Upbound GroupUPBD
13F holders, Q2 2024 (June 30)247holders +6
37new positions
31sold out
6famous investors
$30.72avg. 13F price*
At the end of Q2 2024, 247 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 6 from Q1 2024. 37 opened new positions and 31 sold out. The largest holders were BlackRock Inc. ($243.9M), Vanguard Group Inc. ($198.4M) and FMR LLC ($176.8M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $21.8M |
| Exits | 31 | $40.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,307,995 shares bought and 3,680,394 shares sold, net +3,627,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| BlackRock Inc. | 0.01% | Reduce -0.6% | 7,945,921 | $243.9M |
| Vanguard Group Inc. | 0.00% | Add +7.6% | 6,462,247 | $198.4M |
| FMR LLC | 0.01% | Add +2.1% | 5,757,961 | $176.8M |
| Ieq Capital, LLC | 1.99% | Add +112.7% | 4,827,021 | $148.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.6% | 2,173,377 | $66.7M |
| State Street Corp. | 0.00% | Reduce -2.3% | 1,984,410 | $61.7M |
| LSV Asset Management | 0.11% | Reduce -0.0% | 1,693,553 | $52.0M |
| Cooper Creek Partners Management LLC | 1.56% | Add +149.2% | 1,390,840 | $42.7M |
| Engaged Capital LLC | 6.14% | Reduce -29.9% | 1,167,051 | $35.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 1,163,453 | $35.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.9% | 880,880 | $27.0M |
| Bank of New York Mellon Corp | 0.00% | Add +2.0% | 761,765 | $23.4M |
| Huber Capital Management LLC | 5.20% | Add +51.4% | 745,299 | $22.9M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +8.6% | 694,376 | $21.3M |
| Morgan Stanley | 0.00% | Add +27.6% | 657,241 | $20.2M |
| Nuveen Asset Management, LLC | 0.00% | Add +27.8% | 528,954 | $16.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.8% | 521,277 | $16.0M |
| Marshall Wace, LLP | 0.02% | Add +1903.6% | 395,888 | $12.2M |
| Invesco Ltd. | 0.00% | Add +3.5% | 389,893 | $12.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -50.1% | 360,660 | $11.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.0% | 354,267 | $10.9M |
| Bragg Financial Advisors, Inc | 0.48% | Add +39.8% | 353,238 | $10.8M |
| Bank of America Corp. | 0.00% | Reduce -70.5% | 299,941 | $9.2M |
| Federated Hermes, Inc. | 0.02% | Reduce -0.3% | 283,192 | $8.7M |
| Verition Fund Management LLC | 0.07% | Add +62.5% | 266,462 | $8.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.9% | 240,355 | $7.4M |
| Barclays PLC | 0.00% | Add +8.5% | 221,892 | $6.8M |
| Norges Bank | 0.00% | Reduce -34.8% | 217,864 | $6.7M |
| American Century Companies Inc. | 0.00% | Reduce -64.2% | 211,520 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +38.8% | 199,821 | $6.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +135.4% | 189,555 | $5.8M |
| Alliancebernstein L.P. | 0.00% | No change | 188,138 | $5.8M |
| Bank of Montreal | 0.00% | New | 179,355 | $5.6M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Add +4.3% | 179,990 | $5.5M |
| Algert Global LLC | 0.15% | Reduce -17.0% | 145,316 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.4% | 144,167 | $4.4M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 142,307 | $4.4M |
| Edgestream Partners, L.P. | 0.21% | Add +2.6% | 140,632 | $4.3M |
| BNP Paribas Financial Markets | 0.00% | Add +63.5% | 137,706 | $4.2M |
| D. E. Shaw & Co. | 0.01% | Add +840.7% | 133,915 | $4.1M |
| Citadel Advisors | 0.00% | Add +71.7% | 131,831 | $4.0M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 125,541 | $3.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +89.3% | 120,221 | $3.7M |
| Man Group plc | 0.01% | Add +115.0% | 118,959 | $3.7M |
| Landscape Capital Management, L.L.C. | 0.28% | Add +241.7% | 108,463 | $3.3M |
| Millennium Management | 0.00% | Reduce -4.0% | 101,935 | $3.1M |
| Segall Bryant & Hamill, LLC | 0.06% | New | 101,100 | $3.1M |
| Public Sector Pension Investment Board | 0.02% | Add +8.0% | 98,592 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4726.9% | 97,792 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.0% | 93,097 | $2.9M |
| Citigroup Inc. | 0.00% | Add +166.2% | 93,059 | $2.9M |
| Swiss National Bank | 0.00% | No change | 91,100 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Add +11.9% | 87,507 | $2.7M |
| Martingale Asset Management L P | 0.06% | Add +25.5% | 85,716 | $2.6M |
| First National Bank of Omaha | 0.17% | Add +860.4% | 82,845 | $2.5M |
| New York State Teachers Retirement System | 0.01% | No change | 80,185 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -47.7% | 79,185 | $2.4M |
| Raymond James & Associates | 0.00% | Reduce -4.5% | 71,985 | $2.2M |
| HSBC Holdings PLC | 0.00% | Add +49.5% | 72,275 | $2.2M |
| Meritage Portfolio Management | 0.14% | New | 71,702 | $2.2M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +4547.0% | 70,681 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -11.1% | 69,174 | $2.1M |
| Two Sigma Investments, LP | 0.01% | Add +704.1% | 67,796 | $2.1M |
| Interval Partners, LP | 0.06% | Reduce -32.1% | 65,301 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +39.2% | 64,650 | $2.0M |
| UBS Group AG | 0.00% | Reduce -37.0% | 63,997 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 63,576 | $2.0M |
| First National Advisers, LLC | 0.35% | Add +32.8% | 63,011 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.8% | 61,484 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +279.7% | 59,767 | $1.8M |
| Kendall Capital Management | 0.55% | Reduce -0.4% | 54,090 | $1.7M |
| Walleye Capital LLC | 0.02% | Add +741.3% | 50,598 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Add +138.4% | 50,300 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -4.8% | 48,620 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -36.0% | 48,607 | $1.5M |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 45,659 | $1.4M |
| Canada Pension Plan Investment Board | 0.00% | Add +40.3% | 45,300 | $1.4M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +37.9% | 45,177 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +14.4% | 41,403 | $1.3M |
| Secure Asset Management, LLC | 0.24% | Add +4.6% | 41,112 | $1.3M |
| Amundi | 0.00% | Reduce -3.2% | 40,540 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +8.9% | 38,895 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -42.7% | 37,209 | $1.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 37,101 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Add +7.3% | 37,025 | $1.1M |
| Aquatic Capital Management LLC | 0.04% | Add +553.7% | 35,300 | $1.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -1.3% | 34,208 | $1.1M |
| Alberta Investment Management Corp | 0.01% | No change | 33,600 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +13.4% | 31,366 | $963K |
| Cornercap Investment Counsel Inc. | 0.16% | Reduce -0.9% | 31,282 | $960K |
| Caxton Associates LP | 0.04% | New | 31,137 | $956K |
| ClariVest Asset Management LLC | 0.10% | Add +0.7% | 31,132 | $956K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 31,042 | $953K |
| MetLife Investment Management, LLC | 0.01% | Add +8.6% | 31,007 | $952K |
| Corebridge Financial, Inc. | 0.01% | — | 30,751 | $944K |
| AQR Capital Management | 0.00% | Reduce -8.0% | 30,716 | $943K |
| Teacher Retirement System of Texas | 0.01% | Reduce -2.0% | 30,339 | $931K |
| Gsa Capital Partners LLP | 0.06% | Add +65.6% | 29,492 | $905K |
| Jackson Creek Investment Advisors LLC | 0.32% | Reduce -0.2% | 28,772 | $883K |
| Engineers Gate Manager LP | 0.02% | Reduce -29.1% | 28,561 | $877K |
| AlphaQuest LLC | 0.12% | Add +18.3% | 27,766 | $852K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 27,659 | $849K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +29.5% | 27,537 | $845K |
| Deutsche Bank AG | 0.00% | Reduce -13.4% | 27,213 | $835K |
| Napatree Capital LLC | 0.67% | Add +14.9% | 26,867 | $825K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.0% | 26,301 | $807K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.3% | 26,123 | $802K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +13.0% | 25,502 | $783K |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 25,428 | $781K |
| Franklin Resources Inc. | 0.00% | Add +11.7% | 25,419 | $780K |
| Wakefield Asset Management LLLP | 0.27% | Reduce -1.2% | 25,102 | $771K |
| Intech Investment Management LLC | 0.01% | New | 24,704 | $758K |
| STRS Ohio | 0.00% | Add +5.2% | 24,400 | $749K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.6% | 24,348 | $747K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 24,000 | $737K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.1% | 23,555 | $723K |
| Renaissance Technologies | 0.00% | Reduce -29.0% | 23,012 | $706K |
| Susquehanna International Group, LLP | 0.00% | Add +283.5% | 22,978 | $705K |
| New York State Common Retirement Fund | 0.00% | Add +0.3% | 22,851 | $702K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.3% | 22,500 | $691K |
| Bridgewater Associates | 0.00% | New | 21,726 | $667K |
| Centiva Capital, LP | 0.03% | New | 21,256 | $653K |
| Natixis | 0.00% | New | 21,240 | $652K |
| LPL Financial LLC | 0.00% | Add +82.1% | 21,054 | $646K |
| Cambria Investment Management, L.P. | 0.04% | Add +4.3% | 20,627 | $633K |
| Guggenheim Capital LLC | 0.00% | Add +67.5% | 20,587 | $632K |
| CoreCap Advisors, LLC | 0.06% | Add +0.1% | 19,737 | $606K |
| Jones Financial Companies LLLP | 0.00% | New | 19,584 | $601K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -30.6% | 19,545 | $600K |
| Squarepoint Ops LLC | 0.00% | Reduce -14.3% | 19,343 | $594K |
| KBC Group NV | 0.00% | No change | 18,596 | $571K |
| Yousif Capital Management, LLC | 0.01% | Reduce -10.2% | 18,074 | $555K |
| Redwood Investment Management, LLC | 0.05% | New | 17,457 | $554K |
| Voya Investment Management LLC | 0.00% | Add +2.6% | 18,015 | $553K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 17,222 | $528K |
| Lazard Asset Management LLC | 0.00% | Add +191.3% | 17,121 | $524K |
| Teza Capital Management LLC | 0.06% | Reduce -32.5% | 16,378 | $503K |
| Comerica Bank | 0.00% | Reduce -10.7% | 16,330 | $501K |
| ProShare Advisors LLC | 0.00% | Add +52.3% | 16,132 | $495K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -0.6% | 16,007 | $491K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.5% | 15,618 | $479K |
| Alps Advisors Inc. | 0.00% | Reduce -4.9% | 15,394 | $473K |
| Trexquant Investment LP | 0.01% | New | 15,296 | $470K |
| Jefferies Financial Group Inc. | 0.01% | New | 15,000 | $461K |
| Amalgamated Bank | 0.00% | Reduce -0.6% | 13,995 | $430K |
| Counterpoint Mutual Funds LLC | 0.10% | New | 13,719 | $421K |
| Wellington Management Group LLP | 0.00% | No change | 13,681 | $420K |
| Rafferty Asset Management, LLC | 0.00% | Add +3.3% | 13,220 | $406K |
| Arizona State Retirement System | 0.00% | Add +2.1% | 12,948 | $398K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 12,718 | $395K |
| Partnership Wealth Management, LLC | 0.27% | Reduce -35.8% | 12,103 | $372K |
| Inspire Investing, LLC | 0.04% | Add +13.8% | 11,514 | $353K |
| Ritholtz Wealth Management | 0.01% | Reduce -39.0% | 11,444 | $351K |
| Cetera Investment Advisers | 0.00% | Add +23.1% | 11,379 | $349K |
| Petrus Trust Company, LTA | 0.03% | Add +96.8% | 11,253 | $345K |
| Sei Investments Co. | 0.00% | Add +26.1% | 11,090 | $340K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -8.4% | 10,916 | $335K |
| Vise Technologies, Inc. | 0.06% | Add +8.6% | 10,892 | $334K |
| Exchange Traded Concepts, LLC | 0.01% | Add +3.4% | 10,873 | $334K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +33.3% | 10,674 | $328K |
| Tributary Capital Management, LLC | 0.03% | Reduce -5.9% | 10,450 | $321K |
| Hohimer Wealth Management, LLC | 0.07% | Reduce -1.5% | 10,044 | $308K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.4% | 9,653 | $296K |
| MQS Management LLC | 0.18% | New | 9,571 | $294K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $290K |
| Atom Investors LP | 0.03% | Reduce -57.7% | 9,365 | $288K |
| Wolverine Asset Management LLC | 0.03% | No change | 8,652 | $266K |
| Lombard Odier Asset Management (USA) Corp | 0.12% | New | 8,513 | $261K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,922 | $257K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +117.7% | 8,075 | $248K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -61.1% | 8,063 | $248K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -53.8% | 7,755 | $238K |
| Graham Capital Management, L.P. | 0.01% | New | 7,605 | $233K |
| Fox Run Management, L.L.C. | 0.04% | New | 7,535 | $231K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.0% | 7,363 | $226K |
| Inceptionr LLC | 0.06% | Reduce -5.1% | 7,299 | $224K |
| Prentice Wealth Management LLC | 0.07% | Reduce -0.8% | 7,183 | $221K |
| Optimist Retirement Group LLC | 0.11% | Reduce -29.1% | 7,075 | $217K |
| Aristides Capital LLC | 0.09% | New | 6,926 | $213K |
| Royal Bank of Canada | 0.00% | Add +403.3% | 6,905 | $212K |
| Corton Capital Inc. | 0.11% | New | 6,589 | $202K |
| iSAM Funds (UK) Ltd | 0.15% | Reduce -10.7% | 6,537 | $201K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.4% | 6,390 | $196K |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.8% | 5,936 | $182K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,479 | $168K |
| State of Wyoming | 0.03% | New | 5,132 | $158K |
| Palouse Capital Management, Inc. | 0.10% | Reduce -5.3% | 4,846 | $149K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 3,051 | $94K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,886 | $89K |
| Harbour Investments, Inc. | 0.00% | No change | 2,785 | $86K |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 2,592 | $80K |
| Carolina Wealth Advisors, LLC | 0.04% | Add +7.4% | 2,432 | $75K |
| Wetzel Investment Advisors, Inc. | 0.04% | No change | 2,000 | $70K |
| EntryPoint Capital, LLC | 0.03% | New | 2,201 | $68K |
| Vestcor Inc | 0.00% | Reduce -66.7% | 2,086 | $64K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -5.5% | 2,054 | $63K |
| Public Employees Retirement System of Ohio | 0.00% | Add +7.4% | 1,834 | $56K |
| Cwm, LLC | 0.00% | Add +13.3% | 1,536 | $47K |
| Meeder Asset Management Inc. | 0.00% | New | 1,381 | $42K |
| Blue Trust, Inc. | 0.00% | Add +47.9% | 1,118 | $39K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,200 | $37K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $32K |
| Wolff Wiese Magana LLC | 0.02% | No change | 1,000 | $31K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -82.9% | 986 | $30K |
| Hexagon Capital Partners LLC | 0.01% | Add +7.1% | 870 | $27K |
| Point72 (DIFC) Ltd | 0.00% | Reduce -82.3% | 801 | $25K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $24K |
| TD Private Client Wealth LLC | 0.00% | No change | 746 | $23K |
| Quarry LP | 0.01% | Add +135.4% | 692 | $21K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 600 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $13K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -61.1% | 382 | $11K |
| Versant Capital Management, Inc | 0.00% | Reduce -4.9% | 366 | $11K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $10K |
| Quadrant Capital Group LLC | 0.00% | Reduce -50.8% | 333 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +157.9% | 325 | $10K |
| Signaturefd, LLC | 0.00% | Add +143.7% | 307 | $9K |
| US Bancorp \de | 0.00% | Reduce -16.3% | 302 | $9K |
| Covestor Ltd | 0.01% | Add +1.0% | 308 | $9K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.8% | 280 | $9K |
| GAMMA Investing LLC | 0.00% | Add +54.9% | 254 | $8K |
| Main Street Group, LTD | 0.00% | Add +1.8% | 232 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 175 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +56.9% | 160 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 86 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 104 | $3K |
| UMB Bank, n.a. | 0.00% | Add +450.0% | 99 | $3K |
| LGT Financial Advisors LLC | 0.01% | New | 89 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 64 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -65.6% | 62 | $2K |
| Lindbrook Capital, LLC | 0.00% | New | 58 | $2K |
| Allworth Financial LP | 0.00% | Add +18.2% | 52 | $2K |
| Fifth Third Bancorp | 0.00% | New | 51 | $2K |
| Eagle Bay Advisors LLC | 0.00% | No change | 50 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 46 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $1K |
| J.Safra Asset Management Corp | 0.00% | New | 33 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 26 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 27 | $889 |
| Rothschild Investment LLC | 0.00% | Add +400.0% | 25 | $768 |
| Innealta Capital, LLC | 0.00% | New | 24 | $737 |
| Arax Advisory Partners | 0.00% | New | 20 | $614 |
| Pineridge Advisors LLC | 0.00% | No change | 18 | $553 |
| SJS Investment Consulting Inc. | 0.00% | No change | 16 | $492 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 11 | $338 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $31 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.