UPSD

ETF SER SOLUTIONS
$26.94-0.31 (-1.14%)BATS

Institutional Holders

32

as of Q4 2025

Total Shares Held

1.9865995283504078e+142B

Total Value

$5.3000141491000094e+88T

% of Float

—

Price History

$19.45$21.63$23.80$25.98$28.15Nov 24Jul 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC1,986,599$53.0M0.38%Share
2Park Place Capital Corp528,350$14.1M2.95%Share
3Waterloo Capital, L.P.407,706$10.0M0.72%Share
4Signal Advisors Wealth, LLC346,639$9.3M0.74%Share
5Uniting Wealth Partners, LLC249,859$6.7M2.05%Share
6Financial Guidance Group, Inc.139,785$3.7M1.53%Share
7MARIPAU WEALTH MANAGEMENT LLC119,379$3.2M1.47%Share
8Cushing Capital Partners, LLC88,968$2.4M1.76%Share
9SILVER OAK SECURITIES, INCORPORATED84,853$2.3M0.16%Share
10MBE Wealth Management, LLC83,215$2.2M0.93%Share
11Renasant Bank75,348$2.0M1.37%Share
12Second Line Capital, LLC73,262$2.0M0.40%Share
13Lord & Richards Wealth Management, LLC71,675$1.9M1.65%Share
14Savvy Advisors, Inc.53,808$1.4M0.05%Share
15Regal Investment Advisors LLC48,333$1.3M0.08%Share
16Wilian Securities, LLC47,464$1.3M1.37%Share
17ONE PLUS ONE WEALTH MANAGEMENT, LLC27,854$745K0.34%Share
18Lord & Richards Wealth Management, LLC17,491$468K0.40%Share
19OLD MISSION CAPITAL LLC17,215$461K0.01%Share
20True Vision MN LLC16,669$446K0.23%Share
21Lord & Richards Wealth Management, LLC6,420$171K0.15%Share
22Lord & Richards Wealth Management, LLC3,334$89K0.08%Share
23Lord & Richards Wealth Management, LLC3,213$86K0.07%Share
24Lord & Richards Wealth Management, LLC1,809$48K0.04%Share
25Renasant Bank1,814$48K0.03%Share
26OPTIMA CAPITAL LLC391$10K0.00%Share
27UBS Group AG162$4K0.00%Share
28O'SHAUGHNESSY ASSET MANAGEMENT, LLC7$00.00%Share
29Advisory Services Network, LLC8,524$00.00%Share
30Atria Investments, Inc17,843$00.00%Share
31Advisory Services Network, LLC1,000$00.00%Share
32Aptus Capital Advisors, LLC6,441$00.00%Share