Ticker: UPSD CUSIP: 26922B444 Class: APTUS LRG CAP UP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Aptus Capital Advisors, LLC | 1,993,040 | $53,374 |
| Park Place Capital Corp | 528,350 | $14,149 |
| Waterloo Capital, L.P. | 407,706 | $10,918 |
| Signal Advisors Wealth, LLC | 346,639 | $9,283 |
| Uniting Wealth Partners, LLC | 249,859 | $6,691 |
| Financial Guidance Group, Inc. | 139,785 | $3,743 |
| MARIPAU WEALTH MANAGEMENT LLC | 119,379 | $3,198 |
| Lord & Richards Wealth Management, LLC | 103,942 | $2,784 |
| Cushing Capital Partners, LLC | 88,968 | $2,383 |
| SILVER OAK SECURITIES, INCORPORATED | 84,853 | $2,296 |
| MBE Wealth Management, LLC | 83,215 | $2,228 |
| RENASANT BANK | 77,162 | $2,066 |
| Second Line Capital, LLC | 73,262 | $1,962 |
| Savvy Advisors, Inc. | 53,808 | $1,441 |
| Regal Investment Advisors LLC | 48,333 | $1,294 |
| Wilian Securities, LLC | 47,464 | $1,271 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 27,854 | $746 |
| Atria Investments, Inc | 17,843 | $478 |
| OLD MISSION CAPITAL LLC | 17,215 | $461 |
| True Vision MN LLC | 16,669 | $446 |
| Advisory Services Network, LLC | 9,524 | $255 |
| OPTIMA CAPITAL LLC | 391 | $10 |
| UBS Group AG | 162 | $4 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | $0 |
| Total (24 institutions) | 4,535,430 | $121,483 |