Titelia

Fund shareholders of Upbound Group Inc

ISIN US76009N1000 · United States · LEI 529900QUHE15UQNCCJ63

Fund shareholders
288
Of which ETFs
77 211 other funds
Value held
580.6M $ 350.3K € · 1.6M SEK
Share of capital
52.0 % of 58.3M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,125,90056.4M $0.06 %5.36 %as of Mar 31, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 2,271,16744.9M $0.46 %3.90 %as of Apr 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,637,25129.6M $0.00 %2.81 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,291,32023.3M $0.03 %2.21 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,209,35821.8M $0.01 %2.07 %as of Mar 31, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1,055,66122.6M $1.91 %1.81 %as of Feb 28, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 861,89817M $3.41 %1.48 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 768,20613.9M $0.02 %1.32 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 711,80015.3M $0.79 %1.22 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 635,57313.6M $0.14 %1.09 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 581,29310.5M $0.01 %1.00 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 524,62610.4M $0.03 %0.90 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 509,0539.2M $0.12 %0.87 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 475,4388.6M $0.06 %0.82 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 432,9487.8M $0.08 %0.74 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 424,0477.7M $0.08 %0.73 %as of Mar 31, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 411,4038.1M $0.24 %0.71 %as of Apr 30, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 404,8007.3M $0.71 %0.69 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 395,7397.8M $0.37 %0.68 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 371,1417.3M $0.05 %0.64 %as of Apr 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 350,9466.9M $0.04 %0.60 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 299,1915.4M $0.04 %0.51 %as of Mar 31, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 295,0595.8M $6.25 %0.51 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 287,1145.2M $0.27 %0.49 %as of Mar 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 284,1486.1M $0.01 %0.49 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 274,0245.9M $0.35 %0.47 %as of Feb 28, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 272,5554.9M $0.12 %0.47 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 271,5354.9M $0.12 %0.47 %as of Mar 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 264,9634.8M $0.16 %0.45 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 260,1755.6M $0.04 %0.45 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 260,1715.1M $0.07 %0.45 %as of Apr 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 252,9555.4M $0.03 %0.43 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 246,5884.9M $0.03 %0.42 %as of Apr 30, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 233,7204.6M $1.43 %0.40 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 223,4924.4M $0.06 %0.38 %as of Apr 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 205,8894.4M $0.07 %0.35 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 194,1463.8M $0.02 %0.33 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 191,4413.8M $0.03 %0.33 %as of Apr 30, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 187,2673.7M $0.37 %0.32 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 178,5713.8M $0.07 %0.31 %as of Feb 28, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 178,2343.2M $0.53 %0.31 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 177,8183.5M $0.32 %0.31 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 171,5003.1M $0.37 %0.29 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 170,9453.1M $1.42 %0.29 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 166,1323.3M $0.02 %0.28 %as of Apr 30, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 153,8513M $0.25 %0.26 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 145,1742.6M $0.02 %0.25 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 138,9382.7M $0.12 %0.24 %as of Apr 30, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 133,0002.4M $0.20 %0.23 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 131,4792.4M $0.66 %0.23 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 121,9552.6M $0.06 %0.21 %as of Feb 27, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 120,9002.4M $0.37 %0.21 %as of Apr 30, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 120,0002.2M $1.26 %0.21 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 119,2972.4M $0.32 %0.20 %as of Apr 30, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 114,6832.3M $0.03 %0.20 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 114,6392.5M $0.14 %0.20 %as of Feb 28, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 114,2812.1M $0.58 %0.20 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 105,4072.1M $0.17 %0.18 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 104,1912.1M $0.77 %0.18 %as of Apr 30, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 103,9552.2M $1.11 %0.18 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 98,4452.1M $0.00 %0.17 %as of Feb 28, 2026 ↗
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 94,9571.9M $0.15 %0.16 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 94,8251.9M $0.05 %0.16 %as of Apr 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 90,9761.6M $0.33 %0.16 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 89,8711.9M $0.08 %0.15 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 89,1401.6M $0.25 %0.15 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 87,1121.7M $0.46 %0.15 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 84,3321.5M $0.03 %0.14 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 82,9541.8M $0.07 %0.14 %as of Feb 28, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 81,1971.5M $0.06 %0.14 %as of Mar 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 80,9781.5M $0.05 %0.14 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 80,9251.7M $0.00 %0.14 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 80,0831.6M $0.00 %0.14 %as of Apr 30, 2026 ↗
Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust 77,9341.4M $0.03 %0.13 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 77,1531.5M $0.00 %0.13 %as of Apr 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 74,9131.4M $0.07 %0.13 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 73,1171.4M $0.00 %0.13 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 67,0701.2M $0.05 %0.12 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 65,8531.2M $0.00 %0.11 %as of Mar 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 63,9281.4M $0.15 %0.11 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,1481.2M $0.00 %0.11 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 61,2731.2M $0.03 %0.11 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 61,2001.1M $0.06 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 55,109994.7K $0.03 %0.09 %as of Mar 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 49,995902.4K $0.05 %0.09 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 49,390975.9K $0.34 %0.08 %as of Apr 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,432957K $0.52 %0.08 %as of Apr 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 47,400855.6K $0.15 %0.08 %as of Mar 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 46,100988.8K $0.08 %0.08 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 45,499821.3K $0.06 %0.08 %as of Mar 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 44,990889K $0.01 %0.08 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 44,200797.8K $0.20 %0.08 %as of Mar 31, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 43,992869.3K $0.05 %0.08 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 43,981943.4K $0.12 %0.08 %as of Feb 28, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 43,239780.5K $0.04 %0.07 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 40,964809.4K $0.06 %0.07 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 39,142839.6K $0.00 %0.07 %as of Feb 28, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 39,042704.7K $0.05 %0.07 %as of Mar 31, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 38,200819.4K $0.09 %0.07 %as of Feb 28, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 38,186689.3K $0.06 %0.07 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Huber Small Cap Value Fund Advisors Series Trust 6.25 %as of Apr 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 3.41 %as of Apr 30, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 2.80 %as of Apr 30, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 2.43 %as of Apr 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1.91 %as of Feb 28, 2026 ↗
CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ CORNAMUSA GESALCALA, S.A., S.G.I.I.C. 1.90 %as of Dec 31, 2025 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 1.49 %as of Mar 31, 2026 ↗
NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 1.43 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 1.42 %as of Mar 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 1.26 %as of Mar 31, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2285+1030,278,374+3.9 %
2026Q1275-2529,151,739-0.5 %
2025Q4300+229,309,629+1.0 %
2025Q3298+1229,016,590+1.1 %
2025Q2286-328,710,979+5.4 %
2025Q1289-327,249,515+0.5 %
2024Q4292-2027,116,720+1.1 %
2024Q3312026,832,607-1.2 %
2024Q2312+2127,149,480+1.9 %
2024Q1291-1326,655,456-1.9 %
2023Q430427,174,043

Institutional managers

230 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.8,208,065148.2M $as of Mar 31, 2026
FMR LLC5,407,81497.6M $as of Mar 31, 2026
IEQ CAPITAL, LLC3,903,68670.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,394,77043.2M $as of Mar 31, 2026
LSV ASSET MANAGEMENT2,313,27941.8K $as of Mar 31, 2026
STATE STREET CORP2,296,48941.5M $as of Mar 31, 2026
Huber Capital Management LLC1,702,60530.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,376,97224.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,354,98424.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,268,00822.9M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP1,256,08022.7M $as of Mar 31, 2026
Bragg Financial Advisors, Inc1,122,93820.3M $as of Mar 31, 2026
Bank of New York Mellon Corp855,17615.4M $as of Mar 31, 2026
MORGAN STANLEY783,72114.1M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC737,66013.3M $as of Mar 31, 2026
KENNEDY CAPITAL MANAGEMENT LLC669,07112.1M $as of Mar 31, 2026
NORTHERN TRUST CORP602,16010.9M $as of Mar 31, 2026
Balyasny Asset Management L.P.596,70210.8M $as of Mar 31, 2026
Invesco Ltd.531,8259.6M $as of Mar 31, 2026
Pacer Advisors, Inc.413,0057.5M $as of Mar 31, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC363,9416.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC363,7476.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC342,9496.2M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC303,9185.5M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC287,3145.2M $as of Mar 31, 2026

Declared shareholders of Upbound Group Inc

1 beneficial ownership filing. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.98 %4,057,098as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Upbound Group Inc

78 funds declare 78 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
The Osterweis Strategic Income Fund155.9M $as of Mar 31, 2026
Intrepid Income Fund117.5M $as of Mar 31, 2026
iShares Broad USD High Yield Corporate Bond ETF18.7M $as of Apr 30, 2026
Allspring Core Plus Bond Fund15.7M $as of Feb 28, 2026
Timothy Plan High Yield Bond Fund15.6M $as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF15.4M $as of Mar 31, 2026
Diversified Income Fund14.3M $as of Apr 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14M $as of Apr 30, 2026
Hotchkis and Wiley High Yield Fund13.8M $as of Mar 31, 2026
Greenspring Income Opportunities Fund13.2M $as of Mar 31, 2026
Virtus Seix High Yield Fund13M $as of Mar 31, 2026
Transamerica Multi-Asset Income12.7M $as of Apr 30, 2026
Western Asset Short Duration High Income Fund12.6M $as of Apr 30, 2026
Opportunistic Credit Fund12M $as of Apr 30, 2026
CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND11.7M $as of Mar 31, 2026
TCW Flexible Income ETF11.7M $as of Apr 30, 2026
Barrow Hanley Credit Opportunities Fund11.7M $as of Mar 31, 2026
Guggenheim Macro Opportunities Fund11.4M $as of Mar 31, 2026
FlexShares High Yield Value - Scored Bond Index Fund11.4M $as of Apr 30, 2026
Allspring Managed Account CoreBuilder Shares Series CP11.3M $as of Feb 28, 2026
Angel Oak Multi-Strategy Income Fund11.1M $as of Apr 30, 2026
Western Asset High Yield Fund11.1M $as of Feb 27, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF11M $as of Mar 31, 2026
MML Barings High Yield Fund1923.5K $as of Mar 31, 2026
Schwab High Yield Bond ETF1897.6K $as of Feb 28, 2026
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Titelia. "Fund shareholders of Upbound Group Inc". https://titelia.com/en/stocks/upbound-group-inc-US76009N1000