As of the latest SEC filings, UPGRADE AUTO RECEIVABLES TRUST 2025-1 (UPGA) is held by 2 institutional funds. The largest fund shareholder is Virtus Newfleet Multi-Sector Short Term Bond Fund (NARAX), holding an estimated $6,357,752.20 in market value, representing 0.13% of its portfolio.
Funds holding UPGRADE AUTO RECEIVABLES TRUST 2025-1 (UPGA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPGA
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NARAX
Virtus Newfleet Multi-Sector Short Term Bond Fund
|
MF | Duff & Phelps / Virtus | 0.13% | $6,357,752.20 | 6,431,000 | Mar 31, 2026 | Jun 1, 2026 |
|
RCTIX
River Canyon Total Return Bond Fund
|
MF | Independent / Boutique | 0.14% | $2,646,847.67 | 36,100 | Mar 31, 2026 | May 29, 2026 |
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