UPSD

Aptus Large Cap Upside ETF

27 hedge funds and large institutions have $137M invested in Aptus Large Cap Upside ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$48.8M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.1M
PPC
3
Park Place Capital
Alabama
$14.6M
SAW
4
Signal Advisors Wealth
Michigan
$11.3M
WC
5
Waterloo Capital
Texas
$10.3M
UWP
6
Uniting Wealth Partners
Kansas
$6.78M
6SA
7
6th Street Advisors
Alabama
$4.59M
FGG
8
Financial Guidance Group
Florida
$4.09M
MWM
9
Maripau Wealth Management
Indiana
$3.31M
LRWM
10
Lord & Richards Wealth Management
Colorado
$2.77M
SLC
11
Second Line Capital
Louisiana
$2.53M
MWM
12
MBE Wealth Management
Wisconsin
$2.34M
SOS
13
Silver Oak Securities
Tennessee
$2.25M
RB
14
Renasant Bank
Mississippi
$1.98M
CCP
15
Cushing Capital Partners
Wisconsin
$1.97M
RIA
16
Regal Investment Advisors
Michigan
$1.27M
OPOWM
17
One Plus One Wealth Management
Florida
$740K
AI
18
Atria Investments
North Carolina
$661K
Jane Street
19
Jane Street
New York
$384K
SRS
20
Strong Retirement Solutions
Washington
$240K
ASN
21
Advisory Services Network
Georgia
$227K
IAA
22
Independent Advisor Alliance
North Carolina
$209K
CIAS
23
Capital Investment Advisory Services
North Carolina
$123K
FFA
24
Farther Finance Advisors
California
$33.7K
HI
25
Harbour Investments
Wisconsin
$31.7K