8 institutions reported holding $819,221 of UPBOUND GROUP INC (UPBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($369,316), MOODY NATIONAL BANK TRUST DIVISION ($227,457), Palouse Capital Management, Inc. ($123,224), GAMMA Investing LLC ($71,299), Versant Capital Management, Inc ($25,315). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $369,316 | 17,404 | Trimmed |
| 2 | MOODY NATIONAL BANK TRUST DIVISION | $227,457 | 10,719 | New |
| 3 | Palouse Capital Management, Inc. | $123,224 | 5,807 | Added |
| 4 | GAMMA Investing LLC | $71,299 | 3,360 | Added |
| 5 | Versant Capital Management, Inc | $25,315 | 1,193 | Trimmed |
| 6 | Cedar Mountain Advisors, LLC | $1,188 | 56 | Hold |
| 7 | Arlington Trust Co LLC | $934 | 44 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $488 | 23 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30