# Aptus Large Cap Upside ETF (UPSD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UPSD/

- Reporting holders: 2
- Reported value: $464.5K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $455.1K | 15,239 | 0.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $9.4K | 315 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $464.5K |
| Q2 2026 | 30 | $186.4M |
| Q1 2026 | 27 | $136.7M |
| Q4 2025 | 24 | $121.5M |
| Q3 2025 | 20 | $120.4M |
| Q2 2025 | 19 | $104.2M |
| Q1 2025 | 16 | $58.8M |
| Q4 2024 | 4 | $9.1M |