 38 days ago (May 28, 2026)
Price — last 12 months
research preview data23.3926.0228.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
27
+3 QoQ
13F value
$136.7M
+12.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns UPSD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 1.9M | $48.8M | 0.4% | -3.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 590.5K | $15.1M | 0.0% | New |
| Park Place Capital Corp | Wealth advisor | 574.0K | $14.6M | 2.9% | +8.6% |
| Signal Advisors Wealth, LLC | Wealth advisor | 444.1K | $11.3M | 0.8% | +28.1% |
| Waterloo Capital, L.P. | Wealth advisor | 405.0K | $10.3M | 0.7% | -0.7% |
| Uniting Wealth Partners, LLC | Wealth advisor | 265.1K | $6.8M | 1.4% | +6.1% |
| 6th Street Advisors, LLC | Wealth advisor | 179.8K | $4.6M | 2.9% | — |
| Financial Guidance Group, Inc. | Wealth advisor | 160.5K | $4.1M | 1.6% | +14.8% |
| MARIPAU WEALTH MANAGEMENT LLC | Wealth advisor | 129.6K | $3.3M | 1.5% | +8.6% |
| Lord & Richards Wealth Management, LLC | Wealth advisor | 108.6K | $2.8M | 2.4% | +4.5% |
| Second Line Capital, LLC | Wealth advisor | 93.6K | $2.5M | 0.5% | +27.7% |
| MBE Wealth Management, LLC | Wealth advisor | 91.7K | $2.3M | 1.0% | +10.2% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 88.4K | $2.3M | 0.2% | +4.1% |
| RENASANT BANK | Wealth advisor | 77.6K | $2.0M | 1.4% | +0.5% |
| Cushing Capital Partners, LLC | Wealth advisor | 77.3K | $2.0M | 1.5% | -13.2% |
| Regal Investment Advisors LLC | Wealth advisor | 50.0K | $1.3M | 0.1% | +3.4% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Wealth advisor | 29.0K | $740K | 0.3% | +4.2% |
| Atria Investments, Inc | Wealth advisor | 25.9K | $661K | 0.0% | +45.3% |
| JANE STREET GROUP, LLC | Market maker | 15.1K | $384K | 0.0% | New |
| Strong Retirement Solutions LLC | Other | 9.4K | $240K | 0.2% | New |
| Advisory Services Network, LLC | Diversified mechanical | 8.9K | $227K | 0.0% | -6.4% |
| Independent Advisor Alliance | Wealth advisor | 8.2K | $209K | 0.0% | New |
| Capital Investment Advisory Services, LLC | Wealth advisor | 4.8K | $123K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 1.3K | $34K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.2K | $32K | 0.0% | New |
| Princeton Global Asset Management LLC | Other | 1.1K | $29K | 0.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 7 | $179 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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