Aptus Large Cap Upside ETFUPSDETF
13F holders, Q2 2026 (June 30)29holders +2
3new positions
1sold out
$28.20avg. 13F price*
At the end of Q2 2026, 29 institutions reported holding Aptus Large Cap Upside ETF (UPSD) in their 13F filings, up 2 from Q1 2026. 3 opened new positions and 1 sold out. The largest holders were Aptus Capital Advisors, LLC ($58.0M), Envestnet Asset Management Inc. ($18.6M) and Signal Advisors Wealth, LLC ($18.4M).
- Company
- Aptus Large Cap Upside ETF
- Filed as
- ETF SER SOLUTIONS (Q2 2026)
- CUSIP
- 26922B444
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.4M |
| Exits | 1 | $6.8M |
All 13F filers, Q1 2026 → Q2 2026: 770,100 shares bought and 266,795 shares sold, net +503,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Aptus Capital Advisors, LLC | 0.42% | Add +7.3% | 2,055,698 | $58.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.5% | 658,604 | $18.6M |
| Signal Advisors Wealth, LLC | 0.96% | Add +46.8% | 652,110 | $18.4M |
| Park Place Capital Corp | 2.72% | Add +5.8% | 607,120 | $17.1M |
| Waterloo Capital, L.P. | 0.67% | Add +4.2% | 421,963 | $11.9M |
| 6th Street Advisors, LLC | 3.07% | Add +5.5% | 189,679 | $5.3M |
| Financial Guidance Group, Inc. | 1.74% | Add +2.7% | 164,760 | $4.6M |
| Maripau Wealth Management LLC | 1.51% | Add +16.0% | 150,341 | $4.2M |
| Tailwinds Wealth, LLC | 2.47% | New | 148,361 | $4.2M |
| Lord & Richards Wealth Management, LLC | 2.52% | Add +5.3% | 114,363 | $3.2M |
| Silver Oak Securities, Incorporated | 0.17% | Add +15.0% | 101,647 | $2.9M |
| MBE Wealth Management, LLC | 0.94% | Add +3.2% | 94,631 | $2.7M |
| Second Line Capital, LLC | 0.49% | Reduce -0.7% | 92,867 | $2.6M |
| Cushing Capital Partners, LLC | 1.64% | Add +9.2% | 84,336 | $2.4M |
| Renasant Bank | 1.47% | Add +4.8% | 81,333 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +1521.0% | 78,003 | $2.2M |
| Regal Investment Advisors LLC | 0.07% | Add +1.4% | 50,690 | $1.4M |
| One Plus One Wealth Management, LLC | 0.37% | Add +2.8% | 29,838 | $841K |
| Atria Investments, Inc | 0.01% | Add +4.2% | 27,021 | $762K |
| Jane Street Group, LLC | 0.00% | Add +1.3% | 15,246 | $430K |
| Strong Retirement Solutions LLC | 0.18% | Add +15.5% | 10,853 | $306K |
| Advisory Services Network, LLC | 0.00% | Add +11.7% | 9,952 | $281K |
| Independent Advisor Alliance | 0.01% | Add +15.4% | 9,468 | $267K |
| Second Half Financial Partners, LLC | 0.08% | New | 7,327 | $207K |
| Harbour Investments, Inc. | 0.00% | No change | 1,244 | $35K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,130 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -76.0% | 315 | $9K |
| Wells Fargo & Company | 0.00% | New | 38 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 7 | $197 |
"% of holder's portfolio" is UPSD's weight in each manager's 13F, not the share of Aptus Large Cap Upside ETF the manager owns.