13FBOX
ETF SER SOLUTIONS · 13F Institutional Holdings
Options Calculator Rankings
E

ETF SER SOLUTIONS

UPSD
Institutions
30
Combined AUM (Q2 2026)
$165.2M
Combined Shares (Q2 2026)
5.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+770,600
25 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-266,795
3 · 1 Exit · ≈
⚖️ Net
+503,805
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$165.2M
Institutions
30
New Buys
4
Adds
21
Reduces
2
Exits
1
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Aptus Capital Advisors, LLC
0.4%0.38%#13$58.0M2.1M$48.8M1.9M+140,753+7.35%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#23$18.6M658,604$15.1M590,532+68,072+11.53%Add
Signal Advisors Wealth, LLC
0.93%0.78%#10$18.4M652,110$11.3M444,089+208,021+46.84%Add
Park Place Capital Corp
2.57%2.93%#2$17.1M607,120$14.6M573,958+33,162+5.78%Add
Waterloo Capital, L.P.
0.67%0.73%#11$11.9M421,963$10.3M405,018+16,945+4.18%Add
6th Street Advisors, LLC
3.07%2.89%#1$5.3M189,679$4.6M179,843+9,836+5.47%Add
Financial Guidance Group, Inc.
1.74%1.64%#5$4.6M164,760$4.1M160,483+4,277+2.67%Add
MARIPAU WEALTH MANAGEMENT LLC
1.52%1.45%#7$4.2M150,341$3.3M129,631+20,710+15.98%Add
Tailwinds Wealth, LLC
2.47%#4$4.2M148,361$00+148,361New Buy
Lord & Richards Wealth Management, LLC
2.52%2.43%#3$3.2M114,363$2.8M108,587+5,776+5.32%Add
SILVER OAK SECURITIES, INCORPORATED
0.17%0.16%#16$2.9M101,647$2.3M88,363+13,284+15.03%Add
MBE Wealth Management, LLC
0.94%0.97%#9$2.7M94,631$2.3M91,664+2,967+3.24%Add
Second Line Capital, LLC
0.49%0.48%#12$2.6M92,867$2.5M93,551-684-0.73%Reduce
Cushing Capital Partners, LLC
1.64%1.51%#6$2.4M84,336$2.0M77,251+7,085+9.17%Add
Renasant Bank
1.47%1.4%#8$2.3M81,333$2.0M77,581+3,752+4.84%Add
Capital Investment Advisory Services, LLC
0.14%0.01%#17$2.2M78,003$122,7064,812+73,191+1,521.01%Add
Regal Investment Advisors LLC
0.07%0.07%#19$1.4M50,690$1.3M49,992+698+1.40%Add
ONE PLUS ONE WEALTH MANAGEMENT, LLC
0.36%0.31%#14$841,43229,838$740,41829,036+802+2.76%Add
Atria Investments, Inc
0.01%0.01%#20$761,99027,021$661,19225,929+1,092+4.21%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#28$429,93715,246$383,95415,057+189+1.26%Add
Strong Retirement Solutions LLC
0.18%0.17%#15$306,05410,853$239,6509,398+1,455+15.48%Add
Advisory Services Network, LLC
<0.01%<0.01%#24$280,6469,952$227,2318,911+1,041+11.68%Add
Independent Advisor Alliance
0.01%<0.01%#21$266,9989,468$209,1518,202+1,266+15.44%Add
Second Half Financial Partners, LLC
0.08%#18$206,6217,327$00+7,327New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#25$35,0811,244$31,7221,24400.00%Unchanged
Princeton Global Asset Management LLC
<0.01%<0.01%#22$31,8661,130$28,8151,13000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#27$14,100500$00+500New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#26$8,883315$33,6641,315-1,000-76.05%Reduce
WELLS FARGO & COMPANY/MN
<0.01%#30$1,07238$00+38New Buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#29$1977$179700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow