Aptus Large Cap Upside ETFUPSDETF
13F holders, Q1 2026 (March 31)27holders +3
8new positions
6sold out
$25.53avg. 13F price*
At the end of Q1 2026, 27 institutions reported holding Aptus Large Cap Upside ETF (UPSD) in their 13F filings, up 3 from Q4 2025. 8 opened new positions and 6 sold out. The largest holders were Aptus Capital Advisors, LLC ($48.8M), Envestnet Asset Management Inc. ($15.1M) and Park Place Capital Corp ($14.6M).
- Company
- Aptus Large Cap Upside ETF
- Filed as
- ETF SER SOLUTIONS (Q1 2026)
- CUSIP
- 26922B444
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $16.1M |
| Exits | 6 | $3.6M |
All 13F filers, Q4 2025 → Q1 2026: 869,189 shares bought and 228,822 shares sold, net +640,367 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Aptus Capital Advisors, LLC | 0.41% | Reduce -3.9% | 1,914,945 | $48.8M |
| Envestnet Asset Management Inc. | 0.00% | New | 590,532 | $15.1M |
| Park Place Capital Corp | 2.93% | Add +8.6% | 573,958 | $14.6M |
| Signal Advisors Wealth, LLC | 0.78% | Add +28.1% | 444,089 | $11.3M |
| Waterloo Capital, L.P. | 0.73% | Reduce -0.7% | 405,018 | $10.3M |
| Uniting Wealth Partners, LLC | 1.44% | Add +6.1% | 265,111 | $6.8M |
| 6th Street Advisors, LLC | 2.89% | — | 179,843 | $4.6M |
| Financial Guidance Group, Inc. | 1.64% | Add +14.8% | 160,483 | $4.1M |
| Maripau Wealth Management LLC | 1.45% | Add +8.6% | 129,631 | $3.3M |
| Lord & Richards Wealth Management, LLC | 2.43% | Add +4.5% | 108,587 | $2.8M |
| Second Line Capital, LLC | 0.48% | Add +27.7% | 93,551 | $2.5M |
| MBE Wealth Management, LLC | 0.97% | Add +10.2% | 91,664 | $2.3M |
| Silver Oak Securities, Incorporated | 0.16% | Add +4.1% | 88,363 | $2.3M |
| Renasant Bank | 1.40% | Add +0.5% | 77,581 | $2.0M |
| Cushing Capital Partners, LLC | 1.51% | Reduce -13.2% | 77,251 | $2.0M |
| Regal Investment Advisors LLC | 0.07% | Add +3.4% | 49,992 | $1.3M |
| One Plus One Wealth Management, LLC | 0.31% | Add +4.2% | 29,036 | $740K |
| Atria Investments, Inc | 0.01% | Add +45.3% | 25,929 | $661K |
| Jane Street Group, LLC | 0.00% | New | 15,057 | $384K |
| Strong Retirement Solutions LLC | 0.17% | New | 9,398 | $240K |
| Advisory Services Network, LLC | 0.00% | Reduce -6.4% | 8,911 | $227K |
| Independent Advisor Alliance | 0.00% | New | 8,202 | $209K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 4,812 | $123K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,315 | $34K |
| Harbour Investments, Inc. | 0.00% | New | 1,244 | $32K |
| Princeton Global Asset Management LLC | 0.00% | New | 1,130 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 7 | $179 |
"% 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.