UPBD — Upbound Group Inc Com Institutional Holders · Q3 2026
Who owns Upbound Group Inc Com (UPBD)? 13 institutions reported holding $7.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($4.6M), Venture Visionary Partners LLC ($2.5M), CoreCap Advisors, LLC ($222,077).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CX Institutional | $4.6M | 294,173 | New |
| 2 | Venture Visionary Partners LLC | $2.5M | 157,858 | Added |
| 3 | CoreCap Advisors, LLC | $222,077 | 14,145 | Trimmed |
| 4 | MOODY NATIONAL BANK TRUST DIVISION | $159,324 | 10,148 | Trimmed |
| 5 | GAMMA Investing LLC | $38,779 | 2,470 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $17,082 | 1,088 | Added |
| 7 | Versant Capital Management, Inc | $7,206 | 459 | Trimmed |
| 8 | Paladin Partners, LLC | $393 | 25 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $361 | 23 | Hold |
| 10 | Trust Co | $251 | 16 | Hold |
| 11 | GILPIN WEALTH MANAGEMENT, LLC | $142 | 9 | Trimmed |
| 12 | Davis Capital Management | $0 | 0 | Exited |
| 13 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30