APTUS LARGE CAP UPSIDE ETF (UPSD) Institutional Ownership and Insiders Activity
APTUS LARGE CAP UPSIDE ETF (UPSD) is widely held by institutional investors, with 29 firms reporting positions valued at approximately $165.23M 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
29
Total Reported Value
$165.23M
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
Top Institutional Owners
View allInvestorReported Balance
- Aptus Capital Advisors, Llc$57.97M
- Envestnet Asset Management Inc$18.57M
- Signal Advisors Wealth, Llc$18.39M
- Park Place Capital Corp$17.12M
- Waterloo Capital, L.P.$11.90M