Aptus Large Cap Upside ETFUPSDETF
13F holders, Q4 2025 (December 31)24holders +4
5new positions
2sold out
$26.79avg. 13F price*
At the end of Q4 2025, 24 institutions reported holding Aptus Large Cap Upside ETF (UPSD) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Aptus Capital Advisors, LLC ($53.4M), Park Place Capital Corp ($14.1M) and Waterloo Capital, L.P. ($10.9M).
- Company
- Aptus Large Cap Upside ETF
- Filed as
- ETF SER SOLUTIONS (Q4 2025)
- CUSIP
- 26922B444
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.2M |
| Exits | 2 | $15.0M |
All 13F filers, Q3 2025 → Q4 2025: 557,498 shares bought and 585,250 shares sold, net −27,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Aptus Capital Advisors, LLC | 0.45% | Add +11.6% | 1,993,040 | $53.4M |
| Park Place Capital Corp | 2.95% | Add +5.6% | 528,350 | $14.1M |
| Waterloo Capital, L.P. | 0.79% | Add +2.4% | 407,706 | $10.9M |
| Signal Advisors Wealth, LLC | 0.74% | Add +22.7% | 346,639 | $9.3M |
| Uniting Wealth Partners, LLC | 2.05% | Add +21.5% | 249,859 | $6.7M |
| Financial Guidance Group, Inc. | 1.53% | Add +9.7% | 139,785 | $3.7M |
| Maripau Wealth Management LLC | 1.47% | Add +3.5% | 119,379 | $3.2M |
| Lord & Richards Wealth Management, LLC | 2.39% | Add +52.6% | 103,942 | $2.8M |
| Cushing Capital Partners, LLC | 1.76% | Add +12.7% | 88,968 | $2.4M |
| Silver Oak Securities, Incorporated | 0.16% | Add +6.5% | 84,853 | $2.3M |
| MBE Wealth Management, LLC | 0.93% | Add +8.1% | 83,215 | $2.2M |
| Renasant Bank | 1.40% | Reduce -21.3% | 77,162 | $2.1M |
| Second Line Capital, LLC | 0.40% | Add +3.9% | 73,262 | $2.0M |
| Savvy Advisors, Inc. | 0.05% | New | 53,808 | $1.4M |
| Regal Investment Advisors LLC | 0.08% | New | 48,333 | $1.3M |
| Tailwinds Wealth, LLC | 1.37% | — | 47,464 | $1.3M |
| One Plus One Wealth Management, LLC | 0.34% | Add +0.1% | 27,854 | $746K |
| Atria Investments, Inc | 0.01% | Reduce -0.1% | 17,843 | $478K |
| Old Mission Capital LLC | 0.02% | New | 17,215 | $461K |
| True Vision MN LLC | 0.23% | Reduce -0.0% | 16,669 | $446K |
| Advisory Services Network, LLC | 0.00% | Add +852.4% | 9,524 | $255K |
| Optima Capital LLC | 0.00% | New | 391 | $10K |
| UBS Group AG | 0.00% | New | 162 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 7 | $187 |
"% 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.