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.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 43,239 | 780.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 102 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 34,820 | 746.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 103 | WisdomTree U.S. High Dividend Fund WisdomTree Trust | 39,042 | 704.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 104 | Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 38,186 | 689.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 105 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 34,011 | 672.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 106 | NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 35,476 | 640.3K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 107 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,310 | 638.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 108 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,810 | 628.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 109 | THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 34,786 | 627.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 110 | Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 34,456 | 621.9K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 111 | EQ/Small Company Index Portfolio EQ Advisors Trust | 34,203 | 617.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 112 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 27,536 | 590.6K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 113 | Optimize Strategy Index ETF Advisor Managed Portfolios | 32,595 | 588.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 114 | Avantis U.S. Equity ETF American Century ETF Trust | 26,949 | 578.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 115 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 28,079 | 554.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 116 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 25,714 | 551.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 117 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 27,671 | 546.8K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 118 | Huber Large Cap Value Fund Advisors Series Trust | 27,359 | 540.6K $ | 2.80 % | as of Apr 30, 2026 · Original filing |
| 119 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,162 | 539.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 120 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 29,612 | 534.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 121 | KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 28,778 | 519.4K $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| 122 | BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 25,833 | 510.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 123 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 27,192 | 490.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 124 | Small Cap Index Fund VALIC Co I | 21,257 | 456K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 125 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,889 | 452.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 126 | Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 22,876 | 452K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 127 | Global X Russell 2000 ETF GLOBAL X FUNDS | 22,782 | 450.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 128 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,639 | 444.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 129 | Small Cap Index Fund Northern Funds | 23,657 | 427K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 130 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 19,896 | 426.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 131 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 21,325 | 421.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 132 | Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 23,107 | 417.1K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 133 | Diversified Equity Master Portfolio Master Investment Portfolio | 22,785 | 411.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 134 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,599 | 407K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 135 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,529 | 405.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 136 | JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,153 | 398.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 137 | Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 19,619 | 387.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 138 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 20,530 | 370.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 139 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,537 | 366.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 140 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 18,486 | 365.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 141 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 20,132 | 363.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 142 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,699 | 358.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 143 | Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust | 17,017 | 336.3K $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| 144 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 18,597 | 335.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 145 | VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 18,576 | 335.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 146 | Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 18,466 | 333.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 147 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,354 | 331.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 148 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 16,250 | 321.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 149 | Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,630 | 318.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 150 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 17,251 | 311.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 151 | Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 14,423 | 309.4K $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| 152 | Huber Mid Cap Value Fund Advisors Series Trust | 15,339 | 303.1K $ | 2.43 % | as of Apr 30, 2026 · Original filing |
| 153 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,629 | 300.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 154 | iShares Russell 3000 ETF iShares Trust | 16,562 | 298.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 155 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,800 | 296K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 156 | RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 13,399 | 287.4K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| 157 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 15,687 | 283.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 158 | WBI Power Factor High Dividend ETF Absolute Shares Trust | 15,484 | 279.5K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| 159 | AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 14,683 | 265K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 160 | Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 13,002 | 256.9K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 161 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,079 | 254.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 162 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 13,816 | 249.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 163 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 12,364 | 223.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 164 | iShares Morningstar Small-Cap Value ETF iShares Trust | 11,203 | 221.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 165 | CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ CORNAMUSA GESALCALA, S.A., S.G.I.I.C. | 0 | 210.7K € | 1.90 % | as of Dec 31, 2025 · Original filing |
| 166 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 9,737 | 192.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 167 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,547 | 190.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 168 | Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 9,344 | 184.6K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| 169 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,382 | 179.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 170 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,927 | 179.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 171 | Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 8,171 | 175.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 172 | Small Cap Index Trust John Hancock Variable Insurance Trust | 9,701 | 175.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 173 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 9,600 | 173.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 174 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,405 | 166.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 175 | VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,725 | 165.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 176 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 9,145 | 165.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 177 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,292 | 163.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 178 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,540 | 161.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 179 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,908 | 160.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 180 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 8,896 | 160.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 181 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,974 | 157.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 182 | First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,486 | 147.9K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 183 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 7,456 | 147.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 184 | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 8,137 | 146.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 185 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,274 | 143.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 186 | GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 0 | 139.6K € | 1.07 % | as of Dec 31, 2025 · Original filing |
| 187 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,450 | 134.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 188 | Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II | 6,147 | 131.9K $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 189 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,304 | 131.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 190 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,627 | 120.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 191 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,091 | 120.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 192 | Victory Extended Market Index Fund Victory Portfolios III | 5,979 | 118.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 193 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,472 | 116.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 194 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,815 | 114.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 195 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,271 | 113.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 196 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,180 | 111.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 197 | MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 5,964 | 107.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 198 | Small Cap Core Fund Northern Funds | 5,795 | 104.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 199 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,787 | 104.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 200 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 5,376 | 97K $ | 0.03 % | as of Mar 31, 2026 · Original filing |