Who owns UPSD?
Aptus Large Cap Upside ETF · Aptus
30 institutions reported holding UPSD, worth $165.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UPSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | $58.0M | 2,055,698 | +140,753 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $18.6M | 658,604 | +68,072 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $18.4M | 652,110 | +208,021 shares |
| Park Place Capital Corp | Homewood, AL | $17.1M | 607,120 | +33,162 shares |
| Waterloo Capital, L.P. | Austin, TX | $11.9M | 421,963 | +16,945 shares |
| 6th Street Advisors, LLC | Daphne, AL | $5.3M | 189,679 | +9,836 shares |
| Financial Guidance Group, Inc. | Palm Harbor, FL | $4.6M | 164,760 | +4,277 shares |
| Maripau Wealth Management LLC | Fort Wayne, IN | $4.2M | 150,341 | +20,710 shares |
| Tailwinds Wealth, LLC | Vadnais Heights, MN | $4.2M | 148,361 | New position |
| Lord & Richards Wealth Management, LLC | Highlands Ranch, CO | $3.2M | 114,363 | +5,776 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UPSD?
30 institutional managers reported holding UPSD in Form 13F filings for June 30, 2026, worth $165.2M in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $58.0M.
Did institutions buy or sell UPSD last quarter?
Reported 13F value rose 20.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UPSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.