Funds holding Upbound Group Inc
288 funds declare a position · 77 ETFs and 211 other funds · 580.6M $· 1.6M SEK· 350.3K € · US76009N1000
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3,125,900 | 56.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 2,271,167 | 44.9M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,637,251 | 29.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,291,320 | 23.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III | 1,055,661 | 22.6M $ | 1.91 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,209,358 | 21.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Huber Select Large Cap Value Fund Advisors Series Trust | 861,898 | 17M $ | 3.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 711,800 | 15.3M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 768,206 | 13.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 635,573 | 13.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 581,293 | 10.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 524,626 | 10.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 509,053 | 9.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 475,438 | 8.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 411,403 | 8.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 395,739 | 7.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 432,948 | 7.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 424,047 | 7.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 371,141 | 7.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 404,800 | 7.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 350,946 | 6.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 284,148 | 6.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 274,024 | 5.9M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Huber Small Cap Value Fund Advisors Series Trust | 295,059 | 5.8M $ | 6.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 260,175 | 5.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 252,955 | 5.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 299,191 | 5.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 287,114 | 5.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 260,171 | 5.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 272,555 | 4.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 271,535 | 4.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 246,588 | 4.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 264,963 | 4.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 233,720 | 4.6M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 205,889 | 4.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 223,492 | 4.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 194,146 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 178,571 | 3.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 191,441 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 187,267 | 3.7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 177,818 | 3.5M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 166,132 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 178,234 | 3.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 171,500 | 3.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 170,945 | 3.1M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 153,851 | 3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 138,938 | 2.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 145,174 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 121,955 | 2.6M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 114,639 | 2.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 133,000 | 2.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 120,900 | 2.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 131,479 | 2.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 119,297 | 2.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 114,683 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 103,955 | 2.2M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| Miller Income Fund Advisor Managed Portfolios | 120,000 | 2.2M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 98,445 | 2.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 105,407 | 2.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 114,281 | 2.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 104,191 | 2.1M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 89,871 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 94,957 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 94,825 | 1.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 82,954 | 1.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 80,925 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 87,112 | 1.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 90,976 | 1.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 9,452 | 1.6M SEK | 0.01 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 89,140 | 1.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,083 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 77,153 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 84,332 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 81,197 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 80,978 | 1.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 73,117 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 77,934 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 63,928 | 1.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 74,913 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,148 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 61,273 | 1.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 67,070 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 65,853 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 61,200 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 55,109 | 994.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 46,100 | 988.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 49,390 | 975.9K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,432 | 957K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 43,981 | 943.4K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 49,995 | 902.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 44,990 | 889K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 43,992 | 869.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 47,400 | 855.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 39,142 | 839.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 45,499 | 821.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 38,200 | 819.4K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 40,964 | 809.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 37,522 | 804.8K $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 44,200 | 797.8K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 36,886 | 791.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
Institutional managers
230 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 8,208,065 | 148.2M $ | as of Mar 31, 2026 |
| FMR LLC | 5,407,814 | 97.6M $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 3,903,686 | 70.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,394,770 | 43.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,296,489 | 41.5M $ | as of Mar 31, 2026 |
| Huber Capital Management LLC | 1,702,605 | 30.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,376,972 | 24.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,354,984 | 24.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,268,008 | 22.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1,256,080 | 22.7M $ | as of Mar 31, 2026 |
| Bragg Financial Advisors, Inc | 1,122,938 | 20.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 855,176 | 15.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 783,721 | 14.1M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 737,660 | 13.3M $ | as of Mar 31, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | 669,071 | 12.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 602,160 | 10.9M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 596,702 | 10.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 531,825 | 9.6M $ | as of Mar 31, 2026 |
| Pacer Advisors, Inc. | 413,005 | 7.5M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 363,941 | 6.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 363,747 | 6.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 342,949 | 6.2M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 303,918 | 5.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 287,314 | 5.2M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 274,266 | 5M $ | as of Mar 31, 2026 |