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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
58.97 M USD0.06%
BlackRock, Inc.
Passive
Small cap
0.06%90.47 B USD126.42 USD+0.76%1.08+34.25%
IWMiShares Russell 2000 ETF
24.62 M USD0.03%
BlackRock, Inc.
Passive
Small cap
0.19%74.35 B USD260.22 USD+0.76%1.20+48.58%
VBRVanguard Small Cap Value ETF
13.35 M USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.07%33.09 B USD222.06 USD+0.64%0.86+43.07%
FNDASchwab Fundamental U.S. Small Company ETF
11.96 M USD0.13%
The Charles Schwab Corp.
Passive
Small cap
0.25%9.28 B USD33.33 USD+0.88%5.59+41.28%
IJSiShares S&P Small-Cap 600 Value ETF
9.64 M USD0.13%
BlackRock, Inc.
Passive
Small cap
0.18%7.19 B USD120.43 USD+0.77%0.39+31.51%
XRTState Street SPDR S&P Retail ETF
9.27 M USD1.39%
State Street Corp.
Passive
Consumer discretionary
0.35%653 M USD90.09 USD+0.28%2.93+46.24%
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF
8.89 M USD0.06%
State Street Corp.
Passive
Small cap
0.03%13.6 B USD49.26 USD+0.72%1.19+34.39%
FESMFidelity Enhanced Small Cap ETF
6.94 M USD0.20%
FMR LLC
Active
Small cap
0.28%3.51 B USD39.70 USD+0.68%1.59+68.21%
DFATDimensional U.S. Targeted Value ETF
6.1 M USD0.05%
Dimensional Holdings, Inc.
Active
Extended market
0.28%12.31 B USD62.51 USD+0.53%0.79+42.18%
SLYVState Street SPDR S&P 600 Small Cap Value ETF
5.73 M USD0.13%
State Street Corp.
Passive
Small cap
0.15%4.23 B USD96.35 USD+0.85%5.91+31.58%
IWNiShares Russell 2000 Value ETF
5.64 M USD0.04%
BlackRock, Inc.
Passive
Small cap
0.24%12.47 B USD191.12 USD+0.61%1.65+40.49%
DESWisdomTree U.S. SmallCap Dividend Fund
5.51 M USD0.29%
WisdomTree, Inc.
Passive
Small cap
0.38%1.86 B USD34.97 USD+0.06%0.74+28.58%
RWJInvesco S&P SmallCap 600 Revenue ETF
5.07 M USD0.31%
Invesco Ltd.
Passive
Small cap
0.39%1.61 B USD51.74 USD+0.88%1.21+40.73%
VTWOVanguard Russell 2000 ETF
4.63 M USD0.03%
The Vanguard Group, Inc.
Passive
Small cap
0.07%14.37 B USD105.17 USD+0.74%1.40+49.38%
BSVOEA Bridgeway Omni Small-Cap Value ETF
4.15 M USD0.21%
Empirical Finance LLC
Active
Small cap
0.45%1.91 B USD24.49 USD+0.15%0.95+36.64%
VCRVanguard Consumer Discretionary ETF
3.75 M USD0.05%
The Vanguard Group, Inc.
Passive
Consumer discretionary
0.09%6.43 B USD412.70 USD+1.15%1.07+82.97%
VYMVanguard High Dividend Yield Index ETF
3.7 M USD0.00%
The Vanguard Group, Inc.
Passive
High dividend yield
0.06%69.72 B USD147.26 USD+0.63%0.89+44.69%
IWOiShares Russell 2000 Growth ETF
3.09 M USD0.02%
BlackRock, Inc.
Passive
Small cap
0.24%13.92 B USD342.38 USD+0.94%1.20+56.11%
VIOOVanguard S&P Small-Cap 600 ETF
3.05 M USD0.06%
The Vanguard Group, Inc.
Passive
Small cap
0.07%3.21 B USD116.71 USD+0.72%1.18+34.27%
FYXFirst Trust Small Cap Core AlphaDEX Fund
2.6 M USD0.26%
AJM Ventures LLC
Passive
Small cap
0.60%975.49 M USD119.61 USD+0.73%1.05+50.64%
DGRSWisdomTree US Smallcap Quality Dividend Growth Fund
2.41 M USD0.68%
WisdomTree, Inc.
Passive
Small cap
0.38%344.35 M USD51.95 USD+0.22%0.83+31.41%
DFSVDimensional US Small Cap Value ETF
2.14 M USD0.03%
Dimensional Holdings, Inc.
Active
Small cap
0.30%6.18 B USD34.63 USD+0.58%1.41+13.77%
VIOVVanguard S&P Small-Cap 600 Value ETF
1.94 M USD0.13%
The Vanguard Group, Inc.
Passive
Small cap
0.10%1.51 B USD103.57 USD+0.95%1.22+31.81%
XWD1Xtrackers MSCI World Swap UCITS ETF
1.91 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.19%3.89 B USD23.696 EUR+1.11%0.30+62.40%
DBXWXtrackers MSCI WORLD SWAP UCITS ETF Capitalisation 1C
1.91 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.45%5.73 B USD122.580 EUR+0.81%0.86+61.18%
XWEHXtrackers MSCI WORLD SWAP UCITS ETF Capitalisation 4C
1.91 M USD0.02%
Deutsche Bank AG
Passive
Total market
0.39%1.27 B USD48.585 EUR+0.72%1.46+67.30%
RZVInvesco S&P Smallcap 600 Pure Value ETF
1.89 M USD0.80%
Invesco Ltd.
Passive
Small cap
0.35%230.19 M USD127.42 USD+1.26%2.38+40.30%
SFLOVictoryShares Small Cap Free Cash Flow ETF
1.76 M USD0.38%
Victory Capital Holdings, Inc.
Passive
Small cap
0.49%456.24 M USD30.34 USD+0.03%0.68+15.26%
AVUVAvantis U.S. Small Cap Value ETF
1.75 M USD0.01%
American Century Cos., Inc.
Active
Small cap
0.25%20.77 B USD107.33 USD+0.17%1.10+45.97%
EESWisdomTree U.S. SmallCap Fund
1.7 M USD0.26%
WisdomTree, Inc.
Passive
Small cap
0.38%643.23 M USD59.23 USD+0.12%0.51+37.93%
AVSCAvantis U.S Small Cap Equity ETF
1.64 M USD0.07%
American Century Cos., Inc.
Active
Small cap
0.25%2.18 B USD61.87 USD+0.55%1.79+14.66%
SMLFiShares U.S. SmallCap Equity Factor ETF
1.52 M USD0.05%
BlackRock, Inc.
Passive
Small cap
0.15%2.98 B USD78.58 USD+0.81%0.92+57.18%
R2USSPDR Russell 2000 U.S. Small Cap UCITS ETF1.42 M USD0.03%
State Street Corp.
Passive
Small cap
0.30%4.69 B USD76.34 USD+1.07%6.51+47.21%
FFSMFidelity Fundamental Small-Mid Cap ETF
1.37 M USD0.16%
FMR LLC
Active
Extended market
0.43%985.52 M USD31.97 USD+1.23%3.35+53.77%
ISP6iShares S&P SmallCap 600 UCITS ETF USD1.22 M USD0.06%
BlackRock, Inc.
Passive
Small cap
0.40%2.06 B USD7,665 GBX+1.19%0.64+19.66%
XSHDInvesco S&P SmallCap High Dividend Low Volatility ETF
1.21 M USD1.70%
Invesco Ltd.
Passive
Small cap
0.30%70.37 M USD13.31 USD+0.83%0.67−10.90%
FDISFidelity MSCI Consumer Discretionary Index ETF
1.11 M USD0.05%
FMR LLC
Passive
Consumer discretionary
0.08%1.98 B USD107.08 USD+1.10%0.61+83.14%
VVLUVanguard Global Value Equity Active ETF
1.05 M USD0.15%
The Vanguard Group, Inc.
Active
Total market
0.28%—81.76 AUD+1.04%1.07+62.58%
GSSCTR Activebeta US Small Cap Equity ETF
1.04 M USD0.14%
The Goldman Sachs Group, Inc.
Passive
Small cap
0.20%751.35 M USD79.13 USD+0.45%0.88+45.41%
CUSSiShares VII PLC - iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETF Accum.Ptg.Shs USD901.17 K USD0.04%
BlackRock, Inc.
Passive
Small cap
0.43%2.13 B USD618.1 USD+0.95%2.56+40.63%
FYTFirst Trust Small Cap Value AlphaDEX Fund
865.54 K USD0.53%
AJM Ventures LLC
Passive
Small cap
0.70%159.82 M USD59.87 USD+0.66%0.34+31.71%
VFVAVanguard U.S. Value Factor ETF
811.01 K USD0.11%
The Vanguard Group, Inc.
Active
Total market
0.13%752.94 M USD137.94 USD+0.22%1.11+44.20%
PRFInvesco RAFI US 1000 ETF
764.03 K USD0.01%
Invesco Ltd.
Passive
Large cap
0.34%8.73 B USD48.47 USD+0.71%0.58+59.72%
DHSWisdomTree U.S. High Dividend Fund
725.57 K USD0.05%
WisdomTree, Inc.
Passive
High dividend yield
0.38%1.31 B USD104.19 USD+0.18%0.67+33.01%
XRS2Xtrackers Russell 2000 UCITS ETF
658.85 K USD0.03%
Deutsche Bank AG
Passive
Small cap
0.30%2.19 B USD333.00 EUR+0.91%1.42+35.45%
DSMCDistillate Small/Mid Cash Flow ETF
625.91 K USD0.53%
Distillate Capital Partners LLC
Active
Extended market
0.55%115.82 M USD37.18 USD+0.50%0.99+7.03%
ISMDInspire Small/Mid Cap ETF
511.22 K USD0.21%
Inspire Impact Group LLC
Passive
Extended market
0.57%243.15 M USD40.91 USD+0.94%1.06+34.58%
VVLVanguard Global Value Factor ETF
477.24 K USD0.13%
The Vanguard Group, Inc.
Active
Total market
0.42%433.43 M USD64.74 CAD+0.83%1.00+66.61%
RSSLGlobal X Russell 2000 ETF
460.49 K USD0.03%
Mirae Asset Global Investments Co., Ltd.
Passive
Small cap
0.08%1.39 B USD102.00 USD+0.75%0.07+18.30%
JPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF
452.21 K USD0.09%
JPMorgan Chase & Co.
Passive
Small cap
0.29%523.74 M USD52.58 USD+0.85%0.64+36.93%
USSCSPDR MSCI USA Small Cap Value Weighted UCITS ETF434.09 K USD0.05%
State Street Corp.
Passive
Small cap
0.30%831.63 M USD81.79 USD+0.85%1.15+51.07%
KVLEKraneShares Value Line Dynamic Dividend Equity Index ETF
429.81 K USD1.58%
China International Capital Corp. Ltd.
Passive
Large cap
0.56%27.12 M USD26.15 USD+0.56%1.89+45.13%
VTWVVanguard Russell 2000 Value ETF
400.12 K USD0.04%
The Vanguard Group, Inc.
Passive
Small cap
0.10%904.09 M USD168.54 USD+0.65%0.50+41.37%
VFMFVanguard U.S. Multifactor ETF
366.88 K USD0.07%
The Vanguard Group, Inc.
Active
Total market
0.18%499.39 M USD155.85 USD+0.17%0.74+62.48%
RETLDirexion Daily Retail Bull 3x Shares
365.24 K USD0.96%
Rafferty Asset Management LLC
Passive
Consumer discretionary
0.94%38.35 M USD10.80 USD+1.12%3.12+36.62%
BBSCJPMorgan BetaBuilders U.S. Small Cap Equity Fund
348.09 K USD0.06%
JPMorgan Chase & Co.
Passive
Small cap
0.09%613.1 M USD78.45 USD+0.64%0.10+49.96%
ERNZTrueShares Active Yield ETF
295.59 K USD0.50%
Truemark Group LLC
Active
Total market
3.25%58.3 M USD20.98 USD+0.43%1.70−4.40%
VTWGVanguard Russell 2000 Growth ETF
281.42 K USD0.02%
The Vanguard Group, Inc.
Passive
Small cap
0.10%1.21 B USD250.34 USD+0.97%0.72+56.72%
DEEPAcquirers Small and Micro Deep Value ETF
274.33 K USD1.04%
Cottonwood ETF Holdings LLC
Passive
Extended market
0.80%25.85 M USD37.69 USD+0.59%0.46+24.10%
WBIYWBI Power Factor High Dividend ETF
263.92 K USD0.49%
WBI Trading Co., Inc.
Passive
High dividend yield
0.97%53.1 M USD32.97 USD+0.12%0.45+34.73%
RFDARiverFront Dynamic US Dividend Advantage ETF
254.85 K USD0.31%
SS&C Technologies Holdings, Inc.
Active
Total market
0.52%82.94 M USD64.25 USD+0.01%0.06+60.23%
SMDXIntech S&P Small-Mid Cap Diversified Alpha ETF
218.24 K USD0.19%
Intech Holdings LLC
Active
Extended market
0.35%115.18 M USD23.72 USD+0.56%0.01—
AVSV.USDAvantis Global Small Cap Value UCITS ETF Accum I USD
216.95 K USD0.03%
American Century Cos., Inc.
Active
Small cap
0.49%207.4 M USD24.400 USD+0.23%3.47—
AVWSAmerican Century ICAV - Avantis Global Small Cap Value UCITS ETF AccumUSD
216.95 K USD0.03%
American Century Cos., Inc.
Active
Small cap
0.48%663.62 M USD21.325 EUR+0.92%1.04+10.76%
ISCViShares Morningstar Small Cap Value ETF
200.78 K USD0.03%
BlackRock, Inc.
Passive
Small cap
0.06%596.58 M USD71.69 USD+0.56%2.64+40.41%
GPTIntelligent Alpha Atlas ETF
194.27 K USD0.90%
Empirical Finance LLC
Active
Large cap
0.69%21.57 M USD30.58 USD+1.15%0.75+26.34%
OMFSInvesco Russell 2000 Dynamic Multifactor ETF
161.56 K USD0.06%
Invesco Ltd.
Passive
Small cap
0.39%268.78 M USD46.57 USD+0.04%1.44+35.84%
QVMSInvesco S&P SmallCap 600 QVM Multi-factor ETF
150.6 K USD0.07%
Invesco Ltd.
Passive
Small cap
0.15%213.68 M USD29.65 USD+0.71%0.55+36.15%
FABFirst Trust Multi Cap Value AlphaDEX Fund
133.73 K USD0.11%
AJM Ventures LLC
Passive
Total market
0.64%122.55 M USD92.86 USD+0.45%1.23+35.45%
ROSCHartford Multifactor Small Cap ETF
131.18 K USD0.36%
The Hartford Insurance Group, Inc.
Passive
Small cap
0.34%36.06 M USD48.87 USD+0.12%1.74+41.35%
DHSGWisdomTree US Equity Income UCITS ETF GBP Hedged Acc119.74 K USD0.07%
WisdomTree, Inc.
Passive
High dividend yield
0.35%1.45 M USD2,489.0 GBX+0.17%0.00+27.25%
DHSAWisdomTree US Equity Income UCITS ETF Acc119.74 K USD0.07%
WisdomTree, Inc.
Passive
High dividend yield
0.29%95.7 M USD35.03 USD+0.16%0.09+29.68%
DHSWisdomTree US Equity Income UCITS ETF USD119.74 K USD0.07%
WisdomTree, Inc.
Passive
High dividend yield
0.29%59.93 M USD2,090.0 GBX+0.30%0.03+17.24%
HEJDVictoryShares Hedged Equity Income ETF
118.46 K USD0.32%
Victory Capital Holdings, Inc.
Active
Total market
0.55%36.48 M USD26.82 USD+0.31%0.54+6.18%
FLQSFranklin U.S. Small Cap Multifactor Index ETF
110.16 K USD0.15%
Franklin Resources, Inc.
Passive
Small cap
0.35%70.52 M USD44.64 USD−0.15%1.33+37.11%
USASUS.USDAmundi S&P SmallCap 600 Screened UCITS ETF Ucits ETF- USD
103.05 K USD0.09%
SAS Rue la Boétie
Passive
Small cap
0.35%119.37 M USD77.15 USD+3.52%0.13+4.23%
SC0KInvesco Russell 2000 UCITS ETF
96.1 K USD0.03%
Invesco Ltd.
Passive
Small cap
0.45%312.88 M USD115.16 EUR+1.28%0.56+35.96%
USSMC.USDUBS MSCI USA Small Cap Selection UCITS ETF Accum USD
95.65 K USD0.03%
UBS Group AG
Passive
Small cap
0.20%308.59 M USD199.30 USD+0.84%0.27+34.80%
PSCDInvesco S&P SmallCap Consumer Discretionary ETF
94.83 K USD0.47%
Invesco Ltd.
Passive
Consumer discretionary
0.29%19.61 M USD114.31 USD+1.63%0.57+35.60%
XJRiShares ESG Select Screened S&P Small-Cap ETF
81.44 K USD0.07%
BlackRock, Inc.
Passive
Small cap
0.12%109.29 M USD44.65 USD+0.69%2.67+33.83%
URTYProShares UltraPro Russell2000
72.49 K USD0.02%
ProShare Advisors LLC
Passive
Small cap
0.95%385.15 M USD62.48 USD+2.09%1.07+52.18%
UWMProShares Ultra Russell2000
68.49 K USD0.03%
ProShare Advisors LLC
Passive
Small cap
0.95%250.42 M USD52.47 USD+1.55%1.50+59.45%
RTWOL&G Russell 2000 US Small Cap Quality UCITS ETF67.32 K USD0.03%
Legal & General Group Plc
Passive
Small cap
0.30%204.62 M USD123.97 USD+1.24%2.53+45.91%
PSRFInvesco FTSE RAFI US 1000 UCITS ETF54.01 K USD0.01%
Invesco Ltd.
Passive
Large cap
0.39%672.69 M USD2,929 GBX+0.53%0.68+40.49%
ZSML.FBMO S&P US Small Cap Index ETF Hedged
51.93 K USD0.06%
Bank of Montreal
Passive
Small cap
0.24%8.6 M USD40.61 CAD+1.70%0.00+27.44%
ZSMLBMO S&P US Small Cap Index ETF
51.93 K USD0.06%
Bank of Montreal
Passive
Small cap
0.23%72.23 M USD46.65 CAD+0.91%6.82+36.96%
ZSML.UBMO S&P US Small Cap Index ETF USD
51.93 K USD0.06%
Bank of Montreal
Passive
Small cap
0.23%6.55 M USD44.61 USD+0.79%0.01+32.67%
EBILongview Advantage ETF
46.24 K USD0.01%
Focus Financial Partners, Inc.
Active
Total market
0.24%586.06 M USD58.53 USD+0.66%7.54—
FFSMFidelity US Fundamental Small-Mid Cap UCITS ETF AccumUSD44.26 K USD0.16%
FIL Ltd.
Active
Extended market
0.54%—5.565 USD+1.38%1.78—
ITWOProShares Russell 2000 High Income ETF
31.5 K USD0.03%
ProShare Advisors LLC
Passive
Small cap
0.55%111.53 M USD41.80 USD+0.82%1.35+19.13%
PFAAPICTON Multi-Strategy Alpha Alternative Fund Trust Units
31.27 K USD0.00%
Picton Mahoney Asset Management
Active
Multi-strategy
4.92%240.6 M USD12.37 CAD+0.16%2.22+5.93%
FFLVFidelity Fundamental Large Cap Value ETF
27.42 K USD0.22%
FMR LLC
Active
Large cap
0.38%14.81 M USD25.13 USD+0.62%0.80+18.69%
AVSUAvantis Responsible U.S. Equity ETF
21.3 K USD0.00%
American Century Cos., Inc.
Active
Total market
0.15%453.32 M USD78.55 USD+0.61%0.37+19.37%
TXSTexas Capital Texas Equity Index ETF
16.09 K USD0.05%
Texas Capital Bancshares, Inc.
Passive
Total market
0.49%31.78 M USD36.51 USD+0.84%0.22+12.31%
MFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
15.62 K USD0.01%
Allianz SE
Passive
Total market
0.29%213.9 M USD58.27 USD+0.83%1.74+56.05%
CLU.CiShares US Fundamental Index ETF Common Units
12.62 K USD0.01%
BlackRock, Inc.
Passive
Large cap
0.72%65.93 M USD81.29 CAD+0.99%0.02+58.61%
CLUiShares US Fundamental Index ETF
12.62 K USD0.01%
BlackRock, Inc.
Passive
Large cap
0.72%77.71 M USD62.50 CAD+0.55%0.19+48.14%
SAAProShares Ultra SmallCap600
10.78 K USD0.05%
ProShare Advisors LLC
Passive
Small cap
0.95%22.76 M USD28.45 USD+1.54%0.40+30.00%
EBITHarbor AlphaEdge Small Cap Earners ETF
10.77 K USD0.11%
ORIX Corp.
Passive
Small cap
0.29%9.43 M USD35.22 USD+0.58%2.63+11.48%
IVSSApplied Finance IVS US SMID ETF
9.99 K USD0.10%
The Applied Finance Group Ltd.
Active
Extended market
0.59%9.04 M USD26.38 USD+0.59%1.14—
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