UPSD Aptus Large Cap Upside ETF: institutional ownership and insider trading
28 funds reported holding $170M of Aptus Large Cap Upside ETF in their latest 13F filings; in Q2 2026 funds net bought $14.2M, with 3 new positions and 1 funds selling out.
Largest institutional holders of UPSD
- Aptus Capital Advisors, LLC — $58.0M
- Signal Advisors Wealth, LLC — $21.9M
- ENVESTNET ASSET MANAGEMENT INC — $18.6M
- Park Place Capital Corp — $17.1M
- Waterloo Capital, L.P. — $11.9M
- Financial Guidance Group, Inc. — $5.67M
- 6th Street Advisors, LLC — $5.64M
- MARIPAU WEALTH MANAGEMENT LLC — $4.25M
- Tailwinds Wealth, LLC — $4.18M
- SILVER OAK SECURITIES, INCORPORATED — $2.87M
Who owns the most UPSD stock?
The largest institutional holders of Aptus Large Cap Upside ETF in the latest 13F filings are Aptus Capital Advisors, LLC ($58.0M), Signal Advisors Wealth, LLC ($21.9M), ENVESTNET ASSET MANAGEMENT INC ($18.6M).