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 ↗

Download this table: CSV, JSON

Report an error

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

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 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 is 1 beneficial ownership filing. 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
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 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 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
Cite this page

Titelia. "Fund shareholders of Upbound Group Inc". https://titelia.com/en/stocks/upbound-group-inc-US76009N1000