DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

UPSD

ETF SER SOLUTIONS

28 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 26922B444·28 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.5%

vs prior quarter

13F value held

$136M

55.0% inst. owned

of float

Holders

28

-42 QoQ

filers reporting

Activity

+25 / −74

+926 added · −934 reduced

this quarter

Concentration

35.88%

Aptus Capital Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

28 institutions reported UPSD in Q1 2026. Aptus Capital Advisors, LLC leads at 35.9% of the visible book. -42 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Aptus Capital Advisors, LLC

$49M1.9M0.38%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

$15M591K0.00%Q1 2026 03

Park Place Capital Corp

$15M574K2.93%Q1 2026 04

Signal Advisors Wealth, LLC

$11M444K0.78%Q1 2026 05

Waterloo Capital, L.P.

$10M405K0.73%Q1 2026 06

Uniting Wealth Partners, LLC

$7M265K1.44%Q1 2026 07

6th Street Advisors, LLC

$5M180K2.89%Q1 2026 08

Financial Guidance Group, Inc.

$4M160K1.64%Q1 2026 09

MARIPAU WEALTH MANAGEMENT LLC

$3M130K1.45%Q1 2026 10

Lord & Richards Wealth Management, LLC

$3M109K2.43%Q1 2026 11

Second Line Capital, LLC

$3M94K0.48%Q1 2026 12

MBE Wealth Management, LLC

$2M92K0.97%Q1 2026 13

SILVER OAK SECURITIES, INCORPORATED

$2M88K0.16%Q1 2026 14

$2M78K1.40%Q1 2026 15

Cushing Capital Partners, LLC

$2M77K1.51%Q1 2026 16

Regal Investment Advisors LLC

$1M50K0.07%Q1 2026 17

ONE PLUS ONE WEALTH MANAGEMENT, LLC

$740,41829K0.31%Q1 2026 18

Atria Investments, Inc

$661,19226K0.01%Q1 2026 19

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$383,95415K0.00%Q1 2026 20

Strong Retirement Solutions LLC

$239,6509K0.17%Q1 2026

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