Who Owns ETF SER SOLUTIONS (UPSD)? -- Institutional Holders (2026-03-31)

33 institutions reported holding $136.7M of ETF SER SOLUTIONS (UPSD) in SEC 13F filings for 2026-03-31. Largest institutional holders: Aptus Capital Advisors, LLC ($48.8M), ENVESTNET ASSET MANAGEMENT INC ($15.1M), Park Place Capital Corp ($14.6M), Signal Advisors Wealth, LLC ($11.3M), Waterloo Capital, L.P. ($10.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$48.8M1.9MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$15.1M590,532New
3Park Place Capital Corp$14.6M573,958Added
4Signal Advisors Wealth, LLC$11.3M444,089Added
5Waterloo Capital, L.P.$10.3M405,018Trimmed
6Uniting Wealth Partners, LLC$6.8M265,111Added
76th Street Advisors, LLC$4.6M179,843New
8Financial Guidance Group, Inc.$4.1M160,483Added
9MARIPAU WEALTH MANAGEMENT LLC$3.3M129,631Added
10Lord & Richards Wealth Management, LLC$2.8M108,587Added
11Second Line Capital, LLC$2.5M93,551Added
12MBE Wealth Management, LLC$2.3M91,664Added
13SILVER OAK SECURITIES, INCORPORATED$2.3M88,363Added
14RENASANT BANK$2.0M77,581Added
15Cushing Capital Partners, LLC$2.0M77,251Trimmed
16Regal Investment Advisors LLC$1.3M49,992Added
17ONE PLUS ONE WEALTH MANAGEMENT, LLC$740,41829,036Added
18Atria Investments, Inc$661,19225,929Added
19JANE STREET GROUP, LLC$383,95415,057New
20Strong Retirement Solutions LLC$239,6509,398New
21Advisory Services Network, LLC$227,2318,911Trimmed
22Independent Advisor Alliance$209,1518,202New
23Capital Investment Advisory Services, LLC$122,7064,812New
24Farther Finance Advisors, LLC$33,6641,315New
25HARBOUR INVESTMENTS, INC.$31,7221,244New

Source: SEC Form 13F filings · as of 2026-03-31