§ EQUITY
USDUPSD
APTUS LARGE CAP UPSIDE ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
24 increased/new, 3 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 1.9M | 0.4% | −4% |
| ENVESTNET ASSET MANAGEMENT INC | 591K | 0.0% | n/a |
| Park Place Capital Corp | 574K | 2.9% | +9% |
| Signal Advisors Wealth, LLC | 444K | 0.8% | +28% |
| Waterloo Capital, L.P. | 405K | 0.7% | −1% |
| Uniting Wealth Partners, LLC | 265K | 1.4% | +6% |
◇ AC INTELLIGENCE
Top institutional owners for UPSD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER98.4% · 25 holders
DEALER / BANK1.4% · 1 holder
INCOME / DEFENSIVE0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UPSD in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UPSD yet.