ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / APTUS LRG CAP UP
Symbol
UPSD
Price per share
$26.78
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,515,718
Total reported value
$120,412,076
% of total 13F portfolios
0%
Share change
+303,246
Value change
+$8,086,089
Number of holders
20
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 20 institutional investors reported holding 4,515,718 shares of ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD).

Institutional Holders of ETF SER SOLUTIONS - APTUS LRG CAP UP (UPSD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,197,275 $32,086,789 +$3,836,050 $26.78 7
2025 Q3 4,515,718 $120,412,076 +$8,086,089 $26.67 20
2025 Q2 4,212,472 $104,175,793 +$41,465,384 $24.72 19
2025 Q1 2,537,475 $58,761,281 +$49,976,729 $23.16 16
2024 Q4 378,822 $9,055,508 +$8,638,604 $23.90 4