Who owns UWM?
ProShares Ultra Russell2000 · ProShares
44 institutions reported holding UWM, worth $63.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UWM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $10.8M | 160,906 | −17,934 shares |
| Client First Investment Management LLC | West Bend, WI | $8.0M | 119,587 | New position |
| Global View Capital Management LLC | Waukesha, WI | $6.3M | 94,336 | +15,219 shares |
| TOTH Financial Advisory Corp. | Leesburg, VA | $6.2M | 92,077 | +3,376 shares |
| Citadel Advisors LLC | Miami, FL | $4.5M | 67,454 | −16,312 shares |
| Wealthcare Advisory Partners LLC | West Chester, PA | $4.5M | 67,410 | −670 shares |
| Legacy Wealth Partners, LLC | Lakewood, CO | $3.7M | 55,321 | +25,519 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $2.5M | 37,577 | +1,379 shares |
| Tempus Wealth Planning, LLC | Irvine, CA | $2.2M | 33,257 | New position |
| Genesee Capital Advisors, LLC | Auburn, NY | $1.3M | 20,034 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UWM?
44 institutional managers reported holding UWM in Form 13F filings for June 30, 2026, worth $63.3M in total. The largest reported position was held by Envestnet Asset Management Inc., at $10.8M.
Did institutions buy or sell UWM last quarter?
Reported 13F value rose 47.7% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UWM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.