FILED AND SPONSOR-REPORTED ETF HOLDINGS
UPST Included in ETFs
Dates are first observed in retained official snapshots; “baseline” means the security was already present in the earliest retained snapshot and is not an invented original addition date.
Current ETFs holding UPST
13 latest ETF portfolios currently report this security.
| ETF | Fund | Weight | Added / first observed | Latest report |
|---|---|---|---|---|
| ULTI | REX IncomeMax Option Strategy ETF | 4.966403% | 2026-03-31 | 2026-03-31 |
| QSML | WisdomTree U.S. SmallCap Quality Growth Fund | 0.279216% | 2025-12-31 (baseline) | 2026-03-31 |
| RFLR | Innovator U.S. Small Cap Managed Floor ETF | 0.197099% | 2026-04-30 | 2026-04-30 |
| FYC | First Trust Small Cap Growth AlphaDEX Fund | 0.134792% | 2026-04-30 | 2026-04-30 |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | 0.120854% | 2026-01-30 (baseline) | 2026-04-30 |
| STXK | Strive Small-Cap ETF | 0.11% | 2026-03-31 | 2026-03-31 |
| ISCB | iShares Morningstar Small-Cap ETF | 0.042782% | 2026-01-31 (baseline) | 2026-04-30 |
| FAD | First Trust Multi Cap Growth AlphaDEX Fund | 0.027384% | 2026-01-31 (baseline) | 2026-04-30 |
| EZM | WisdomTree U.S. MidCap Fund | 0.022317% | 2025-12-31 (baseline) | 2026-03-31 |
| STXG | Strive 1000 Growth ETF | 0.01% | 2025-12-31 (baseline) | 2026-03-31 |
| GUSA | Goldman Sachs MarketBeta U.S. 1000 Equity ETF | 0.003596% | 2025-11-30 (baseline) | 2026-02-28 |
| IWV | iShares Russell 3000 ETF | 0.003453% | 2025-12-31 (baseline) | 2026-03-31 |
| MKTN | Federated Hermes MDT Market Neutral ETF | -0.441341% | 2025-12-31 (baseline) | 2026-03-31 |