UPBOUND GROUP INC COM is a security (CUSIP 76009N100) tracked across SEC portfolio filings. 257 institutional managers reported $957.1M on Form 13F as of 2026-06-30; 28 registered fund positions totaling $41.3M via N-PORT as of 2026-05-31.
Showing 15 of 257 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| BlackRock, Inc. | New York, NY | $148.2M | 8,208,065 |
| VANGUARD GROUP INC | Valley Forge, PA | $125.2M | 7,132,443 |
| FMR LLC | BOSTON, MA | $97.6M | 5,407,814 |
| IEQ CAPITAL, LLC | Foster City, CA | $70.5M | 3,903,686 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $43.2M | 2,394,770 |
| STATE STREET CORP | BOSTON, MA | $41.5M | 2,296,489 |
| Huber Capital Management LLC | EL SEGUNDO, CA | $30.7M | 1,702,605 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $24.9M | 1,376,972 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $24.5M | 1,354,984 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $22.9M | 1,268,008 |
| WELLINGTON MANAGEMENT GROUP LLP | BOSTON, MA | $22.7M | 1,256,080 |
| Bragg Financial Advisors, Inc | CHARLOTTE, NC | $20.3M | 1,122,938 |
| Bank of New York Mellon Corp | NEW YORK, NY | $15.4M | 855,176 |
| MORGAN STANLEY | NEW YORK, NY | $14.1M | 783,721 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Los Angeles, CA | $13.3M | 737,660 |
Showing 15 of 28 fund positions by value.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| FPA Queens Road Small Cap Value Fund | Investment Managers Series Trust III | $20.3M | 150.01% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $4.4M | 5.91% |
| VANGUARD EXPLORER FUND | VANGUARD EXPLORER FUND | $3.3M | 1.51% |
| NORTH SQUARE SMALL CAP VALUE FUND | Valued Advisers Trust | $2.1M | 102.68% |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | $1.8M | 19.59% |
| Hotchkis and Wiley Mid-Cap Value Fund | HOTCHKIS & WILEY FUNDS/DE/ | $1.6M | 40.10% |
| Fidelity Series Total Market Index Fund | Fidelity Concord Street Trust | $1.5M | 0.14% |
| Master Small Cap Index Series | Quantitative Master Series LLC | $1.5M | 3.16% |
| VANGUARD U.S. MULTIFACTOR ETF | VANGUARD WELLINGTON FUND | $720K | 11.22% |
| Schwab U.S. Broad Market ETF | SCHWAB STRATEGIC TRUST | $678K | 0.16% |
| Fidelity Nasdaq Composite Index ETF | Fidelity Commonwealth Trust | $591K | 0.54% |
| WBI Power Factor High Dividend ETF | Absolute Shares Trust | $559K | 96.98% |
| Small Cap Index Fund | Northern Funds | $427K | 3.09% |
| State Street Institutional Small-Cap Equity Fund | STATE STREET INSTITUTIONAL FUNDS | $363K | 7.76% |
| VANGUARD MARKET NEUTRAL FUND | VANGUARD MONTGOMERY FUNDS | $335K | 7.77% |