Aptus Large Cap Upside ETF (UPSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Signal Advisors Wealth, LLC

INCREASED

Shares732,758 from 652,110

Change+80,648 (+12%)

Value$21.9M (+$3.5M)

Filed 2026-10-13

Financial Guidance Group, Inc.

INCREASED

Shares189,752 from 164,760

Change+24,992 (+15%)

Value$5.7M (+$1.0M)

Filed 2026-10-21

6th Street Advisors, LLC

DECREASED

Shares188,731 from 189,679

Change-948 (0%)

Value$5.6M (+$286.8K)

Filed 2026-10-14

Lord & Richards Wealth Management, LLC

DECREASED

Shares95,243 from 114,363

Change-19,120 (-17%)

Value$2.8M (-$381.0K)

Filed 2026-10-14

MBE Wealth Management, LLC

DECREASED

Shares92,441 from 94,631

Change-2,190 (-2%)

Value$2.8M (+$91.8K)

Filed 2026-10-26

Cushing Capital Partners, LLC

DECREASED

Shares80,434 from 84,336

Change-3,902 (-5%)

Value$2.4M (+$23.6K)

Filed 2026-10-20

Capital Investment Advisory Services, LLC

INCREASED

Shares78,243 from 78,003

Change+240 (+0%)

Value$2.3M (+$147.6K)

Filed 2026-10-30

Renasant Bank

DECREASED

Shares76,673 from 81,333

Change-4,660 (-6%)

Value$2.3M (-$4.1K)

Filed 2026-11-05

One Plus One Wealth Management, LLC

INCREASED

Shares30,311 from 29,838

Change+473 (+2%)

Value$905.1K (+$63.7K)

Filed 2026-10-16

Atria Investments, Inc

INCREASED

Shares28,943 from 27,021

Change+1,922 (+7%)

Value$864.3K (+$102.3K)

Filed 2026-10-15

Strong Retirement Solutions LLC

INCREASED

Shares15,239 from 10,853

Change+4,386 (+40%)

Value$455.1K (+$149.0K)

Filed 2026-10-07

Farther Finance Advisors, LLC

UNCHANGED

Shares315 from 315

Change0 (0%)

Value$9.4K (+$523)

Filed 2026-10-08

Princeton Global Asset Management LLC

CLOSED

Shares0 from 1,130

Change-1,130 (-100%)

Value$0 (-$31.9K)

Filed 2026-10-21

Aptus Capital Advisors, LLC

N/A

Shares— from 2,055,698

Change-2,055,698 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 658,604

Change-658,604 (-100%)

Value—

Park Place Capital Corp

N/A

Shares— from 607,120

Change-607,120 (-100%)

Value—

Waterloo Capital, L.P.

N/A

Shares— from 421,963

Change-421,963 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 150,341

Change-150,341 (-100%)

Value—

Tailwinds Wealth, LLC

N/A

Shares— from 148,361

Change-148,361 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 101,647

Change-101,647 (-100%)

Value—

Second Line Capital, LLC

N/A

Shares— from 92,867

Change-92,867 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 50,690

Change-50,690 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 15,246

Change-15,246 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 9,952

Change-9,952 (-100%)

Value—

Independent Advisor Alliance

N/A

Shares— from 9,468

Change-9,468 (-100%)

Value—

Second Half Financial Partners, LLC

N/A

Shares— from 7,327

Change-7,327 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,244

Change-1,244 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 38

Change-38 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

	Status
Signal Advisors Wealth, LLC	INCREASED	732,758	652,110	+80,648	+12%	$18.4M	$21.9M	+$3.5M	2026-10-13
Financial Guidance Group, Inc.	INCREASED	189,752	164,760	+24,992	+15%	$4.6M	$5.7M	+$1.0M	2026-10-21
6th Street Advisors, LLC	DECREASED	188,731	189,679	-948	0%	$5.3M	$5.6M	+$286.8K	2026-10-14
Lord & Richards Wealth Management, LLC	DECREASED	95,243	114,363	-19,120	-17%	$3.2M	$2.8M	-$381.0K	2026-10-14
MBE Wealth Management, LLC	DECREASED	92,441	94,631	-2,190	-2%	$2.7M	$2.8M	+$91.8K	2026-10-26
Cushing Capital Partners, LLC	DECREASED	80,434	84,336	-3,902	-5%	$2.4M	$2.4M	+$23.6K	2026-10-20
Capital Investment Advisory Services, LLC	INCREASED	78,243	78,003	+240	+0%	$2.2M	$2.3M	+$147.6K	2026-10-30
Renasant Bank	DECREASED	76,673	81,333	-4,660	-6%	$2.3M	$2.3M	-$4.1K	2026-11-05
One Plus One Wealth Management, LLC	INCREASED	30,311	29,838	+473	+2%	$841.4K	$905.1K	+$63.7K	2026-10-16
Atria Investments, Inc	INCREASED	28,943	27,021	+1,922	+7%	$762.0K	$864.3K	+$102.3K	2026-10-15
Strong Retirement Solutions LLC	INCREASED	15,239	10,853	+4,386	+40%	$306.1K	$455.1K	+$149.0K	2026-10-07
Farther Finance Advisors, LLC	UNCHANGED	315	315	0	0%	$8.9K	$9.4K	+$523	2026-10-08
Princeton Global Asset Management LLC	CLOSED	0	1,130	-1,130	-100%	$31.9K	$0	-$31.9K	2026-10-21
Aptus Capital Advisors, LLC	N/A	—	2,055,698	-2,055,698	-100%	$58.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	658,604	-658,604	-100%	$18.6M	—	—	—
Park Place Capital Corp	N/A	—	607,120	-607,120	-100%	$17.1M	—	—	—
Waterloo Capital, L.P.	N/A	—	421,963	-421,963	-100%	$11.9M	—	—	—
Maripau Wealth Management LLC	N/A	—	150,341	-150,341	-100%	$4.2M	—	—	—
Tailwinds Wealth, LLC	N/A	—	148,361	-148,361	-100%	$4.2M	—	—	—
Silver OAK Securities, Incorporated	N/A	—	101,647	-101,647	-100%	$2.9M	—	—	—
Second Line Capital, LLC	N/A	—	92,867	-92,867	-100%	$2.6M	—	—	—
Regal Investment Advisors LLC	N/A	—	50,690	-50,690	-100%	$1.4M	—	—	—
Jane Street Group, LLC	N/A	—	15,246	-15,246	-100%	$429.9K	—	—	—
Advisory Services Network, LLC	N/A	—	9,952	-9,952	-100%	$280.6K	—	—	—
Independent Advisor Alliance	N/A	—	9,468	-9,468	-100%	$267.0K	—	—	—
Second Half Financial Partners, LLC	N/A	—	7,327	-7,327	-100%	$206.6K	—	—	—
Harbour Investments, Inc.	N/A	—	1,244	-1,244	-100%	$35.1K	—	—	—
Wells Fargo & Company	N/A	—	38	-38	-100%	$1.1K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	7	-7	-100%	$197	—	—	—

Showing 29 of 29 institutions