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Ownership — UPBD
Institutional Holdings
Insider Transactions
US Institutional Ownership
99.4%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
9.15M
$194.0M
15.70%
+944.4K
2026-06-30
Vanguard Portfolio Management LLC
4.23M
$89.0M
7.26%
+295.2K
2026-06-30
FMR LLC
3.31M
$70.0M
5.68%
-2.10M
2026-06-30
Dimensional Fund Advisors LP
2.74M
$58.0M
4.71%
+350.0K
2026-06-30
State Street Corp
2.47M
$53.0M
4.23%
+172.0K
2026-06-30
Goldman Sachs Group Inc
2.41M
$51.0M
4.13%
+1.03M
2026-06-30
Vanguard Capital Management LLC
2.33M
$49.0M
3.99%
+51.9K
2026-06-30
Lsv Asset Management
2.28M
$48.0M
3.91%
-33.0K
2026-06-30
Ieq Capital, LLC
1.77M
$37.0M
3.04%
-2.13M
2026-06-30
Geode Capital Management, LLC
1.47M
$31.0M
2.52%
+113.0K
2026-06-30
Bragg Financial Advisors, Inc
1.19M
$25.0M
2.04%
+66.3K
2026-06-30
Sixth Street Partners Management Company, L.P.
1.16M
$24.0M
1.98%
--
2026-06-30
Charles Schwab Investment Management Inc
1.16M
$24.0M
1.98%
-112.7K
2026-06-30
Wellington Management Group LLP
1.10M
$23.0M
1.89%
-151.5K
2026-06-30
Huber Capital Management LLC
1.06M
$22.0M
1.82%
-640.7K
2026-06-30
Morgan Stanley
1.05M
$22.0M
1.80%
+263.7K
2026-06-30
Bank of New York Mellon Corp
888.9K
$18.0M
1.52%
+33.7K
2026-06-30
American Century Companies Inc
853.2K
$18.0M
1.46%
+510.2K
2026-06-30
Hotchkis & Wiley Capital Management LLC
831.8K
$17.0M
1.43%
+94.2K
2026-06-30
AQR Capital Management LLC
720.1K
$15.0M
1.24%
+432.8K
2026-06-30
Millennium Management LLC
709.4K
$15.0M
1.22%
+530.0K
2026-06-30
Northern Trust Corp
675.1K
$14.0M
1.16%
+72.9K
2026-06-30
Invesco Ltd.
579.0K
$12.0M
0.99%
+47.2K
2026-06-30
Citadel Advisors LLC
522.3K
$11.0M
0.90%
+293.5K
2026-06-30
Pacer Advisors, Inc.
450.9K
$9.0M
0.77%
--
2026-06-30
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