Upbound Group, Inc. Common Stock · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $56.42M | 0.06% | 3,125,900 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $29.55M | 0.00% | 1,637,251 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $23.31M | 0.03% | 1,291,320 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $21.83M | 0.01% | 1,209,358 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $13.87M | 0.02% | 768,206 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $10.49M | 0.01% | 581,293 NS | $81.50B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $9.19M | 0.12% | 509,053 NS | $7.58B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $8.58M | 0.06% | 475,438 NS | $13.87B | FIGI |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | — | $7.81M | 0.08% | 432,948 NS | $10.12B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $7.65M | 0.08% | 424,047 NS | $9.65B | FIGI |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | — | $7.31M | 0.71% | 404,800 NS | $1.02B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $5.40M | 0.04% | 299,191 NS | $12.46B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $5.18M | 0.27% | 287,114 NS | $1.94B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $4.92M | 0.12% | 272,555 NS | $4.10B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $4.90M | 0.12% | 271,535 NS | $4.06B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $4.78M | 0.16% | 264,963 NS | $2.92B | FIGI |
| VIP Value Portfolio Variable Insurance Products Fund | — | $3.22M | 0.53% | 178,234 NS | $607.19M | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $3.10M | 0.37% | 171,500 NS | $827.02M | FIGI |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | XRT | $3.09M | 1.42% | 170,945 NS | $217.15M | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $2.62M | 0.02% | 145,174 NS | $12.17B | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $2.40M | 0.20% | 133,000 NS | $1.20B | FIGI |
| WisdomTree U.S. SmallCap Quality Dividend Gro… WisdomTree Trust | DGRS | $2.37M | 0.66% | 131,479 NS | $359.41M | FIGI |
| Miller Income Fund Advisor Managed Portfolios | — | $2.17M | 1.26% | 120,000 NS | $172.24M | FIGI |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $2.06M | 0.58% | 114,281 NS | $356.35M | FIGI |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | SFLO | $1.64M | 0.33% | 90,976 NS | $493.15M | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $1.61M | 0.25% | 89,140 NS | $633.02M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.52M | 0.03% | 84,332 NS | $4.82B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $1.47M | 0.06% | 81,197 NS | $2.39B | FIGI |
| PIMCO RAE US Small Fund PIMCO Equity Series | — | $1.46M | 0.05% | 80,978 NS | $3.14B | FIGI |
| Goldman Sachs U.S. Tax-Managed Equity Fund GOLDMAN SACHS TRUST | — | $1.41M | 0.03% | 77,934 NS | $4.14B | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.35M | 0.07% | 74,913 NS | $1.86B | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $1.21M | 0.05% | 67,070 NS | $2.45B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.19M | 0.00% | 65,853 NS | $79.62B | FIGI |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | — | $1.10M | 0.06% | 61,200 NS | $1.71B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $994.7K | 0.03% | 55,109 NS | $3.39B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $902.4K | 0.05% | 49,995 NS | $1.77B | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $855.6K | 0.15% | 47,400 NS | $575.61M | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $821.3K | 0.06% | 45,499 NS | $1.35B | FIGI |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | — | $797.8K | 0.20% | 44,200 NS | $397.88M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $780.5K | 0.04% | 43,239 NS | $1.80B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $704.7K | 0.05% | 39,042 NS | $1.43B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $689.3K | 0.06% | 38,186 NS | $1.11B | FIGI |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | — | $640.3K | 0.33% | 35,476 NS | $192.40M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $628.3K | 0.03% | 34,810 NS | $1.95B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $627.9K | 0.06% | 34,786 NS | $1.04B | FIGI |
| Goldman Sachs Variable Insurance Trust Small … Goldman Sachs Variable Insurance Trust | — | $621.9K | 0.34% | 34,456 NS | $185.65M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $617.4K | 0.04% | 34,203 NS | $1.59B | FIGI |
| Optimize Strategy Index ETF Advisor Managed Portfolios | OPTZ | $588.3K | 0.28% | 32,595 NS | $208.52M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $534.5K | 0.00% | 29,612 NS | $58.89B | FIGI |
| KraneShares Value Line Dynamic Dividend Equit… Krane Shares Trust | KVLE | $519.4K | 1.49% | 28,778 NS | $34.83M | FIGI |