Aptus Large Cap Upside ETF (UPSD) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for UPSD. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Aptus Capital Advisors | 2,055,698 | $58M | INCREASED |
| Envestnet Asset Management | 658,604 | $19M | INCREASED |
| Signal Advisors Wealth | 652,110 | $18M | INCREASED |
| Park Place Capital | 607,120 | $17M | INCREASED |
| Waterloo Capital | 421,963 | $12M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Aptus Large Cap Upside ETF on SentiSense.