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UPBD · Upbound Group, Inc.

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$19.62 -0.06 (-0.28%) At close · Aug 14
Market Cap
$1.11B
Shares
58.30M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding UPBD

317 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 3,125,900 $56,422,495 0.06%
Fidelity Value Fund 2,271,167 $44,878,260 0.46%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,637,251 $29,552,381 0.00%
iShares Russell 2000 ETF 1,291,320 $23,308,326 0.03%
VANGUARD SMALL-CAP INDEX FUND 1,209,358 $21,828,912 0.01%
FPA Queens Road Small Cap Value Fund 1,055,661 $20,279,248 1.50%
Huber Select Large Cap Value Fund 861,898 $17,031,104 3.41%
VANGUARD SMALL-CAP VALUE INDEX FUND 768,206 $13,866,118 0.02%
Avantis U.S. Small Cap Value ETF 585,678 $11,250,874 0.04%
VANGUARD EXTENDED MARKET INDEX FUND 581,293 $10,492,339 0.01%
Fidelity Small Cap Index Fund 524,626 $10,366,610 0.03%
Schwab Fundamental U.S. Small Company ETF 522,279 $10,032,980 0.11%
iShares S&P Small-Cap 600 Value ETF 509,053 $9,188,407 0.12%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 475,438 $8,581,656 0.06%
Fidelity Advisor Value Strategies Fund 426,700 $8,196,907 0.37%
Pacer US Small Cap Cash Cows 100 ETF 411,403 $8,129,323 0.24%
Fidelity Mid Cap Value Fund 395,739 $7,819,803 0.37%
VANGUARD STRATEGIC EQUITY FUND 432,948 $7,814,711 0.08%
VANGUARD TAX-MANAGED SMALL-CAP FUND 424,047 $7,654,048 0.08%
Dimensional U.S. Targeted Value ETF 371,141 $7,333,746 0.05%
VIP Value Strategies Portfolio 404,800 $7,306,640 0.71%
U.S. SMALL CAP VALUE PORTFOLIO 350,946 $6,934,693 0.04%
Huber Small Cap Value Fund 295,059 $5,830,366 6.25%
Invesco S&P SmallCap 600 Revenue ETF 285,507 $5,484,589 0.29%
iShares Russell 2000 Value ETF 299,191 $5,400,398 0.04%
Fidelity Extended Market Index Fund 273,592 $5,255,702 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 269,955 $5,185,836 0.03%
WisdomTree U.S. SmallCap Dividend Fund 287,114 $5,182,408 0.27%
Dimensional US Small Cap Value ETF 260,171 $5,140,979 0.07%
Fidelity Enhanced Small Cap ETF 272,555 $4,919,618 0.12%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 271,535 $4,901,207 0.12%
U.S. Targeted Value Portfolio 246,588 $4,872,579 0.03%
Schwab U.S. Small-Cap ETF 249,031 $4,783,886 0.02%
Victory Market Neutral Income Fund 264,963 $4,782,582 0.16%
NYLI WMC Small Companies Fund 233,720 $4,618,307 1.43%
U.S. MICRO CAP PORTFOLIO 223,492 $4,416,202 0.06%
Hotchkis and Wiley Small Cap Diversified Value Fund 198,700 $4,216,414 0.46%
EA Bridgeway Omni Small-Cap Value ETF 230,941 $4,168,485 0.20%
VANGUARD CONSUMER DISCRETIONARY INDEX FUND 207,762 $3,991,108 0.06%
U.S. SMALL CAP PORTFOLIO 194,146 $3,836,325 0.02%
Dimensional U.S. Small Cap ETF 191,441 $3,782,874 0.03%
Applied Finance Explorer Fund 187,267 $3,700,396 0.37%
Goldman Sachs Small Cap Value Insights Fund 177,818 $3,513,684 0.32%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 179,980 $3,457,416 0.06%
VANGUARD EXPLORER FUND 166,132 $3,282,768 0.02%
VIP Value Portfolio 178,234 $3,217,124 0.53%
State Street(R) SPDR(R) S&P(R) Retail ETF 170,945 $3,085,557 1.42%
First Trust Small Cap Core AlphaDEX Fund 153,851 $3,040,096 0.25%
Schwab Fundamental U.S. Small Company Index Fund 138,938 $2,745,415 0.12%
iShares Russell 2000 Growth ETF 145,174 $2,620,391 0.02%
Showing 1–50 of 317 positions
Key facts CIK 933036 CUSIP 76009N100 13F (30d) 239 filings 238 filers Visit website Investor relations

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