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Upbound Group, Inc.Upbound Group, Inc.Upbound Group, Inc.

Upbound Group, Inc.

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Funds holding the stock

Sorted by market value, the list below shows funds with Upbound Group, Inc. stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol
Market value
Weight
Issuer
Management style
Focus
Expense ratio
AUM
Price
Change %
Rel Volume
NAV total return
3Y
IJRiShares Core S&P Small Cap ETF
54.89 M USD0.06%
BlackRock, Inc.
Passive
Small cap
0.06%89.9 B USD123.14 USD+0.33%0.56+36.51%
IWMiShares Russell 2000 ETF
23.93 M USD0.03%
BlackRock, Inc.
Passive
Small cap
0.19%76.76 B USD252.71 USD+0.25%0.29+50.52%
VBRVanguard Small Cap Value ETF
13.35 M USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.07%32.71 B USD215.30 USD+0.25%0.97+43.79%
FNDASchwab Fundamental U.S. Small Company ETF
11.03 M USD0.12%
The Charles Schwab Corp.
Passive
Small cap
0.25%9.16 B USD32.13 USD+0.34%0.62+43.04%
IJSiShares S&P Small-Cap 600 Value ETF
8.68 M USD0.13%
BlackRock, Inc.
Passive
Small cap
0.18%6.81 B USD115.68 USD+0.54%0.74+33.61%
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF
8.16 M USD0.06%
State Street Corp.
Passive
Small cap
0.03%13.37 B USD48.02 USD+0.40%0.52+36.15%
XRTState Street SPDR S&P Retail ETF
7.79 M USD1.34%
State Street Corp.
Passive
Consumer discretionary
0.35%588.2 M USD87.27 USD+1.03%0.54+48.89%
FESMFidelity Enhanced Small Cap ETF
7.19 M USD0.21%
FMR LLC
Active
Small cap
0.28%3.4 B USD38.66 USD+0.26%0.50+69.54%
DFATDimensional U.S. Targeted Value ETF
5.6 M USD0.05%
Dimensional Holdings, Inc.
Active
Extended market
0.28%12.2 B USD60.55 USD+0.25%0.49+43.57%
IWNiShares Russell 2000 Value ETF
5.31 M USD0.04%
BlackRock, Inc.
Passive
Small cap
0.24%12.45 B USD185.14 USD+0.29%0.30+41.60%
SLYVState Street SPDR S&P 600 Small Cap Value ETF
5.27 M USD0.13%
State Street Corp.
Passive
Small cap
0.15%4.17 B USD92.53 USD+0.36%0.79+33.01%
DESWisdomTree U.S. SmallCap Dividend Fund
5.21 M USD0.28%
WisdomTree, Inc.
Passive
Small cap
0.38%1.86 B USD34.13 USD+0.41%0.51+29.15%
RWJInvesco S&P SmallCap 600 Revenue ETF
4.66 M USD0.30%
Invesco Ltd.
Passive
Small cap
0.39%1.58 B USD49.56 USD+0.47%0.54+41.35%
VTWOVanguard Russell 2000 ETF
4.63 M USD0.03%
The Vanguard Group, Inc.
Passive
Small cap
0.07%14.19 B USD102.14 USD+0.25%0.38+50.91%
BSVOEA Bridgeway Omni Small-Cap Value ETF
3.76 M USD0.20%
Empirical Finance LLC
Active
Small cap
0.45%1.86 B USD23.71 USD+0.13%0.53+35.73%
VCRVanguard Consumer Discretionary ETF
3.75 M USD0.05%
The Vanguard Group, Inc.
Passive
Consumer discretionary
0.09%6.47 B USD403.80 USD+0.32%0.58+88.12%
VYMVanguard High Dividend Yield Index ETF
3.7 M USD0.00%
The Vanguard Group, Inc.
Passive
High dividend yield
0.06%68.99 B USD145.06 USD+0.46%0.40+45.46%
VIOOVanguard S&P Small-Cap 600 ETF
3.05 M USD0.06%
The Vanguard Group, Inc.
Passive
Small cap
0.07%3.15 B USD113.78 USD+0.41%1.17+36.01%
IWOiShares Russell 2000 Growth ETF
2.82 M USD0.02%
BlackRock, Inc.
Passive
Small cap
0.24%13.55 B USD333.00 USD+0.18%0.28+58.91%
AVUVAvantis U.S. Small Cap Value ETF
2.78 M USD0.01%
American Century Cos., Inc.
Active
Small cap
0.25%20.27 B USD103.82 USD+0.09%0.56+46.17%
DGRSWisdomTree US Smallcap Quality Dividend Growth Fund
2.25 M USD0.65%
WisdomTree, Inc.
Passive
Small cap
0.38%346.96 M USD50.75 USD+0.24%0.37+34.77%
VIOVVanguard S&P Small-Cap 600 Value ETF
1.94 M USD0.13%
The Vanguard Group, Inc.
Passive
Small cap
0.10%1.5 B USD99.41 USD+0.31%1.63+33.23%
XWEHXtrackers MSCI WORLD SWAP UCITS ETF Capitalisation 4C
1.91 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.39%1.28 B USD47.863 EUR+0.33%0.24+70.43%
XWD1Xtrackers MSCI World Swap UCITS ETF
1.91 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.19%3.83 B USD23.049 EUR+0.22%0.07+62.79%
DBXWXtrackers MSCI WORLD SWAP UCITS ETF Capitalisation 1C
1.91 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.45%5.68 B USD119.435 EUR+0.24%0.48+61.57%
DFSVDimensional US Small Cap Value ETF
1.77 M USD0.03%
Dimensional Holdings, Inc.
Active
Small cap
0.30%6.04 B USD33.41 USD+0.15%0.44+9.98%
RZVInvesco S&P Smallcap 600 Pure Value ETF
1.75 M USD0.78%
Invesco Ltd.
Passive
Small cap
0.35%226.36 M USD120.41 USD+1.13%0.64+41.66%
FYXFirst Trust Small Cap Core AlphaDEX Fund
1.7 M USD0.18%
AJM Ventures LLC
Passive
Small cap
0.60%951.26 M USD115.46 USD+0.32%0.35+51.35%
SFLOVictoryShares Small Cap Free Cash Flow ETF
1.6 M USD0.36%
Victory Capital Holdings, Inc.
Passive
Small cap
0.49%449.78 M USD29.82 USD+0.31%0.89+12.89%
EESWisdomTree U.S. SmallCap Fund
1.58 M USD0.25%
WisdomTree, Inc.
Passive
Small cap
0.38%639.02 M USD58.00 USD+0.16%0.29+41.93%
AVSCAvantis U.S Small Cap Equity ETF
1.5 M USD0.07%
American Century Cos., Inc.
Active
Small cap
0.25%2.11 B USD60.00 USD+0.40%0.52+11.72%
R2USSPDR Russell 2000 U.S. Small Cap UCITS ETF1.42 M USD0.03%
State Street Corp.
Passive
Small cap
0.30%4.62 B USD73.90 USD+0.16%0.16+48.69%
SMLFiShares U.S. SmallCap Equity Factor ETF
1.39 M USD0.05%
BlackRock, Inc.
Passive
Small cap
0.15%2.88 B USD76.40 USD+0.20%0.69+59.50%
FFSMFidelity Fundamental Small-Mid Cap ETF
1.38 M USD0.18%
FMR LLC
Active
Extended market
0.43%967.48 M USD31.47 USD+0.25%0.61+57.56%
ISP6iShares S&P SmallCap 600 UCITS ETF USD1.22 M USD0.06%
BlackRock, Inc.
Passive
Small cap
0.40%2.06 B USD7,399 GBX−0.08%0.29+19.55%
XSHDInvesco S&P SmallCap High Dividend Low Volatility ETF
1.08 M USD1.56%
Invesco Ltd.
Passive
Small cap
0.30%70.03 M USD12.90 USD+0.62%0.51−10.30%
VVLUVanguard Global Value Equity Active ETF
1.05 M USD0.15%
The Vanguard Group, Inc.
Active
Total market
0.28%—80.62 AUD−0.80%0.16+63.04%
FDISFidelity MSCI Consumer Discretionary Index ETF
1.02 M USD0.05%
FMR LLC
Passive
Consumer discretionary
0.08%1.99 B USD104.78 USD+0.28%0.73+88.96%
GSSCTR Activebeta US Small Cap Equity ETF
957.84 K USD0.13%
The Goldman Sachs Group, Inc.
Passive
Small cap
0.20%739.97 M USD77.39 USD+0.34%0.38+47.31%
CUSSiShares VII PLC - iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF Accum.Ptg.Shs USD849.69 K USD0.04%
BlackRock, Inc.
Passive
Small cap
0.43%2.12 B USD600.5 USD+0.27%0.00+43.57%
VFVAVanguard U.S. Value Factor ETF
779.34 K USD0.10%
The Vanguard Group, Inc.
Active
Total market
0.13%748.84 M USD134.49 USD+0.46%0.63+46.08%
PRFInvesco RAFI US 1000 ETF
704.77 K USD0.01%
Invesco Ltd.
Passive
Large cap
0.34%8.6 B USD47.37 USD+0.45%0.47+60.09%
DHSWisdomTree U.S. High Dividend Fund
673.69 K USD0.05%
WisdomTree, Inc.
Passive
High dividend yield
0.38%1.31 B USD103.04 USD+0.53%0.42+33.40%
XRS2Xtrackers Russell 2000 UCITS ETF
660.79 K USD0.03%
Deutsche Bank AG
Passive
Small cap
0.30%2.19 B USD318.15 EUR−1.36%0.42+33.79%
DSMCDistillate Small/Mid Cash Flow ETF
573.68 K USD0.50%
Distillate Capital Partners LLC
Active
Extended market
0.55%114.73 M USD36.13 USD+0.33%0.40+3.74%
VVLVanguard Global Value Factor ETF
477.24 K USD0.13%
The Vanguard Group, Inc.
Active
Total market
0.42%433.17 M USD63.15 CAD+0.40%0.42+66.22%
JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF
452.21 K USD0.09%
JPMorgan Chase & Co.
Passive
Small cap
0.29%516.94 M USD51.16 USD+0.30%0.91+38.35%
USSCSPDR MSCI USA Small Cap Value Weighted UCITS ETF436.05 K USD0.05%
State Street Corp.
Passive
Small cap
0.30%825.58 M USD79.04 USD+0.12%0.09+53.45%
RSSLGlobal X Russell 2000 ETF
424.47 K USD0.03%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
0.08%1.39 B USD99.72 USD+0.49%0.14+15.39%
FYTFirst Trust Small Cap Value AlphaDEX Fund
401.34 K USD0.27%
AJM Ventures LLC
Passive
Small cap
0.70%147.23 M USD57.50 USD+0.37%0.41+32.35%
VTWVVanguard Russell 2000 Value ETF
400.12 K USD0.04%
The Vanguard Group, Inc.
Passive
Small cap
0.10%896.53 M USD163.41 USD+0.36%5.22+41.94%
KVLEKraneShares Value Line Dynamic Dividend Equity Index ETF
397.05 K USD1.47%
China International Capital Corp. Ltd.
Passive
Large cap
0.56%27.04 M USD25.94 USD+0.50%0.62+47.17%
VFMFVanguard U.S. Multifactor ETF
352.56 K USD0.08%
The Vanguard Group, Inc.
Active
Total market
0.18%465.14 M USD153.15 USD+0.21%0.37+62.00%
ISMDInspire Small/Mid Cap ETF
347.8 K USD0.15%
Inspire Impact Group LLC
Passive
Extended market
0.57%233.18 M USD39.42 USD+0.36%0.41+36.95%
RETLDirexion Daily Retail Bull 3x Shares
345.59 K USD0.92%
Rafferty Asset Management LLC
Passive
Consumer discretionary
0.94%36.71 M USD9.92 USD+3.12%0.28+48.04%
BBSCJPMorgan BetaBuilders U.S. Small Cap Equity Fund
324.29 K USD0.05%
JPMorgan Chase & Co.
Passive
Small cap
0.09%604.04 M USD76.28 USD+0.39%0.28+52.91%
ERNZTrueShares Active Yield ETF
286.11 K USD0.47%
Truemark Group LLC
Active
Total market
3.25%60.77 M USD20.56 USD−0.48%0.05−5.96%
VTWGVanguard Russell 2000 Growth ETF
281.42 K USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.10%1.17 B USD243.45 USD+0.20%0.34+59.21%
WBIYWBI Power Factor High Dividend ETF
257.08 K USD0.46%
WBI Trading Co., Inc.
Passive
High dividend yield
0.97%56.27 M USD32.19 USD+0.44%1.62+39.67%
DEEPAcquirers Small and Micro Deep Value ETF
253.41 K USD1.00%
Cottonwood ETF Holdings LLC
Passive
Extended market
0.80%25.47 M USD36.49 USD+0.49%2.01+25.79%
RFDARiverFront Dynamic US Dividend Advantage ETF
241.18 K USD0.28%
SS&C Technologies Holdings, Inc.
Active
Total market
0.52%84.67 M USD64.44 USD+0.28%0.19+64.54%
AVSV.USDAvantis Global Small Cap Value UCITS ETF Accum I USD
216.09 K USD0.03%
Montagu Private Equity LLP
Active
Small cap
0.49%204.74 M USD23.380 USD0.00%0.25—
AVWSAmerican Century ICAV - Avantis Global Small Cap Value UCITS ETF AccumUSD
216.09 K USD0.03%
Montagu Private Equity LLP
Active
Small cap
0.48%645.48 M USD20.450 EUR−0.49%0.35+6.54%
SMDXIntech S&P Small-Mid Cap Diversified Alpha ETF
199.98 K USD0.18%
Intech Holdings LLC
Active
Extended market
0.35%113.99 M USD23.33 USD+0.18%0.00—
ISCViShares Morningstar Small Cap Value ETF
185.32 K USD0.03%
BlackRock, Inc.
Passive
Small cap
0.06%585.69 M USD69.63 USD+0.40%0.38+42.81%
OMFSInvesco Russell 2000 Dynamic Multifactor ETF
148.94 K USD0.06%
Invesco Ltd.
Passive
Small cap
0.39%267.31 M USD45.36 USD0.00%0.25+38.25%
QVMSInvesco S&P SmallCap 600 QVM Multi-factor ETF
139.12 K USD0.07%
Invesco Ltd.
Passive
Small cap
0.15%213.14 M USD28.93 USD+0.35%0.59+37.22%
ROSCHartford Multifactor Small Cap ETF
122.6 K USD0.34%
The Hartford Insurance Group, Inc.
Passive
Small cap
0.34%35.79 M USD47.89 USD+0.33%0.05+42.31%
DHSAWisdomTree US Equity Income UCITS ETF Acc110.9 K USD0.07%
WisdomTree, Inc.
Passive
High dividend yield
0.29%93.38 M USD34.20 USD−0.38%5.33+29.10%
DHSGWisdomTree US Equity Income UCITS ETF GBP Hedged Acc110.9 K USD0.07%
WisdomTree, Inc.
Passive
High dividend yield
0.35%1.25 M USD2,426.0 GBX−0.16%0.00+26.61%
DHSWisdomTree US Equity Income UCITS ETF USD110.9 K USD0.07%
WisdomTree, Inc.
Passive
High dividend yield
0.29%59.56 M USD2,036.0 GBX−0.37%0.45+15.11%
HEJDVictoryShares Hedged Equity Income ETF
109.43 K USD0.30%
Victory Capital Holdings, Inc.
Active
Total market
0.55%36.41 M USD26.64 USD+0.23%0.04+5.53%
USASUS.USDAmundi S&P SmallCap 600 Screened UCITS ETF Ucits ETF- USD
103.52 K USD0.09%
SAS Rue la Boétie
Passive
Small cap
0.35%118.16 M USD75.25 USD−0.88%3.75+3.67%
FLQSFranklin U.S. Small Cap Multifactor Index ETF
102.29 K USD0.14%
Franklin Resources, Inc.
Passive
Small cap
0.35%70.23 M USD44.02 USD+0.32%0.19+39.36%
USSMC.USDUBS MSCI USA Small Cap Selection UCITS ETF Accum USD
94.34 K USD0.03%
UBS Group AG
Passive
Small cap
0.20%308.92 M USD192.32 USD−0.78%0.14+36.05%
SC0KInvesco Russell 2000 UCITS ETF
88.26 K USD0.03%
Invesco Ltd.
Passive
Small cap
0.45%286.7 M USD109.86 EUR−1.26%5.07+34.32%
PSCDInvesco S&P SmallCap Consumer Discretionary ETF
87.6 K USD0.46%
Invesco Ltd.
Passive
Consumer discretionary
0.29%19.25 M USD106.98 USD+0.74%0.10+38.81%
EBILongview Advantage ETF
74.5 K USD0.01%
Focus Financial Partners, Inc.
Active
Total market
0.25%579.95 M USD57.69 USD+0.31%0.59—
XJRiShares ESG Select Screened S&P Small-Cap ETF
74.1 K USD0.07%
BlackRock, Inc.
Passive
Small cap
0.12%106.36 M USD43.67 USD+0.59%0.79+36.62%
URTYProShares UltraPro Russell2000
70.49 K USD0.02%
ProShare Advisors LLC
Passive
Small cap
0.95%401.25 M USD57.62 USD+0.37%0.31+56.22%
FABFirst Trust Multi Cap Value AlphaDEX Fund
66.21 K USD0.05%
AJM Ventures LLC
Passive
Total market
0.64%121.62 M USD90.08 USD+0.36%0.17+37.28%
RTWOL&G Russell 2000 US Small Cap Quality UCITS ETF63.25 K USD0.03%
Legal & General Group Plc
Passive
Small cap
0.30%206.82 M USD120.10 USD+0.15%0.27+47.29%
UWMProShares Ultra Russell2000
60.18 K USD0.02%
ProShare Advisors LLC
Passive
Small cap
0.95%271.21 M USD49.63 USD+0.06%0.31+62.40%
ZSMLBMO S&P US Small Cap Index ETF
53.52 K USD0.06%
Bank of Montreal
Passive
Small cap
0.23%72.6 M USD44.87 CAD+0.13%0.15+35.41%
ZSML.FBMO S&P US Small Cap Index ETF Hedged
53.52 K USD0.06%
Bank of Montreal
Passive
Small cap
0.24%8.72 M USD39.72 CAD+0.35%0.00+29.21%
ZSML.UBMO S&P US Small Cap Index ETF USD
53.52 K USD0.06%
Bank of Montreal
Passive
Small cap
0.23%6.55 M USD43.59 USD+0.35%0.00+34.42%
PSRFInvesco FTSE RAFI US 1000 UCITS ETF50.74 K USD0.01%
Invesco Ltd.
Passive
Large cap
0.39%665.11 M USD2,842 GBX−0.12%0.09+40.03%
FFSMFidelity US Fundamental Small-Mid Cap UCITS ETF AccumUSD47.87 K USD0.18%
FIL Ltd.
Active
Extended market
0.54%—5.462 USD+0.14%0.00—
PFAAPICTON Multi-Strategy Alpha Alternative Fund Trust Units
31.27 K USD0.00%
Picton Mahoney Asset Management
Active
Multi-strategy
4.92%236.82 M USD12.28 CAD+0.08%0.26+5.57%
ITWOProShares Russell 2000 High Income ETF
30.11 K USD0.03%
ProShare Advisors LLC
Passive
Small cap
0.55%102.65 M USD40.66 USD−0.51%0.24+16.70%
FFLVFidelity Fundamental Large Cap Value ETF
26.13 K USD0.21%
FMR LLC
Active
Large cap
0.38%12.26 M USD24.70 USD+0.43%0.89+16.82%
AVSUAvantis Responsible U.S. Equity ETF
19.68 K USD0.00%
American Century Cos., Inc.
Active
Total market
0.15%448.26 M USD77.30 USD+0.37%0.32+18.22%
TXSTexas Capital Texas Equity Index ETF
14.94 K USD0.05%
Texas Capital Bancshares, Inc.
Passive
Total market
0.49%31.93 M USD36.19 USD+0.24%0.21+11.97%
MFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
14.42 K USD0.01%
Allianz SE
Passive
Total market
0.29%213.01 M USD57.47 USD+0.44%0.30+57.20%
CLUiShares US Fundamental Index ETF
12.09 K USD0.01%
BlackRock, Inc.
Passive
Large cap
0.72%82.69 M USD61.50 CAD+0.46%0.18+49.23%
CLU.CiShares US Fundamental Index ETF Common Units
12.09 K USD0.01%
BlackRock, Inc.
Passive
Large cap
0.72%68.84 M USD78.55 CAD+0.32%0.11+56.25%
SAAProShares Ultra SmallCap600
10.66 K USD0.04%
ProShare Advisors LLC
Passive
Small cap
0.95%24.16 M USD27.07 USD+0.41%0.50+33.26%
EBITHarbor AlphaEdge Small Cap Earners ETF
10.12 K USD0.11%
ORIX Corp.
Passive
Small cap
0.29%9.36 M USD34.11 USD+0.24%0.20+8.65%
ESIXState Street SPDR S&P SmallCap 600 ESG ETF
6.47 K USD0.09%
State Street Corp.
Passive
Small cap
0.12%7.24 M USD32.14 USD+0.36%0.25+3.63%
IVSSApplied Finance IVS US SMID ETF
5.53 K USD0.10%
The Applied Finance Group Ltd.
Active
Extended market
0.59%5.79 M USD25.69 USD+0.33%0.75—
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