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 | |
|---|---|---|---|---|---|
| 201 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,964 | 89.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 202 | iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 4,760 | 85.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 203 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 4,529 | 81.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 204 | AQR Small Cap Multi-Style Fund AQR Funds | 4,505 | 81.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 205 | S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 4,406 | 79.5K $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| 206 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,388 | 79.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 207 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,274 | 84.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 208 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 4,260 | 76.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 209 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,075 | 73.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 210 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 4,026 | 72.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 211 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,966 | 85.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 212 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,758 | 80.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| 213 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,756 | 74.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 214 | iShares MSCI World Small-Cap ETF iShares Trust | 3,750 | 80.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 215 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,700 | 66.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 216 | Avantis U.S. Equity Fund American Century ETF Trust | 3,697 | 79.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 217 | BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 3,605 | 65.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 218 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 3,586 | 64.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 219 | NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 3,584 | 76.9K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 220 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,540 | 63.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 221 | Adara Smaller Companies Fund RBB Fund, Inc. | 3,409 | 73.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 222 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,386 | 61.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 223 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,348 | 60.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 224 | ProShares Ultra Russell2000 ProShares Trust | 3,250 | 69.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 225 | ProShares UltraPro Russell2000 ProShares Trust | 3,238 | 69.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 226 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,958 | 53.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 227 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,933 | 52.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 228 | Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,813 | 55.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 229 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,471 | 53K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 230 | Clearwater Select Equity Fund Clearwater Investment Trust | 2,400 | 43.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 231 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 2,355 | 46.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 232 | iShares Morningstar Small-Cap ETF iShares Trust | 2,344 | 46.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 233 | S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 2,341 | 42.3K $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| 234 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,328 | 42K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 235 | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,326 | 42K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 236 | Small Company Value Portfolio Wilshire Mutual Funds Inc | 2,320 | 41.9K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 237 | ProShares Russell 2000 High Income ETF ProShares Trust | 2,275 | 48.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 238 | GMO U.S. Small Cap Value Fund GMO TRUST | 2,061 | 44.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 239 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 2,049 | 37K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 240 | S&P SmallCap Index Fund SHELTON FUNDS | 1,962 | 42.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 241 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,826 | 33K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 242 | New Covenant Growth Fund NEW COVENANT FUNDS | 1,764 | 31.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 243 | First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 1,712 | 30.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 244 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,482 | 26.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 245 | Longview Advantage ETF RBB Fund Trust | 1,459 | 31.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 246 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,453 | 26.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 247 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,438 | 26K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 248 | SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 1,437 | 25.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 249 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,404 | 30.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 250 | PROFUND VP SMALLCAP VALUE ProFunds | 1,313 | 23.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 251 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,261 | 22.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 252 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,230 | 22.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 253 | SmallCap Growth Fund I Principal Funds, Inc | 1,150 | 22.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 254 | Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,120 | 24K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 255 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,006 | 18.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 256 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 941 | 17K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 257 | PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 931 | 16.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 258 | State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 905 | 16.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 259 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 900 | 16.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 260 | Applied Finance IVS US SMID ETF ETF Opportunities Trust | 840 | 15.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 261 | TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust | 826 | 14.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 262 | Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 728 | 14.4K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 263 | Avantis Total Equity Markets ETF American Century ETF Trust | 667 | 14.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 264 | ULTRA SMALL CAP PROFUND ProFunds | 592 | 11.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 265 | ProShares Ultra SmallCap600 ProShares Trust | 571 | 12.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 266 | State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 422 | 7.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 267 | SMALL-CAP VALUE PROFUND ProFunds | 356 | 7K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 268 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 354 | 7K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 269 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 286 | 5.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 270 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 283 | 5.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 271 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 268 | 4.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 272 | Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 194 | 3.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 273 | PROFUND VP ULTRA SMALL CAP ProFunds | 176 | 3.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 274 | iShares Texas Equity ETF iShares Trust | 166 | 3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 275 | PROFUND VP SMALL CAP ProFunds | 133 | 2.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 276 | Russell 2000 Fund Rydex Series Funds | 123 | 2.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 277 | E*TRADE No Fee Total Market Index Fund E Trade Trust | 108 | 2.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 278 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 97 | 1.8K $ | as of Mar 31, 2026 · Original filing | |
| 279 | SMALL-CAP PROFUND ProFunds | 96 | 1.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 280 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 74 | 1.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 281 | Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 70 | 1.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 282 | ProShares Hedge Replication ETF ProShares Trust | 54 | 1.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 283 | State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 44 | 794.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 284 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 29 | 523.5 $ | as of Mar 31, 2026 · Original filing | |
| 285 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 18 | 386.1 $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 286 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 14 | 252.7 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 287 | CINVEST MULTIGESTION FI CINVEST MULTIGESTION/ CORNAMUSA GESALCALA, S.A., S.G.I.I.C. | 210.7K € | 1.90 % | as of Dec 31, 2025 · Original filing | |
| 288 | GVC GAESCO ZEBRA US SMALL CAPS LOW POPULARITY, FI GVC GAESCO GESTIÓN, SGIIC, S.A. | 139.6K € | 1.07 % | as of Dec 31, 2025 · 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 |