13F Insight
DOSSIER · 13F Holders · Q1 2026
UPSD

ETF SER SOLUTIONS

30 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B444·30 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$144M
visible holders
Holders
30
filers reporting
Concentration
33.90%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

30 institutions reported UPSD in Q1 2026. Aptus Capital Advisors, LLC leads at 33.9% 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
$49M1.9M0.38%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$15M591K0.00%Q1 202603
Park Place Capital Corp
CIK 0001965810
$15M574K2.93%Q1 202604
Signal Advisors Wealth, LLC
CIK 0002010926
$11M444K0.78%Q1 202605
Waterloo Capital, L.P.
CIK 0001730942
$10M405K0.73%Q1 202606
Uniting Wealth Partners, LLC
CIK 0002056414
$7M265K1.44%Q1 202607
6th Street Advisors, LLC
CIK 0002102803
$5M190K3.07%Q2 202608
Financial Guidance Group, Inc.
CIK 0001929349
$5M165K1.74%Q2 202609
Wilian Securities, LLC
CIK 0002109222
$4M148K2.47%Q2 202610
MARIPAU WEALTH MANAGEMENT LLC
CIK 0001890698
$3M130K1.45%Q1 202611
Lord & Richards Wealth Management, LLC
CIK 0002045252
$3M114K2.52%Q2 202612
MBE Wealth Management, LLC
CIK 0001775850
$3M95K0.94%Q2 202613
Second Line Capital, LLC
CIK 0001992879
$3M94K0.48%Q1 202614
SILVER OAK SECURITIES, INCORPORATED
CIK 0001080576
$2M88K0.16%Q1 202615
Capital Investment Advisory Services, LLC
CIK 0001659203
$2M78K0.14%Q2 202616
Renasant Bank
CIK 0001656167
$2M78K1.40%Q1 202617
Cushing Capital Partners, LLC
CIK 0002054827
$2M77K1.51%Q1 202618
Regal Investment Advisors LLC
CIK 0001559789
$1M50K0.07%Q1 202619
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$841K30K0.36%Q2 202620
Atria Investments, Inc
CIK 0001535865
$661K26K0.01%Q1 2026
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