APTUS LARGE CAP UPSIDE ETF (UPSD) Institutional Ownership Changes & 13F Activity

APTUS LARGE CAP UPSIDE ETF (UPSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Uniting Wealth Partners, Llc, Signal Advisors Wealth, Llc, Tailwinds Wealth, Llc, Aptus Capital Advisors, Llc, and Capital Investment Advisory Services, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Second Line Capital, LlcSell-684-0.7%92,867$2.62MQ2 2026Sep 02, 2026
Park Place Capital CorpBuy+33,162+5.8%607,120$17.12MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+698+1.4%50,690$1.43MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+189+1.3%15,246$429.94KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+38—38$1.07KQ2 2026Aug 14, 2026
Aptus Capital Advisors, LlcBuy+140,753+7.4%2,055,698$57.97MQ2 2026Aug 12, 2026
Independent Advisor AllianceBuy+1,266+15.4%9,468$267.00KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+1,041+11.7%9,952$280.65KQ2 2026Aug 12, 2026
Maripau Wealth Management LlcBuy+20,710+16.0%150,341$4.25MQ2 2026Aug 11, 2026
Renasant BankBuy+3,752+4.8%81,333$2.29MQ2 2026Aug 11, 2026
Silver Oak Securities, IncorporatedBuy+13,284+15.0%101,647$2.87MQ2 2026Aug 07, 2026
Signal Advisors Wealth, LlcBuy+208,021+46.8%652,110$18.39MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+68,072+11.5%658,604$18.57MQ2 2026Aug 03, 2026
Waterloo Capital, L.P.Buy+16,945+4.2%421,963$11.90MQ2 2026Jul 29, 2026
Cushing Capital Partners, LlcBuy+7,085+9.2%84,336$2.38MQ2 2026Jul 29, 2026
Atria Investments, IncBuy+1,092+4.2%27,021$761.99KQ2 2026Jul 28, 2026
Mbe Wealth Management, LlcBuy+2,967+3.2%94,631$2.67MQ2 2026Jul 24, 2026
Capital Investment Advisory Services, LlcBuy+73,191+1521.0%78,003$2.20MQ2 2026Jul 23, 2026
6Th Street Advisors, LlcBuy+9,836+5.5%189,679$5.35MQ2 2026Jul 23, 2026
Financial Guidance Group, Inc.Buy+4,277+2.7%164,760$4.65MQ2 2026Jul 22, 2026
Lord & Richards Wealth Management, LlcBuy+5,776+5.3%114,363$3.23MQ2 2026Jul 21, 2026
Strong Retirement Solutions LlcBuy+1,455+15.5%10,853$306.05KQ2 2026Jul 20, 2026
Second Half Financial Partners, LlcBuy+7,327—7,327$206.62KQ2 2026Jul 17, 2026
Farther Finance Advisors, LlcSell-1,000-76.0%315$8.88KQ2 2026Jul 17, 2026
Tailwinds Wealth, LlcBuy+148,361—148,361$4.18MQ2 2026Jul 13, 2026
One Plus One Wealth Management, LlcBuy+802+2.8%29,838$841.43KQ2 2026Jul 13, 2026
Uniting Wealth Partners, LlcSell-265,111-100.0%0$0.00Q2 2026Apr 22, 2026
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Frequently asked questions about UPSD activity

  • Which institutional owners are buying UPSD?

    Institutional owners buying UPSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UPSD activity?

    "Buy" means an investor increased their reported position in UPSD compared to the prior reporting period. This reflects growing exposure to APTUS LARGE CAP UPSIDE ETF (UPSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UPSD increasing?

    Institutional interest in UPSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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