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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
64.49 M USD0.07%
BlackRock, Inc.
Passive
Small cap
0.06%94.49 B USD132.29 USD+0.25%0.64+32.51%
IWMiShares Russell 2000 ETF
26.25 M USD0.03%
BlackRock, Inc.
Passive
Small cap
0.19%73.49 B USD267.39 USD+0.89%0.50+42.92%
VBRVanguard Small Cap Value ETF
13.43 M USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.05%33.94 B USD232.32 USD+0.09%0.57+42.69%
FNDASchwab Fundamental U.S. Small Company ETF
12.98 M USD0.13%
The Charles Schwab Corp.
Passive
Small cap
0.25%9.66 B USD34.99 USD+0.49%0.80+39.04%
XRTState Street SPDR S&P Retail ETF
10.9 M USD1.51%
State Street Corp.
Passive
Consumer discretionary
0.35%702.64 M USD89.03 USD−0.78%0.66+31.88%
IJSiShares S&P Small-Cap 600 Value ETF
10.38 M USD0.13%
BlackRock, Inc.
Passive
Small cap
0.18%7.62 B USD126.43 USD−0.08%0.43+29.28%
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF
9.73 M USD0.07%
State Street Corp.
Passive
Small cap
0.03%14.33 B USD51.58 USD+0.28%0.69+32.65%
FESMFidelity Enhanced Small Cap ETF
8.19 M USD0.21%
FMR LLC
Active
Small cap
0.28%3.83 B USD40.75 USD+0.92%0.59+60.95%
DFATDimensional U.S. Targeted Value ETF
6.58 M USD0.05%
Dimensional Holdings, Inc.
Active
Extended market
0.28%13.16 B USD66.80 USD+0.14%0.48+43.18%
SLYVState Street SPDR S&P 600 Small Cap Value ETF
6.05 M USD0.13%
State Street Corp.
Passive
Small cap
0.15%4.43 B USD101.22 USD−0.05%0.31+29.37%
IWNiShares Russell 2000 Value ETF
5.92 M USD0.05%
BlackRock, Inc.
Passive
Small cap
0.24%12.59 B USD201.39 USD+0.54%0.41+39.20%
DESWisdomTree U.S. SmallCap Dividend Fund
5.91 M USD0.29%
WisdomTree, Inc.
Passive
Small cap
0.38%2 B USD37.58 USD−0.19%0.78+31.10%
RWJInvesco S&P SmallCap 600 Revenue ETF
5.57 M USD0.32%
Invesco Ltd.
Passive
Small cap
0.39%1.71 B USD54.61 USD−0.25%0.83+39.01%
VTWOVanguard Russell 2000 ETF
4.53 M USD0.03%
The Vanguard Group, Inc.
Passive
Small cap
0.06%13.88 B USD108.06 USD+0.90%0.56+43.66%
BSVOEA Bridgeway Omni Small-Cap Value ETF
4.43 M USD0.22%
Empirical Finance LLC
Active
Small cap
0.45%2.04 B USD26.61 USD+0.34%0.40+40.55%
VCRVanguard Consumer Discretionary ETF
3.68 M USD0.05%
The Vanguard Group, Inc.
Passive
Consumer discretionary
0.09%6.16 B USD390.31 USD−0.02%1.12+57.38%
VYMVanguard High Dividend Yield Index ETF
3.67 M USD0.00%
The Vanguard Group, Inc.
Passive
High dividend yield
0.04%73.29 B USD155.96 USD+0.31%0.71+54.41%
DFASDimensional U.S. Small Cap ETF
3.51 M USD0.03%
Dimensional Holdings, Inc.
Active
Small cap
0.27%12.98 B USD76.49 USD+0.30%0.50+39.07%
DFSVDimensional US Small Cap Value ETF
3.3 M USD0.05%
Dimensional Holdings, Inc.
Active
Small cap
0.30%6.77 B USD37.23 USD+0.15%0.38+22.65%
IWOiShares Russell 2000 Growth ETF
3.2 M USD0.02%
BlackRock, Inc.
Passive
Small cap
0.24%12.91 B USD343.45 USD+1.17%0.35+45.99%
VIOOVanguard S&P Small-Cap 600 ETF
3.02 M USD0.06%
The Vanguard Group, Inc.
Passive
Small cap
0.07%3.42 B USD122.06 USD+0.18%0.55+32.53%
FYXFirst Trust Small Cap Core AlphaDEX Fund
2.87 M USD0.27%
AJM Ventures LLC
Passive
Small cap
0.60%1.03 B USD124.70 USD+0.03%0.27+47.81%
DGRSWisdomTree US Smallcap Quality Dividend Growth Fund
2.65 M USD0.70%
WisdomTree, Inc.
Passive
Small cap
0.38%373 M USD56.44 USD−0.07%0.47+34.93%
DBXWXtrackers MSCI WORLD SWAP UCITS ETF Capitalisation 1C
2.13 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.45%5.66 B USD121.400 EUR+0.51%0.85+52.79%
XWEHXtrackers MSCI WORLD SWAP UCITS ETF Capitalisation 4C
2.13 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.39%1.34 B USD48.878 EUR+0.96%0.67+60.57%
XWD1Xtrackers MSCI World Swap UCITS ETF
2.13 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.19%3.88 B USD23.436 EUR+0.49%0.50+53.93%
RZVInvesco S&P Smallcap 600 Pure Value ETF
2.09 M USD0.80%
Invesco Ltd.
Passive
Small cap
0.35%253.8 M USD135.84 USD−0.65%0.84+39.10%
SFLOVictoryShares Small Cap Free Cash Flow ETF
2.02 M USD0.41%
Victory Capital Holdings, Inc.
Passive
Small cap
0.49%473.13 M USD30.47 USD−0.03%0.33+15.71%
VIOVVanguard S&P Small-Cap 600 Value ETF
1.93 M USD0.13%
The Vanguard Group, Inc.
Passive
Small cap
0.10%1.6 B USD108.78 USD−0.14%1.42+29.58%
EESWisdomTree U.S. SmallCap Fund
1.87 M USD0.27%
WisdomTree, Inc.
Passive
Small cap
0.38%670.49 M USD61.08 USD−0.37%0.26+33.69%
AVSCAvantis U.S Small Cap Equity ETF
1.82 M USD0.08%
American Century Cos., Inc.
Active
Small cap
0.25%2.35 B USD65.45 USD+0.28%0.40+21.58%
SMLFiShares U.S. SmallCap Equity Factor ETF
1.8 M USD0.05%
BlackRock, Inc.
Passive
Small cap
0.15%3.25 B USD80.05 USD+0.69%0.18+51.09%
R2USSPDR Russell 2000 U.S. Small Cap UCITS ETF1.69 M USD0.03%
State Street Corp.
Passive
Small cap
0.30%5.01 B USD78.31 USD+1.35%0.19+41.63%
ISP6iShares S&P SmallCap 600 UCITS ETF USD1.53 M USD0.07%
BlackRock, Inc.
Passive
Small cap
0.40%2.41 B USD7,829 GBX+0.23%0.42+16.53%
FFSMFidelity Fundamental Small-Mid Cap ETF
1.45 M USD0.15%
FMR LLC
Active
Extended market
0.43%1.07 B USD34.09 USD+0.32%0.74+55.25%
GSSCTR Activebeta US Small Cap Equity ETF
1.31 M USD0.14%
The Goldman Sachs Group, Inc.
Passive
Small cap
0.20%879.37 M USD80.55 USD+0.60%0.09+39.83%
CUSSiShares VII PLC - iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF Accum.Ptg.Shs USD1.24 M USD0.04%
BlackRock, Inc.
Passive
Small cap
0.43%2.69 B USD640.5 USD+0.82%2.13+36.75%
VVLUVanguard Global Value Equity Active ETF
1.17 M USD0.14%
The Vanguard Group, Inc.
Active
Total market
0.28%—82.56 AUD+0.93%0.84+59.36%
FDISFidelity MSCI Consumer Discretionary Index ETF
1.14 M USD0.06%
FMR LLC
Passive
Consumer discretionary
0.08%1.8 B USD101.34 USD−0.09%0.36+57.62%
VFVAVanguard U.S. Value Factor ETF
896.33 K USD0.11%
The Vanguard Group, Inc.
Active
Total market
0.13%783.38 M USD143.91 USD−0.48%1.22+43.99%
FYTFirst Trust Small Cap Value AlphaDEX Fund
849.78 K USD0.53%
AJM Ventures LLC
Passive
Small cap
0.70%156.64 M USD63.96 USD−0.18%0.05+31.53%
PRFInvesco RAFI US 1000 ETF
822.83 K USD0.01%
Invesco Ltd.
Passive
Large cap
0.34%8.95 B USD50.05 USD+0.11%0.38+61.90%
DHSWisdomTree U.S. High Dividend Fund
786.62 K USD0.05%
WisdomTree, Inc.
Passive
High dividend yield
0.38%1.43 B USD111.77 USD−0.50%0.48+43.68%
XRS2Xtrackers Russell 2000 UCITS ETF
775.8 K USD0.03%
Deutsche Bank AG
Passive
Small cap
0.30%2.28 B USD333.85 EUR+0.53%0.88+28.26%
DSMCDistillate Small/Mid Cash Flow ETF
658.33 K USD0.54%
Distillate Capital Partners LLC
Active
Extended market
0.55%122.71 M USD38.75 USD−0.56%0.42+12.70%
ISMDInspire Small/Mid Cap ETF
561.07 K USD0.21%
Inspire Impact Group LLC
Passive
Extended market
0.57%257.18 M USD42.79 USD+0.05%0.90+32.52%
USSCSPDR MSCI USA Small Cap Value Weighted UCITS ETF507.62 K USD0.06%
State Street Corp.
Passive
Small cap
0.30%907.24 M USD86.04 USD+0.27%0.22+48.99%
JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF
506.57 K USD0.09%
JPMorgan Chase & Co.
Passive
Small cap
0.29%543.23 M USD54.95 USD+0.06%2.27+36.76%
RSSLGlobal X Russell 2000 ETF
468.3 K USD0.03%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
0.08%1.36 B USD104.82 USD+0.86%3.05+21.37%
VVLVanguard Global Value Factor ETF
453.05 K USD0.11%
The Vanguard Group, Inc.
Active
Total market
0.42%498.62 M USD66.47 CAD−0.61%1.13+65.14%
KVLEKraneShares Value Line Dynamic Dividend Equity Index ETF
414.49 K USD1.50%
China International Capital Corp. Ltd.
Passive
Large cap
0.56%27.62 M USD27.01 USD+0.37%0.76+47.81%
VFMFVanguard U.S. Multifactor ETF
405.48 K USD0.07%
The Vanguard Group, Inc.
Active
Total market
0.18%548.94 M USD163.76 USD+0.01%0.83+65.24%
VTWVVanguard Russell 2000 Value ETF
389.01 K USD0.04%
The Vanguard Group, Inc.
Passive
Small cap
0.06%1.01 B USD177.49 USD+0.34%0.66+40.07%
BBSCJPMorgan BetaBuilders U.S. Small Cap Equity Fund
387.45 K USD0.06%
JPMorgan Chase & Co.
Passive
Small cap
0.09%654.86 M USD80.17 USD+0.38%0.01+42.37%
RETLDirexion Daily Retail Bull 3x Shares
354.83 K USD1.04%
Rafferty Asset Management LLC
Passive
Consumer discretionary
0.94%33.13 M USD10.23 USD−2.37%0.26+1.27%
ERNZTrueShares Active Yield ETF
297.75 K USD0.52%
Truemark Group LLC
Active
Total market
3.25%55.78 M USD21.57 USD0.00%1.19−0.95%
DEEPAcquirers Small and Micro Deep Value ETF
286.3 K USD1.08%
Cottonwood ETF Holdings LLC
Passive
Extended market
0.80%26.49 M USD38.60 USD−0.22%0.33+18.36%
VTWGVanguard Russell 2000 Growth ETF
285.56 K USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.06%1.23 B USD250.58 USD+1.01%2.21+46.57%
WBIYWBI Power Factor High Dividend ETF
275.44 K USD0.48%
WBI Trading Co., Inc.
Passive
High dividend yield
0.97%57.4 M USD35.01 USD−0.38%0.17+39.88%
RFDARiverFront Dynamic US Dividend Advantage ETF
275.22 K USD0.32%
SS&C Technologies Holdings, Inc.
Active
Total market
0.52%83.36 M USD65.12 USD−0.19%0.11+57.81%
AVSV.USDAvantis Global Small Cap Value UCITS ETF Accum I USD
252.62 K USD0.03%
American Century Cos., Inc.
Active
Small cap
0.49%220.37 M USD26.810 USD+5.82%0.03—
AVWSAmerican Century ICAV - Avantis Global Small Cap Value UCITS ETF AccumUSD
252.62 K USD0.03%
American Century Cos., Inc.
Active
Small cap
0.48%746.58 M USD22.590 EUR+0.62%1.97+17.79%
SMDXIntech S&P Small-Mid Cap Diversified Alpha ETF
226.07 K USD0.19%
Intech Holdings LLC
Active
Extended market
0.35%119.09 M USD25.07 USD+3.19%1.52—
ISCViShares Morningstar Small Cap Value ETF
224.85 K USD0.04%
BlackRock, Inc.
Passive
Small cap
0.06%621.56 M USD74.28 USD−0.12%0.80+37.07%
GPTIntelligent Alpha Atlas ETF
202.75 K USD0.96%
Empirical Finance LLC
Active
Large cap
0.69%21.09 M USD31.86 USD+2.38%13.36+29.91%
ROSCHartford Multifactor Small Cap ETF
194.1 K USD0.38%
The Hartford Insurance Group, Inc.
Passive
Small cap
0.34%50.07 M USD51.08 USD−0.23%0.17+40.59%
OMFSInvesco Russell 2000 Dynamic Multifactor ETF
172.45 K USD0.06%
Invesco Ltd.
Passive
Small cap
0.39%272.14 M USD48.50 USD−0.04%0.45+33.72%
QVMSInvesco S&P SmallCap 600 QVM Multi-factor ETF
164.83 K USD0.07%
Invesco Ltd.
Passive
Small cap
0.15%222.29 M USD31.12 USD+0.08%0.94+34.99%
FABFirst Trust Multi Cap Value AlphaDEX Fund
150.02 K USD0.11%
AJM Ventures LLC
Passive
Total market
0.64%134.87 M USD97.81 USD−0.25%0.23+36.44%
PSCDInvesco S&P SmallCap Consumer Discretionary ETF
141.11 K USD0.49%
Invesco Ltd.
Passive
Consumer discretionary
0.29%28.26 M USD115.73 USD−0.33%0.06+28.97%
DHSAWisdomTree US Equity Income UCITS ETF Acc125.29 K USD0.08%
WisdomTree, Inc.
Passive
High dividend yield
0.29%100.57 M USD37.14 USD−0.44%0.08+38.08%
DHSGWisdomTree US Equity Income UCITS ETF GBP Hedged Acc125.29 K USD0.08%
WisdomTree, Inc.
Passive
High dividend yield
0.35%1.55 M USD2,643 GBX−0.23%0.05+35.62%
DHSWisdomTree US Equity Income UCITS ETF USD125.29 K USD0.08%
WisdomTree, Inc.
Passive
High dividend yield
0.29%63.2 M USD2,179.3 GBX−0.67%0.68+23.20%
FLQSFranklin U.S. Small Cap Multifactor Index ETF
118.97 K USD0.16%
Franklin Resources, Inc.
Passive
Small cap
0.35%71.93 M USD45.78 USD−0.19%0.55+33.84%
USASUS.USDAmundi S&P SmallCap 600 Screened UCITS ETF Ucits ETF- USD
115.5 K USD0.09%
SAS Rue la Boétie
Passive
Small cap
0.35%123.74 M USD78.85 USD+1.22%0.04+8.15%
FNDBSchwab Fundamental U.S. Broad Market ETF
113.73 K USD0.01%
The Charles Schwab Corp.
Passive
Total market
0.25%1.13 B USD28.53 USD+0.07%0.83+61.24%
SC0KInvesco Russell 2000 UCITS ETF
108.08 K USD0.03%
Invesco Ltd.
Passive
Small cap
0.45%311.48 M USD115.36 EUR+0.70%0.89+28.82%
USSMC.USDUBS MSCI USA Small Cap Selection UCITS ETF Accum USD
105.01 K USD0.03%
UBS Group AG
Passive
Small cap
0.20%304.18 M USD202.75 USD0.00%0.02+26.94%
XJRiShares ESG Select Screened S&P Small-Cap ETF
91.01 K USD0.08%
BlackRock, Inc.
Passive
Small cap
0.12%115.45 M USD46.60 USD+0.10%0.39+31.82%
UWMProShares Ultra Russell2000
76.7 K USD0.02%
ProShare Advisors LLC
Passive
Small cap
0.95%289.79 M USD54.91 USD+1.78%0.59+47.72%
RTWOL&G Russell 2000 US Small Cap Quality UCITS ETF73.94 K USD0.03%
Legal & General Group Plc
Passive
Small cap
0.30%206.69 M USD127.61 USD+1.30%3.86+41.65%
URTYProShares UltraPro Russell2000
73.14 K USD0.02%
ProShare Advisors LLC
Passive
Small cap
0.95%348.98 M USD66.60 USD+2.71%0.47+35.69%
ZSML.FBMO S&P US Small Cap Index ETF Hedged
69.3 K USD0.07%
Bank of Montreal
Passive
Small cap
0.24%16.55 M USD41.40 CAD+2.22%2.29+20.45%
ZSML.UBMO S&P US Small Cap Index ETF USD
69.3 K USD0.07%
Bank of Montreal
Passive
Small cap
0.23%9.06 M USD46.55 USD+0.32%0.07+31.00%
ZSMLBMO S&P US Small Cap Index ETF
69.3 K USD0.07%
Bank of Montreal
Passive
Small cap
0.23%76.81 M USD47.08 CAD−1.51%0.14+33.02%
PSRFInvesco FTSE RAFI US 1000 UCITS ETF60.61 K USD0.01%
Invesco Ltd.
Passive
Large cap
0.39%708.12 M USD2,989 GBX+0.20%1.88+40.96%
ITWOProShares Russell 2000 High Income ETF
44.04 K USD0.03%
ProShare Advisors LLC
Passive
Small cap
0.55%144.75 M USD42.61 USD+1.36%0.59+21.33%
FFSMFidelity US Fundamental Small-Mid Cap UCITS ETF AccumUSD43.37 K USD0.16%
FIL Ltd.
Active
Extended market
0.54%—5.883 USD+2.72%4.70—
FFLVFidelity Fundamental Large Cap Value ETF
36.86 K USD0.23%
FMR LLC
Active
Large cap
0.38%16.16 M USD26.34 USD−0.12%1.39+25.25%
PFAAPICTON Multi-Strategy Alpha Alternative Fund Trust Units
31.27 K USD0.00%
Picton Mahoney Asset Management
Active
Multi-strategy
4.92%252.79 M USD12.26 CAD−0.08%0.12+5.52%
EBILongview Advantage ETF
28.07 K USD0.00%
Focus Financial Partners, Inc.
Active
Total market
0.24%604.09 M USD61.00 USD+0.39%0.85—
AVSUAvantis Responsible U.S. Equity ETF
23 K USD0.01%
American Century Cos., Inc.
Active
Total market
0.15%445.1 M USD79.89 USD+0.21%0.14+21.83%
TXSTexas Capital Texas Equity Index ETF
17.38 K USD0.05%
Texas Capital Bancshares, Inc.
Passive
Total market
0.49%32.96 M USD38.52 USD+0.79%0.59+18.48%
MFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
17.32 K USD0.01%
Allianz SE
Passive
Total market
0.29%227.25 M USD60.87 USD−0.15%0.09+62.39%
IVSSApplied Finance IVS US SMID ETF
13.66 K USD0.10%
The Applied Finance Group Ltd.
Active
Extended market
0.59%12.74 M USD27.49 USD−0.14%0.70—
CLUiShares US Fundamental Index ETF
13.6 K USD0.01%
BlackRock, Inc.
Passive
Large cap
0.72%81.03 M USD64.09 CAD−0.74%0.02+50.47%
CLU.CiShares US Fundamental Index ETF Common Units
13.6 K USD0.01%
BlackRock, Inc.
Passive
Large cap
0.72%71.2 M USD82.04 CAD−0.61%0.14+58.75%
SAAProShares Ultra SmallCap600
11.73 K USD0.05%
ProShare Advisors LLC
Passive
Small cap
0.95%24.38 M USD31.05 USD−0.00%0.98+26.78%
ESIXState Street SPDR S&P SmallCap 600 ESG ETF
8.05 K USD0.10%
State Street Corp.
Passive
Small cap
0.12%7.51 M USD34.31 USD+2.90%0.07+10.88%
LDGA.USDLegal & General UCITS ETF PLC - L&G Global Quality Dividends UCITS ETF Accum USD
7.58 K USD0.04%
Legal & General Group Plc
Passive
High dividend yield
0.31%—11.404 USD+0.90%0.90—
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