Who Owns APTUS LARGE CAP UPSIDE ETF (UPSD)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $165.3M of APTUS LARGE CAP UPSIDE ETF (UPSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($58.0M), ENVESTNET ASSET MANAGEMENT INC ($18.6M), Signal Advisors Wealth, LLC ($18.4M), Park Place Capital Corp ($17.1M), Waterloo Capital, L.P. ($11.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$58.0M2.1MAdded
2ENVESTNET ASSET MANAGEMENT INC$18.6M658,604Added
3Signal Advisors Wealth, LLC$18.4M652,110Added
4Park Place Capital Corp$17.1M607,120Added
5Waterloo Capital, L.P.$11.9M421,963Added
66th Street Advisors, LLC$5.3M189,679Added
7Financial Guidance Group, Inc.$4.6M164,760Added
8MARIPAU WEALTH MANAGEMENT LLC$4.2M150,341Added
9Tailwinds Wealth, LLC$4.2M148,361New
10Lord & Richards Wealth Management, LLC$3.2M114,363Added
11SILVER OAK SECURITIES, INCORPORATED$2.9M101,647Added
12MBE Wealth Management, LLC$2.7M94,631Added
13Second Line Capital, LLC$2.6M92,867Trimmed
14Cushing Capital Partners, LLC$2.4M84,336Added
15RENASANT BANK$2.3M81,333Added
16Capital Investment Advisory Services, LLC$2.2M78,003Added
17Regal Investment Advisors LLC$1.4M50,690Added
18ONE PLUS ONE WEALTH MANAGEMENT, LLC$841,43229,838Added
19Atria Investments, Inc$761,99027,021Added
20JANE STREET GROUP, LLC$429,93715,246Added
21Strong Retirement Solutions LLC$306,05410,853Added
22Advisory Services Network, LLC$280,6469,952Added
23Independent Advisor Alliance$266,9989,468Added
24Second Half Financial Partners, LLC$206,6217,327New
25HARBOUR INVESTMENTS, INC.$35,0811,244Hold

Source: SEC Form 13F filings · as of 2026-06-30