Titelia

Fund shareholders of Upbound Group Inc

ISIN US76009N1000 · United States · LEI 529900QUHE15UQNCCJ63

Fund shareholders
285
Of which ETFs
72 213 other funds
Value held
≈ 622M $ 621.4M $ · 350.3K € · 1.6M SEK
Share of capital
52.6 % of 58.3M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 3,161,53267.1M $0.06 %5.42 %as of Jun 30, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 1,833,77435.6M $0.34 %3.15 %as of Jul 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,667,25135.4M $0.00 %2.86 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,418,44930.1M $0.04 %2.43 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,201,91625.5M $0.01 %2.06 %as of Jun 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1,055,66120.3M $1.50 %1.81 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 762,18516.2M $0.02 %1.31 %as of Jun 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 612,86911.9M $2.37 %1.05 %as of Jul 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 610,21111.8M $0.03 %1.05 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 606,29512.9M $0.01 %1.04 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 585,67811.3M $0.04 %1.00 %as of May 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 527,12011.2M $0.08 %0.90 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 522,27910M $0.11 %0.90 %as of May 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 503,08910.7M $0.09 %0.86 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 479,72310.2M $0.06 %0.82 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 450,7729.6M $0.12 %0.77 %as of Jun 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 446,5458.7M $0.24 %0.77 %as of Jul 31, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 426,7008.2M $0.37 %0.73 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 424,0479M $0.08 %0.73 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 420,7148.2M $0.04 %0.72 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 395,7397.7M $0.32 %0.68 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 350,3536.8M $0.51 %0.60 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 332,8476.5M $0.04 %0.57 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 314,1776.1M $0.04 %0.54 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 313,7366.1M $0.07 %0.54 %as of Jul 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 292,4926.2M $0.28 %0.50 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 285,5075.5M $0.29 %0.49 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 284,8476M $1.58 %0.49 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 280,1565.9M $0.12 %0.48 %as of Jun 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 276,2935.9M $0.18 %0.47 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 273,5925.3M $0.01 %0.47 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 269,9555.2M $0.03 %0.46 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 249,0314.8M $0.02 %0.43 %as of May 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 238,0005.1M $2.92 %0.41 %as of Jun 30, 2026 ↗
Huber Small Cap Value Fund Advisors Series Trust 234,3944.5M $4.42 %0.40 %as of Jul 31, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 229,6484.5M $1.30 %0.39 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 227,3464.4M $0.06 %0.39 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 224,0024.3M $0.02 %0.38 %as of Jul 31, 2026 ↗
Applied Finance Explorer Fund World Funds Trust 210,2774.1M $0.39 %0.36 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 208,0494M $0.40 %0.36 %as of Jul 31, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 207,8004.4M $0.36 %0.36 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 207,7624M $0.06 %0.36 %as of May 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 198,7004.2M $0.46 %0.34 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 179,9803.5M $0.06 %0.31 %as of May 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 178,8373.5M $0.02 %0.31 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 166,1323.2M $0.01 %0.28 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 164,4363.2M $0.23 %0.28 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 134,6502.6M $0.03 %0.23 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 131,0332.8M $0.09 %0.22 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 130,3552.8M $0.69 %0.22 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 127,4902.5M $0.10 %0.22 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 124,7592.4M $0.19 %0.21 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 121,5992.4M $0.00 %0.21 %as of Jul 31, 2026 ↗
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 120,9002.3M $0.33 %0.21 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 120,3402.3M $0.04 %0.21 %as of May 29, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 118,0002.5M $0.19 %0.20 %as of Jun 30, 2026 ↗
NYLIM VP Wellington Small Cap Portfolio NYLIM VP FUNDS TRUST 115,7302.5M $0.57 %0.20 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 114,3902.2M $0.12 %0.20 %as of May 31, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Valued Advisers Trust 111,8452.1M $1.03 %0.19 %as of May 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 110,4072.3M $0.06 %0.19 %as of Jun 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 110,1242.3M $0.39 %0.19 %as of Jun 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 106,0192.1M $0.70 %0.18 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 103,2892.2M $0.04 %0.18 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 102,2772M $0.05 %0.18 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 98,4451.9M $0.00 %0.17 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 91,9712M $0.27 %0.16 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 83,4131.8M $0.08 %0.14 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 82,1421.6M $0.09 %0.14 %as of May 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 81,0721.7M $0.06 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 79,7621.5M $0.00 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 78,1671.7M $0.08 %0.13 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 77,9161.5M $0.05 %0.13 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 77,7961.5M $0.06 %0.13 %as of May 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 77,0151.5M $0.15 %0.13 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 76,1311.5M $0.18 %0.13 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 73,1171.4M $0.00 %0.13 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 70,8001.4M $0.11 %0.12 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 69,7891.4M $0.00 %0.12 %as of Jul 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 68,0121.3M $0.33 %0.12 %as of Jul 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 67,6461.3M $0.03 %0.12 %as of Jul 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 67,4851.4M $0.00 %0.12 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 63,1481.2M $0.00 %0.11 %as of Jul 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 61,2001.3M $0.07 %0.10 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 60,8421.3M $0.03 %0.10 %as of Jun 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 53,7711.1M $0.05 %0.09 %as of Jun 30, 2026 ↗
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 51,435997.3K $0.06 %0.09 %as of Jul 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 50,1961.1M $0.28 %0.09 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 49,390957.7K $0.29 %0.08 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 48,628942.9K $0.01 %0.08 %as of Jul 31, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 47,4001M $0.16 %0.08 %as of Jun 30, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 45,499965.5K $0.06 %0.08 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 45,052873.6K $0.45 %0.08 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 44,200937.9K $0.24 %0.08 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 42,629826.6K $0.02 %0.07 %as of Jul 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 41,272792.8K $0.11 %0.07 %as of May 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 39,703842.5K $0.36 %0.07 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 39,593767.7K $0.33 %0.07 %as of Jul 31, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 39,310834.2K $0.04 %0.07 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 39,142751.9K $0.00 %0.07 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 38,654749.5K $0.06 %0.07 %as of Jul 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 ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Huber Small Cap Value Fund Advisors Series Trust 4.42 %as of Jul 31, 2026 ↗
Miller Income Fund Advisor Managed Portfolios 2.92 %as of Jun 30, 2026 ↗
Huber Select Large Cap Value Fund Advisors Series Trust 2.37 %as of Jul 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 2.03 %as of Jul 31, 2026 ↗
CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ CORNAMUSA GESALCALA, S.A., S.G.I.I.C. 1.90 %as of Dec 31, 2025 ↗
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 1.58 %as of Jun 30, 2026 ↗
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 1.50 %as of May 31, 2026 ↗
NYLIM WMC Small Companies Fund NYLIM FUNDS TRUST 1.30 %as of Jul 31, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 1.28 %as of Jul 31, 2026 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 1.07 %as of Dec 31, 2025 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3282-330,627,486+1.2 %
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 table shows the 25 largest.

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

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
FMR LLC and 1 other5.70 %3,312,579as of Jun 30, 2026 · SCHEDULE 13G
Allred Aaron R 3.10 %1,821,642as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Upbound Group Inc

80 funds declare 80 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
The Osterweis Strategic Income Fund160M $as of Jun 30, 2026
Intrepid Income Fund117.8M $as of Jun 30, 2026
iShares Broad USD High Yield Corporate Bond ETF110.3M $as of Jul 31, 2026
Timothy Plan High Yield Bond Fund15.7M $as of Jun 30, 2026
Allspring Core Plus Bond Fund15.7M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF15.6M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.2M $as of Jul 31, 2026
Diversified Income Fund14M $as of Jul 31, 2026
Hotchkis and Wiley High Yield Fund13.9M $as of Jun 30, 2026
Greenspring Income Opportunities Fund13.2M $as of Jun 30, 2026
Transamerica Multi-Asset Income12.9M $as of Jul 31, 2026
Western Asset Short Duration High Income Fund12.6M $as of Jul 31, 2026
TCW Flexible Income ETF12.6M $as of Jul 31, 2026
Western Asset Management Strategic Bond Opportunities Portfolio12.2M $as of Jun 30, 2026
Virtus Seix High Yield Fund12.1M $as of Jun 30, 2026
Opportunistic Credit Fund12M $as of Jul 31, 2026
Barrow Hanley Credit Opportunities Fund11.7M $as of Jun 30, 2026
Multi-Manager High Yield Bond Fund11.4M $as of Jul 31, 2026
FlexShares High Yield Value - Scored Bond Index Fund11.3M $as of Jul 31, 2026
Allspring Managed Account CoreBuilder Shares Series CP11.3M $as of May 31, 2026
CITY NATIONAL ROCHDALE FIXED INCOME OPPORTUNITIES FUND11.2M $as of Jun 30, 2026
Angel Oak Multi-Strategy Income Fund11.1M $as of Jul 31, 2026
Western Asset High Yield Fund11.1M $as of May 29, 2026
Invesco BulletShares 2029 High Yield Corporate Bond ETF11M $as of May 31, 2026
MML Barings High Yield Fund1944.6K $as of Jun 30, 2026
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Titelia. "Fund shareholders of Upbound Group Inc". https://titelia.com/en/stocks/upbound-group-inc-US76009N1000