Who Owns UPSD?
ETF SER SOLUTIONS — Institutional Ownership & 13F Holdings
$26.93
+0.03 (+0.11%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
14
Total Inst. Value
$23.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Park Place Capital Corp | $8.6M | 373,096 |
| 2 | Uniting Wealth Partners, LLC | $3.1M | 134,059 |
| 3 | Signal Advisors Wealth, LLC | $2.9M | 127,304 |
| 4 | Renasant Bank | $2.4M | 102,578 |
| 5 | MBE Wealth Management, LLC | $1.7M | 74,693 |
| 6 | MARIPAU WEALTH MANAGEMENT LLC | $1.5M | 65,478 |
| 7 | Cushing Capital Partners, LLC | $1.4M | 59,888 |
| 8 | JANE STREET GROUP, LLC | $849K | 36,674 |
| 9 | Lord & Richards Wealth Management, LLC | $536K | 23,154 |
| 10 | Advisory Services Network, LLC | $351K | 15,169 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cushing Capital Partners, LLC | +42K | $1.4M |
| ENVESTNET ASSET MANAGEMENT INC | +89K | $9K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -14K | $849K |
Frequently Asked Questions
How many institutional investors hold UPSD?
As of Q1 2025, 14 institutional investors report holding UPSD (ETF SER SOLUTIONS) in their 13F filings.
Which hedge fund owns the most UPSD?
The largest institutional holder of UPSD is Park Place Capital Corp with $8.6M in shares.
Are institutions buying or selling UPSD?
This quarter, 11 institutions opened new positions in UPSD and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.