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☆UPSD

35 in-universe funds with a nonzero position in UPSD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23070
Score / z0.000 / -0.02
Consensus12.90 over 28 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 58.0 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 18.4 1.0% 5 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 17.1 2.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 11.9 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆6th Street Advisors, LLC CIK 0002102803 0.733 61 5.3 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 4.6 1.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 4.2 1.5% 5 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆Tailwinds Wealth, LLC CIK 0002109222 0.022 89 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Lord & Richards Wealth Management, LLC CIK 0002045252 0.494 49 3.2 2.5% 5 +0.1 pp +0.1 pp +0.9 pp +1.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 2.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 2.7 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 2.6 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cushing Capital Partners, LLC CIK 0002054827 0.293 99 2.4 1.6% 5 +0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆Renasant Bank CIK 0001656167 0.136 141 2.3 1.5% 5 +0.1 pp +0.1 pp -0.2 pp -0.1 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 1.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.8 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strong Retirement Solutions LLC CIK 0002111795 0.258 82 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Second Half Financial Partners, LLC CIK 0001946654 0.633 109 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -1.4 pp -2.1 pp -1.3 pp -1.6 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UPSD). Qtrs Held counts distinct quarters this fund has actually held UPSD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UPSD position size. Δ columns are the percentage-point change in UPSD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status