Upbound GroupUPBD
13F holders, Q2 2025 (June 30)255holders +12
43new positions
31sold out
5famous investors
$25.12avg. 13F price*
At the end of Q2 2025, 255 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 12 from Q1 2025. 43 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($205.2M), Vanguard Group Inc. ($172.1M) and FMR LLC ($115.9M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $38.1M |
| Exits | 31 | $26.8M |
All 13F filers, Q1 2025 → Q2 2025: 9,062,855 shares bought and 4,314,989 shares sold, net +4,747,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.00% | Reduce -9.0% | 8,175,638 | $205.2M |
| Vanguard Group Inc. | 0.00% | Reduce -2.4% | 6,858,070 | $172.1M |
| FMR LLC | 0.01% | Reduce -1.1% | 4,616,099 | $115.9M |
| Ieq Capital, LLC | 0.70% | Add +517.8% | 4,535,114 | $113.8M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.9% | 2,170,063 | $54.5M |
| State Street Corp. | 0.00% | Reduce -3.7% | 2,085,564 | $53.2M |
| LSV Asset Management | 0.12% | Add +20.9% | 2,041,415 | $51.2M |
| Geode Capital Management, LLC | 0.00% | Add +2.1% | 1,341,347 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.7% | 1,090,641 | $27.4M |
| Nuveen, LLC | 0.01% | Add +122.7% | 931,808 | $23.4M |
| Fuller & Thaler Asset Management, Inc. | 0.08% | Add +12.9% | 905,718 | $22.7M |
| Bragg Financial Advisors, Inc | 0.80% | Add +22.8% | 889,643 | $22.3M |
| Morgan Stanley | 0.00% | Add +50.8% | 804,534 | $20.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 791,626 | $19.9M |
| Qube Research & Technologies Ltd | 0.03% | Add +27.3% | 783,997 | $19.7M |
| Wellington Management Group LLP | 0.00% | Add +40.8% | 783,324 | $19.7M |
| Azora Capital LP | 0.86% | New | 755,429 | $19.0M |
| Marshall Wace, LLP | 0.02% | Add +4.6% | 684,990 | $17.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.5% | 631,209 | $15.8M |
| Kennedy Capital Management LLC | 0.35% | Reduce -36.1% | 586,925 | $14.7M |
| Huber Capital Management LLC | 2.46% | Reduce -39.4% | 574,939 | $14.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.1% | 478,806 | $12.0M |
| Invesco Ltd. | 0.00% | Reduce -10.0% | 408,811 | $10.3M |
| Millennium Management | 0.01% | Add +197.9% | 407,105 | $10.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -24.3% | 382,691 | $9.6M |
| Bank of America Corp. | 0.00% | Add +67.5% | 345,438 | $8.7M |
| Victory Capital Management Inc. | 0.01% | Add +17.8% | 329,654 | $8.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +189.3% | 325,554 | $8.2M |
| Panagora Asset Management Inc. | 0.04% | Add +5.3% | 313,854 | $7.9M |
| Principal Financial Group Inc. | 0.00% | Add +0.0% | 255,303 | $6.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +0.2% | 244,409 | $6.1M |
| Intech Investment Management LLC | 0.06% | Add +6.6% | 236,966 | $5.9M |
| AQR Capital Management | 0.00% | Add +347.5% | 216,050 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +39.9% | 193,818 | $4.9M |
| Public Sector Pension Investment Board | 0.02% | Add +8.3% | 175,462 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +282.7% | 169,063 | $4.2M |
| AXA S.A. | 0.01% | No change | 165,161 | $4.1M |
| Citadel Advisors | 0.00% | Add +27.9% | 162,898 | $4.1M |
| CSM Advisors, LLC | 0.12% | New | 160,189 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +2.6% | 157,605 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +5.1% | 156,461 | $3.9M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.7% | 155,097 | $3.9M |
| BNP Paribas Financial Markets | 0.00% | Add +21.0% | 143,757 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +2.6% | 141,978 | $3.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +17.6% | 141,810 | $3.6M |
| Cubist Systematic Strategies, LLC | 0.04% | Add +1288.4% | 130,692 | $3.3M |
| Barclays PLC | 0.00% | Add +3.4% | 125,824 | $3.2M |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 119,546 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +35.5% | 117,150 | $2.9M |
| Inspire Advisors, LLC | 0.30% | New | 115,894 | $2.9M |
| First Trust Advisors LP | 0.00% | Add +36.0% | 107,579 | $2.7M |
| American Century Companies Inc. | 0.00% | Add +19.4% | 107,210 | $2.7M |
| UBS Group AG | 0.00% | Reduce -3.2% | 105,470 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +245.6% | 103,575 | $2.6M |
| Swiss National Bank | 0.00% | Add +9.5% | 98,700 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.1% | 95,161 | $2.4M |
| Kendall Capital Management | 0.62% | Add +2.1% | 93,930 | $2.4M |
| Federated Hermes, Inc. | 0.00% | Reduce -69.8% | 91,234 | $2.3M |
| Amundi | 0.00% | Reduce -17.3% | 86,408 | $2.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +77.6% | 87,400 | $2.2M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -8.6% | 87,312 | $2.2M |
| Interval Partners, LP | 0.05% | Add +43.2% | 85,724 | $2.2M |
| Allianz Asset Management GmbH | 0.00% | Add +0.7% | 84,556 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Add +0.3% | 81,377 | $2.0M |
| Algert Global LLC | 0.04% | Reduce -48.1% | 79,920 | $2.0M |
| Clark Estates Inc. | 0.43% | No change | 77,000 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.9% | 74,388 | $1.9M |
| Alliancebernstein L.P. | 0.00% | No change | 71,528 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.1% | 68,284 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +367.9% | 67,336 | $1.7M |
| Prudential Financial Inc. | 0.00% | Add +5.9% | 53,250 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -48.4% | 63,402 | $1.6M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +64.9% | 60,125 | $1.5M |
| Squarepoint Ops LLC | 0.00% | New | 58,279 | $1.5M |
| Graham Capital Management, L.P. | 0.04% | Reduce -11.3% | 56,932 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +15.5% | 55,950 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +5.6% | 51,444 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -36.6% | 51,432 | $1.3M |
| Caxton Associates LLP | 0.03% | New | 44,217 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 43,340 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | Add +217.1% | 42,925 | $1.1M |
| LPL Financial LLC | 0.00% | Add +62.8% | 42,795 | $1.1M |
| Summit Global Investments | 0.06% | New | 42,138 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 42,107 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +53.8% | 41,769 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -12.1% | 41,258 | $1.0M |
| Sei Investments Co. | 0.00% | Add +105.6% | 41,124 | $1.0M |
| Nebula Research & Development LLC | 0.09% | Add +66.6% | 39,992 | $1.0M |
| Canaan Partners XI LLC | 0.57% | No change | 38,824 | $974K |
| Los Angeles Capital Management LLC | 0.00% | New | 38,386 | $963K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -14.5% | 38,161 | $961K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.9% | 37,843 | $950K |
| Wells Fargo & Company | 0.00% | Add +31.3% | 37,664 | $945K |
| Franklin Resources Inc. | 0.00% | Add +5.5% | 37,404 | $939K |
| Voya Investment Management LLC | 0.00% | Reduce -0.7% | 36,170 | $908K |
| Mork Capital Management, LLC | 0.63% | No change | 34,200 | $858K |
| MetLife Investment Management, LLC | 0.00% | No change | 32,290 | $810K |
| Headlands Technologies LLC | 0.09% | Add +10.3% | 31,360 | $787K |
| State of Alaska, Department of Revenue | 0.01% | Add +8.3% | 30,657 | $769K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -9.8% | 28,783 | $722K |
| CoreCap Advisors, LLC | 0.03% | Add +10.8% | 28,677 | $720K |
| Martingale Asset Management L P | 0.02% | Reduce -12.8% | 28,570 | $717K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 26,016 | $653K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.9% | 25,705 | $645K |
| Creative Planning | 0.00% | Add +117.0% | 24,942 | $626K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 24,478 | $614K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 24,000 | $602K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -7.5% | 23,972 | $602K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -56.5% | 23,596 | $592K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $591K |
| Fox Run Management, L.L.C. | 0.09% | Reduce -33.5% | 22,133 | $556K |
| Aquatic Capital Management LLC | 0.01% | Add +260.6% | 22,114 | $555K |
| Verition Fund Management LLC | 0.00% | Reduce -87.2% | 21,846 | $548K |
| Vident Advisory, LLC | 0.01% | New | 20,455 | $513K |
| STRS Ohio | 0.00% | Reduce -23.4% | 20,000 | $502K |
| Royal Bank of Canada | 0.00% | Add +369.5% | 20,009 | $502K |
| Man Group plc | 0.00% | Reduce -43.5% | 19,331 | $485K |
| Horizon Investments, LLC | 0.01% | New | 19,204 | $482K |
| Yousif Capital Management, LLC | 0.01% | Add +4.2% | 19,093 | $479K |
| Aigen Investment Management, LP | 0.07% | Reduce -1.6% | 18,911 | $475K |
| SG Americas Securities, LLC | 0.00% | Reduce -59.8% | 18,810 | $472K |
| Hancock Whitney Corp. | 0.01% | Add +56.6% | 18,652 | $468K |
| Krane Funds Advisors LLC | 0.02% | New | 18,049 | $453K |
| Norges Bank | 0.00% | Reduce -77.5% | 17,526 | $440K |
| Comerica Bank | 0.00% | Add +5.9% | 17,515 | $440K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 17,222 | $433K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -35.4% | 16,343 | $410K |
| Diversified Trust Co. | 0.01% | Add +10.7% | 15,923 | $400K |
| EntryPoint Capital, LLC | 0.20% | Add +30.3% | 15,867 | $398K |
| Inspire Investing, LLC | 0.04% | Add +10.6% | 15,861 | $398K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,737 | $395K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,612 | $392K |
| Arizona State Retirement System | 0.00% | Add +13.0% | 15,075 | $378K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,929 | $375K |
| Amalgamated Bank | 0.00% | Add +2.8% | 14,766 | $371K |
| New York State Common Retirement Fund | 0.00% | Reduce -30.0% | 14,751 | $370K |
| Osaic Holdings, Inc. | 0.00% | Add +175.3% | 14,011 | $352K |
| Quantinno Capital Management LP | 0.00% | New | 13,777 | $346K |
| Rafferty Asset Management, LLC | 0.00% | Add +7.9% | 13,668 | $343K |
| Alps Advisors Inc. | 0.00% | Reduce -3.6% | 13,657 | $343K |
| Stoneridge Investment Partners LLC | 0.25% | New | 13,408 | $337K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.1% | 13,213 | $332K |
| XTX Topco Ltd | 0.01% | New | 13,199 | $331K |
| Cwm, LLC | 0.00% | Add +578.9% | 12,763 | $320K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +10.5% | 12,726 | $319K |
| SummitTX Capital, L.P. | 0.01% | Reduce -3.5% | 12,468 | $313K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.5% | 12,183 | $311K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +0.8% | 11,816 | $297K |
| Guggenheim Capital LLC | 0.00% | New | 11,727 | $294K |
| ProShare Advisors LLC | 0.00% | Reduce -7.0% | 11,704 | $294K |
| Cerity Partners LLC | 0.00% | New | 11,604 | $291K |
| Capital Fund Management S.A. | 0.00% | New | 11,261 | $283K |
| Teza Capital Management LLC | 0.21% | Reduce -7.0% | 11,064 | $278K |
| KLP Kapitalforvaltning As | 0.00% | Add +24.4% | 10,700 | $272K |
| Wbi Investments, LLC | 0.07% | Add +16.9% | 10,479 | $263K |
| Corton Capital Inc. | 0.29% | New | 10,057 | $252K |
| First Citizens Bank & Trust Co. | 0.00% | New | 9,854 | $247K |
| Cetera Investment Advisers | 0.00% | Reduce -10.6% | 9,823 | $247K |
| Prelude Capital Management, LLC | 0.02% | Reduce -47.4% | 9,814 | $246K |
| HSBC Holdings PLC | 0.00% | Reduce -32.4% | 9,689 | $244K |
| Olympiad Research LP | 0.40% | New | 9,703 | $244K |
| Two Sigma Advisers, LP | 0.00% | Reduce -1.0% | 9,700 | $243K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,537 | $239K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $237K |
| Optimist Retirement Group LLC | 0.11% | No change | 9,257 | $232K |
| Renaissance Technologies | 0.00% | Reduce -86.1% | 9,000 | $226K |
| Moody National Bank Trust Division | 0.02% | New | 8,775 | $220K |
| Wolverine Asset Management LLC | 0.02% | No change | 8,652 | $217K |
| Prosperity Wealth Management, Inc. | 0.08% | New | 8,300 | $208K |
| State of Wyoming | 0.02% | New | 7,913 | $199K |
| Lazard Asset Management LLC | 0.00% | Add +7.3% | 6,927 | $173K |
| Palouse Capital Management, Inc. | 0.12% | Add +3.7% | 6,866 | $172K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $160K |
| Shell Asset Management Co. | 0.01% | Reduce -19.6% | 6,061 | $152K |
| Virtus Advisers, LLC | 0.09% | New | 5,506 | $138K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 5,479 | $138K |
| Quantbot Technologies LP | 0.00% | Reduce -91.0% | 5,092 | $128K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | Add +798.6% | 5,050 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +47.5% | 4,891 | $123K |
| Advisors Asset Management, Inc. | 0.00% | Add +18.2% | 4,625 | $116K |
| Vestcor Inc | 0.00% | Add +371.8% | 4,619 | $116K |
| Canada Pension Plan Investment Board | 0.00% | New | 3,800 | $95K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.0% | 3,786 | $95K |
| Harbour Investments, Inc. | 0.00% | No change | 3,357 | $84K |
| Jones Financial Companies LLLP | 0.00% | Reduce -62.3% | 3,032 | $77K |
| GAMMA Investing LLC | 0.00% | Add +414.1% | 2,617 | $66K |
| Public Employees Retirement System of Ohio | 0.00% | Add +11.2% | 2,549 | $64K |
| KBC Group NV | 0.00% | No change | 2,454 | $62K |
| Versant Capital Management, Inc | 0.01% | Add +67.2% | 1,580 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -66.1% | 1,574 | $40K |
| Picton Mahoney Asset Management | 0.00% | New | 1,566 | $39K |
| Covestor Ltd | 0.02% | Reduce -10.4% | 1,517 | $38K |
| Clearstead Advisors, LLC | 0.00% | Add +15.1% | 1,381 | $35K |
| AlphaQuest LLC | 0.00% | Reduce -79.8% | 1,352 | $34K |
| TD Private Client Wealth LLC | 0.00% | No change | 1,311 | $33K |
| Blue Trust, Inc. | 0.00% | Reduce -27.6% | 1,292 | $32K |
| Brooklyn Investment Group | 0.00% | Add +145.7% | 1,226 | $31K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 1,200 | $31K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $28K |
| Wolff Wiese Magana LLC | 0.02% | No change | 1,000 | $25K |
| Sterling Capital Management LLC | 0.00% | Add +1665.5% | 971 | $24K |
| Financial Management Professionals, Inc. | 0.00% | New | 854 | $21K |
| Ameritas Advisory Services, LLC | 0.00% | New | 847 | $21K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 790 | $20K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 743 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +199.2% | 739 | $19K |
| Essential Partners LLC | 0.01% | — | 557 | $14K |
| MAI Capital Management | 0.00% | Add +11.8% | 542 | $14K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $11K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -30.4% | 394 | $10K |
| Front Row Advisors LLC | 0.00% | New | 374 | $10K |
| True Wealth Design, LLC | 0.00% | Add +1872.2% | 355 | $9K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 338 | $8K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $8K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 333 | $8K |
| US Bancorp \de | 0.00% | Add +7.6% | 325 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +12.8% | 300 | $8K |
| IFP Advisors, Inc | 0.00% | Add +38.5% | 277 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +3628.6% | 261 | $7K |
| Bessemer Group Inc. | 0.00% | Reduce -16.4% | 276 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 269 | $7K |
| Main Street Group, LTD | 0.00% | No change | 240 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +103.4% | 238 | $6K |
| Arax Advisory Partners | 0.00% | Add +478.4% | 214 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.8% | 210 | $5K |
| Proffitt & Goodson Inc. | 0.00% | New | 200 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 200 | $5K |
| UMB Bank, n.a. | 0.00% | Add +58.2% | 193 | $5K |
| Fifth Third Bancorp | 0.00% | Add +109.9% | 191 | $5K |
| Signaturefd, LLC | 0.00% | Add +58.8% | 181 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 165 | $4K |
| Hemington Wealth Management | 0.00% | Add +15.3% | 181 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.0% | 138 | $3K |
| Quarry LP | 0.00% | Reduce -91.3% | 137 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +26.6% | 119 | $3K |
| Allworth Financial LP | 0.00% | Add +217.7% | 108 | $3K |
| Walleye Trading LLC | 0.00% | New | 106 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 102 | $3K |
| Fortitude Family Office, LLC | 0.00% | New | 82 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +215.4% | 82 | $2K |
| First Horizon Advisors, Inc. | 0.00% | New | 74 | $2K |
| Larson Financial Group LLC | 0.00% | New | 68 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -53.6% | 65 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $879 |
| Huntington National Bank | 0.00% | Add +233.3% | 30 | $753 |
| Bare Financial Services, Inc | 0.00% | Reduce -56.0% | 22 | $552 |
| Clearstead Trust, LLC | 0.00% | New | 18 | $452 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +30.0% | 13 | $327 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 10 | $226 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -84.8% | 7 | $176 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -45.5% | 6 | $151 |
| HFM Investment Advisors, LLC | 0.00% | Add +400.0% | 5 | $126 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $50 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $50 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.