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Aptus Large Cap Upside ETF (UPSD)

CUSIP: 26922B444 | NYSE | 38 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Signal Advisors Wealth, LLC732,758
1.0% of portfolio›$21.9M
Financial Guidance Group, Inc.189,752
2.0% of portfolio›$5.7M
6th Street Advisors, LLC188,731
3.3% of portfolio›$5.6M
Lord & Richards Wealth Management, LLC95,243
2.2% of portfolio›$2.8M
MBE Wealth Management, LLC92,441
1.0% of portfolio›$2.8M
Cushing Capital Partners, LLC80,434
1.5% of portfolio›$2.4M
Capital Investment Advisory Services, LLC78,243
0.1% of portfolio›$2.3M
Renasant Bank76,673
1.5% of portfolio›$2.3M
One Plus One Wealth Management, LLC30,311
0.4% of portfolio›$905.1K
Atria Investments, Inc28,943
0.0% of portfolio›$864.3K
Strong Retirement Solutions LLC15,239
0.3% of portfolio›$455.1K
Farther Finance Advisors, LLC315
0.0% of portfolio›$9.4K
StyleTurnoverLocationFiled
Signal Advisors Wealth, LLC
732,758$21.9M1.0%ETFLowDetroit, MI2026-10-13
Financial Guidance Group, Inc.
189,752$5.7M2.0%ETFVery LowPalm Harbor, FL2026-10-21
6th Street Advisors, LLC
188,731$5.6M3.3%ETFVery LowDaphne, AL2026-10-14
Lord & Richards Wealth Management, LLC
95,243$2.8M2.2%ETFMediumHighlands Ranch, CO2026-10-14
MBE Wealth Management, LLC
92,441$2.8M1.0%ETFVery LowTomah, WI2026-10-26
Cushing Capital Partners, LLC
80,434$2.4M1.5%ETFLowDelafield, WI2026-10-20
Capital Investment Advisory Services, LLC
78,243$2.3M0.1%CoreMediumRaleigh, NC2026-10-30
Renasant Bank
76,673$2.3M1.5%CoreMediumTupelo, MS2026-11-05
One Plus One Wealth Management, LLC
30,311$905.1K0.4%ETFMediumJupiter, FL2026-10-16
Atria Investments, Inc
28,943$864.3K0.0%CoreMediumCharlotte, NC2026-10-15
Strong Retirement Solutions LLC
15,239$455.1K0.3%GrowthMediumSilverdale, WA2026-10-07
Farther Finance Advisors, LLC
315$9.4K0.0%IndexLowSan Francisco, CA2026-10-08