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
SGI Small Cap Core Fund RBB Fund, Inc. 37,522804.8K $0.66 %0.06 %as of Feb 28, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 36,886791.2K $0.12 %0.06 %as of Feb 28, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 35,476640.3K $0.33 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 34,820746.9K $0.00 %0.06 %as of Feb 28, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,810628.3K $0.03 %0.06 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,786627.9K $0.06 %0.06 %as of Mar 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 34,456621.9K $0.34 %0.06 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 34,203617.4K $0.04 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 34,011672.1K $0.00 %0.06 %as of Apr 30, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 32,595588.3K $0.28 %0.06 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 32,310638.4K $0.01 %0.06 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 29,612534.5K $0.00 %0.05 %as of Mar 31, 2026 ↗
KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust 28,778519.4K $1.49 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 28,079554.8K $0.00 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 27,671546.8K $0.09 %0.05 %as of Apr 30, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 27,536590.6K $0.23 %0.05 %as of Feb 28, 2026 ↗
Huber Large Cap Value Fund Advisors Series Trust 27,359540.6K $2.80 %0.05 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 27,192490.8K $0.00 %0.05 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 26,949578.1K $0.01 %0.05 %as of Feb 28, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 25,833510.5K $0.06 %0.04 %as of Apr 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 25,714551.6K $0.00 %0.04 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,162539.7K $0.05 %0.04 %as of Feb 28, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,639444.7K $0.05 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 23,657427K $0.03 %0.04 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 23,107417.1K $0.59 %0.04 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 22,889452.3K $0.08 %0.04 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust 22,876452K $0.37 %0.04 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 22,785411.3K $0.01 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 22,782450.2K $0.03 %0.04 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 21,325421.4K $0.04 %0.04 %as of Apr 30, 2026 ↗
Small Cap Index Fund VALIC Co I 21,257456K $0.04 %0.04 %as of Feb 28, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,599407K $0.00 %0.04 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 20,530370.6K $0.02 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 20,529405.7K $0.05 %0.04 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,153398.2K $0.05 %0.03 %as of Apr 30, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 20,132363.4K $0.08 %0.03 %as of Mar 31, 2026 ↗
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 19,896426.8K $0.08 %0.03 %as of Feb 28, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 19,619387.7K $0.06 %0.03 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 18,597335.7K $0.09 %0.03 %as of Mar 31, 2026 ↗
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 18,576335.3K $0.08 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,537366.3K $0.02 %0.03 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 18,486365.3K $0.00 %0.03 %as of Apr 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 18,466333.3K $0.06 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,354331.3K $0.01 %0.03 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,630318.2K $0.06 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 17,251311.4K $0.03 %0.03 %as of Mar 31, 2026 ↗
Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust 17,017336.3K $1.07 %0.03 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 16,699358.2K $0.02 %0.03 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 16,629300.2K $0.03 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 16,562298.9K $0.00 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 16,250321.1K $0.00 %0.03 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 15,687283.2K $0.00 %0.03 %as of Mar 31, 2026 ↗
WBI Power Factor High Dividend ETF Absolute Shares Trust 15,484279.5K $0.48 %0.03 %as of Mar 31, 2026 ↗
Huber Mid Cap Value Fund Advisors Series Trust 15,339303.1K $2.43 %0.03 %as of Apr 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 14,683265K $0.06 %0.03 %as of Mar 31, 2026 ↗
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 14,423309.4K $1.16 %0.02 %as of Feb 28, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 14,079254.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 13,816249.4K $0.02 %0.02 %as of Mar 31, 2026 ↗
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 13,800296K $0.16 %0.02 %as of Feb 28, 2026 ↗
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 13,399287.4K $0.35 %0.02 %as of Feb 28, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 13,002256.9K $0.20 %0.02 %as of Apr 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 12,364223.2K $0.01 %0.02 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 11,203221.4K $0.03 %0.02 %as of Apr 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,547190.4K $0.03 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,927179.2K $0.02 %0.02 %as of Mar 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 9,737192.4K $0.01 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 9,701175.1K $0.03 %0.02 %as of Mar 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 9,600173.3K $0.00 %0.02 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 9,4521.6M SEK0.01 %0.02 %as of Mar 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 9,344184.6K $0.34 %0.02 %as of Apr 30, 2026 ↗
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 9,145165.1K $0.01 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,908160.8K $0.01 %0.02 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,896160.6K $0.04 %0.02 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 8,405166.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 8,382179.8K $0.07 %0.01 %as of Feb 28, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,292163.8K $0.01 %0.01 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,171175.3K $0.08 %0.01 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,137146.9K $0.00 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,974157.6K $0.04 %0.01 %as of Apr 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,725165.7K $0.00 %0.01 %as of Feb 28, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,540161.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,486147.9K $0.11 %0.01 %as of Apr 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 7,456147.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 7,450134.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,304131.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,274143.7K $0.01 %0.01 %as of Apr 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,472116.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 6,271113.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,180111.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 6,147131.9K $0.50 %0.01 %as of Feb 28, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 6,091120.4K $0.00 %0.01 %as of Apr 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 5,979118.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,964107.7K $0.06 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,815114.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
Small Cap Core Fund Northern Funds 5,795104.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,787104.5K $0.03 %0.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 5,627120.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 5,37697K $0.03 %0.01 %as of Mar 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 5,27095.1K $0.05 %0.01 %as of Mar 31, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5,11892.4K $0.02 %0.01 %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 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
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Titelia. "Fund shareholders of Upbound Group Inc". https://titelia.com/en/stocks/upbound-group-inc-US76009N1000