ETF SER SOLUTIONS
Institutional coverage
26 13F filers hold $UPSD.
13F holders
26
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 26 · Source: 13F-HR01
Proficio Capital Partners LLC
0.39% of portfolio
3,822,858 sh
02
Marquette Asset Management, LLC
—
590,532 sh
03
Family Capital Management, Inc.
2.93% of portfolio
573,958 sh
04
Peirce Capital Management, LLC
0.78% of portfolio
444,089 sh
05
Rainwater Charitable Foundation
0.73% of portfolio
405,018 sh
06
Alteri Wealth LLC
1.44% of portfolio
265,111 sh
07
Winder Pte. Ltd.
0.48% of portfolio
187,102 sh
08
Nearwater Capital Markets, Ltd
1.64% of portfolio
160,483 sh
09
Lindenwold Advisors, INC
1.46% of portfolio
129,631 sh
10
Southport Management, L.l.c.
0.07% of portfolio
99,984 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $UPSD in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $UPSD in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:56 UTC.