Upbound GroupUPBD
13F holders, Q3 2025 (September 30)261holders +6
43new positions
33sold out
7famous investors
$23.65avg. 13F price*
At the end of Q3 2025, 261 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 6 from Q2 2025. 43 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($188.7M), Vanguard Group Inc. ($163.1M) and FMR LLC ($116.4M). 7 famous investors held it, including Bill Miller (0.2% of Miller Value Partners's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Upbound Group Inc.
- CUSIP
- 76009N100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $45.9M |
| Exits | 33 | $33.5M |
All 13F filers, Q2 2025 → Q3 2025: 5,515,831 shares bought and 4,618,443 shares sold, net +897,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| BlackRock, Inc. | 0.00% | Reduce -2.3% | 7,986,077 | $188.7M |
| Vanguard Group Inc. | 0.00% | Add +0.6% | 6,901,150 | $163.1M |
| FMR LLC | 0.01% | Add +6.8% | 4,927,820 | $116.4M |
| Ieq Capital, LLC | 0.30% | Reduce -9.1% | 4,123,127 | $97.4M |
| LSV Asset Management | 0.13% | Add +24.1% | 2,532,951 | $59.9M |
| State Street Corp. | 0.00% | Add +3.8% | 2,164,378 | $52.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.4% | 2,140,754 | $50.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.4% | 1,296,119 | $30.6M |
| Wellington Management Group LLP | 0.01% | Add +60.3% | 1,255,874 | $29.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.9% | 1,144,294 | $27.0M |
| Bragg Financial Advisors, Inc | 0.77% | Add +10.8% | 985,889 | $23.3M |
| Huber Capital Management LLC | 3.61% | Add +67.9% | 965,270 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.1% | 774,661 | $18.3M |
| Morgan Stanley | 0.00% | Reduce -4.5% | 768,483 | $18.2M |
| Nuveen, LLC | 0.00% | Reduce -25.0% | 698,712 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -15.5% | 662,760 | $15.7M |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 622,079 | $14.7M |
| Kennedy Capital Management LLC | 0.31% | Add +0.9% | 592,301 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 468,602 | $11.1M |
| Citadel Advisors | 0.01% | Add +170.5% | 440,665 | $10.4M |
| Invesco Ltd. | 0.00% | Add +4.8% | 428,297 | $10.1M |
| Bank of America Corp. | 0.00% | Add +13.3% | 391,383 | $9.2M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Reduce -57.6% | 384,052 | $9.1M |
| Lido Advisors, LLC | 0.04% | New | 364,357 | $8.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +11.4% | 362,579 | $8.6M |
| American Century Companies Inc. | 0.00% | Add +229.9% | 353,743 | $8.4M |
| Victory Capital Management Inc. | 0.00% | Add +2.9% | 339,145 | $8.0M |
| Bridgeway Capital Management, LLC | 0.17% | New | 329,267 | $7.8M |
| Panagora Asset Management Inc. | 0.03% | Add +0.8% | 316,471 | $7.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +15.5% | 282,320 | $6.7M |
| AQR Capital Management | 0.00% | Add +29.1% | 279,013 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Add +259.0% | 267,062 | $6.3M |
| D. E. Shaw & Co. | 0.01% | Reduce -33.1% | 255,836 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.4% | 251,714 | $5.9M |
| Intech Investment Management LLC | 0.05% | Add +4.0% | 246,560 | $5.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 232,479 | $5.5M |
| TrueMark Investments, LLC | 0.85% | New | 205,780 | $4.9M |
| CSM Advisors, LLC | 0.14% | Add +28.4% | 205,701 | $4.9M |
| Public Sector Pension Investment Board | 0.02% | Add +15.8% | 203,259 | $4.8M |
| Empowered Funds, LLC | 0.05% | New | 196,267 | $4.6M |
| BNP Paribas Financial Markets | 0.00% | Add +30.8% | 188,078 | $4.4M |
| Marshall Wace, LLP | 0.00% | Reduce -73.9% | 179,019 | $4.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +67.2% | 159,061 | $3.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 157,297 | $3.7M |
| Rhumbline Advisers | 0.00% | Reduce -0.9% | 155,116 | $3.7M |
| Brandywine Global Investment Management, LLC | 0.02% | Reduce -3.6% | 149,476 | $3.5M |
| Algert Global LLC | 0.06% | Add +86.9% | 149,380 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 140,055 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +19.2% | 139,674 | $3.3M |
| Voloridge Investment Management, LLC | 0.01% | New | 127,985 | $3.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -11.7% | 125,254 | $3.0M |
| Bridgewater Associates | 0.01% | New | 123,302 | $2.9M |
| UBS Group AG | 0.00% | Add +14.4% | 120,666 | $2.9M |
| Engineers Gate Manager LP | 0.03% | Add +14.5% | 118,619 | $2.8M |
| Kendall Capital Management | 0.61% | Add +21.9% | 114,485 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.2% | 112,197 | $2.7M |
| Inspire Advisors, LLC | 0.25% | Reduce -4.5% | 110,620 | $2.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.3% | 109,815 | $2.6M |
| Barclays PLC | 0.00% | Reduce -16.3% | 105,368 | $2.5M |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 104,010 | $2.5M |
| AXA Investment Managers S.A. | 0.01% | — | 101,395 | $2.4M |
| Swiss National Bank | 0.00% | Add +2.2% | 100,900 | $2.4M |
| Squarepoint Ops LLC | 0.00% | Add +63.7% | 95,402 | $2.3M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -27.1% | 95,234 | $2.3M |
| Millennium Management | 0.00% | Reduce -78.3% | 88,301 | $2.1M |
| Allianz Asset Management GmbH | 0.00% | Add +3.6% | 87,610 | $2.1M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -0.5% | 86,887 | $2.1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -0.9% | 86,600 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Add +6.1% | 86,328 | $2.0M |
| Clark Estates Inc. | 0.46% | Add +11.0% | 85,500 | $2.0M |
| Beacon Financial Group | 0.18% | New | 75,876 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +1.3% | 72,428 | $1.7M |
| Teacher Retirement System of Texas | 0.01% | Add +5.3% | 70,907 | $1.7M |
| Federated Hermes, Inc. | 0.00% | Reduce -22.8% | 70,477 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +317.5% | 58,500 | $1.5M |
| Caxton Associates LLP | 0.04% | Add +41.0% | 62,357 | $1.5M |
| Verition Fund Management LLC | 0.01% | Add +180.1% | 61,184 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +1173.2% | 58,884 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +39.3% | 58,637 | $1.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +55.5% | 59,332 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.1% | 57,699 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +52.2% | 56,913 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +5.3% | 56,070 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.0% | 51,435 | $1.2M |
| California State Teachers Retirement System | 0.00% | Add +12.0% | 48,527 | $1.1M |
| New Century Financial Group, LLC | 1.97% | New | 46,951 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +21.9% | 45,894 | $1.1M |
| LPL Financial LLC | 0.00% | Add +6.7% | 45,668 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.8% | 45,182 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | Add +16.3% | 44,626 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +4.5% | 43,649 | $1.0M |
| Summit Global Investments | 0.06% | Reduce -2.1% | 41,261 | $975K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 41,258 | $975K |
| Deutsche Bank AG | 0.00% | Reduce -75.7% | 41,018 | $969K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.7% | 37,591 | $888K |
| Sei Investments Co. | 0.00% | Reduce -8.7% | 37,558 | $888K |
| Mork Capital Management, LLC | 0.56% | No change | 34,200 | $808K |
| Interval Partners, LP | 0.02% | Reduce -61.2% | 33,276 | $786K |
| MetLife Investment Management, LLC | 0.00% | No change | 32,290 | $763K |
| Voya Investment Management LLC | 0.00% | Reduce -18.3% | 29,563 | $699K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -4.1% | 29,394 | $694K |
| ExodusPoint Capital Management, LP | 0.01% | New | 28,168 | $666K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.2% | 28,054 | $663K |
| Illinois Municipal Retirement Fund | 0.01% | Add +13.5% | 27,198 | $643K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -56.4% | 26,242 | $620K |
| Vident Advisory, LLC | 0.01% | Add +21.5% | 24,855 | $587K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 24,402 | $577K |
| Louisiana State Employees Retirement System | 0.01% | No change | 24,000 | $567K |
| Janus Henderson Group PLC | 0.00% | No change | 23,555 | $556K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -9.9% | 23,148 | $547K |
| EntryPoint Capital, LLC | 0.21% | Add +44.6% | 22,952 | $542K |
| Creative Planning | 0.00% | Reduce -11.5% | 22,073 | $522K |
| Fox Run Management, L.L.C. | 0.08% | Reduce -3.7% | 21,305 | $503K |
| Truvestments Capital LLC | 0.09% | New | 20,183 | $477K |
| Miller Value Partners | 0.17% | New | 20,000 | $473K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -19.4% | 19,734 | $466K |
| Inspire Investing, LLC | 0.05% | Add +24.3% | 19,718 | $466K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 19,540 | $462K |
| Headlands Technologies LLC | 0.04% | Reduce -38.0% | 19,454 | $460K |
| Guggenheim Capital LLC | 0.00% | Add +64.0% | 19,234 | $455K |
| Hancock Whitney Corp. | 0.01% | Add +0.8% | 18,800 | $444K |
| Krane Funds Advisors LLC | 0.01% | Add +9.9% | 19,835 | $432K |
| Diversified Trust Co. | 0.01% | Add +14.0% | 18,146 | $429K |
| Walleye Capital LLC | 0.00% | New | 17,754 | $420K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -60.2% | 17,099 | $404K |
| New York State Common Retirement Fund | 0.00% | Add +14.2% | 16,851 | $398K |
| Freestone Grove Partners LP | 0.00% | New | 16,514 | $390K |
| Yousif Capital Management, LLC | 0.00% | Reduce -16.3% | 15,986 | $378K |
| SG Americas Securities, LLC | 0.00% | Reduce -15.9% | 15,816 | $374K |
| Nisa Investment Advisors, LLC | 0.00% | Add +27.3% | 15,513 | $373K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,737 | $372K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -75.4% | 15,615 | $369K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,612 | $369K |
| Arizona State Retirement System | 0.00% | Add +2.0% | 15,381 | $363K |
| Amalgamated Bank | 0.00% | Add +3.5% | 15,275 | $361K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -14.9% | 14,658 | $347K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +14.5% | 14,573 | $344K |
| Comerica Bank | 0.00% | Reduce -17.7% | 14,408 | $340K |
| Citigroup Inc. | 0.00% | Reduce -72.3% | 14,228 | $336K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -14.3% | 13,998 | $331K |
| FourThought Financial Partners, LLC | 0.03% | New | 13,997 | $331K |
| Alps Advisors Inc. | 0.00% | No change | 13,657 | $323K |
| XTX Topco Ltd | 0.02% | Add +3.3% | 13,631 | $322K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.3% | 13,626 | $322K |
| DRW Securities, LLC | 0.02% | New | 13,354 | $321K |
| Point72 (DIFC) Ltd | 0.02% | New | 13,274 | $314K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.4% | 13,270 | $314K |
| Quantinno Capital Management LP | 0.00% | Reduce -6.2% | 12,924 | $305K |
| Virtu Financial LLC | 0.02% | New | 12,693 | $300K |
| First Citizens Bank & Trust Co. | 0.01% | Add +28.6% | 12,668 | $299K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.5% | 12,157 | $287K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -0.8% | 11,716 | $277K |
| Cwm, LLC | 0.00% | Reduce -11.3% | 11,318 | $267K |
| Optimist Retirement Group LLC | 0.12% | Add +17.9% | 10,910 | $258K |
| Cerity Partners LLC | 0.00% | Reduce -6.2% | 10,880 | $257K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,700 | $256K |
| Prelude Capital Management, LLC | 0.02% | Add +9.4% | 10,737 | $254K |
| Olympiad Research LP | 0.35% | Add +8.7% | 10,543 | $249K |
| Exchange Traded Concepts, LLC | 0.00% | New | 10,391 | $246K |
| Graham Capital Management, L.P. | 0.01% | Reduce -81.8% | 10,386 | $245K |
| Wbi Investments, LLC | 0.06% | Reduce -5.3% | 9,929 | $235K |
| ProShare Advisors LLC | 0.00% | Reduce -15.5% | 9,888 | $234K |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 9,743 | $230K |
| Jupiter Asset Management Ltd. | 0.00% | New | 9,544 | $226K |
| STRS Ohio | 0.00% | Reduce -52.5% | 9,500 | $224K |
| Entropy Technologies, LP | 0.02% | New | 9,487 | $224K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,452 | $223K |
| HRT Financial LP | 0.00% | New | 9,407 | $222K |
| Moody National Bank Trust Division | 0.02% | No change | 8,775 | $207K |
| Wolverine Asset Management LLC | 0.01% | No change | 8,652 | $204K |
| Sender Co & Partners, Inc. | 0.08% | New | 8,635 | $204K |
| AlphaQuest LLC | 0.01% | Add +524.3% | 8,440 | $199K |
| State of Wyoming | 0.02% | Add +2.3% | 8,094 | $191K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $151K |
| Palouse Capital Management, Inc. | 0.09% | Reduce -14.8% | 5,849 | $138K |
| Virtus Advisers, LLC | 0.07% | No change | 5,506 | $130K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -19.9% | 4,388 | $104K |
| Simplex Trading, LLC | 0.00% | New | 4,112 | $97K |
| Canada Pension Plan Investment Board | 0.00% | No change | 3,800 | $90K |
| GAMMA Investing LLC | 0.00% | Add +44.7% | 3,787 | $89K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 3,771 | $89K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.0% | 3,257 | $77K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.7% | 3,195 | $75K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | Reduce -41.2% | 2,970 | $70K |
| Public Employees Retirement System of Ohio | 0.00% | Add +12.4% | 2,865 | $68K |
| Arax Advisory Partners | 0.00% | Add +1205.1% | 2,793 | $66K |
| KBC Group NV | 0.00% | No change | 2,454 | $58K |
| Security National Bank | 0.01% | New | 2,419 | $57K |
| Sterling Capital Management LLC | 0.00% | Add +148.6% | 2,414 | $57K |
| Shell Asset Management Co. | 0.01% | Reduce -59.9% | 2,428 | $57K |
| Quadrant Capital Group LLC | 0.00% | New | 1,960 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.7% | 1,500 | $35K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +89.9% | 1,500 | $35K |
| Quarry LP | 0.01% | Add +913.1% | 1,388 | $33K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,365 | $32K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.8% | 1,343 | $32K |
| Covestor Ltd | 0.02% | Reduce -13.6% | 1,311 | $31K |
| Point72 Europe (London) LLP | 0.00% | New | 1,303 | $31K |
| Jones Financial Companies LLLP | 0.00% | Reduce -62.2% | 1,147 | $28K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $26K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Add +373.3% | 994 | $23K |
| Vestcor Inc | 0.00% | Reduce -78.8% | 979 | $23K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +470.9% | 942 | $22K |
| Financial Management Professionals, Inc. | 0.00% | No change | 854 | $21K |
| Blue Trust, Inc. | 0.00% | Reduce -38.5% | 795 | $19K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.1% | 766 | $18K |
| Royal Bank of Canada | 0.00% | Reduce -96.2% | 753 | $17K |
| Point72 Asset Management | 0.00% | New | 700 | $17K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -20.3% | 675 | $16K |
| Salomon & Ludwin, LLC | 0.00% | New | 464 | $15K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +92.0% | 576 | $14K |
| MAI Capital Management | 0.00% | Reduce -7.4% | 502 | $12K |
| Versant Capital Management, Inc | 0.00% | Reduce -71.5% | 451 | $11K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Add +64.0% | 428 | $10K |
| Bessemer Group Inc. | 0.00% | Add +35.9% | 375 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 374 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -9.9% | 355 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 357 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 338 | $8K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $8K |
| True Wealth Design, LLC | 0.00% | Reduce -6.5% | 332 | $8K |
| US Bancorp \de | 0.00% | No change | 325 | $8K |
| Fifth Third Bancorp | 0.00% | Add +68.1% | 321 | $8K |
| Essential Partners LLC | 0.00% | Reduce -44.2% | 311 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 300 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 269 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -4.3% | 265 | $6K |
| Main Street Group, LTD | 0.00% | No change | 240 | $6K |
| Allworth Financial LP | 0.00% | Add +100.9% | 217 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -70.8% | 216 | $5K |
| UMB Bank, n.a. | 0.00% | Add +9.3% | 211 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 200 | $5K |
| Rockefeller Capital Management L.P. | 0.00% | New | 158 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -29.3% | 128 | $3K |
| Hemington Wealth Management | 0.00% | Reduce -28.2% | 130 | $3K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.9% | 116 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -14.3% | 102 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 102 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -58.4% | 99 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -13.4% | 71 | $2K |
| Stone House Investment Management, LLC | 0.00% | New | 83 | $2K |
| Fortitude Family Office, LLC | 0.00% | Reduce -14.6% | 70 | $2K |
| Rothschild Investment LLC | 0.00% | Add +7.7% | 70 | $2K |
| Huntington National Bank | 0.00% | Add +33.3% | 40 | $945 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $827 |
| Larson Financial Group LLC | 0.00% | Reduce -63.2% | 25 | $591 |
| Bare Financial Services, Inc | 0.00% | No change | 22 | $520 |
| Raffa Wealth Management, LLC | 0.00% | New | 21 | $496 |
| Clearstead Trust, LLC | 0.00% | No change | 18 | $426 |
| Root Financial Partners, LLC | 0.00% | New | 12 | $284 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 9 | $213 |
| Dogwood Wealth Management LLC | 0.00% | New | 8 | $189 |
| Bear Mountain Capital, Inc. | 0.00% | New | 8 | $183 |
| New Millennium Group LLC | 0.00% | New | 7 | $165 |
| Sunbelt Securities, Inc. | 0.00% | New | 5 | $118 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -69.2% | 4 | $102 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -57.1% | 3 | $71 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $24 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $23 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.