Filing Research | UPBD - UPBOUND GROUP INC. Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	251.4KSH	$5.3M
2	Range Financial Group LLC	Shares	82.9KSH	$1.8M
3	BEACON FINANCIAL GROUP	Shares	76.1KSH	$1.6M
4	Y-Intercept (Hong Kong) Ltd	Shares	37.9KSH	$805.2K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.4KSH	$622.4K
6	Diversified Trust Co	Shares	28.5KSH	$604.5K
7	Louisiana State Employees Retirement System	Shares	23.0KSH	$488.1K
8	PFG Investments, LLC	Shares	22.7KSH	$481.9K
9	Redhawk Wealth Advisors, Inc.	Shares	22.2KSH	$471.8K
10	FIRST CITIZENS BANK & TRUST CO	Shares	19.4KSH	$410.9K
11	Envestnet Portfolio Solutions, Inc.	Shares	18.5KSH	$392.5K
12	CoreCap Advisors, LLC	Shares	17.4KSH	$369.3K
13	Police & Firemen's Retirement System of New Jersey	Shares	16.9KSH	$357.8K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.9KSH	$294.2K
15	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.4KSH	$264.0K
16	MOODY NATIONAL BANK TRUST DIVISION	Shares	10.7KSH	$227.5K
17	Palouse Capital Management, Inc.	Shares	5.8KSH	$123.2K
18	GAMMA Investing LLC	Shares	3.4KSH	$71.3K
19	Security National Bank	Shares	2.5KSH	$52.4K
20	SIGNATUREFD, LLC	Shares	1.7KSH	$37.1K
21	IFP Advisors, Inc	Shares	1.2KSH	$25.8K
22	Versant Capital Management, Inc	Shares	1.2KSH	$25.3K
23	WOLFF WIESE MAGANA LLC	Shares	1.0KSH	$21.2K
24	Farther Finance Advisors, LLC	Shares	821SH	$17.4K
25	EverSource Wealth Advisors, LLC	Shares	653SH	$13.9K
26	LANARK FINANCIAL, INC.	Shares	545SH	$11.6K
27	AdvisorNet Financial, Inc	Shares	432SH	$9.2K
28	True Wealth Design, LLC	Shares	384SH	$8.1K
29	Physician Wealth Advisors, Inc.	Shares	338SH	$7.2K
30	Main Street Group, LTD	Shares	240SH	$5.1K
31	SJS Investment Consulting Inc.	Shares	136SH	$2.9K
32	SBI Securities Co., Ltd.	Shares	85SH	$1.8K
33	Wealth Enhancement Trust Services, Inc.	Shares	66SH	$1.4K
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	62.9KSH	$1.3K
35	Cedar Mountain Advisors, LLC	Shares	56SH	$1.2K
36	Arlington Trust Co LLC	Shares	44SH	$934
37	FARMERS & MERCHANTS INVESTMENTS INC	Shares	35SH	$743
38	MassMutual Private Wealth & Trust, FSB	Shares	23SH	$488
39	State of Alaska, Department of Revenue	Shares	20.5KSH	$433
40	Trust Co	Shares	16SH	$340
41	AMALGAMATED BANK	Shares	14.2KSH	$301
42	GILPIN WEALTH MANAGEMENT, LLC	Shares	13SH	$276
43	Davis Capital Management	Shares	3SH	$64
44	Signature Resources Capital Management, LLC	Shares	3SH	$64
45	Capital Advisors, Ltd. LLC	Shares	38SH	$1

Manager changes2026-06-30 vs 2026-03-31

45 / 45 loaded

#		Instrument
1	Redhawk Wealth Advisors, Inc. new	Shares	+22.2K	+$471.8K	$471.8K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+17.0K	+$405.2K	$622.4K
3	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-21.9K	+$401.4K	$5.3M
4	Range Financial Group LLC added	Shares	+1.9K	+$297.3K	$1.8M
5	BEACON FINANCIAL GROUP added	Shares	+117	+$243.4K	$1.6M
6	Diversified Trust Co added	Shares	+7.9K	+$232.6K	$604.5K
7	MOODY NATIONAL BANK TRUST DIVISION new	Shares	+10.7K	+$227.5K	$227.5K
8	PFG Investments, LLC added	Shares	+8.4K	+$224.5K	$481.9K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+2.3K	+$94.7K	$357.8K
10	Louisiana State Employees Retirement System trimmed	Shares	-100	+$71.1K	$488.1K
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+11	+$44.2K	$294.2K
12	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-989	+$43.5K	$410.9K
13	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-989	+$40.8K	$392.5K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-447	+$31.4K	$264.0K
15	Palouse Capital Management, Inc. added	Shares	+500	+$27.4K	$123.2K
16	SIGNATUREFD, LLC added	Shares	+976	+$23.2K	$37.1K
17	IFP Advisors, Inc added	Shares	+910	+$20.3K	$25.8K
18	GAMMA Investing LLC added	Shares	+518	+$20.0K	$71.3K
19	Farther Finance Advisors, LLC added	Shares	+471	+$11.2K	$17.4K
20	Security National Bank added	Shares	+1	+$7.8K	$52.4K
21	EverSource Wealth Advisors, LLC added	Shares	+296	+$7.4K	$13.9K
22	True Wealth Design, LLC added	Shares	+146	+$3.9K	$8.1K
23	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$3.2K	$21.2K
24	CoreCap Advisors, LLC trimmed	Shares	-2.9K	+$2.8K	$369.3K
25	SJS Investment Consulting Inc. added	Shares	+129	+$2.8K	$2.9K
26	LANARK FINANCIAL, INC. added	Shares	+10	+$1.9K	$11.6K
27	Wealth Enhancement Trust Services, Inc. new	Shares	+66	+$1.4K	$1.4K
28	AdvisorNet Financial, Inc unchanged	Shares	0	+$1.4K	$9.2K
29	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$1.1K	$7.2K
30	Main Street Group, LTD unchanged	Shares	0	+$761	$5.1K
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$177	$1.2K
32	Arlington Trust Co LLC unchanged	Shares	0	+$140	$934
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$111	$743
34	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-6.0K	+$92	$1.3K
35	Davis Capital Management new	Shares	+3	+$64	$64
36	Trust Co unchanged	Shares	0	+$51	$340
37	AMALGAMATED BANK trimmed	Shares	-835	+$30	$301
38	Signature Resources Capital Management, LLC unchanged	Shares	0	+$10	$64
39	Capital Advisors, Ltd. LLC added	Shares	+2	$0	$1
40	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-5	-$49	$276
41	State of Alaska, Department of Revenue trimmed	Shares	-8.6K	-$91	$433
42	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-17	-$234	$488
43	SBI Securities Co., Ltd. trimmed	Shares	-37	-$398	$1.8K
44	Versant Capital Management, Inc trimmed	Shares	-943	-$13.2K	$25.3K
45	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-112.3K	-$1.9M	$805.2K