UPBOUND GROUP, INC. (UPBD) — Institutional Holders, Q2 2026 (page 3)
261 institutional investment managers reported a UPBD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 261. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UPBD 13F holders ranked 201–261 of 261
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | DekaBank Deutsche Girozentrale#201 · 1,082 sh | 1,082 | $19.0K | — | 0.0% |
| 202 | Farther Finance Advisors#202 · 821 sh | 821 | $17.4K | — | +134.6% |
| 203 | ISLAY CAPITAL MANAGEMENT#203 · 750 sh | 750 | $15.9K | — | New |
| 204 | EverSource Wealth Advisors#204 · 653 sh | 653 | $13.9K | <0.01% | -71.8% |
| 205 | Purpose Unlimited#205 · 600 sh | 600 | $12.9K | <0.01% | New |
| 206 | Essential Partners#206 · 597 sh | 597 | $12.7K | — | +166.5% |
| 207 | NBC SECURITIES#207 · 545 sh | 545 | $11.6K | — | +1.9% |
| 208 | Walleye Capital#208 · 537 sh | 537 | $11.4K | 0.00% | New |
| 209 | Covestor Ltd#209 · 512 sh | 512 | $11.0K | <0.01% | +13.8% |
| 210 | UMB Bank, n.a.#210 · 489 sh | 489 | $10.4K | <0.01% | -4.3% |
| 211 | ROTHSCHILD INVESTMENT#211 · 461 sh | 461 | $9.8K | <0.01% | +149.2% |
| 212 | US BANCORP \DE\#212 · 448 sh | 448 | $9.5K | 0.00% | +16.7% |
| 213 | AdvisorNet Financial#213 · 432 sh | 432 | $9.2K | — | 0.0% |
| 214 | Larson Financial Group#214 · 406 sh | 406 | $8.6K | <0.01% | -15.2% |
| 215 | True Wealth Design#215 · 384 sh | 384 | $8.1K | — | +61.3% |
| 216 | Nykredit A/S#216 · 367 sh | 367 | $7.8K | 0.00% | — |
| 217 | Physician Wealth Advisors#217 · 338 sh | 338 | $7.2K | — | 0.0% |
| 218 | Front Row Advisors#218 · 374 sh | 374 | $7.1K | <0.01% | 0.0% |
| 219 | BARROW HANLEY MEWHINNEY & STRAUSS#219 · 335 sh | 335 | $7.1K | 0.00% | 0.0% |
| 220 | Optiver Holding B.V.#220 · 312 sh | 312 | $6.6K | 0.00% | New |
| 221 | Parallel Advisors#221 · 291 sh | 291 | $6.2K | <0.01% | +15.9% |
| 222 | BESSEMER GROUP#222 · 259 sh | 259 | $6.0K | 0.00% | 0.0% |
| 223 | Private Wealth Asset Management#223 · 269 sh | 269 | $5.7K | <0.01% | 0.0% |
| 224 | Steward Partners Investment Advisory#224 · 250 sh | 250 | $5.3K | 0.00% | 0.0% |
| 225 | Main Street Group, LTD#225 · 240 sh | 240 | $5.1K | <0.01% | 0.0% |
| 226 | LOS ANGELES CAPITAL MANAGEMENT#226 · 224 sh | 224 | $4.8K | 0.00% | -80.4% |
| 227 | Parkside Financial Bank#227 · 214 sh | 214 | $4.5K | — | +100.0% |
| 228 | HARBOUR INVESTMENTS#228 · 151 sh | 151 | $3.2K | 0.00% | New |
| 229 | SJS Investment Consulting#229 · 136 sh | 136 | $2.9K | — | +1842.9% |
| 230 | JONES FINANCIAL COMPANIES LLLP#230 · 132 sh | 132 | $2.7K | 0.00% | 0.0% |
| 231 | Silver Grove Financial Group#231 · 98 sh | 98 | $2.1K | <0.01% | New |
| 232 | SBI Securities , Ltd.#232 · 85 sh | 85 | $1.8K | — | -30.3% |
| 233 | Wealth Enhancement Services#233 · 66 sh | 66 | $1.4K | — | New |
| 234 | Stone House Investment Management#234 · 59 sh | 59 | $1.3K | — | -58.2% |
| 235 | Cedar Mountain Advisors#235 · 56 sh | 56 | $1.2K | — | 0.0% |
| 236 | Cornerstone Financial Management#236 · 54 sh | 54 | $1.1K | <0.01% | 0.0% |
| 237 | Hilton Head Capital Partners#237 · 51 sh | 51 | $1.1K | — | 0.0% |
| 238 | Aster Capital Management (DIFC) Ltd#238 · 50 sh | 50 | $1.1K | <0.01% | -80.2% |
| 239 | Capital Advisors, Ltd.#239 · 38 sh | 38 | $1.0K | — | +5.6% |
| 240 | Arlington#240 · 44 sh | 44 | $934.00 | — | 0.0% |
| 241 | Fulcrum Asset Management LLP#241 · 40 sh | 40 | $834.00 | <0.01% | New |
| 242 | FARMERS & MERCHANTS INVESTMENTS#242 · 35 sh | 35 | $743.00 | — | 0.0% |
| 243 | WealthCollab#243 · 31 sh | 31 | $658.00 | <0.01% | New |
| 244 | Godfrey Financial Associates#244 · 25 sh | 25 | $531.00 | <0.01% | 0.0% |
| 245 | Paladin Partners#245 · 25 sh | 25 | $531.00 | — | 0.0% |
| 246 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#246 · 24 sh | 24 | $509.00 | 0.00% | 0.0% |
| 247 | MassMutual Private Wealth & , FSB#247 · 23 sh | 23 | $488.00 | — | -42.5% |
| 248 | Trust Co#248 · 16 sh | 16 | $340.00 | — | 0.0% |
| 249 | Smartleaf Asset Management#249 · 15 sh | 15 | $313.00 | 0.00% | 0.0% |
| 250 | GILPIN WEALTH MANAGEMENT#250 · 13 sh | 13 | $276.00 | — | -27.8% |
| 251 | Plante Moran Financial Advisors#251 · 11 sh | 11 | $233.00 | 0.00% | New |
| 252 | Ankerstar Wealth#252 · 9 sh | 9 | $194.00 | <0.01% | -40.0% |
| 253 | Transamerica Financial Advisors#253 · 8 sh | 8 | $172.00 | 0.00% | 0.0% |
| 254 | Davis Capital Management#254 · 3 sh | 3 | $64.00 | — | New |
| 255 | Signature Resources Capital Management#255 · 3 sh | 3 | $64.00 | — | 0.0% |
| 256 | Dunhill Financial#256 · 1 sh | 1 | $28.00 | 0.00% | 0.0% |
| 257 | Global Retirement Partners#257 · 0 sh | 0 | $1.00 | 0.00% | — |
| 258 | Avion Wealth#258 · 29 sh | 29 | $0.00 | 0.00% | New |
| 259 | Evolution Advisers#259 · 4 sh | 4 | $0.00 | 0.00% | New |
| 260 | Erste Asset Management GmbH#260 · 0 sh | 0 | $0.00 | 0.00% | New |
| 261 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#261 · 57,253 sh | 57,253 | — | — | +19.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.