Aptus Large Cap Upside ETF (UPSD)
ETF ยท Cboe BZX
Aptus Large Cap Upside ETF (UPSD) is an exchange-traded fund listed on Cboe BZX, where it has traded since November 20, 2024.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- November 20, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 30 institutions reported holding UPSD, with 5.9 million shares worth $165.2 million in aggregate. The largest reported holder was Aptus Capital Advisors, with 2.1 million shares worth $58.0 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Aptus Capital Advisors | 2,055,698 | $58M | Added 7.35% |
| Envestnet Asset Management | 658,604 | $19M | Added 11.53% |
| Signal Advisors Wealth | 652,110 | $18M | Added 46.84% |
| Park Place Capital | 607,120 | $17M | Added 5.78% |
| Waterloo Capital | 421,963 | $12M | Added 4.18% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is UPSD?
Aptus Large Cap Upside ETF (UPSD) is an exchange-traded fund listed on Cboe BZX, where it has traded since November 20, 2024.
Who are the largest institutional holders of UPSD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of UPSD were Aptus Capital Advisors, Envestnet Asset Management and Signal Advisors Wealth.
How many institutions own UPSD?
30 institutions reported a position in UPSD for the quarter ended June 30, 2026, worth $165.2 million in total.
Did institutions buy or sell UPSD last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for UPSD.
Every reported institutional holder, plus insider and congressional trades in UPSD, on SentiSense.