APTUS LARGE CAP UPSIDE ETF

UPSD (APTUS LARGE CAP UPSIDE ETF) is held by 6 institutional investors as of Q2 2026. Largest holders: Aptus Capital Advisors, LLC ($58M), ENVESTNET ASSET MANAGEMENT INC ($18.6M), JANE STREET GROUP, LLC ($429,937). Net institutional sentiment: Bullish.

6

Holders

(1 Elite)

$77M

Total Value

80% (5)

Consensus

4 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

UP

Smart Money Verdict

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Institutional (13F)80

Insider (Form 4)40

Activist (13D/13G)48

Congressional (STOCK Act)74

Holder Quality

13

★★★★★

Elite

65

★★★★

Strong

21

★★★

Solid

59

★★

Below

18

★

Weak

Held by 6 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for UPSD.

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	2.1M(+7.3%)	$58M	0.4%	+27.84%	38
ENVESTNET ASSET MANAGEMENT INC	Increased	658,604(+11.5%)	$18.6M	0.0%	+11.39%	32
JANE STREET GROUP, LLC	Increased	15,246(+1.3%)	$429,937	0.0%	+11.53%	16
Farther Finance Advisors, LLC	Decreased	315(-76.0%)	$8,883	0.0%	+10.74%	0
WELLS FARGO & COMPANY/MN	New	38	$1,072	0.0%	+10.04%	17
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Unchanged	7	$197	0.0%	+27.34%	0

UPUPSDAPTUS LARGE CAP UPSIDE ETF

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer