13F Insight
DOSSIER · 13F Holders · Q2 2026
UPSD

ETF SER SOLUTIONS

29 institutions still hold ETF SER SOLUTIONS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B444·29 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$169M
visible holders
Holders
29
filers reporting
Concentration
34.36%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

29 institutions reported UPSD in Q2 2026. Aptus Capital Advisors, LLC leads at 34.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$58M2.1M0.40%Q2 202602
Signal Advisors Wealth, LLC
CIK 0002010926
$22M733K0.96%Q3 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M659K0.00%Q2 202604
Park Place Capital Corp
CIK 0001965810
$17M607K2.72%Q2 202605
Waterloo Capital, L.P.
CIK 0001730942
$12M422K0.67%Q2 202606
Financial Guidance Group, Inc.
CIK 0001929349
$6M190K2.03%Q3 202607
6th Street Advisors, LLC
CIK 0002102803
$6M189K3.26%Q3 202608
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$4M150K1.51%Q2 202609
Wilian Securities, LLC
CIK 0002109222
$4M148K2.47%Q2 202610
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$3M102K0.17%Q2 202611
Lord & Richards Wealth Management, LLC
CIK 0002045252
$3M95K2.17%Q3 202612
MBE Wealth Management, LLC
CIK 0001775850
$3M95K0.94%Q2 202613
Second Line Capital, LLC
CIK 0001992879
$3M93K0.49%Q2 202614
Cushing Capital Partners, LLC
CIK 0002054827
$2M80K1.47%Q3 202615
Renasant Bank
CIK 0001656167
$2M81K1.47%Q2 202616
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M78K0.14%Q2 202617
Regal Investment Advisors LLC
CIK 0001559789
$1M51K0.07%Q2 202618
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$905K30K0.38%Q3 202619
Atria Investments, Inc
CIK 0001535865
$864K29K0.01%Q3 202620
Strong Retirement Solutions LLC
CIK 0002111795
$455K15K0.26%Q3 2026
Page 1 of 2
9 more holders available. Log in →