16 institutions reported holding $75.7M of ETF SER SOLUTIONS (UPSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($18.6M), Signal Advisors Wealth, LLC ($18.4M), Waterloo Capital, L.P. ($11.9M), 6th Street Advisors, LLC ($5.3M), Financial Guidance Group, Inc. ($4.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $18.6M | 658,604 | Added |
| 2 | Signal Advisors Wealth, LLC | $18.4M | 652,110 | Added |
| 3 | Waterloo Capital, L.P. | $11.9M | 421,963 | Added |
| 4 | 6th Street Advisors, LLC | $5.3M | 189,679 | Added |
| 5 | Financial Guidance Group, Inc. | $4.6M | 164,760 | Added |
| 6 | Tailwinds Wealth, LLC | $4.2M | 148,361 | New |
| 7 | Lord & Richards Wealth Management, LLC | $3.2M | 114,363 | Added |
| 8 | MBE Wealth Management, LLC | $2.7M | 94,631 | Added |
| 9 | Cushing Capital Partners, LLC | $2.4M | 84,336 | Added |
| 10 | Capital Investment Advisory Services, LLC | $2.2M | 78,003 | Added |
| 11 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $841,432 | 29,838 | Added |
| 12 | Atria Investments, Inc | $761,990 | 27,021 | Added |
| 13 | Strong Retirement Solutions LLC | $306,054 | 10,853 | Added |
| 14 | Second Half Financial Partners, LLC | $206,621 | 7,327 | New |
| 15 | Princeton Global Asset Management LLC | $31,866 | 1,130 | Hold |
| 16 | Farther Finance Advisors, LLC | $8,883 | 315 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30