UPSD

Aptus Large Cap Upside Etf

Latest period2026 - Q1Total superinvestors27

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 27 superinvestors own shares of Aptus Large Cap Upside Etf (UPSD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Aptus Large Cap Upside Etf (UPSD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Aptus Large Cap Upside Etf (UPSD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Aptus Large Cap Upside Etf (UPSD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Brett Mathew Wickmann@Aptus Capital Advisors, Llc
Recent Activity
Decreased -3.91%
0.39%
$48.831M
1.915M shares@ 25.51 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
New Position
0.01%
$15.059M
590,532 shares@ 25.5 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 8.64%
2.94%
$14.636M
573,958 shares@ 25.51 avg price
James Morris@Signal Advisors Wealth, Llc
Recent Activity
Increased 28.12%
0.78%
$11.324M
444,089 shares@ 25.5 avg price
John Chatmas@Waterloo Capital, L.p.
Recent Activity
Decreased -0.65%
0.73%
$10.328M
405,018 shares@ 25.5 avg price
Jill Rakowski@Uniting Wealth Partners, Llc
Recent Activity
Increased 6.11%
1.45%
$6.776M
265,111 shares@ 25.57 avg price
Darryl Bryant@6th Street Advisors, Llc
Recent Activity
New Position
2.89%
$4.586M
179,843 shares@ 25.5 avg price
Christoph Von Dem Bussche@Financial Guidance Group, Inc.
Recent Activity
Increased 14.81%
1.65%
$4.092M
160,483 shares@ 25.5 avg price
KASEY COOK@Maripau Wealth Management Llc
Recent Activity
Increased 8.59%
1.46%
$3.306M
129,631 shares@ 25.5 avg price
Edmund Douglas Robinson@Lord & Richards Wealth Management, Llc
Recent Activity
Increased 4.47%
2.43%
$2.769M
108,587 shares@ 25.5 avg price

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