UPSD institutional holders

ETF SER SOLUTIONS · 13F, 2026Q2

Managers holding30
Shares held5,859,445
Reported value$165.2m
Quarter flows4 new, 21 added, 2 trimmed, 1 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Aptus Capital Advisors, LLC2,055,698$58.0m0.4%
ENVESTNET ASSET MANAGEMENT INC658,604$18.6m0.0%
Signal Advisors Wealth, LLC652,110$18.4m0.9%
Park Place Capital Corp607,120$17.1m2.7%
Waterloo Capital, L.P.421,963$11.9m0.7%
6th Street Advisors, LLC189,679$5.3m3.1%
Financial Guidance Group, Inc.164,760$4.6m1.7%
MARIPAU WEALTH MANAGEMENT LLC150,341$4.2m1.5%
Tailwinds Wealth, LLC148,361$4.2m2.5%
Lord & Richards Wealth Management, LLC114,363$3.2m2.5%
SILVER OAK SECURITIES, INCORPORATED101,647$2.9m0.2%
MBE Wealth Management, LLC94,631$2.7m0.9%
Second Line Capital, LLC92,867$2.6m0.5%
Cushing Capital Partners, LLC84,336$2.4m1.6%
RENASANT BANK81,333$2.3m1.5%
Capital Investment Advisory Services, LLC78,003$2.2m0.1%
Regal Investment Advisors LLC50,690$1.4m0.1%
ONE PLUS ONE WEALTH MANAGEMENT, LLC29,838$841,4320.4%
Atria Investments, Inc27,021$761,9900.0%
JANE STREET GROUP, LLC15,246$429,9370.0%
Strong Retirement Solutions LLC10,853$306,0540.2%
Advisory Services Network, LLC9,952$280,6460.0%
Independent Advisor Alliance9,468$266,9980.0%
Second Half Financial Partners, LLC7,327$206,6210.1%
HARBOUR INVESTMENTS, INC.1,244$35,0810.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UPSD"). UPSD price history · All 13F data

Get a free API keySee history bundlesDownload free samples