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UPSD ETF SER SOLUTIONS

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APTUS LRG CAP UP (fund)

27 managers (27 13F filers) reported a position in UPSD shares at 2026-03-31, 5,355,640 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
27
13F filers
27
New
8
Added
13
Reduced
4
Sold out
6
Shares held by filers
5,355,640

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,914,945$48.8M0.41%-78,09513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC590,532$15.1M<0.01%new13F-HRTimelineGroup
Park Place Capital Corp573,958$14.6M2.93%+45,60813F-HRTimeline
Signal Advisors Wealth, LLC444,089$11.3M0.78%+97,45013F-HRTimeline
Waterloo Capital, L.P.405,018$10.3M0.73%-2,68813F-HRTimeline
Uniting Wealth Partners, LLC265,111$6.78M1.44%+15,25213F-HRTimeline
6th Street Advisors, LLC179,843$4.59M2.89%13F-HRTimeline
Financial Guidance Group, Inc.160,483$4.09M1.64%+20,69813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC129,631$3.31M1.45%+10,25213F-HR/ATimeline
Lord & Richards Wealth Management, LLC108,587$2.77M2.43%+4,64513F-HRTimeline
Second Line Capital, LLC93,551$2.53M0.48%+20,28913F-HRTimeline
MBE Wealth Management, LLC91,664$2.34M0.97%+8,44913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED88,363$2.25M0.16%+3,51013F-HRTimeline
RENASANT BANK77,581$1.98M1.4%+41913F-HRTimeline
Cushing Capital Partners, LLC77,251$1.97M1.51%-11,71713F-HRTimeline
Regal Investment Advisors LLC49,992$1.27M0.07%+1,65913F-HRTimeline
ONE PLUS ONE WEALTH MANAGEMENT, LLC29,036$740K0.31%+1,18213F-HRTimeline
Atria Investments, Inc25,929$661K0.01%+8,08613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,057$384K<0.01%new13F-HRTimelineGroup
Strong Retirement Solutions LLC9,398$240K0.17%new13F-HRTimeline
Advisory Services Network, LLC8,911$227K<0.01%-61313F-HRTimeline
Independent Advisor Alliance8,202$209K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…4,812$123K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,315$33.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,244$31.7K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,130$28.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$179<0.01%013F-HRTimeline