APTUS LARGE CAP UPSIDE ETF (UPSD) Institutional Ownership and Insiders Activity

APTUS LARGE CAP UPSIDE ETF (UPSD) is widely held by institutional investors, with 28 firms reporting positions valued at approximately $170.19M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Aptus Capital Advisors, Llc is the largest disclosed holder, reporting approximately $57.97M in UPSD holdings in its latest filing.

Institutional Holders

28

Total Reported Value

$170.19M

Largest Holder

Aptus Capital Advisors, Llc

Largest Position

$57.97M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

3

Funds Exiting Positions

1