23 tracked 13F filers disclose a position in UPSD as of the latest SEC 13F filings, a combined $128.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | $48.8M | 1.9M | ▼−3.9% Reduced · −78K sh | Q1 2026 | |
| 2 | Signal Advisors Wealth, LLC | $18.4M | 652K | ▲+47% Added · +208K sh | Q2 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $15.1M | 591K | ▲New +591K sh | Q1 2026 | |
| 4 | Waterloo Capital, L.P. | $11.9M | 422K | ▲+4.2% Added · +17K sh | Q2 2026 | |
| 5 | 6th Street Advisors, LLC | $5.3M | 190K | ▲+5.5% Added · +10K sh | Q2 2026 | |
| 6 | Financial Guidance Group, Inc. | $4.6M | 165K | ▲+2.7% Added · +4K sh | Q2 2026 | |
| 7 | Tailwinds Wealth, LLC | $4.2M | 148K | ▲New +148K sh | Q2 2026 | |
| 8 | MARIPAU WEALTH MANAGEMENT LLC | $3.3M | 130K | ▲+8.6% Added · +10K sh | Q1 2026 | |
| 9 | Lord & Richards Wealth Management, LLC | $3.2M | 114K | ▲+5.3% Added · +6K sh | Q2 2026 | |
| 10 | MBE Wealth Management, LLC | $2.7M | 95K | ▲+3.2% Added · +3K sh | Q2 2026 | |
| 11 | Second Line Capital, LLC | $2.5M | 94K | ▲+28% Added · +20K sh | Q1 2026 | |
| 12 | Cushing Capital Partners, LLC | $2.4M | 84K | ▲+9.2% Added · +7K sh | Q2 2026 | |
| 13 | Capital Investment Advisory Services, LLC | $2.2M | 78K | ▲16× Added · +73K sh | Q2 2026 | |
| 14 | Regal Investment Advisors LLC | $1.3M | 50K | ▲+3.4% Added · +2K sh | Q1 2026 | |
| 15 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $841K | 30K | ▲+2.8% Added · +802 sh | Q2 2026 | |
| 16 | Atria Investments, Inc | $762K | 27K | ▲+4.2% Added · +1K sh | Q2 2026 | |
| 17 | JANE STREET GROUP, LLC | $384K | 15K | ▲New +15K sh | Q1 2026 | |
| 18 | Strong Retirement Solutions LLC | $306K | 11K | ▲+15% Added · +1K sh | Q2 2026 | |
| 19 | Advisory Services Network, LLC | $227K | 9K | ▼−6.4% Reduced · −613 sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $34K | 1K | ▲New +1K sh | Q1 2026 | |
| 21 | HARBOUR INVESTMENTS, INC. | $32K | 1K | ▲New +1K sh | Q1 2026 | |
| 22 | Princeton Global Asset Management LLC | $32K | 1K | —Held | Q2 2026 | |
| 23 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $179 | 7 | —Held | Q1 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 9 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $2.1B |
| NVIDIA CORPNVDA | 15 funds | $2.0B |
| MICROSOFT CORPMSFT | 15 funds | $1.2B |
| AMAZON.COM INCAMZN | 15 funds | $938.9M |
| APTUS COLLARED INVEST OPPACIO | 15 funds | $906.6M |
| ALPHABET INC-CL AGOOGL | 15 funds | $774.1M |
| BROADCOM INCAVGO | 15 funds | $712.6M |
| WALMART INCWMT | 15 funds | $597.6M |
| JPMORGAN CHASE & COJPM | 15 funds | $539.4M |
| OPUS SMALL CAP VALUE ETFOSCV | 15 funds | $297.3M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 15 funds | $220.3M |
| VANGUARD FTSE DEVELOPED ETFVEA | 14 funds | $617.0M |
Ranked by how many of UPSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 81 funds | $468.0M |
| SMIGFUND | 58 funds | $795.5M |
| IDUBcommon | 45 funds | $484.4M |
| JUCYmc | 42 funds | $272.1M |
| DUBScommon | 35 funds | $354.8M |
| TRFMETP | 33 funds | $110.0M |
| RIETHOYA CAPT HI DIV | 27 funds | $6.8M |
| DSMCETF | 26 funds | $75.1M |
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.