Who owns UPSD
Which tracked institutional funds hold UPSD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UPSD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UPSD is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UPSD’s largest tracked holder by dollar value, Aptus Capital Advisors, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UPSD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 29 tracked filers holding UPSD, 24 increased or opened the position and 3 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UPSD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Tailwinds Wealth, LLC$4M
Full exits 1
- Uniting Wealth Partners, LLC$7M
Largest adds
- Aptus Capital Advisors, LLC$9M
- Signal Advisors Wealth, LLC$7M
- ENVESTNET ASSET MANAGEMENT INC$4M
- Park Place Capital Corp$2M
- Capital Investment Advisory Services, LLC$2M
- Waterloo Capital, L.P.$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC added | 2,055,698 | $58M | 33.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 658,604 | $19M | 10.7% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 652,110 | $18M | 10.5% | 2026-Q2 |
| Park Place Capital Corp added | 607,120 | $17M | 9.8% | 2026-Q2 |
| Waterloo Capital, L.P. added | 421,963 | $12M | 6.8% | 2026-Q2 |
| 6th Street Advisors, LLC added | 189,679 | $5M | 3.1% | 2026-Q2 |
| Financial Guidance Group, Inc. added | 164,760 | $5M | 2.7% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 150,341 | $4M | 2.4% | 2026-Q2 |
| Tailwinds Wealth, LLC added | 148,361 | $4M | 2.4% | 2026-Q2 |
| Lord & Richards Wealth Management, LLC added | 114,363 | $3M | 1.8% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 101,647 | $3M | 1.6% | 2026-Q2 |
| MBE Wealth Management, LLC added | 94,631 | $3M | 1.5% | 2026-Q2 |
| Second Line Capital, LLC trimmed | 92,867 | $3M | 1.5% | 2026-Q2 |
| Cushing Capital Partners, LLC added | 84,336 | $2M | 1.4% | 2026-Q2 |
| RENASANT BANK added | 81,333 | $2M | 1.3% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 78,003 | $2M | 1.3% | 2026-Q2 |
| Regal Investment Advisors LLC added | 50,690 | $1M | 0.8% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 29,838 | $841K | 0.5% | 2026-Q2 |
| Atria Investments, Inc added | 27,021 | $762K | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 15,246 | $430K | 0.2% | 2026-Q2 |
| Strong Retirement Solutions LLC added | 10,853 | $306K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 9,952 | $281K | 0.2% | 2026-Q2 |
| Independent Advisor Alliance added | 9,468 | $267K | 0.2% | 2026-Q2 |
| Second Half Financial Partners, LLC new | 7,327 | $207K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,244 | $35K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC | 1,130 | $32K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 315 | $9K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 38 | $1K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | $197 | 0.0% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 265,111 | $7M | 3.9% | 2026-Q1 stale (1 quarter behind) |
| Savvy Advisors, Inc. new | 53,808 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 17,215 | $461K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| True Vision MN LLC trimmed | 16,669 | $446K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| OPTIMA CAPITAL LLC new | 391 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG new | 162 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.