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UPSD ETF SER SOLUTIONS

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APTUS LRG CAP UP (fund)

20 managers (20 13F filers) reported a position in UPSD shares at 2025-06-30, 4,212,472 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
12
Reduced
2
Sold out
2
Shares held by filers
4,212,472

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,757,164$43.4M0.43%+919,62713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC520,932$12.9M<0.01%+135,27813F-HRTimelineGroup
Park Place Capital Corp491,641$12.2M2.77%+118,54513F-HRTimeline
Waterloo Capital, L.P.317,190$7.84M0.63%+72,24513F-HRTimeline
Signal Advisors Wealth, LLC219,442$5.43M0.42%+92,13813F-HRTimeline
Uniting Wealth Partners, LLC165,115$4.08M1.58%+31,05613F-HRTimeline
Financial Guidance Group, Inc.111,241$2.75M1.34%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC109,176$2.72M1.37%+43,69813F-HRTimeline
RENASANT BANK97,144$2.4M1.6%-5,43413F-HRTimeline
MBE Wealth Management, LLC77,729$1.92M0.84%+3,03613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED67,676$1.67M0.14%+38,21713F-HRTimeline
Cushing Capital Partners, LLC65,775$1.63M1.37%+5,88713F-HRTimeline
Second Line Capital, LLC63,946$1.58M0.37%new13F-HRTimeline
Lord & Richards Wealth Management, LLC60,519$1.5M1.56%+37,36513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,500$705K<0.01%-8,17413F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC27,212$673K0.37%new13F-HRTimeline
True Vision MN LLC16,722$413K0.23%new13F-HRTimeline
Atria Investments, Inc15,341$379K<0.01%+47113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$173<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.