Uwm HoldingsUWMC
13F holders, Q4 2025 (December 31)296holders +40
68new positions
39sold out
7famous investors
$4.38avg. 13F price*
At the end of Q4 2025, 296 institutions reported holding Uwm Holdings Corp. (UWMC) in their 13F filings, up 40 from Q3 2025. 68 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($83.0M), FMR LLC ($70.1M) and BlackRock, Inc. ($52.4M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Uwm Holdings Corp.
- CUSIP
- 91823B109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $138.7M |
| Exits | 39 | $73.2M |
All 13F filers, Q3 2025 → Q4 2025: 74,756,904 shares bought and 35,586,972 shares sold, net +39,169,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| Vanguard Group Inc. | 0.00% | Add +9.7% | 18,959,442 | $83.0M |
| FMR LLC | 0.00% | Reduce -15.0% | 16,008,288 | $70.1M |
| BlackRock, Inc. | 0.00% | Reduce -3.7% | 11,961,922 | $52.4M |
| Azora Capital LP | 3.12% | Add +230.8% | 11,296,053 | $49.5M |
| Brandes Investment Partners, LP | 0.35% | New | 10,471,859 | $45.9M |
| 683 Capital Management, LLC | 2.70% | Reduce -4.7% | 7,050,518 | $30.9M |
| Citadel Advisors | 0.02% | Add +35.7% | 6,715,474 | $29.4M |
| Two Sigma Investments, LP | 0.04% | Add +19.0% | 5,936,679 | $26.0M |
| Integrated Investment Consultants, LLC | 4.59% | Reduce -0.2% | 5,344,985 | $23.4M |
| Two Sigma Advisers, LP | 0.04% | Add +33.8% | 5,100,000 | $22.3M |
| Renaissance Technologies | 0.03% | New | 4,926,884 | $21.6M |
| King Street Capital Management, L.P. | 4.09% | Add +64.1% | 4,594,000 | $20.1M |
| Millennium Management | 0.01% | Reduce -27.7% | 4,408,666 | $19.3M |
| First Trust Advisors LP | 0.01% | New | 4,407,036 | $19.3M |
| AQR Capital Management | 0.01% | Add +93.7% | 4,258,804 | $18.6M |
| BNP Paribas Financial Markets | 0.01% | Add +122.7% | 4,029,452 | $17.6M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 3,778,036 | $16.6M |
| Tudor Investment Corporation | 0.09% | Add +70.5% | 3,426,443 | $15.0M |
| UBS Group AG | 0.00% | Add +93.9% | 3,347,300 | $14.7M |
| ExodusPoint Capital Management, LP | 0.16% | Add +1279.1% | 3,230,959 | $14.2M |
| State Street Corp. | 0.00% | Add +20.1% | 3,111,578 | $13.9M |
| Bank of America Corp. | 0.00% | Reduce -42.0% | 3,064,523 | $13.4M |
| Platinum Equity, LLC | 37.56% | Reduce -38.9% | 2,990,201 | $13.1M |
| Morgan Stanley | 0.00% | Add +112.2% | 2,882,923 | $12.6M |
| MetLife Investment Management, LLC | 0.06% | Add +10.4% | 2,647,242 | $11.6M |
| Point72 Asset Management | 0.02% | Add +1957.1% | 2,465,652 | $10.8M |
| Concentric Capital Strategies, LP | 0.51% | Add +507.8% | 2,251,999 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Add +27.6% | 2,214,991 | $9.7M |
| Maple Rock Capital Partners Inc. | 0.32% | Reduce -7.0% | 2,204,100 | $9.7M |
| Governors Lane LP | 0.81% | New | 2,000,000 | $8.8M |
| Norges Bank | 0.00% | — | 2,000,000 | $8.8M |
| Basswood Capital Management, L.L.C. | 0.37% | Reduce -9.6% | 1,926,407 | $8.4M |
| Jane Street Group, LLC | 0.01% | New | 1,826,189 | $8.0M |
| Nishkama Capital, LLC | 1.01% | Add +24.9% | 1,700,450 | $7.4M |
| Alyeska Investment Group, L.P. | 0.02% | No change | 1,655,790 | $7.3M |
| Invesco Ltd. | 0.00% | Add +504.1% | 1,498,979 | $6.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +16.6% | 1,458,232 | $6.4M |
| Trexquant Investment LP | 0.05% | Add +47.3% | 1,314,225 | $5.8M |
| BW Gestao de Investimentos Ltda. | 0.20% | New | 1,300,146 | $5.7M |
| Marshall Wace, LLP | 0.01% | Add +746.5% | 1,280,904 | $5.6M |
| Delta Global Management LP | 0.38% | Add +24.9% | 1,181,999 | $5.2M |
| NFJ Investment Group, LLC | 0.19% | New | 1,181,738 | $5.2M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -70.4% | 1,166,753 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +3.8% | 1,097,052 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -12.0% | 1,089,727 | $4.8M |
| Hudson Bay Capital Management LP | 0.03% | New | 1,036,348 | $4.5M |
| Nuveen, LLC | 0.00% | Add +269.4% | 1,002,778 | $4.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.0% | 963,762 | $4.2M |
| PDT Partners, LLC | 0.27% | Add +114.2% | 947,675 | $4.2M |
| Walleye Capital LLC | 0.02% | Add +52.4% | 837,226 | $3.7M |
| Alight Capital Management LP | 0.94% | Add +23.1% | 800,000 | $3.5M |
| Signature Equity Partners, LLC | 1.86% | — | 768,602 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -76.3% | 742,417 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.6% | 688,970 | $3.0M |
| Brooklands Fund Management Ltd | 1.45% | — | 554,900 | $2.7M |
| Quantinno Capital Management LP | 0.01% | Add +27.7% | 610,127 | $2.7M |
| Agf Management Ltd. | 0.01% | Add +7.5% | 609,726 | $2.7M |
| XTX Topco Ltd | 0.07% | Add +214.3% | 607,856 | $2.7M |
| Citigroup Inc. | 0.00% | Add +463.2% | 603,397 | $2.6M |
| Quantbot Technologies LP | 0.08% | Add +261.6% | 581,030 | $2.5M |
| Quadrature Capital Ltd | 0.03% | New | 565,925 | $2.5M |
| Walleye Trading LLC | 0.04% | Reduce -13.0% | 564,362 | $2.5M |
| Ieq Capital, LLC | 0.01% | Add +277.6% | 558,160 | $2.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -66.2% | 493,505 | $2.2M |
| Barclays PLC | 0.00% | Add +371.2% | 485,832 | $2.1M |
| Prana Capital Management, LP | 0.07% | Add +3363.9% | 442,651 | $1.9M |
| SG Capital Management LLC | 0.21% | New | 432,595 | $1.9M |
| Virtu Financial LLC | 0.07% | New | 410,785 | $1.8M |
| Karl Kapital LLC | 1.56% | — | 400,832 | $1.8M |
| Swiss National Bank | 0.00% | Add +18.3% | 392,700 | $1.7M |
| Jump Financial, LLC | 0.02% | Reduce -64.5% | 391,978 | $1.7M |
| Carrera Capital Advisors | 0.24% | Add +15.6% | 325,291 | $1.5M |
| Mariner, LLC | 0.00% | Add +93.3% | 328,340 | $1.4M |
| Creative Planning | 0.00% | Add +35.0% | 322,310 | $1.4M |
| Group One Trading LLC | 0.04% | Reduce -32.5% | 312,164 | $1.4M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +95.5% | 299,429 | $1.3M |
| Caprock Group, LLC | 0.03% | New | 279,717 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.1% | 274,453 | $1.2M |
| Jacobs Asset Management, LLC | 0.63% | New | 259,000 | $1.1M |
| Inspire Investing, LLC | 0.10% | Add +23.6% | 257,519 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.5% | 250,835 | $1.1M |
| Easterly Investment Partners LLC | 0.06% | Reduce -0.9% | 239,940 | $1.1M |
| FNY Investment Advisers, LLC | 0.30% | New | 235,000 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +76.7% | 224,809 | $985K |
| VARCOV Co. | 0.39% | — | 224,468 | $983K |
| Cwm, LLC | 0.00% | Add +181.6% | 223,754 | $980K |
| Atom Investors LP | 0.08% | New | 219,313 | $961K |
| Capital Fund Management S.A. | 0.01% | Reduce -47.2% | 218,838 | $959K |
| JCSD Capital, LLC | 1.31% | Add +115.8% | 215,799 | $945K |
| DV Trading LLC | 0.08% | — | 210,000 | $920K |
| Brevan Howard Capital Management LP | 0.02% | New | 203,097 | $890K |
| State of Wisconsin Investment Board | 0.00% | Add +1194.7% | 201,614 | $883K |
| Verition Fund Management LLC | 0.00% | Reduce -37.9% | 198,660 | $870K |
| Lebenthal Global Advisors, LLC | 0.13% | Add +101.6% | 192,505 | $843K |
| California State Teachers Retirement System | 0.00% | Add +17.2% | 187,502 | $821K |
| Holocene Advisors, LP | 0.00% | Reduce -94.3% | 185,729 | $813K |
| Wells Fargo & Company | 0.00% | Reduce -52.4% | 180,453 | $790K |
| Sei Investments Co. | 0.00% | Add +35.6% | 176,505 | $773K |
| Captrust Financial Advisors | 0.00% | Add +131.7% | 176,023 | $771K |
| Legal & General Group Plc | 0.00% | Reduce -16.1% | 170,957 | $749K |
| Engineers Gate Manager LP | 0.01% | New | 166,688 | $730K |
| 180 Wealth Advisors, LLC | 0.08% | Add +40.5% | 159,073 | $697K |
| Mount Lucas Management LP | 0.30% | Reduce -4.0% | 155,500 | $681K |
| Nomura Holdings Inc. | 0.00% | New | 155,111 | $679K |
| Lighthouse Investment Partners, LLC | 0.02% | New | 151,617 | $664K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 150,834 | $661K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +45.0% | 147,138 | $644K |
| Picton Mahoney Asset Management | 0.01% | New | 139,767 | $612K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 127,057 | $557K |
| Mercer Global Advisors Inc. | 0.00% | Add +78.3% | 126,251 | $553K |
| Formula Growth Ltd. | 0.21% | New | 125,000 | $548K |
| Rhumbline Advisers | 0.00% | Add +6.2% | 122,763 | $538K |
| LPL Financial LLC | 0.00% | Reduce -45.4% | 116,873 | $512K |
| Summit Trail Advisors, LLC | 0.01% | Add +35.6% | 114,457 | $511K |
| Corient Private Wealth LP | 0.00% | Add +258.0% | 103,471 | $453K |
| PharVision Advisers, LLC | 0.23% | New | 101,932 | $446K |
| Squarepoint Ops LLC | 0.00% | Reduce -79.8% | 98,585 | $432K |
| Oakum Bay Capital LLC | 0.22% | — | 95,100 | $417K |
| Gsa Capital Partners LLP | 0.03% | Reduce -54.2% | 85,027 | $372K |
| WINTON GROUP Ltd | 0.01% | New | 84,200 | $369K |
| Handelsbanken Fonder AB | 0.00% | Add +411.7% | 83,400 | $365K |
| Janus Henderson Group PLC | 0.00% | No change | 81,913 | $358K |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 78,306 | $343K |
| Cerity Partners LLC | 0.00% | Add +206.1% | 77,479 | $339K |
| Salzhauer Michael | 0.15% | New | 77,244 | $338K |
| Prospera Financial Services Inc | 0.01% | New | 77,136 | $338K |
| DRW Securities, LLC | 0.03% | Add +190.6% | 77,063 | $338K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 76,626 | $336K |
| Scientech Research LLC | 0.21% | New | 75,483 | $331K |
| Treasurer of the State of North Carolina | 0.00% | Add +1.5% | 71,584 | $314K |
| Vident Advisory, LLC | 0.00% | Reduce -6.9% | 70,945 | $311K |
| State of Wyoming | 0.03% | Add +376.6% | 69,360 | $304K |
| Russell Investments Group, Ltd. | 0.00% | Add +11.2% | 68,528 | $300K |
| Royal Bank of Canada | 0.00% | Reduce -92.9% | 65,583 | $287K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 64,946 | $284K |
| JPMorgan Chase & Co. | 0.00% | Add +168.9% | 63,688 | $279K |
| Aquatic Capital Management LLC | 0.01% | New | 60,584 | $265K |
| Clayton Partners LLC | 0.19% | New | 60,000 | $263K |
| Alamea Verwaltungs GmbH | 0.17% | Reduce -4.7% | 51,912 | $255K |
| Dimensional Fund Advisors LP | 0.00% | Add +4.4% | 55,509 | $243K |
| Arizona State Retirement System | 0.00% | Add +9.4% | 55,426 | $243K |
| Public Employees Retirement System of Ohio | 0.00% | Add +4.9% | 51,423 | $225K |
| nVerses Capital, LLC | 0.46% | — | 46,915 | $205K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | Reduce -60.7% | 45,238 | $198K |
| Penserra Capital Management LLC | 0.00% | Reduce -15.2% | 44,963 | $196K |
| Quadrant Capital Group LLC | 0.01% | Reduce -0.8% | 43,084 | $193K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 43,889 | $192K |
| KLP Kapitalforvaltning As | 0.00% | Add +27.7% | 42,400 | $189K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.4% | 43,005 | $188K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +23.1% | 43,001 | $188K |
| US Bancorp \de | 0.00% | Reduce -20.8% | 41,641 | $182K |
| HSBC Holdings PLC | 0.00% | Reduce -48.9% | 39,891 | $174K |
| Schnieders Capital Management, Llc. | 0.03% | Reduce -50.2% | 38,400 | $168K |
| Wellington Management Group LLP | 0.00% | New | 38,199 | $167K |
| Parallel Advisors, LLC | 0.00% | Add +32.0% | 38,153 | $167K |
| Krilogy Financial LLC | 0.01% | Add +103.3% | 28,514 | $165K |
| SG Americas Securities, LLC | 0.00% | Reduce -56.7% | 37,002 | $162K |
| Abel Hall, LLC | 0.04% | New | 36,312 | $159K |
| Focus Partners Wealth | 0.00% | New | 35,556 | $156K |
| Alpine Global Management, LLC | 0.04% | Reduce -69.5% | 35,491 | $155K |
| New York State Common Retirement Fund | 0.00% | Reduce -29.2% | 35,300 | $155K |
| Taylor & Morgan Wealth Management, LLC | 0.09% | Add +1.9% | 34,718 | $152K |
| Arax Advisory Partners | 0.00% | Reduce -14.1% | 34,204 | $150K |
| Pictet Asset Management Holding SA | 0.00% | Add +48.9% | 31,338 | $137K |
| Evergreen Capital Management LLC | 0.00% | Add +16.5% | 30,192 | $135K |
| Third View Private Wealth, LLC | 0.02% | — | 30,025 | $132K |
| Pallas Capital Advisors LLC | 0.00% | Add +45.0% | 29,394 | $129K |
| Vise Technologies, Inc. | 0.00% | Reduce -19.1% | 28,922 | $127K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -80.7% | 28,031 | $123K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -46.5% | 27,256 | $119K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 26,720 | $117K |
| Merit Financial Group, LLC | 0.00% | Add +105.9% | 26,481 | $116K |
| AlphaQuest LLC | 0.01% | No change | 26,284 | $115K |
| Victory Capital Management Inc. | 0.00% | Add +15.3% | 25,276 | $111K |
| Victory Financial Group, LLC | 0.01% | New | 24,880 | $109K |
| Bank of Nova Scotia | 0.00% | Add +69.2% | 24,385 | $107K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 24,298 | $106K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 22,858 | $100K |
| Trace Wealth Advisors, LLC | 0.07% | No change | 22,500 | $99K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -96.8% | 21,619 | $95K |
| Chicago Partners Investment Group LLC | 0.00% | New | 16,301 | $94K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +96.8% | 21,308 | $93K |
| Sig Brokerage, LP | 0.03% | New | 21,072 | $92K |
| Ameriprise Financial Inc. | 0.00% | Reduce -30.3% | 20,123 | $90K |
| DDFG, Inc | 0.02% | Add +1.9% | 20,423 | $89K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +257.6% | 19,534 | $86K |
| Weiss Asset Management LP | 0.00% | New | 19,331 | $85K |
| HUB Investment Partners, LLC | 0.00% | Reduce -23.2% | 19,294 | $85K |
| Choreo, LLC | 0.00% | Add +16.1% | 19,017 | $84K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | Reduce -9.0% | 18,999 | $83K |
| Caption Management, LLC | 0.00% | Reduce -89.3% | 18,698 | $82K |
| Equitable Holdings, Inc. | 0.00% | Reduce -21.4% | 18,532 | $81K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.1% | 17,757 | $78K |
| Wedmont Private Capital | 0.00% | Reduce -46.9% | 16,717 | $77K |
| HB Wealth Management, LLC | 0.00% | Add +8.0% | 17,459 | $76K |
| PACK Private Wealth, LLC | 0.03% | No change | 17,022 | $75K |
| Fortem Financial Group, LLC | 0.02% | Add +29.5% | 16,685 | $73K |
| Fidelis Capital Partners, LLC | 0.01% | Add +1.0% | 16,424 | $72K |
| Sanctuary Advisors, LLC | 0.00% | Add +45.8% | 16,404 | $72K |
| Sherbrooke Park Advisers LLC | 0.18% | New | 16,326 | $72K |
| Cherokee Insurance Co | 0.03% | No change | 16,000 | $70K |
| Voleon Capital Management LP | 0.00% | New | 15,322 | $67K |
| Global Retirement Partners, LLC | 0.00% | Add +2.1% | 15,317 | $67K |
| SkyOak Wealth, LLC | 0.01% | Add +50.4% | 15,229 | $67K |
| NorthCrest Asset Manangement, LLC | 0.00% | New | 14,951 | $67K |
| Deutsche Bank AG | 0.00% | Add +10.2% | 14,934 | $65K |
| Commerce Bank | 0.00% | No change | 14,301 | $63K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +12.3% | 13,820 | $61K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -20.4% | 13,818 | $61K |
| Integrated Wealth Concepts LLC | 0.00% | New | 13,433 | $59K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 13,262 | $58K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 13,262 | $58K |
| Voya Investment Management LLC | 0.00% | Reduce -3.0% | 13,064 | $57K |
| Mgo One Seven LLC | 0.00% | Add +11.4% | 12,992 | $57K |
| Stifel Financial Corp. | 0.00% | New | 12,609 | $55K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.1% | 12,475 | $55K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +1570.0% | 12,191 | $53K |
| Evolve Private Wealth, LLC | 0.00% | — | 11,869 | $53K |
| Kera Capital Partners, Inc. | 0.01% | New | 10,785 | $53K |
| NewEdge Advisors, LLC | 0.00% | Add +4212.5% | 12,075 | $53K |
| Signaturefd, LLC | 0.00% | Add +11.0% | 11,753 | $51K |
| Versant Capital Management, Inc | 0.01% | Add +9.6% | 11,725 | $51K |
| Raymond James Financial Inc. | 0.00% | New | 11,637 | $51K |
| LJI Wealth Management, LLC | 0.01% | Reduce -3.4% | 11,500 | $50K |
| Transcend Capital Advisors, LLC | 0.00% | New | 11,335 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +138.8% | 11,309 | $50K |
| Parcion Private Wealth LLC | 0.00% | New | 10,809 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -47.4% | 10,593 | $46K |
| Xponance LLC | 0.00% | New | 10,506 | $46K |
| Inscription Capital, LLC | 0.00% | New | 10,237 | $45K |
| Quent Capital, LLC | 0.00% | Reduce -1.7% | 10,084 | $44K |
| Sterling Capital Management LLC | 0.00% | Add +5.5% | 9,118 | $40K |
| Amalgamated Bank | 0.00% | Add +42.7% | 8,960 | $39K |
| Farther Finance Advisors, LLC | 0.00% | Add +1410.7% | 8,596 | $38K |
| Quarry LP | 0.01% | Reduce -56.8% | 6,879 | $30K |
| Allworth Financial LP | 0.00% | Add +62.5% | 6,765 | $30K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -79.1% | 6,072 | $27K |
| Essential Partners LLC | 0.01% | Add +805.1% | 6,064 | $27K |
| GAMMA Investing LLC | 0.00% | Reduce -4.9% | 5,142 | $23K |
| STRS Ohio | 0.00% | Add +9.1% | 4,092 | $18K |
| Center for Financial Planning, Inc. | 0.00% | New | 4,077 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +66.3% | 4,047 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 3,733 | $16K |
| DV Equities, LLC | 0.00% | — | 3,100 | $14K |
| Ancora Advisors LLC | 0.00% | New | 2,884 | $13K |
| Comerica Bank | 0.00% | Reduce -66.3% | 2,862 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +0.5% | 2,803 | $12K |
| IFP Advisors, Inc | 0.00% | Add +503.4% | 2,498 | $11K |
| CoreCap Advisors, LLC | 0.00% | Reduce -42.7% | 2,010 | $9K |
| Triumph Capital Management | 0.00% | New | 2,000 | $9K |
| True Wealth Design, LLC | 0.00% | Add +1370.5% | 1,897 | $8K |
| Parkside Financial Bank & Trust | 0.00% | Add +6.3% | 1,581 | $7K |
| American National Bank & Trust | 0.00% | No change | 1,500 | $7K |
| Coston, McIsaac & Partners | 0.00% | Add +1.9% | 1,470 | $6K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +48.4% | 1,474 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.8% | 1,232 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1,149 | $5K |
| Financial Connections Group, Inc. | 0.00% | Add +1.9% | 1,272 | $5K |
| MAI Capital Management | 0.00% | Add +59.4% | 1,004 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | New | 1,000 | $4K |
| Stephens Consulting, LLC | 0.00% | No change | 1,000 | $4K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $4K |
| Los Angeles Capital Management LLC | 0.00% | New | 603 | $3K |
| Elyxium Wealth, LLC | 0.00% | New | 599 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 581 | $3K |
| Activest Wealth Management | 0.00% | New | 571 | $3K |
| Optiver Holding B.V. | 0.00% | New | 568 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -7.5% | 520 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.9% | 496 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -3.0% | 425 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 408 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Add +1920.0% | 303 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 406 | $2K |
| Rothschild Investment LLC | 0.00% | Add +13.8% | 370 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5833.3% | 356 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 263 | $1K |
| Johnson Financial Group, Inc. | 0.00% | No change | 252 | $1K |
| Covestor Ltd | 0.00% | Add +633.3% | 242 | $1K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 200 | $876 |
| Clearstead Advisors, LLC | 0.00% | Reduce -73.2% | 196 | $859 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 174 | $762 |
| Cornerstone Financial Management LLC | 0.00% | — | 174 | $760 |
| SouthState Bank Corp | 0.00% | Reduce -59.7% | 118 | $517 |
| Bogart Wealth, LLC | 0.00% | No change | 118 | $517 |
| Torren Management, LLC | 0.00% | — | 107 | $469 |
| Larson Financial Group LLC | 0.00% | No change | 82 | $361 |
| SHP Wealth Management | 0.00% | — | 75 | $328 |
| Blue Trust, Inc. | 0.00% | Add +74.4% | 68 | $298 |
| Trust Co | 0.00% | New | 67 | $293 |
| Financial Consulate, Inc. | 0.00% | New | 60 | $263 |
| Golden State Wealth Management, LLC | 0.00% | No change | 24 | $105 |
| TFC Financial Management, Inc. | 0.00% | No change | 14 | $62 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 10 | $44 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 9 | $39 |
| Dunhill Financial, LLC | 0.00% | New | 4 | $19 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $4 |
"% of holder's portfolio" is UWMC's weight in each manager's 13F, not the share of Uwm Holdings Corp. the manager owns.