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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 2025-09-30, 4,515,718 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.

Managers
20
13F filers
20
New
1
Added
16
Reduced
2
Sold out
0
Shares held by filers
4,515,718

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,786,448$47.6M0.43%+29,28413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC526,164$14M<0.01%+5,23213F-HRTimelineGroup
Park Place Capital Corp500,246$13.3M2.82%+8,60513F-HRTimeline
Waterloo Capital, L.P.398,055$10.6M0.79%+80,86513F-HRTimeline
Signal Advisors Wealth, LLC282,570$7.53M0.68%+63,12813F-HRTimeline
Uniting Wealth Partners, LLC205,671$5.48M1.29%+40,55613F-HRTimeline
Financial Guidance Group, Inc.127,386$3.4M1.52%+16,14513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC115,361$3.08M1.55%+6,18513F-HRTimeline
RENASANT BANK98,063$2.61M1.66%+91913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED79,693$2.13M0.16%+12,01713F-HRTimeline
Cushing Capital Partners, LLC78,972$2.11M1.65%+13,19713F-HRTimeline
MBE Wealth Management, LLC76,966$2.05M0.89%-76313F-HRTimeline
Second Line Capital, LLC70,484$1.88M0.39%+6,53813F-HRTimeline
Lord & Richards Wealth Management, LLC68,098$1.82M1.66%+7,57913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,172$1.02M<0.01%+9,67213F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC27,837$742K0.36%+62513F-HRTimeline
Atria Investments, Inc17,855$476K0.01%+2,51413F-HRTimeline
True Vision MN LLC16,670$445K0.23%-5213F-HRTimeline
Advisory Services Network, LLC1,000$26.7K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$187<0.01%013F-HRTimeline