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UPSD ETF SER SOLUTIONS

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APTUS LRG CAP UP (fund)

24 managers (24 13F filers) reported a position in UPSD shares at 2025-12-31, 4,535,430 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
5
Added
14
Reduced
3
Sold out
2
Shares held by filers
4,535,430

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,993,040$53.4M0.45%+206,59213F-HRTimeline
Park Place Capital Corp528,350$14.1M2.95%+28,10413F-HRTimeline
Waterloo Capital, L.P.407,706$10.9M0.79%+9,65113F-HRTimeline
Signal Advisors Wealth, LLC346,639$9.28M0.74%+64,06913F-HRTimeline
Uniting Wealth Partners, LLC249,859$6.69M2.05%+44,18813F-HRTimeline
Financial Guidance Group, Inc.139,785$3.74M1.53%+12,39913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC119,379$3.2M1.47%+4,01813F-HRTimeline
Lord & Richards Wealth Management, LLC103,942$2.78M2.39%+35,84413F-HRTimeline
Cushing Capital Partners, LLC88,968$2.38M1.76%+9,99613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED84,853$2.3M0.16%+5,16013F-HRTimeline
MBE Wealth Management, LLC83,215$2.23M0.93%+6,24913F-HRTimeline
RENASANT BANK77,162$2.07M1.4%-20,90113F-HRTimeline
Second Line Capital, LLC73,262$1.96M0.4%+2,77813F-HRTimeline
Savvy Advisors, Inc.53,808$1.44M0.05%new13F-HRTimeline
Regal Investment Advisors LLC48,333$1.29M0.08%new13F-HRTimeline
Tailwinds Wealth, LLC47,464$1.27M1.37%13F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC27,854$746K0.34%+1713F-HRTimeline
Atria Investments, Inc17,843$478K0.01%-1213F-HRTimeline
OLD MISSION CAPITAL LLC17,215$461K0.02%new13F-HRTimeline
True Vision MN LLC16,669$446K0.23%-113F-HRTimeline
Advisory Services Network, LLC9,524$255K<0.01%+8,52413F-HRTimeline
OPTIMA CAPITAL LLC391$10.5K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG162$4.34K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$187<0.01%013F-HRTimeline