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
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,96489.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,76085.9K $0.07 %0.01 %as of Mar 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,52981.7K $0.04 %0.01 %as of Mar 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 4,50581.3K $0.05 %0.01 %as of Mar 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 4,40679.5K $0.78 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,38879.2K $0.03 %0.01 %as of Mar 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,27484.5K $0.03 %0.01 %as of Apr 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,26076.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 4,07573.6K $0.03 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 4,02672.7K $0.15 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,96685.1K $0.00 %0.01 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,75880.6K $0.07 %0.01 %as of Feb 28, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,75674.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,75080.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,70066.8K $0.00 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 3,69779.3K $0.01 %0.01 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,60565.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 3,58664.7K $0.00 %0.01 %as of Mar 31, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 3,58476.9K $0.26 %0.01 %as of Feb 28, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,54063.9K $0.01 %0.01 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 3,40973.1K $0.01 %0.01 %as of Feb 28, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,38661.1K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,34860.4K $0.01 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 3,25069.7K $0.02 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 3,23869.5K $0.02 %0.01 %as of Feb 28, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 2,95853.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,93352.9K $0.04 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,81355.6K $0.01 %0.00 %as of Apr 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 2,47153K $0.01 %0.00 %as of Feb 28, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 2,40043.3K $0.01 %0.00 %as of Mar 31, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,35546.5K $0.02 %0.00 %as of Apr 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 2,34446.3K $0.02 %0.00 %as of Apr 30, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 2,34142.3K $0.77 %0.00 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,32842K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 2,32642K $0.01 %0.00 %as of Mar 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 2,32041.9K $0.18 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 2,27548.8K $0.03 %0.00 %as of Feb 28, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 2,06144.2K $0.10 %0.00 %as of Feb 28, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,04937K $0.01 %0.00 %as of Mar 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 1,96242.1K $0.08 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,82633K $0.01 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,76431.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 1,71230.9K $0.14 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,48226.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,45931.3K $0.01 %0.00 %as of Feb 28, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,45326.2K $0.03 %0.00 %as of Mar 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 1,43826K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,43725.9K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,40430.1K $0.00 %0.00 %as of Feb 28, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 1,31323.7K $0.12 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,26122.8K $0.00 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,23022.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 1,15022.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,12024K $0.01 %0.00 %as of Feb 28, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,00618.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 94117K $0.00 %0.00 %as of Mar 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 93116.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 90516.3K $0.08 %0.00 %as of Mar 31, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 90016.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Applied Finance IVS US SMID ETF ETF Opportunities Trust 84015.2K $0.10 %0.00 %as of Mar 31, 2026 ↗
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 82614.9K $0.05 %0.00 %as of Mar 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 72814.4K $0.09 %0.00 %as of Apr 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 66714.3K $0.00 %0.00 %as of Feb 28, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 59211.7K $0.02 %0.00 %as of Apr 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 57112.2K $0.05 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST 4227.6K $0.11 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 3567K $0.12 %0.00 %as of Apr 30, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 3547K $0.09 %0.00 %as of Apr 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2865.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2835.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 2684.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1943.5K $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1763.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
iShares Texas Equity ETF iShares Trust 1663K $0.02 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1332.4K $0.02 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1232.2K $0.02 %0.00 %as of Mar 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 1082.1K $0.00 %0.00 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 971.8K $0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 961.9K $0.02 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 741.3K $0.02 %0.00 %as of Mar 31, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 701.3K $0.04 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 541.2K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 44794.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 29523.5 $0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 18386.1 $0.03 %0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 14252.7 $0.01 %0.00 %as of Mar 31, 2026 ↗
CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ CORNAMUSA GESALCALA, S.A., S.G.I.I.C. 210.7K €1.90 %as of Dec 31, 2025 ↗
GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. 139.6K €1.07 %as of Dec 31, 2025 ↗

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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