Dark
Light
System
Security
UPBOUND GROUP INC COM
UPBOUND GROUP INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 207 Institutional holders with a total value of $847,234,364.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DIMENSIONAL FUND ADVISORS LP 4,487,272 71,120,000 8.39%
2 VANGUARD GROUP INC 3,870,771 61,352,000 7.24%
3 BlackRock Fund Advisors 3,318,496 52,598,000 6.21%
4 FMR LLC 2,925,000 46,361,000 5.47%
5 PZENA INVESTMENT MANAGEMENT LLC 1,783,256 28,265,000 3.34%
6 STATE STREET CORP 1,620,916 25,694,000 3.03%
7 BRANDES INVESTMENT PARTNERS, LP 1,412,081 22,381,000 2.64%
8 BlackRock Institutional Trust Company, N.A. 1,398,249 22,162,000 2.62%
9 LSV ASSET MANAGEMENT 1,390,508 22,039,000 2.60%
10 WELLINGTON MANAGEMENT GROUP LLP 1,271,899 20,159,000 2.38%
11 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,270,470 20,137,000 2.38%
12 NORTHERN TRUST CORP 1,206,429 19,123,000 2.26%
13 MORGAN STANLEY 1,156,894 18,336,000 2.16%
14 NORGES BANK 1,123,126 17,802,000 2.10%
15 Bank of New York Mellon Corp 1,028,199 16,298,000 1.92%
16 LOMBARDIA CAPITAL PARTNERS LLC 939,950 14,898,000 1.76%
17 ROYCE & ASSOCIATES LP 939,879 14,897,000 1.76%
18 Elm Ridge Management, LLC 816,608 12,943,000 1.53%
19 RENAISSANCE TECHNOLOGIES LLC 808,210 12,810,000 1.51%
20 Connor, Clark & Lunn Investment Management Ltd. 787,325 12,479,000 1.47%
21 OppenheimerFunds, Inc. 688,340 10,910,000 1.29%
22 THOMPSON SIEGEL & WALMSLEY LLC 685,084 10,859,000 1.28%
23 Portolan Capital Management, LLC 673,936 10,682,000 1.26%
24 CANADA PENSION PLAN INVESTMENT BOARD 660,300 10,466,000 1.24%
25 Artisan Partners Limited Partnership 614,602 9,741,000 1.15%
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 613,767 9,729,000 1.15%
27 D. E. Shaw & Co., Inc. 613,254 9,720,000 1.15%
28 MILLENNIUM MANAGEMENT LLC 575,543 9,122,000 1.08%
29 WELLS FARGO & COMPANY/MN 520,771 8,254,000 0.97%
30 GEODE CAPITAL MANAGEMENT, LLC 496,141 7,863,000 0.93%
31 FULLER & THALER ASSET MANAGEMENT, INC. 477,530 7,569,000 0.89%
32 Robeco Institutional Asset Management B.V. 433,979 6,879,000 0.81%
33 TWO SIGMA INVESTMENTS, LP 419,579 6,650,000 0.78%
34 DEUTSCHE BANK AG\ 417,352 6,611,000 0.78%
35 CITADEL ADVISORS LLC 404,329 6,409,000 0.76%
36 AMERIPRISE FINANCIAL INC 386,157 6,120,000 0.72%
37 Invesco Ltd. 383,334 6,076,000 0.72%
38 PRINCIPAL FINANCIAL GROUP INC 363,604 5,763,000 0.68%
39 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 357,971 5,674,000 0.67%
40 Private Capital Management, LLC 345,492 5,476,000 0.65%
41 Jupiter Investment Management Ltd 330,903 5,244,000 0.62%
42 FIRST WILSHIRE SECURITIES MANAGEMENT INC 318,286 5,045,000 0.60%
43 GUGGENHEIM CAPITAL LLC 291,144 4,615,000 0.54%
44 A.R.T. Advisors, LLC 286,762 4,545,000 0.54%
45 FIRST TRUST ADVISORS LP 285,139 4,519,000 0.53%
46 QS Investors, LLC 275,934 4,374,000 0.52%
47 TIAA CREF INVESTMENT MANAGEMENT LLC 263,915 4,183,000 0.49%
48 ENVESTNET ASSET MANAGEMENT INC 246,098 3,901,000 0.46%
49 CAPITAL FUND MANAGEMENT S.A. 243,491 3,859,000 0.46%
50 CANADA LIFE ASSURANCE Co 241,789 3,833,000 0.45%
Page 1 of 5

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.