Aptus Large Cap Upside ETFUPSDETF
13F holders, Q4 2024 (December 31)4holders
$23.90avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Aptus Large Cap Upside ETF (UPSD) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($7.1M), Jane Street Group, LLC ($1.2M) and Cushing Capital Partners, LLC ($417K).
- Company
- Aptus Large Cap Upside ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2024)
- CUSIP
- 26922B444
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.6M |
| Exits | 0 | $0 |
Ownership 4 holders
| Envestnet Asset Management Inc. | 0.00% | New | 296,498 | $7.1M |
| Jane Street Group, LLC | 0.00% | New | 50,588 | $1.2M |
| Cushing Capital Partners, LLC | 0.40% | — | 17,441 | $417K |
| StoneX Group Inc. | 0.02% | New | 14,295 | $342K |
"% 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.