Upbound Group, Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $490.8K | 0.00% | 27,192 NS | $30.28B | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $444.7K | 0.05% | 24,639 NS | $908.21M | FIGI |
| Small Cap Index Fund Northern Funds | — | $427.0K | 0.03% | 23,657 NS | $1.38B | FIGI |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | — | $417.1K | 0.59% | 23,107 NS | $71.09M | FIGI |
| Diversified Equity Master Portfolio Master Investment Portfolio | — | $411.3K | 0.01% | 22,785 NS | $2.98B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $370.6K | 0.02% | 20,530 NS | $1.90B | FIGI |
| State Street Institutional Small-Cap Equity F… STATE STREET INSTITUTIONAL FUNDS | — | $363.4K | 0.08% | 20,132 NS | $468.29M | FIGI |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | — | $335.7K | 0.09% | 18,597 NS | $375.87M | FIGI |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | — | $335.3K | 0.08% | 18,576 NS | $431.57M | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $333.3K | 0.06% | 18,466 NS | $538.24M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $331.3K | 0.01% | 18,354 NS | $2.63B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $318.2K | 0.06% | 17,630 NS | $525.94M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $311.4K | 0.03% | 17,251 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $300.2K | 0.03% | 16,629 NS | $962.08M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $298.9K | 0.00% | 16,562 NS | $17.05B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $283.2K | 0.00% | 15,687 NS | $9.06B | FIGI |
| WBI Power Factor High Dividend ETF Absolute Shares Trust | WBIY | $279.5K | 0.48% | 15,484 NS | $57.64M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $265.0K | 0.06% | 14,683 NS | $423.00M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $254.1K | 0.03% | 14,079 NS | $768.54M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $249.4K | 0.02% | 13,816 NS | $1.14B | FIGI |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | — | $223.2K | 0.01% | 12,364 NS | $2.04B | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $190.4K | 0.03% | 10,547 NS | $584.32M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $179.2K | 0.02% | 9,927 NS | $741.60M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $175.1K | 0.03% | 9,701 NS | $550.95M | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $173.3K | 0.00% | 9,600 NS | $7.43B | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $165.1K | 0.01% | 9,145 NS | $1.38B | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $160.8K | 0.01% | 8,908 NS | $2.90B | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $160.6K | 0.04% | 8,896 NS | $368.49M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $146.9K | 0.00% | 8,137 NS | $11.74B | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $134.5K | 0.01% | 7,450 NS | $1.00B | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $131.8K | 0.03% | 7,304 NS | $419.22M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $116.8K | 0.03% | 6,472 NS | $354.45M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $113.2K | 0.04% | 6,271 NS | $314.56M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $111.5K | 0.03% | 6,180 NS | $358.38M | FIGI |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | — | $107.7K | 0.06% | 5,964 NS | $177.48M | FIGI |
| Small Cap Core Fund Northern Funds | — | $104.6K | 0.03% | 5,795 NS | $342.11M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $104.5K | 0.03% | 5,787 NS | $332.36M | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $97.0K | 0.03% | 5,376 NS | $293.56M | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $95.1K | 0.05% | 5,270 NS | $207.99M | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $92.4K | 0.02% | 5,118 NS | $436.75M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $89.6K | 0.01% | 4,964 NS | $1.65B | FIGI |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | XJR | $85.9K | 0.07% | 4,760 NS | $121.90M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $81.7K | 0.04% | 4,529 NS | $185.65M | FIGI |
| AQR Small Cap Multi-Style Fund AQR Funds | — | $81.3K | 0.05% | 4,505 NS | $149.49M | FIGI |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | — | $79.5K | 0.78% | 4,406 NS | $10.23M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $79.2K | 0.03% | 4,388 NS | $253.61M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $76.9K | 0.01% | 4,260 NS | $1.23B | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $73.6K | 0.03% | 4,075 NS | $225.03M | FIGI |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | FLQS | $72.7K | 0.15% | 4,026 NS | $47.01M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $66.8K | 0.00% | 3,700 NS | $5.26B | FIGI |