UPSD · Aptus Large Cap Upside ETF ETF
$30.46
-0.25 (-0.82%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 1
Total Value: $2,618,849
Total Shares: 92,867
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+64.2 pts
Top 5
100.0%
+26.6 pts
Top 10
100.0%
+10.9 pts
HHI
10,000
Highly concentrated+8,290
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
26
Unchanged
0
Holder count:
-26
Institutional value:
-98.1%
Shares held:
-98.3%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Second Line Capital, LLC | −684 | 92,867 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Aptus Capital Advisors, LLC | 1,914,945 | $48,831,097 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 590,532 | $15,058,566 | |
| Small Park Place Capital Corp | 573,958 | $14,635,929 | |
| Mid Signal Advisors Wealth, LLC | 444,089 | $11,324,269 | |
| Small Waterloo Capital, L.P. | 405,018 | $10,327,959 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Second Line Capital, LLC UPSD | $2,618,849 | 100.00% | 92,867 | Shares | 2026-09-02 |