Among active 13F managers last quarter, 2 opened and 10 added, while 2 reduced; the largest holder to move was Aptus Capital Advisors, LLC (+7.3%).
25 tracked 13F filers disclose a position in UPSD as of the latest SEC 13F filings, a combined $144.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 2.1M | $58.0M | ▲+7.3% Added · +141K sh | Q2 2026 | |
| 2 | Signal Advisors Wealth, LLC | 652K | $18.4M | ▲+47% Added · +208K sh | Q2 2026 | |
| 3 | Envestnet Asset Management Inc | 591K | $15.1M | ▲New +591K sh | Q1 2026 | |
| 4 | Waterloo Capital, L.P. | 422K | $11.9M | ▲+4.2% Added · +17K sh | Q2 2026 | |
| 5 | 6th Street Advisors, LLC | 190K | $5.3M | ▲+5.5% Added · +10K sh | Q2 2026 | |
| 6 | Financial Guidance Group, Inc. | 165K | $4.6M | ▲+2.7% Added · +4K sh | Q2 2026 | |
| 7 | Maripau Wealth Management LLC | 150K | $4.2M | ▲+16% Added · +21K sh | Q2 2026 | |
| 8 | Tailwinds Wealth, LLC | 148K | $4.2M | ▲New +148K sh | Q2 2026 | |
| 9 | Lord & Richards Wealth Management, LLC | 114K | $3.2M | ▲+5.3% Added · +6K sh | Q2 2026 | |
| 10 | Silver Oak Securities, Incorporated | 102K | $2.9M | ▲+15% Added · +13K sh | Q2 2026 | |
| 11 | MBE Wealth Management, LLC | 95K | $2.7M | ▲+3.2% Added · +3K sh | Q2 2026 | |
| 12 | Second Line Capital, LLC | 93K | $2.6M | ▼−0.7% Reduced · −684 sh | Q2 2026 | |
| 13 | Cushing Capital Partners, LLC | 84K | $2.4M | ▲+9.2% Added · +7K sh | Q2 2026 | |
| 14 | Renasant Bank | 81K | $2.3M | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 15 | Capital Investment Advisory Services, LLC | 78K | $2.2M | ▲16× Added · +73K sh | Q2 2026 | |
| 16 | Regal Investment Advisors LLC | 51K | $1.4M | ▲+1.4% Added · +698 sh | Q2 2026 | |
| 17 | One Plus One Wealth Management, LLC | 30K | $841K | ▲+2.8% Added · +802 sh | Q2 2026 | |
| 18 | Atria Investments, Inc | 27K | $762K | ▲+4.2% Added · +1K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 15K | $384K | ▲New +15K sh | Q1 2026 | |
| 20 | Strong Retirement Solutions LLC | 11K | $306K | ▲+15% Added · +1K sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | 9K | $227K | ▼−6.4% Reduced · −613 sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | 1K | $34K | ▲New +1K sh | Q1 2026 | |
| 23 | Harbour Investments, Inc. | 1K | $32K | ▲New +1K sh | Q1 2026 | |
| 24 | Princeton Global Asset Management LLC | 1K | $32K | —Held | Q2 2026 | |
| 25 | O'shaughnessy Asset Management, LLC | 7 | $197 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in UPSD and 10 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 16 funds | $2.4B |
| Nvidia CorpNVDA | 16 funds | $2.0B |
| Microsoft CorpMSFT | 16 funds | $1.2B |
| Aptus Collared Invest OppACIO | 16 funds | $1.1B |
| Amazon.com IncAMZN | 16 funds | $1.0B |
| Alphabet Inc-CL AGOOGL | 16 funds | $831.2M |
| Broadcom IncAVGO | 16 funds | $778.0M |
| Walmart IncWMT | 16 funds | $573.1M |
| JPMorgan Chase & CoJPM | 16 funds | $559.3M |
| Opus Small Cap Value ETFOSCV | 16 funds | $360.0M |
| Invesco S&P 500 Equal WeightRSP | 16 funds | $251.6M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 15 funds | $708.4M |
Ranked by how many of UPSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UPSD.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 96 funds | $485.9M |
| SMIGFUND | 63 funds | $809.5M |
| JUCYmc | 49 funds | $295.7M |
| IDUBcommon | 48 funds | $542.6M |
| TRFMETP | 40 funds | $116.5M |
| DUBScommon | 38 funds | $419.6M |
| JEDImc | 36 funds | $26.8M |
| DSMCETF | 29 funds | $86.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UPSD
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UPSD/capital-change-brief"
Use Arkolith's capital_change_brief for UPSD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UPSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.