Aptus Large Cap Upside ETF (UPSD)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
30
Reporting holders
$165.2M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | $58.0M | 2,055,698 | 0.40% | 6q | +7.4%+$4.0M |
| ENVESTNET ASSET MANAGEMENT INC | $18.6M | 658,604 | 0.00% | 2q | +11.5%+$1.9M |
| Signal Advisors Wealth, LLC | $18.4M | 652,110 | 0.93% | 6q | +46.8%+$5.9M |
| Park Place Capital Corp | $17.1M | 607,120 | 2.72% | 6q | +5.8%+$935.2K |
| Waterloo Capital, L.P. | $11.9M | 421,963 | 0.67% | 6q | +4.2%+$477.8K |
| 6th Street Advisors, LLC | $5.3M | 189,679 | 3.07% | 2q | +5.5%+$277.4K |
| Financial Guidance Group, Inc. | $4.6M | 164,760 | 1.74% | 5q | +2.7%+$120.6K |
| MARIPAU WEALTH MANAGEMENT LLC | $4.2M | 150,341 | 1.52% | 6q | +16.0%+$585.3K |
| Tailwinds Wealth, LLC | $4.2M | 148,361 | 2.47% | new | NEW |
| Lord & Richards Wealth Management, LLC | $3.2M | 114,363 | 2.52% | 6q | +5.3%+$162.9K |
| SILVER OAK SECURITIES, INCORPORATED | $2.9M | 101,647 | 0.17% | 6q | +15.0%+$374.6K |
| MBE Wealth Management, LLC | $2.7M | 94,631 | 0.94% | 6q | +3.2%+$83.7K |
| Second Line Capital, LLC | $2.6M | 92,867 | 0.49% | 5q | -0.7%-$19.3K |
| Cushing Capital Partners, LLC | $2.4M | 84,336 | 1.64% | 7q | +9.2%+$199.8K |
| RENASANT BANK | $2.3M | 81,333 | 1.47% | 6q | +4.8%+$105.8K |
| Capital Investment Advisory Services, LLC | $2.2M | 78,003 | 0.14% | 2q | +1521.0%+$2.1M |
| Regal Investment Advisors LLC | $1.4M | 50,690 | 0.07% | 3q | +1.4%+$19.7K |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $841.4K | 29,838 | 0.36% | 5q | +2.8%+$22.6K |
| Atria Investments, Inc | $762.0K | 27,021 | 0.01% | 6q | +4.2%+$30.8K |
| JANE STREET GROUP, LLC | $429.9K | 15,246 | 0.00% | 2q | +1.3%+$5.3K |
| Strong Retirement Solutions LLC | $306.1K | 10,853 | 0.18% | 2q | +15.5%+$41.0K |
| Advisory Services Network, LLC | $280.6K | 9,952 | 0.00% | 4q | +11.7%+$29.4K |
| Independent Advisor Alliance | $267.0K | 9,468 | 0.01% | 2q | +15.4%+$35.7K |
| Second Half Financial Partners, LLC | $206.6K | 7,327 | 0.08% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $35.1K | 1,244 | 0.00% | 2q | HELD |
| Princeton Global Asset Management LLC | $31.9K | 1,130 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $14.1K | 500 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $8.9K | 315 | 0.00% | 2q | -76.0%-$28.2K |
| WELLS FARGO & COMPANY/MN | $1.1K | 38 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $197 | 7 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 30 | $165.2M | 5,859,445 | 4 | 21 | 2 | 0.0% |
| Q1 2026 | 27 | $136.7M | 5,355,640 | 8 | 13 | 4 | 0.0% |
| Q4 2025 | 24 | $121.5M | 4,535,430 | 5 | 13 | 1 | 0.0% |
| Q3 2025 | 20 | $120.4M | 4,515,718 | 1 | 16 | 1 | 0.0% |
| Q2 2025 | 19 | $104.2M | 4,212,472 | 5 | 12 | 2 | 0.0% |
| Q1 2025 | 16 | $58.8M | 2,537,475 | 13 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $9.1M | 378,822 | 3 | 0 | 0 | 0.0% |