UWM(UWM)
UWM
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 160.91K | Jun 30, 26 | -17.93K | 3.62% |
| Client First Investment Management LLC | 119.59K | Jun 30, 26 | +119.59K | 2.69% |
| Global View Capital Management LLC | 94.34K | Jun 30, 26 | +15.22K | 2.12% |
| TOTH FINANCIAL ADVISORY CORP | 92.08K | Jun 30, 26 | +3.38K | 2.07% |
| CITADEL ADVISORS LLC | 67.45K | Jun 30, 26 | -16.31K | 1.52% |
| Wealthcare Advisory Partners LLC | 67.41K | Jun 30, 26 | -670 | 1.52% |
| Legacy Wealth Partners, LLC | 55.32K | Jun 30, 26 | +25.52K | 1.25% |
| Capital Investment Advisory Services, LLC | 37.58K | Jun 30, 26 | +1.38K | 0.85% |
| Tempus Wealth Planning, LLC | 33.26K | Jun 30, 26 | +33.26K | 0.75% |
| Genesee Capital Advisors, LLC | 20.03K | Jun 30, 26 | +20.03K | 0.45% |
| Capital Investment Counsel, Inc | 19.68K | Jun 30, 26 | -29.68K | 0.44% |
| IMC-Chicago, LLC | 17.97K | Jun 30, 26 | +17.97K | 0.40% |
| JANE STREET GROUP, LLC | 15.20K | Jun 30, 26 | -14.54K | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.45K | Jun 30, 26 | -68.73K | 0.30% |
| BARD ASSOCIATES INC | 13.20K | Jun 30, 26 | -1.70K | 0.30% |
| Atlatl Advisers LLC | 12.45K | Jun 30, 26 | +575 | 0.28% |
| INDEPENDENT FINANCIAL GROUP, LLC | 11.44K | Jun 30, 26 | -3.08K | 0.26% |
| Dedeker Financial LLC | 10.24K | Jun 30, 26 | -57.06K | 0.23% |
| Cassaday & Co Wealth Management LLC | 9.29K | Jun 30, 26 | -- | 0.21% |
| Forefront Analytics, LLC | 8.00K | Jun 30, 26 | +7 | 0.18% |
| Harvest Investment Services, LLC | 6.82K | Jun 30, 26 | +675 | 0.15% |
| Verdence Capital Advisors LLC | 6.10K | Jun 30, 26 | -- | 0.14% |
| Tower Research Capital LLC (TRC) | 6.02K | Jun 30, 26 | +6.02K | 0.14% |
| UBS Group AG | 5.13K | Jun 30, 26 | -8.28K | 0.12% |
| Silverleafe Capital Partners, LLC | 4.89K | Jun 30, 26 | -- | 0.11% |
| Meridian Wealth Management, LLC | 4.84K | Jun 30, 26 | -499 | 0.11% |
| Summit Financial, LLC | 4.21K | Jun 30, 26 | +4.21K | 0.09% |
| Kestra Advisory Services, LLC | 3.72K | Jun 30, 26 | +3.72K | 0.08% |
| DEARBORN PARTNERS LLC | 3.70K | Jun 30, 26 | +3.70K | 0.08% |
| Kingsview Wealth Management, LLC | 3.68K | Jun 30, 26 | -800 | 0.08% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3.59K | Jun 30, 26 | +3.59K | 0.08% |
| H&H Retirement Design & Management INC | 3.47K | Jun 30, 26 | -448 | 0.08% |
| Institute for Wealth Management, LLC. | 2.03K | Jun 30, 26 | +2.03K | 0.05% |
| Larson Financial Group LLC | 1.62K | Jun 30, 26 | +1 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 828 | Jun 30, 26 | +828 | 0.02% |
| Geneos Wealth Management Inc. | 804 | Jun 30, 26 | -20 | 0.02% |
| Integrated Wealth Concepts LLC | 600 | Jun 30, 26 | +600 | 0.01% |
| Financial Network Wealth Advisors LLC | 326 | Jun 30, 26 | -- | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 283 | Jun 30, 26 | +283 | 0.01% |
| WHITTIER TRUST CO | 110 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 100 | Jun 30, 26 | -200 | 0.00% |
| Allworth Financial LP | 65 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 19 | Jun 30, 26 | +19 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -5 | -- |
| ADVISOR GROUP HOLDINGS, INC. | -- | Jun 30, 26 | -44 | -- |
| Portus Wealth Advisors, LLC | -- | Jun 30, 26 | -211 | -- |
| INTERCAPITAL, LLC | -- | Jun 30, 26 | -6.00K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -637 | -- |
| Bogart Wealth, LLC | -- | Jun 30, 26 | -1.00K | -- |
| AE Wealth Management LLC | -- | Jun 30, 26 | -104 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -192 | -- |
| PRELUDE CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -10.00K | -- |
| GROUP ONE TRADING, L.P. | -- | Jun 30, 26 | -315 | -- |
| CWM, LLC | 79.74K | Mar 31, 26 | +16.74K | 1.79% |
| CIBC Private Wealth Group, LLC | 660 | Dec 31, 25 | -- | 0.01% |
| CROWLEY WEALTH MANAGEMENT, INC. | 71.36K | Sep 30, 25 | +2.16K | 1.61% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -29.80K | -- |
| Peterson Financial Group, Inc. | 3.42K | Sep 30, 24 | +3.42K | 0.08% |
| Cutler Group LLC / CA | 38.68K | Mar 31, 24 | +18.37K | 0.87% |
| Windsor Group LTD | 26.04K | Sep 30, 23 | -3.01K | 0.59% |
| Antonetti Capital Management LLC | 16 | Sep 30, 23 | +15 | 0.00% |
| First Capital Advisors Group, LLC. | 446 | Jun 30, 23 | +446 | 0.01% |
| SP Asset Management | 10.59K | Sep 30, 22 | -- | 0.24% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -- | -- |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -1.72K | -- |
| CEDAR CAPITAL, LLC | 22.18K | Sep 30, 21 | +1.04K | 0.50% |
| Cascadia Advisory Services, LLC | -- | Sep 30, 21 | -168.11K | -- |
| FormulaFolio Investments, LLC | 46.24K | Jun 30, 21 | +22.25K | 1.04% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14.64K | Jun 30, 21 | +7.32K | 0.33% |
| Blue Sky Asset Management, LLC | 6.83K | Dec 31, 20 | +6.83K | 0.15% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.32K | Dec 31, 19 | +994 | 0.07% |
| Advisor Group, Inc. | 2.80K | Dec 31, 19 | +1.50K | 0.06% |
| NEXT Financial Holdings | 5.09K | Mar 31, 19 | +5.09K | 0.11% |
| Visionary Asset Management, Inc. | -- | Dec 31, 18 | -7.48K | -- |
| Portfolio Strategies Inc | 3.65K | Dec 31, 17 | -31.31K | 0.08% |
| Virtu KCG Holdings LLC | 9.40K | Jun 30, 17 | +4.20K | 0.21% |
| MSI Financial Services Inc | 9 | Dec 31, 16 | -- | 0.00% |
| WESTPORT RESOURCES MANAGEMENT INC | 2.92K | Sep 30, 16 | -- | 0.07% |
| SOCIETE GENERALE | 7.79K | Jun 30, 16 | +7.79K | 0.18% |
| Good Harbor Financial, LLC | -- | Sep 30, 15 | -372.17K | -- |
| Placemark Investments, Inc. | -- | Dec 31, 14 | -217.18K | -- |
| UBS AG | 3.65K | Sep 30, 14 | -1.74K | 0.08% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -7.46K | -- |
| SCOUT TRADING, LLC | 19.17K | Dec 31, 13 | +19.17K | 0.43% |
| STIFEL NICOLAUS & CO INC \MO\ | 44.37K | Sep 30, 13 | +44.37K | 1.00% |
| KNIGHT CAPITAL GROUP LLC | 19.13K | Jun 30, 13 | +13.19K | 0.43% |
| First Allied Securities, Inc. | -- | Jun 30, 12 | -5.30K | -- |