ETF SER SOLUTIONS (UPSD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

Ownership Map

Top 27 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders26of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.2x

56th percentile

22 buying10 selling

+9

New

-6

Closed

+820K

Net shares

Ownership Concentration

Top 5: 73.5%Top 10: 89.3%

Aptus Capital Advisors,35.8%

ENVESTNET ASSET MANAGEMENT11.0%

Park Place Capital10.7%

Signal Advisors Wealth,8.3%

Waterloo Capital, L.P.7.6%

Others (21)26.5%

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No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 1.45%Avg weight: 1.47%Max: 2.93%High conviction (>1%): 6

Aptus Capital Advisors,

ENVESTNET ASSET MANAGEMENT

Park Place Capital

Signal Advisors Wealth,

Waterloo Capital, L.P.

Uniting Wealth Partners,

6th Street Advisors,

Financial Guidance Group,

MARIPAU WEALTH MANAGEMENT

Lord & Richards Wealth Management,

Institutional Trends (6 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders26of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.2x

56th percentile

22 buying10 selling

+9

New

-6

Closed

+820K

Net shares

Ownership Concentration

Top 5: 73.5%Top 10: 89.3%

Aptus Capital Advisors,35.8%

ENVESTNET ASSET MANAGEMENT11.0%

Park Place Capital10.7%

Signal Advisors Wealth,8.3%

Waterloo Capital, L.P.7.6%

Others (21)26.5%

Crowding AnalysisCrowded

Holders26of 5,944

Avg: 68

Uncrowded77th percentileCrowded

Institutional Activity

Buy/Sell Ratio2.2x

56th percentile

22 buying10 selling

+9

New

-6

Closed

+820K

Net shares

Ownership Concentration

Top 5: 73.5%Top 10: 89.3%

Aptus Capital Advisors,35.8%

ENVESTNET ASSET MANAGEMENT11.0%

Park Place Capital10.7%

Signal Advisors Wealth,8.3%

Waterloo Capital, L.P.7.6%

Others (21)26.5%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 27 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 27 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position