Aptus Large Cap Upside ETFUPSDETF
13F holders, Q1 2025 (March 31)16holders +12
13new positions
1sold out
$23.16avg. 13F price*
At the end of Q1 2025, 16 institutions reported holding Aptus Large Cap Upside ETF (UPSD) in their 13F filings, up 12 from Q4 2024. 13 opened new positions and 1 sold out. The largest holders were Aptus Capital Advisors, LLC ($19.4M), Envestnet Asset Management Inc. ($8.9M) and Park Place Capital Corp ($8.6M).
- Company
- Aptus Large Cap Upside ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2025)
- CUSIP
- 26922B444
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $47.6M |
| Exits | 1 | $342K |
All 13F filers, Q4 2024 → Q1 2025: 2,186,862 shares bought and 28,209 shares sold, net +2,158,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Aptus Capital Advisors, LLC | 0.22% | New | 837,537 | $19.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.1% | 385,654 | $8.9M |
| Park Place Capital Corp | 2.34% | New | 373,096 | $8.6M |
| Waterloo Capital, L.P. | 0.53% | New | 244,945 | $5.7M |
| Uniting Wealth Partners, LLC | 1.56% | New | 134,059 | $3.1M |
| Signal Advisors Wealth, LLC | 0.29% | New | 127,304 | $2.9M |
| Renasant Bank | 1.57% | New | 102,578 | $2.4M |
| MBE Wealth Management, LLC | 0.83% | New | 74,693 | $1.7M |
| Maripau Wealth Management LLC | 0.87% | New | 65,478 | $1.5M |
| Cushing Capital Partners, LLC | 1.25% | Add +243.4% | 59,888 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -27.5% | 36,674 | $849K |
| Silver Oak Securities, Incorporated | 0.06% | New | 29,459 | $673K |
| Lord & Richards Wealth Management, LLC | 0.61% | New | 23,154 | $536K |
| Advisory Services Network, LLC | 0.01% | New | 15,169 | $351K |
| Atria Investments, Inc | 0.00% | New | 14,870 | $344K |
| Talon Private Wealth, LLC | 0.04% | New | 12,917 | $299K |
"% 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.