Aptus Large Cap Upside ETF
$30.28+0.7%
+$21.7M
Net Activity
+9.41% total shares
Institutions Holding
30
Popularity Rank
#7463
Avg Weight
0.72%
Total Value
$165.2M
30 institutions currently hold UPSD, with 25 net buyers and 4 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
4
Net Buying Institutions
25
Top 5 by Value
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Across its top 20 institutional holders, UPSD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 23/100).
UPSD ranks #7463 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
30 institutions disclose a position in UPSD, but none treat it as a major bet — even 6th Street Advisors, LLC, its most concentrated holder, allocates just 3.1% of its own portfolio to it.
Signal Advisors Wealth, LLC has added to its UPSD position for two straight quarters, increasing it by $9.1M to reach $18.4M today.
UPSD is up 0.7% today, and institutions have been net buyers of $21.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$21.7M
Total Buy Value
$6.8M
Total Sell Value
25
Net Buyers
4
Net Sellers
UPSD
Q2 2026
Top 5 Institutional Movers
+$9.1M
+$7.1M
-$6.8M
+$4.2M
+$3.5M
UPSD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
26922B444
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,763
Total reported value
$1.2T
Held by 4763 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,691
Total reported value
$473.3B
Held by 4691 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,637
Total reported value
$985.7B
Held by 4637 institutions — one of the most-tracked stocks on AlphaSMO
Access UPSD's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UPSDCLI
npx alphasmo stocks get UPSD