Institutional Ownership
ETF Ser Solutions
CUSIP 26922B444APTUS LRG CAP UPUPSDQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
27
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 1.91M | $48.83M |
| 2 | Envestnet Asset Management Inc | 590.5K | $15.06M |
| 3 | Park Place Capital Corp | 574.0K | $14.64M |
| 4 | Signal Advisors Wealth, LLC | 444.1K | $11.32M |
| 5 | Waterloo Capital, L.P. | 405.0K | $10.33M |
| 6 | Uniting Wealth Partners, LLC | 265.1K | $6.78M |
| 7 | 6th Street Advisors, LLC | 179.8K | $4.59M |
| 8 | Financial Guidance Group, Inc. | 160.5K | $4.09M |
| 9 | Maripau Wealth Management LLC | 129.6K | $3.31M |
| 10 | Lord & Richards Wealth Management, LLC | 108.6K | $2.77M |