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No 8-K filings in the last 30 days.
Institutional coverage is still building for this ticker.
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
30 filers reported a long position in UPSD for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Aptus Capital Advisors, LLC | $58M | 2.1M | +7.4% |
| ENVESTNET ASSET MANAGEMENT INC | $18.6M | 658.6K | +11.5% |
| Signal Advisors Wealth, LLC | $18.4M | 652.1K | +46.8% |
| Park Place Capital Corp | $17.1M | 607.1K | +5.8% |
| Waterloo Capital, L.P. | $11.9M | 422K | +4.2% |
| 6th Street Advisors, LLC | $5.3M | 189.7K | +5.5% |
| Financial Guidance Group, Inc. | $4.6M | 164.8K | +2.7% |
| MARIPAU WEALTH MANAGEMENT LLC | $4.2M | 150.3K | +16% |
| Tailwinds Wealth, LLC | $4.2M | 148.4K | New |
| Lord & Richards Wealth Management, LLC | $3.2M | 114.4K | +5.3% |
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