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UPSD ETF SER SOLUTIONS

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APTUS LRG CAP UP (fund)

30 managers (30 13F filers) reported a position in UPSD shares at 2026-06-30, 5,859,445 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
30
13F filers
30
New
4
Added
21
Reduced
2
Sold out
1
Shares held by filers
5,859,445

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Aptus Capital Advisors, LLC2,055,698$58M0.42%+140,75313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC658,604$18.6M<0.01%+68,07213F-HRTimelineGroup
Signal Advisors Wealth, LLC652,110$18.4M0.96%+208,02113F-HRTimeline
Park Place Capital Corp607,120$17.1M2.72%+33,16213F-HRTimeline
Waterloo Capital, L.P.421,963$11.9M0.67%+16,94513F-HRTimeline
6th Street Advisors, LLC189,679$5.35M3.07%+9,83613F-HRTimeline
Financial Guidance Group, Inc.164,760$4.65M1.74%+4,27713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC150,341$4.25M1.52%+20,71013F-HRTimeline
Tailwinds Wealth, LLC148,361$4.18M2.47%new13F-HRTimeline
Lord & Richards Wealth Management, LLC114,363$3.23M2.52%+5,77613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED101,647$2.87M0.17%+13,28413F-HRTimeline
MBE Wealth Management, LLC94,631$2.67M0.94%+2,96713F-HRTimeline
Second Line Capital, LLC92,867$2.62M0.49%-68413F-HRTimeline
Cushing Capital Partners, LLC84,336$2.38M1.64%+7,08513F-HRTimeline
RENASANT BANK81,333$2.29M1.47%+3,75213F-HRTimeline
Capital Investment Advisory Services, L…78,003$2.2M0.14%+73,19113F-HRTimeline
Regal Investment Advisors LLC50,690$1.43M0.07%+69813F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC29,838$841K0.37%+80213F-HRTimeline
Atria Investments, Inc27,021$762K0.01%+1,09213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,246$430K<0.01%+18913F-HRTimelineGroup
Strong Retirement Solutions LLC10,853$306K0.18%+1,45513F-HRTimeline
Advisory Services Network, LLC9,952$281K<0.01%+1,04113F-HRTimeline
Independent Advisor Alliance9,468$267K0.01%+1,26613F-HRTimeline
Second Half Financial Partners, LLC7,327$207K0.08%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,244$35.1K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,130$31.9K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC500$14.1K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC315$8.88K<0.01%-1,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38$1.07K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$197<0.01%013F-HRTimeline