Uwm HoldingsUWMC
13F holders, Q1 2026 (March 31)285holders −11
58new positions
68sold out
7famous investors
$3.62avg. 13F price*
At the end of Q1 2026, 285 institutions reported holding Uwm Holdings Corp. (UWMC) in their 13F filings, down 11 from Q4 2025. 58 opened new positions and 68 sold out. The largest holders were FMR LLC ($96.0M), BlackRock, Inc. ($45.6M) and Vanguard Capital Management LLC ($40.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $83.8M |
| Exits | 68 | $209.3M |
All 13F filers, Q4 2025 → Q1 2026: 71,696,367 shares bought and 76,811,126 shares sold, net −5,114,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| FMR LLC | 0.01% | Add +65.6% | 26,508,262 | $96.0M |
| BlackRock, Inc. | 0.00% | Add +5.3% | 12,600,753 | $45.6M |
| Vanguard Capital Management LLC | 0.00% | — | 11,135,266 | $40.3M |
| Freestone Grove Partners LP | 0.26% | New | 9,759,126 | $35.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 9,596,819 | $34.7M |
| King Street Capital Management, L.P. | 8.61% | Add +69.8% | 7,799,000 | $28.2M |
| Two Sigma Investments, LP | 0.02% | Add +29.6% | 7,693,464 | $27.9M |
| Bank of America Corp. | 0.00% | Add +127.4% | 6,969,809 | $25.2M |
| Northern Trust Corp. | 0.00% | Add +529.4% | 6,905,186 | $25.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +725.5% | 6,128,863 | $22.2M |
| Diameter Capital Partners LP | 4.70% | New | 5,800,000 | $21.0M |
| Integrated Investment Consultants, LLC | 4.13% | Add +0.5% | 5,371,664 | $19.4M |
| Geode Capital Management, LLC | 0.00% | Add +12.3% | 4,241,630 | $15.4M |
| Citadel Advisors | 0.01% | Reduce -37.7% | 4,184,124 | $15.1M |
| Morgan Stanley | 0.00% | Add +39.1% | 4,011,675 | $14.5M |
| State Street Corp. | 0.00% | Add +14.6% | 3,565,638 | $13.2M |
| Canada Pension Plan Investment Board | 0.01% | New | 3,588,200 | $13.0M |
| Renaissance Technologies | 0.02% | Reduce -28.2% | 3,537,500 | $12.8M |
| Tudor Investment Corporation | 0.07% | Add +3.0% | 3,529,034 | $12.8M |
| Platinum Equity, LLC | 33.48% | No change | 2,990,201 | $10.8M |
| AQR Capital Management | 0.00% | Reduce -32.3% | 2,883,645 | $10.4M |
| Alyeska Investment Group, L.P. | 0.03% | Add +72.5% | 2,855,790 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -36.1% | 2,574,346 | $9.3M |
| D. E. Shaw & Co. | 0.01% | Add +384.4% | 2,390,567 | $8.7M |
| Invesco Ltd. | 0.00% | Add +59.4% | 2,389,649 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Add +112.0% | 2,310,785 | $8.4M |
| Millennium Management | 0.01% | Reduce -48.7% | 2,260,648 | $8.2M |
| Karl Kapital LLC | 5.05% | Add +402.0% | 2,012,105 | $7.3M |
| ExodusPoint Capital Management, LP | 0.07% | Reduce -38.0% | 2,002,383 | $7.2M |
| UBS Group AG | 0.00% | Reduce -40.2% | 2,000,713 | $7.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.9% | 1,996,382 | $7.2M |
| Alight Capital Management LP | 2.03% | Add +140.6% | 1,925,000 | $7.0M |
| Virtu Financial LLC | 0.24% | Add +294.5% | 1,620,557 | $5.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 1,587,568 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.0% | 1,545,106 | $5.6M |
| Holocene Advisors, LP | 0.01% | Add +589.9% | 1,281,406 | $4.6M |
| NFJ Investment Group, LLC | 0.16% | Add +0.6% | 1,189,216 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.0% | 963,777 | $3.5M |
| PDT Partners, LLC | 0.20% | Add +0.9% | 956,175 | $3.5M |
| Signature Equity Partners, LLC | 1.80% | Add +20.5% | 925,864 | $3.4M |
| Dark Forest Capital Management LP | 0.27% | New | 839,121 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -81.6% | 812,854 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.3% | 718,605 | $2.6M |
| WINTON GROUP Ltd | 0.08% | Add +682.9% | 659,230 | $2.4M |
| Squarepoint Ops LLC | 0.01% | Add +543.8% | 634,687 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +251.6% | 634,458 | $2.3M |
| Carrera Capital Advisors | 0.32% | Add +69.3% | 550,656 | $2.0M |
| Brooklands Fund Management Ltd | 2.69% | No change | 554,900 | $2.0M |
| Quantbot Technologies LP | 0.08% | Reduce -9.8% | 524,119 | $1.9M |
| Point72 Asset Management | 0.00% | Reduce -79.5% | 504,665 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +65.3% | 494,973 | $1.8M |
| Basswood Capital Management, L.L.C. | 0.09% | Reduce -75.2% | 478,445 | $1.7M |
| VARCOV Co. | 0.63% | Add +108.4% | 467,751 | $1.7M |
| Walleye Trading LLC | 0.03% | Reduce -25.8% | 418,595 | $1.5M |
| Caprock Group, LLC | 0.04% | Add +45.0% | 405,504 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Add +52.0% | 341,667 | $1.5M |
| Swiss National Bank | 0.00% | No change | 392,700 | $1.4M |
| North Reef Capital Management LP | 0.04% | New | 353,429 | $1.3M |
| Ieq Capital, LLC | 0.01% | Reduce -40.3% | 333,368 | $1.2M |
| Victory Capital Management Inc. | 0.00% | Add +1212.4% | 331,725 | $1.2M |
| Inspire Investing, LLC | 0.07% | Add +28.6% | 331,196 | $1.2M |
| Easterly Investment Partners LLC | 0.09% | Add +41.4% | 339,270 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 316,981 | $1.1M |
| Fieldview Capital Management, LLC | 0.32% | New | 303,324 | $1.1M |
| Nuveen, LLC | 0.00% | Reduce -70.1% | 300,099 | $1.1M |
| 180 Wealth Advisors, LLC | 0.12% | Add +87.2% | 297,827 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -11.1% | 291,836 | $1.1M |
| FNY Investment Advisers, LLC | 0.46% | Add +21.8% | 286,300 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -52.6% | 286,141 | $1.0M |
| State of Wisconsin Investment Board | 0.00% | Add +38.0% | 278,290 | $1.0M |
| XTX Topco Ltd | 0.02% | Reduce -55.3% | 271,854 | $984K |
| Axq Capital, LP | 0.13% | New | 268,890 | $973K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 250,835 | $908K |
| Hudson Bay Capital Management LP | 0.01% | Reduce -76.7% | 241,362 | $874K |
| California State Teachers Retirement System | 0.00% | Add +24.3% | 233,017 | $844K |
| Creative Planning | 0.00% | Reduce -31.7% | 220,151 | $797K |
| Lebenthal Global Advisors, LLC | 0.11% | Add +13.1% | 217,744 | $788K |
| DV Trading LLC | 0.07% | No change | 210,000 | $760K |
| Marshall Wace, LLP | 0.00% | Reduce -83.6% | 209,656 | $759K |
| Wolverine Asset Management LLC | 0.04% | New | 202,453 | $733K |
| Cwm, LLC | 0.00% | Reduce -12.4% | 196,032 | $710K |
| Group One Trading LLC | 0.02% | Reduce -39.5% | 188,940 | $684K |
| Aquatic Capital Management LLC | 0.02% | Add +173.6% | 165,736 | $600K |
| Cetera Investment Advisers | 0.00% | Add +6.0% | 159,891 | $579K |
| Mount Lucas Management LP | 0.21% | Add +2.8% | 159,800 | $578K |
| Legal & General Group Plc | 0.00% | Reduce -10.3% | 153,396 | $555K |
| Dimensional Fund Advisors LP | 0.00% | Add +164.5% | 146,824 | $532K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | New | 143,000 | $518K |
| Handelsbanken Fonder AB | 0.00% | Add +69.7% | 141,500 | $512K |
| Rhumbline Advisers | 0.00% | Add +13.4% | 139,171 | $504K |
| Simplex Trading, LLC | 0.02% | New | 138,546 | $502K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 137,995 | $500K |
| Worldquant Millennium Advisors LLC | 0.00% | Reduce -7.6% | 135,971 | $492K |
| HSBC Holdings PLC | 0.00% | Add +222.5% | 128,656 | $457K |
| Prana Capital Management, LP | 0.01% | Reduce -71.8% | 124,927 | $452K |
| Pinebridge Investments LLC | 0.00% | New | 124,396 | $450K |
| Quantinno Capital Management LP | 0.00% | Reduce -80.4% | 119,730 | $433K |
| T. Rowe Price Associates Inc. | 0.00% | Add +47.8% | 115,744 | $419K |
| Corsair Capital Management, L.P. | 0.06% | New | 115,000 | $416K |
| Spartan Wealth Advisory Services LLC | 0.03% | — | 108,171 | $392K |
| Prospera Financial Services Inc | 0.01% | Add +38.8% | 107,071 | $388K |
| Nomura Holdings Inc. | 0.00% | Reduce -32.5% | 104,656 | $379K |
| Cerity Partners LLC | 0.00% | Add +31.3% | 101,729 | $368K |
| Brevan Howard Capital Management LP | 0.00% | Reduce -50.0% | 101,627 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -64.3% | 97,853 | $364K |
| Interval Partners, LP | 0.01% | New | 99,255 | $359K |
| Vanguard Global Advisers, LLC | 0.00% | — | 97,874 | $354K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +26.4% | 96,889 | $351K |
| LPL Financial LLC | 0.00% | Reduce -17.2% | 96,766 | $350K |
| Oakum Bay Capital LLC | 0.19% | Add +1.1% | 96,100 | $348K |
| Treasurer of the State of North Carolina | 0.00% | Add +33.6% | 95,654 | $346K |
| Hunting Hill Global Capital, LLC | 0.40% | New | 93,288 | $338K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +646.0% | 90,949 | $329K |
| Barclays PLC | 0.00% | Reduce -82.0% | 87,543 | $317K |
| Salzhauer Michael | 0.14% | Add +630.7% | 564,388 | $308K |
| Janus Henderson Group PLC | 0.00% | No change | 81,913 | $298K |
| IMC-Chicago, LLC | 0.00% | New | 81,146 | $294K |
| Osaic Holdings, Inc. | 0.00% | Add +79.3% | 77,125 | $279K |
| DRW Securities, LLC | 0.01% | Reduce -3.8% | 74,122 | $268K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.3% | 72,883 | $264K |
| Ascentis Independent Advisors | 0.02% | New | 72,822 | $264K |
| Alamea Verwaltungs GmbH | 0.19% | Add +39.0% | 72,147 | $261K |
| Shay Capital LLC | 0.03% | New | 67,771 | $245K |
| Public Employees Retirement System of Ohio | 0.00% | Add +26.5% | 65,035 | $235K |
| Gsa Capital Partners LLP | 0.01% | Reduce -29.3% | 60,089 | $218K |
| PEAK6 LLC | 0.01% | New | 59,258 | $215K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 58,793 | $213K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -49.4% | 57,964 | $210K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | Add +203.6% | 57,684 | $209K |
| Jefferies Financial Group Inc. | 0.00% | New | 55,502 | $201K |
| Royal Bank of Canada | 0.00% | Reduce -16.3% | 54,895 | $199K |
| Arizona State Retirement System | 0.00% | Reduce -1.1% | 54,822 | $198K |
| nVerses Capital, LLC | 0.18% | Add +16.6% | 54,702 | $198K |
| Vident Advisory, LLC | 0.00% | Reduce -24.1% | 53,840 | $195K |
| Optimist Retirement Group LLC | 0.09% | New | 53,698 | $194K |
| Centiva Capital, LP | 0.01% | New | 53,071 | $192K |
| Scientech Research LLC | 0.16% | Reduce -31.1% | 51,981 | $188K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 50,829 | $184K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.7% | 50,762 | $184K |
| Corient Private Wealth LP | 0.00% | Reduce -55.3% | 46,286 | $168K |
| Penserra Capital Management LLC | 0.00% | Add +2.0% | 45,871 | $166K |
| Equitable Holdings, Inc. | 0.00% | Add +100.8% | 37,212 | $163K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 44,297 | $160K |
| KLP Kapitalforvaltning As | 0.00% | No change | 42,400 | $157K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -38.3% | 42,314 | $153K |
| Cherokee Insurance Co | 0.06% | Add +156.3% | 41,000 | $148K |
| Schnieders Capital Management, Llc. | 0.02% | Add +6.3% | 40,800 | $148K |
| US Bancorp \de | 0.00% | Reduce -4.3% | 39,841 | $144K |
| Atom Investors LP | 0.01% | Reduce -82.3% | 38,875 | $141K |
| Wellington Management Group LLP | 0.00% | No change | 38,199 | $138K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -17.3% | 35,552 | $129K |
| Taylor & Morgan Wealth Management, LLC | 0.07% | Add +2.1% | 35,466 | $128K |
| New York State Common Retirement Fund | 0.00% | No change | 35,300 | $128K |
| Vise Technologies, Inc. | 0.00% | No change | 28,922 | $127K |
| Captrust Financial Advisors | 0.00% | Reduce -80.4% | 34,549 | $125K |
| HighTower Advisors, LLC | 0.00% | New | 33,750 | $122K |
| Focus Partners Wealth | 0.00% | Reduce -8.3% | 32,616 | $118K |
| Pictet Asset Management Holding SA | 0.00% | No change | 31,338 | $113K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 31,152 | $113K |
| AlphaGrep UK Ltd | 0.03% | New | 30,718 | $111K |
| PharVision Advisers, LLC | 1.12% | Reduce -70.0% | 30,619 | $111K |
| Third View Private Wealth, LLC | 0.01% | No change | 30,025 | $109K |
| HB Wealth Management, LLC | 0.00% | Add +60.8% | 28,068 | $102K |
| Neuberger Berman Group LLC | 0.00% | New | 26,778 | $97K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 26,720 | $97K |
| CWA Asset Management Group, LLC | 0.00% | New | 26,330 | $95K |
| Envestnet Asset Management Inc. | 0.00% | Add +44.5% | 25,652 | $93K |
| Victory Financial Group, LLC | 0.01% | Add +2.3% | 25,453 | $92K |
| DNB Asset Management AS | 0.00% | New | 25,422 | $92K |
| TIG Advisors, LLC | 0.00% | New | 25,000 | $91K |
| Parallel Advisors, LLC | 0.00% | Reduce -35.5% | 24,617 | $89K |
| Raymond James Financial Inc. | 0.00% | Add +108.3% | 24,240 | $88K |
| Frec Markets, Inc. | 0.01% | New | 24,059 | $87K |
| Numerai GP LLC | 0.01% | New | 23,940 | $87K |
| Keybank National Association | 0.00% | New | 23,629 | $86K |
| Wedmont Private Capital | 0.00% | Add +29.3% | 21,606 | $84K |
| Trace Wealth Advisors, LLC | 0.06% | No change | 22,500 | $81K |
| Dynasty Wealth Management, LLC | 0.00% | Reduce -17.6% | 22,458 | $81K |
| State of Wyoming | 0.01% | Reduce -68.6% | 21,786 | $79K |
| Caption Management, LLC | 0.00% | Add +15.0% | 21,500 | $78K |
| Sei Investments Co. | 0.00% | Reduce -88.0% | 21,238 | $77K |
| Sig Brokerage, LP | 0.02% | No change | 21,072 | $76K |
| DDFG, Inc | 0.02% | Add +2.1% | 20,861 | $76K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -10.1% | 19,433 | $70K |
| Brighton Jones LLC | 0.00% | New | 18,618 | $67K |
| Aigen Investment Management, LP | 0.02% | New | 18,478 | $67K |
| Arax Advisory Partners | 0.00% | Reduce -46.8% | 18,208 | $66K |
| Two Sigma Securities, LLC | 0.01% | New | 17,711 | $64K |
| PACK Private Wealth, LLC | 0.03% | No change | 17,022 | $62K |
| Sage Investment Counsel LLC | 0.07% | New | 17,000 | $62K |
| Voya Investment Management LLC | 0.00% | Add +28.7% | 16,817 | $61K |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.6% | 17,431 | $60K |
| Mgo One Seven LLC | 0.00% | Add +28.0% | 16,633 | $60K |
| Krilogy Financial LLC | 0.00% | Reduce -47.2% | 15,059 | $56K |
| SummitTX Capital, L.P. | 0.00% | New | 15,475 | $56K |
| SkyOak Wealth, LLC | 0.01% | Add +1.3% | 15,427 | $56K |
| Integrated Wealth Concepts LLC | 0.00% | Add +13.3% | 15,225 | $55K |
| Xponance LLC | 0.00% | Add +43.9% | 15,117 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +8.5% | 14,993 | $54K |
| Waddell & Associates, LLC | 0.00% | New | 14,989 | $54K |
| Fortem Financial Group, LLC | 0.01% | Reduce -10.2% | 14,985 | $54K |
| Deutsche Bank AG | 0.00% | No change | 14,934 | $54K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -34.8% | 14,901 | $54K |
| Commerce Bank | 0.00% | No change | 14,301 | $52K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +0.8% | 13,365 | $50K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -0.0% | 13,261 | $48K |
| Evolve Private Wealth, LLC | 0.00% | Add +11.6% | 13,247 | $48K |
| Bull Harbor Capital LLC | 0.01% | — | 12,524 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | Add +99.8% | 12,129 | $45K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.7% | 12,390 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +7.6% | 12,164 | $44K |
| Utah Retirement Systems | 0.00% | New | 11,866 | $43K |
| Transcend Capital Advisors, LLC | 0.00% | Add +1.9% | 11,545 | $42K |
| LJI Wealth Management, LLC | 0.01% | No change | 11,500 | $42K |
| Fifth Third Bancorp | 0.00% | New | 11,422 | $41K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -31.7% | 11,139 | $41K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.5% | 11,234 | $41K |
| Eventide Asset Management, LLC | 0.00% | New | 11,663 | $40K |
| 111 Capital | 0.01% | New | 11,131 | $40K |
| Snowden Capital Advisors LLC | 0.00% | New | 10,651 | $40K |
| NewEdge Wealth, LLC | 0.00% | New | 10,813 | $39K |
| Evergreen Capital Management LLC | 0.00% | Reduce -65.9% | 10,289 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.9% | 10,176 | $37K |
| Amalgamated Bank | 0.00% | Add +11.8% | 10,016 | $36K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.9% | 8,932 | $33K |
| Rothschild Investment LLC | 0.00% | Add +2160.0% | 8,362 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -32.7% | 7,914 | $29K |
| Jones Financial Companies LLLP | 0.00% | Add +97.0% | 7,974 | $27K |
| MAI Capital Management | 0.00% | Add +649.9% | 7,529 | $27K |
| Quent Capital, LLC | 0.00% | Reduce -30.9% | 6,969 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -64.5% | 6,928 | $25K |
| Sterling Capital Management LLC | 0.00% | Reduce -25.4% | 6,798 | $25K |
| Advisory Services Network, LLC | 0.00% | New | 6,230 | $23K |
| Geneos Wealth Management Inc. | 0.00% | New | 6,000 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +106.2% | 5,781 | $21K |
| Allworth Financial LP | 0.00% | Reduce -14.3% | 5,800 | $21K |
| STRS Ohio | 0.00% | Add +30.6% | 5,344 | $19K |
| MetLife Investment Management, LLC | 0.00% | Reduce -99.8% | 4,784 | $17K |
| Center for Financial Planning, Inc. | 0.00% | No change | 4,077 | $15K |
| International Assets Investment Management, LLC | 0.00% | Add +2.2% | 3,814 | $14K |
| Essential Partners LLC | 0.00% | Reduce -36.9% | 3,824 | $14K |
| IFP Advisors, Inc | 0.00% | Reduce -9.3% | 2,266 | $8K |
| Triumph Capital Management | 0.00% | No change | 2,000 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,010 | $7K |
| JCSD Capital, LLC | 0.01% | Reduce -99.2% | 1,799 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 1,668 | $6K |
| Quadrant Capital Group LLC | 0.00% | Reduce -96.5% | 1,527 | $6K |
| Coston, McIsaac & Partners | 0.00% | Add +2.2% | 1,502 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +164.5% | 1,312 | $5K |
| Elevation Wealth Partners, LLC | 0.00% | New | 1,288 | $5K |
| Sunbelt Securities, Inc. | 0.00% | Add +2.2% | 1,259 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -76.5% | 1,209 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 1,149 | $4K |
| Financial Connections Group, Inc. | 0.00% | Add +2.1% | 1,299 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 1,000 | $4K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $4K |
| SBI Securities Co., Ltd. | 0.00% | Add +126.8% | 964 | $3K |
| Rockefeller Capital Management L.P. | 0.00% | New | 894 | $3K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 867 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 867 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -57.2% | 677 | $2K |
| Walleye Capital LLC | 0.00% | Reduce -99.9% | 616 | $2K |
| Los Angeles Capital Management LLC | 0.00% | No change | 603 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 581 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 408 | $1K |
| NewEdge Advisors, LLC | 0.00% | Reduce -97.7% | 280 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 234 | $847 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 200 | $724 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 174 | $630 |
| True Wealth Design, LLC | 0.00% | Reduce -91.6% | 160 | $580 |
| JPL Wealth Management, LLC | 0.00% | New | 130 | $471 |
| Bogart Wealth, LLC | 0.00% | No change | 118 | $427 |
| Torren Management, LLC | 0.00% | No change | 107 | $387 |
| MV Capital Management, Inc. | 0.00% | Reduce -81.9% | 94 | $341 |
| Kilter Group LLC | 0.00% | New | 78 | $283 |
| Trust Co | 0.00% | No change | 67 | $243 |
| Gill Capital Partners, LLC | 0.00% | New | 66 | $239 |
| UMB Bank, n.a. | 0.00% | New | 58 | $210 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 50 | $181 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 10 | $37 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $15 |
| Versant Capital Management, Inc | 0.00% | Reduce -100.0% | 4 | $14 |
| Larson Financial Group LLC | 0.00% | Reduce -96.3% | 3 | $10 |
| TFC Financial Management, Inc. | 0.00% | Reduce -92.9% | 1 | $4 |
| Covestor Ltd | 0.00% | Reduce -79.3% | 50 | $0 |
"% of holder's portfolio" is UWMC's weight in each manager's 13F, not the share of Uwm Holdings Corp. the manager owns.