UPSD Institutional Ownership
ETF Series Solutions - Aptus Large Cap Upside ETF
1W: -0.1%
1M: -0.2%
YTD: -0.4%
$30.21
+0.21 (+0.70%)
Weekly Expected Move ±1.9%
$29
$30
$30
$31
$31
Overview
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Institutional Ownership — UPSD
31
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
165M
Total Invested
4
New Positions
21
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (36 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 2,055,698 | 62M | +140,753 | +7.4% | 6Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 658,604 | 20M | +68,072 | +11.5% | 2Q | SEC ↗ |
| 3 | Signal Advisors Wealth, LLC | 652,110 | 20M | +208,021 | +46.8% | 6Q | SEC ↗ |
| 4 | Park Place Capital Corp | 607,120 | 18M | +33,162 | +5.8% | 6Q | SEC ↗ |
| 5 | Waterloo Capital, L.P. | 421,963 | 13M | +16,945 | +4.2% | 6Q | SEC ↗ |
| 6 | 6th Street Advisors, LLC | 189,679 | 6M | +9,836 | +5.5% | 2Q | SEC ↗ |
| 7 | Financial Guidance Group, Inc. | 164,760 | 5M | +4,277 | +2.7% | 5Q | SEC ↗ |
| 8 | MARIPAU WEALTH MANAGEMENT LLC | 150,341 | 5M | +20,710 | +16.0% | 6Q | SEC ↗ |
| 9 | Tailwinds Wealth, LLC NEW | 148,361 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Lord & Richards Wealth Management, LLC | 114,363 | 3M | +5,776 | +5.3% | 6Q | SEC ↗ |
| 11 | SILVER OAK SECURITIES, INCORPORATED | 101,647 | 3M | +13,284 | +15.0% | 6Q | SEC ↗ |
| 12 | MBE Wealth Management, LLC | 94,631 | 3M | +2,967 | +3.2% | 6Q | SEC ↗ |
| 13 | Second Line Capital, LLC | 92,867 | 3M | -684 | -0.7% | 5Q | SEC ↗ |
| 14 | Cushing Capital Partners, LLC | 84,336 | 3M | +7,085 | +9.2% | 7Q | SEC ↗ |
| 15 | RENASANT BANK | 81,333 | 2M | +3,752 | +4.8% | 6Q | SEC ↗ |
| 16 | Capital Investment Advisory Services, | 78,003 | 2M | +73,191 | +1521.0% | 2Q | SEC ↗ |
| 17 | Regal Investment Advisors LLC | 50,690 | 2M | +698 | +1.4% | 3Q | SEC ↗ |
| 18 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 29,838 | 901K | +802 | +2.8% | 5Q | SEC ↗ |
| 19 | Atria Investments, Inc | 27,021 | 816K | +1,092 | +4.2% | 6Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 15,246 | 461K | +189 | +1.3% | 2Q | SEC ↗ |
| 21 | Strong Retirement Solutions LLC | 10,853 | 328K | +1,455 | +15.5% | 2Q | SEC ↗ |
| 22 | Advisory Services Network, LLC | 9,952 | 301K | +1,041 | +11.7% | 4Q | SEC ↗ |
| 23 | Independent Advisor Alliance | 9,468 | 286K | +1,266 | +15.4% | 2Q | SEC ↗ |
| 24 | Second Half Financial Partners, LLC NEW | 7,327 | 221K | — | +0.0% | 1Q | SEC ↗ |
| 25 | HARBOUR INVESTMENTS, INC. | 1,244 | 38K | — | +0.0% | 2Q | SEC ↗ |
| 26 | Princeton Global Asset Management LLC | 1,130 | 34K | — | +0.0% | 2Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC NEW | 500 | 15K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Farther Finance Advisors, LLC | 315 | 10K | -1,000 | -76.0% | 2Q | SEC ↗ |
| 29 | WELLS FARGO & COMPANY/MN NEW | 38 | 1K | — | +0.0% | 1Q | SEC ↗ |
| 30 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 0K | — | +0.0% | 5Q | SEC ↗ |
| 31 | Savvy Advisors, Inc. | 0 | 0K | -53,808 | -100.0% | 1Q | SEC ↗ |
| 32 | True Vision MN LLC | 0 | 0K | -16,669 | -100.0% | 3Q | SEC ↗ |
| 33 | OLD MISSION CAPITAL LLC | 0 | 0K | -17,215 | -100.0% | 1Q | SEC ↗ |
| 34 | UBS Group AG | 0 | 0K | -162 | -100.0% | 1Q | SEC ↗ |
| 35 | Uniting Wealth Partners, LLC | 0 | 0K | -265,111 | -100.0% | 5Q | SEC ↗ |
| 36 | OPTIMA CAPITAL LLC | 0 | 0K | -391 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Tailwinds Wealth, LLC | 148,361 | 4M |
| Second Half Financial Partners, LLC | 7,327 | 221K |
| Integrated Wealth Concepts LLC | 500 | 15K |
| WELLS FARGO & COMPANY/MN | 38 | 1K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Uniting Wealth Partners, LLC | 265,111 | 8M |
| Savvy Advisors, Inc. | 53,808 | 2M |
| OLD MISSION CAPITAL LLC | 17,215 | 520K |
| True Vision MN LLC | 16,669 | 504K |
| OPTIMA CAPITAL LLC | 391 | 12K |
| UBS Group AG | 162 | 5K |
Biggest Increases (20)
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | -1,000 | -76.0% | 315 |
| Second Line Capital, LLC | -684 | -0.7% | 92,867 |