Upbound GroupUPBD
13F holders, Q2 2026 (June 30)258holders +18
37new positions
17sold out
7famous investors
$21.24avg. 13F price*
At the end of Q2 2026, 258 institutions reported holding Upbound Group Inc. (UPBD) in their 13F filings, up 18 from Q1 2026. 37 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($194.2M), Vanguard Portfolio Management LLC ($89.9M) and FMR LLC ($70.3M). 7 famous investors held it, including Bill Miller (1.3% of Miller Value Partners's portfolio), Israel Englander (0.0% of Millennium Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $22.4M |
| Exits | 17 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 8,724,758 shares bought and 6,694,459 shares sold, net +2,030,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 258 holders
| BlackRock, Inc. | 0.00% | Add +11.5% | 9,152,511 | $194.2M |
| Vanguard Portfolio Management LLC | 0.00% | Add +7.5% | 4,234,326 | $89.9M |
| FMR LLC | 0.00% | Reduce -38.7% | 3,312,579 | $70.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +14.6% | 2,744,730 | $58.2M |
| State Street Corp. | 0.00% | Add +7.5% | 2,468,483 | $53.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +74.9% | 2,407,712 | $51.1M |
| Vanguard Capital Management LLC | 0.00% | Add +2.3% | 2,327,538 | $49.4M |
| LSV Asset Management | 0.09% | Reduce -1.4% | 2,280,279 | $48.4M |
| Ieq Capital, LLC | 0.17% | Reduce -54.6% | 1,770,257 | $37.6M |
| Geode Capital Management, LLC | 0.00% | Add +8.3% | 1,468,034 | $31.2M |
| Bragg Financial Advisors, Inc | 0.68% | Add +5.9% | 1,189,215 | $25.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.9% | 1,155,346 | $24.5M |
| Wellington Management Group LLP | 0.00% | Reduce -12.1% | 1,104,571 | $23.4M |
| Huber Capital Management LLC | 3.32% | Reduce -37.6% | 1,061,869 | $22.5M |
| Morgan Stanley | 0.00% | Add +33.6% | 1,047,419 | $22.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.9% | 888,866 | $18.9M |
| American Century Companies Inc. | 0.01% | Add +148.8% | 853,179 | $18.1M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | Add +12.8% | 831,810 | $17.7M |
| AQR Capital Management | 0.01% | Add +150.7% | 720,150 | $15.3M |
| Millennium Management | 0.01% | Add +295.4% | 709,357 | $15.1M |
| Northern Trust Corp. | 0.00% | Add +12.1% | 675,057 | $14.3M |
| Kennedy Capital Management LLC | 0.24% | Reduce -2.5% | 651,996 | $13.8M |
| Invesco Ltd. | 0.00% | Add +8.9% | 579,041 | $12.3M |
| Pacer Advisors, Inc. | 0.02% | Add +9.2% | 450,923 | $9.6M |
| Citadel Advisors | 0.01% | Add +180.4% | 437,058 | $9.3M |
| Marshall Wace, LLP | 0.01% | Add +687.8% | 410,710 | $8.7M |
| Victory Capital Management Inc. | 0.00% | Add +8.4% | 394,376 | $8.4M |
| Advisors Asset Management, Inc. | 0.12% | Add +35.5% | 357,337 | $7.6M |
| Bridgeway Capital Management, LLC | 0.13% | Reduce -2.5% | 354,744 | $7.5M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.3% | 348,824 | $7.4M |
| Panagora Asset Management Inc. | 0.02% | Add +27.3% | 321,099 | $6.8M |
| Principal Financial Group Inc. | 0.00% | Add +1.3% | 307,996 | $6.5M |
| CSM Advisors, LLC | 0.14% | Add +7.0% | 306,014 | $6.5M |
| Allianz Asset Management GmbH | 0.01% | Add +144.0% | 296,542 | $6.3M |
| Bank of America Corp. | 0.00% | Add +51.2% | 294,594 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +16.8% | 286,621 | $6.1M |
| Creative Planning | 0.00% | Add +181.8% | 271,002 | $5.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +1.6% | 262,831 | $5.6M |
| Miller Value Partners | 1.29% | Add +115.0% | 258,000 | $5.5M |
| Peregrine Capital Management LLC | 0.17% | Reduce -8.0% | 251,447 | $5.3M |
| Empowered Funds, LLC | 0.03% | Reduce -1.6% | 236,744 | $5.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -60.6% | 234,921 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +12.6% | 221,265 | $4.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +12.8% | 192,157 | $4.1M |
| Sei Investments Co. | 0.00% | Reduce -22.9% | 188,883 | $4.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 182,312 | $3.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -21.2% | 182,289 | $3.9M |
| XTX Topco Ltd | 0.05% | Add +595.4% | 180,319 | $3.8M |
| Public Sector Pension Investment Board | 0.01% | Reduce -3.3% | 180,284 | $3.8M |
| UBS Group AG | 0.00% | Reduce -18.6% | 179,366 | $3.8M |
| Nuveen, LLC | 0.00% | Add +13.6% | 168,344 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 158,362 | $3.4M |
| Trexquant Investment LP | 0.02% | Reduce -42.6% | 157,506 | $3.3M |
| Inspire Advisors, LLC | 0.23% | Add +5.7% | 154,942 | $3.3M |
| Sepio Capital, LP | 0.15% | No change | 144,609 | $3.1M |
| Landscape Capital Management, L.L.C. | 0.20% | Add +13.0% | 143,592 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +23.9% | 142,832 | $3.0M |
| Quantinno Capital Management LP | 0.00% | Add +198.1% | 141,470 | $3.0M |
| Rhumbline Advisers | 0.00% | Reduce -7.8% | 136,873 | $2.9M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +15.3% | 136,656 | $2.9M |
| Vanguard Global Advisers, LLC | 0.00% | Add +23.6% | 135,250 | $2.9M |
| Intech Investment Management LLC | 0.03% | Reduce -26.8% | 131,517 | $2.8M |
| Picton Mahoney Asset Management | 0.03% | New | 131,437 | $2.8M |
| Jump Financial, LLC | 0.03% | Add +194.3% | 127,100 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +0.3% | 124,926 | $2.7M |
| Legal & General Group Plc | 0.00% | Reduce -6.9% | 118,017 | $2.5M |
| Two Sigma Investments, LP | 0.00% | Add +753.9% | 115,280 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.5% | 114,141 | $2.4M |
| Clark Estates Inc. | 0.55% | No change | 113,000 | $2.4M |
| Algert Global LLC | 0.03% | Add +93.0% | 109,568 | $2.3M |
| Swiss National Bank | 0.00% | Add +2.1% | 105,000 | $2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -0.6% | 101,959 | $2.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -46.2% | 98,304 | $2.1M |
| Corient Private Wealth LP | 0.00% | New | 91,393 | $1.9M |
| Venture Visionary Partners LLC | 0.05% | New | 91,367 | $1.9M |
| Point72 Asset Management | 0.00% | Reduce -47.9% | 90,403 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +34.5% | 90,139 | $1.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +22.4% | 88,798 | $1.9M |
| Segall Bryant & Hamill, LLC | 0.02% | New | 85,860 | $1.8M |
| Renaissance Technologies | 0.00% | Add +30.2% | 83,200 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +468.3% | 82,978 | $1.8M |
| Range Financial Group LLC | 0.48% | Add +2.4% | 82,907 | $1.8M |
| Beacon Financial Group | 0.15% | Add +0.1% | 76,108 | $1.6M |
| ExodusPoint Capital Management, LP | 0.01% | New | 74,030 | $1.6M |
| LPL Financial LLC | 0.00% | Add +3.8% | 72,880 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.8% | 68,727 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +124.4% | 67,585 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +2079.5% | 63,228 | $1.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -8.7% | 62,920 | $1.3M |
| Mork Capital Management, LLC | 0.85% | No change | 62,610 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.2% | 71,528 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +22.7% | 59,325 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Add +62.0% | 58,810 | $1.2M |
| Kendall Capital Management | 0.21% | Reduce -17.8% | 58,130 | $1.2M |
| California State Teachers Retirement System | 0.00% | Add +19.1% | 57,253 | $1.2M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -16.8% | 57,072 | $1.2M |
| Guggenheim Capital LLC | 0.01% | Add +35.3% | 56,129 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +1.8% | 55,472 | $1.2M |
| Barclays PLC | 0.00% | Add +10.8% | 55,050 | $1.2M |
| EntryPoint Capital, LLC | 0.28% | Add +205.9% | 54,793 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 53,604 | $1.1M |
| Capital Fund Management S.A. | 0.01% | Add +45.5% | 48,430 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 47,828 | $1.0M |
| Squarepoint Ops LLC | 0.00% | Reduce -68.5% | 46,588 | $989K |
| SG Americas Securities, LLC | 0.00% | New | 42,320 | $898K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +32.3% | 42,271 | $897K |
| Horizon Investments, LLC | 0.01% | Add +14.7% | 41,862 | $888K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -58.1% | 41,530 | $881K |
| HSBC Holdings PLC | 0.00% | Add +137.6% | 39,836 | $838K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -74.7% | 37,945 | $805K |
| Focus Partners Wealth | 0.00% | New | 37,140 | $789K |
| Summit Global Investments | 0.04% | Reduce -2.2% | 36,700 | $779K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.0% | 34,452 | $731K |
| Franklin Resources Inc. | 0.00% | Add +12.8% | 33,086 | $702K |
| Inspire Investing, LLC | 0.03% | Add +10.4% | 32,830 | $697K |
| Citigroup Inc. | 0.00% | Reduce -21.8% | 32,590 | $692K |
| Optimize Financial Inc. | 0.25% | Reduce -0.3% | 32,482 | $689K |
| Sound Capital Solutions LLC | 0.16% | — | 32,482 | $689K |
| MetLife Investment Management, LLC | 0.00% | Add +9.5% | 32,350 | $686K |
| Vinva Investment Management Ltd | 0.00% | New | 21,678 | $657K |
| Amundi | 0.00% | Add +111.1% | 30,726 | $652K |
| Mercer Global Advisors Inc. | 0.00% | New | 30,530 | $648K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -5.1% | 29,660 | $629K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +137.4% | 29,413 | $622K |
| Diversified Trust Co. | 0.01% | Add +38.2% | 28,489 | $605K |
| Blueshift Asset Management, LLC | 0.13% | New | 26,864 | $570K |
| Mariner, LLC | 0.00% | New | 26,048 | $553K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.9% | 25,335 | $538K |
| WINTON GROUP Ltd | 0.02% | New | 24,700 | $524K |
| Jupiter Topco LLC | 0.00% | — | 23,555 | $500K |
| Susquehanna International Group, LLP | 0.00% | Reduce -21.5% | 23,495 | $499K |
| Truvestments Capital LLC | 0.07% | No change | 23,051 | $489K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 23,000 | $488K |
| PFG Investments, LLC | 0.02% | Add +59.2% | 22,708 | $482K |
| Freestone Grove Partners LP | 0.00% | Reduce -50.2% | 22,574 | $479K |
| Redhawk Wealth Advisors, Inc. | 0.05% | New | 22,236 | $472K |
| Voya Investment Management LLC | 0.00% | New | 21,676 | $460K |
| New York State Common Retirement Fund | 0.00% | Add +28.5% | 21,651 | $459K |
| Aquatic Capital Management LLC | 0.02% | Reduce -2.3% | 21,277 | $451K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.2% | 20,667 | $439K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -29.7% | 20,463 | $433K |
| Quadrature Capital Ltd | 0.00% | New | 19,953 | $423K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -4.9% | 19,365 | $411K |
| Rafferty Asset Management, LLC | 0.00% | Add +36.9% | 18,820 | $399K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.2% | 18,579 | $394K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.1% | 18,499 | $393K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +1.7% | 17,900 | $380K |
| CoreCap Advisors, LLC | 0.01% | Reduce -14.3% | 17,404 | $369K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +15.7% | 16,860 | $358K |
| Krane Funds Advisors LLC | 0.01% | Reduce -44.5% | 15,987 | $339K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,737 | $334K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 15,612 | $331K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.8% | 14,572 | $315K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -34.3% | 14,801 | $314K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 14,433 | $306K |
| Amalgamated Bank | 0.00% | Reduce -5.6% | 14,183 | $301K |
| Yousif Capital Management, LLC | 0.00% | Add +0.1% | 13,866 | $294K |
| Cibc World Market Inc. | 0.00% | Reduce -2.3% | 13,632 | $289K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 13,151 | $279K |
| Wbi Investments, LLC | 0.07% | Reduce -15.7% | 13,049 | $277K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -25.4% | 12,797 | $272K |
| Optimist Retirement Group LLC | 0.10% | No change | 12,454 | $264K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -3.5% | 12,441 | $264K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,800 | $254K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 11,916 | $253K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 11,817 | $251K |
| Captrust Financial Advisors | 0.00% | New | 11,710 | $248K |
| Jupiter Asset Management Ltd. | 0.00% | New | 11,588 | $246K |
| Stephens Inc. | 0.00% | No change | 11,563 | $245K |
| Fifth Third Bancorp | 0.00% | Reduce -7.8% | 11,337 | $241K |
| SummitTX Capital, L.P. | 0.01% | New | 11,180 | $237K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +0.4% | 11,168 | $237K |
| Moody National Bank Trust Division | 0.02% | New | 10,719 | $227K |
| Tidal Investments LLC | 0.00% | Reduce -11.8% | 10,596 | $225K |
| Allstate Corp. | 0.00% | New | 9,584 | $203K |
| Saxon Interests, Inc. | 0.06% | New | 9,495 | $201K |
| Wolverine Asset Management LLC | 0.01% | No change | 8,652 | $184K |
| National Bank of Canada | 0.00% | Reduce -0.1% | 8,594 | $182K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,390 | $136K |
| Palouse Capital Management, Inc. | 0.08% | Add +9.4% | 5,807 | $123K |
| Arax Advisory Partners | 0.00% | Add +10245.5% | 5,690 | $121K |
| PNC Financial Services Group, Inc. | 0.00% | Add +44.1% | 5,309 | $113K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +14.3% | 5,015 | $106K |
| Public Employees Retirement System of Ohio | 0.00% | Add +15.8% | 4,330 | $92K |
| Rockefeller Capital Management L.P. | 0.00% | Add +652.4% | 4,281 | $91K |
| GAMMA Investing LLC | 0.00% | Add +18.2% | 3,360 | $71K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.5% | 3,310 | $70K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +0.4% | 2,754 | $58K |
| Security National Bank | 0.01% | Add +0.0% | 2,470 | $52K |
| KBC Group NV | 0.00% | No change | 2,454 | $52K |
| Allworth Financial LP | 0.00% | Add +223.5% | 2,352 | $50K |
| Quantbot Technologies LP | 0.00% | New | 2,167 | $46K |
| Signaturefd, LLC | 0.00% | Add +126.4% | 1,748 | $37K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,500 | $32K |
| Clearstead Advisors, LLC | 0.00% | Add +12.0% | 1,344 | $29K |
| Salomon & Ludwin, LLC | 0.00% | Add +205.9% | 1,303 | $27K |
| IFP Advisors, Inc | 0.00% | Add +299.3% | 1,214 | $26K |
| Versant Capital Management, Inc | 0.00% | Reduce -44.1% | 1,193 | $25K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.8% | 1,114 | $24K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $21K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,082 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Add +134.6% | 821 | $17K |
| Islay Capital Management, LLC | 0.01% | New | 750 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +82.9% | 653 | $14K |
| Purpose Unlimited Inc. | 0.00% | New | 600 | $13K |
| Essential Partners LLC | 0.01% | Add +166.5% | 597 | $13K |
| Lanark Financial, Inc. | 0.00% | Add +1.9% | 545 | $12K |
| Walleye Capital LLC | 0.00% | New | 537 | $11K |
| Covestor Ltd | 0.01% | Add +13.8% | 512 | $11K |
| UMB Bank, n.a. | 0.00% | Reduce -4.3% | 489 | $10K |
| Rothschild Investment LLC | 0.00% | Add +149.2% | 461 | $10K |
| US Bancorp \de | 0.00% | Add +16.7% | 448 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 432 | $9K |
| Larson Financial Group LLC | 0.00% | Reduce -15.2% | 406 | $9K |
| True Wealth Design, LLC | 0.00% | Add +61.3% | 384 | $8K |
| Nykredit A/S | 0.00% | — | 367 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 338 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 374 | $7K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 335 | $7K |
| Optiver Holding B.V. | 0.00% | New | 312 | $7K |
| Parallel Advisors, LLC | 0.00% | Add +15.9% | 291 | $6K |
| Bessemer Group Inc. | 0.00% | No change | 259 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 269 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $5K |
| Main Street Group, LTD | 0.00% | No change | 240 | $5K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -80.4% | 224 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 151 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +1842.9% | 136 | $3K |
| Jones Financial Companies LLLP | 0.00% | No change | 132 | $3K |
| Parkside Financial Bank & Trust | 0.00% | No change | 107 | $2K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 98 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -30.3% | 85 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 66 | $1K |
| Stone House Investment Management, LLC | 0.00% | Reduce -58.2% | 59 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 56 | $1K |
| Cornerstone Financial Management LLC | 0.00% | No change | 54 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 51 | $1K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -80.2% | 50 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +5.6% | 38 | $1K |
| Arlington Trust Co LLC | 0.00% | No change | 44 | $934 |
| Fulcrum Asset Management LLP | 0.00% | New | 40 | $834 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 35 | $743 |
| WealthCollab, LLC | 0.00% | New | 31 | $658 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 25 | $531 |
| Paladin Partners, LLC | 0.00% | No change | 25 | $531 |
| Zions Bancorporation, National Association | 0.00% | No change | 24 | $509 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -42.5% | 23 | $488 |
| Trust Co | 0.00% | No change | 16 | $340 |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $313 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -27.8% | 13 | $276 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 11 | $233 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -40.0% | 9 | $194 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $172 |
| Davis Capital Management | 0.00% | New | 3 | $64 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 3 | $64 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $28 |
| Avion Wealth | 0.00% | New | 29 | $0 |
| Evolution Advisers, Inc. | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is UPBD's weight in each manager's 13F, not the share of Upbound Group Inc. the manager owns.