Who owns UWM
Which tracked institutional funds hold UWM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UWM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened UWM while 6 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UWM’s largest tracked holder by dollar value, PERSONAL CFO SOLUTIONS, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UWM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 43 tracked filers holding UWM, 20 increased or opened the position and 26 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UWM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- Client First Investment Management LLC$8M
- Tempus Wealth Planning, LLC$2M
- Genesee Capital Advisors, LLC$1M
- IMC-Chicago, LLC$1M
Full exits 1
- CWM, LLC$4M
Largest adds
- Global View Capital Management LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Legacy Wealth Partners, LLC$2M
- TOTH FINANCIAL ADVISORY CORP$2M
- Wealthcare Advisory Partners LLC$1M
- Capital Investment Advisory Services, LLC$837K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Dedeker Financial LLC$2M
- Capital Investment Counsel, Inc$981K
- JANE STREET GROUP, LLC$366K
- UBS Group AG$281K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 160,906 | $11M | 8.6% | 2026-Q2 |
| Client First Investment Management LLC added | 119,587 | $8M | 6.4% | 2026-Q2 |
| Global View Capital Management LLC added | 94,336 | $6M | 5.0% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP added | 92,077 | $6M | 4.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 67,454 | $5M | 3.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 67,410 | $5M | 3.6% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 55,321 | $4M | 3.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 37,577 | $3M | 2.0% | 2026-Q2 |
| Tempus Wealth Planning, LLC new | 33,257 | $2M | 1.8% | 2026-Q2 |
| Genesee Capital Advisors, LLC new | 20,034 | $1M | 1.1% | 2026-Q2 |
| Capital Investment Counsel, Inc trimmed | 19,675 | $1M | 1.1% | 2026-Q2 |
| IMC-Chicago, LLC trimmed | 17,970 | $1M | 1.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 15,203 | $1M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,449 | $904K | 0.7% | 2026-Q2 |
| BARD ASSOCIATES INC trimmed | 13,200 | $887K | 0.7% | 2026-Q2 |
| Atlatl Advisers LLC added | 12,450 | $837K | 0.7% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 11,435 | $769K | 0.6% | 2026-Q2 |
| Dedeker Financial LLC trimmed | 10,236 | $688K | 0.5% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 9,288 | $624K | 0.5% | 2026-Q2 |
| Forefront Analytics, LLC added | 7,997 | $538K | 0.4% | 2026-Q2 |
| Harvest Investment Services, LLC added | 6,815 | $458K | 0.4% | 2026-Q2 |
| Verdence Capital Advisors LLC | 6,103 | $410K | 0.3% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 6,024 | $405K | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 5,132 | $345K | 0.3% | 2026-Q2 |
| Silverleafe Capital Partners, LLC | 4,892 | $329K | 0.3% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 4,840 | $325K | 0.3% | 2026-Q2 |
| DEARBORN PARTNERS LLC new | 3,700 | $323K | 0.3% | 2026-Q2 |
| Summit Financial, LLC new | 4,205 | $283K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 3,721 | $250K | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 3,680 | $247K | 0.2% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 3,588 | $241K | 0.2% | 2026-Q2 |
| One Wealth Map LLC trimmed | 3,469 | $214K | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 2,028 | $136K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 1,618 | $109K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 804 | $54K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 326 | $22K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 283 | $19K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 110 | $7K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 100 | $7K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 65 | $4K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 19 | $1K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $105 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $36 | 0.0% | 2026-Q2 |
| CWM, LLC added | 79,742 | $4M | 3.0% | 2026-Q1 stale (1 quarter behind) |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 10,000 | $467K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| INTERCAPITAL, LLC trimmed | 6,000 | $280K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Bogart Wealth, LLC new | 1,000 | $47K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SIMPLEX TRADING, LLC added | 637 | $30K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GROUP ONE TRADING LLC new | 315 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Portus Wealth Advisors, LLC new | 211 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Root Financial Partners, LLC | 192 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC | 104 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| OSAIC HOLDINGS, INC. trimmed | 44 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd trimmed | 5 | $233 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Quadrature Capital Ltd added | 71,119 | $3M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 32,273 | $2M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Massar Capital Management, LP new | 18,161 | $854K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| Integrated Advisors Network LLC trimmed | 16,820 | $791K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC | 8,300 | $390K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Simplicity Wealth,LLC trimmed | 8,015 | $377K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| HRT FINANCIAL LP trimmed | 5,783 | $271K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Federation des caisses Desjardins du Quebec new | 1,000 | $47K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 660 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc | 400 | $19K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Comprehensive Financial Planning, Inc./PA new | 258 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CROWLEY WEALTH MANAGEMENT, INC. added | 71,360 | $3M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| Orion Porfolio Solutions, LLC trimmed | 9,822 | $455K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Polymer Capital Management (HK) LTD new | 9,000 | $417K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 2,596 | $120K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HHM Wealth Advisors, LLC | 1,400 | $65K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| North Capital, Inc. new | 1,251 | $58K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA new | 1,117 | $52K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PERSONAL CFO SOLUTIONS, LLC trimmed | 322,764 | $12M | 9.7% | 2025-Q2 stale (4 quarters behind) |
| Envestnet Portfolio Solutions, Inc. trimmed | 251,694 | $9M | 7.5% | 2025-Q2 stale (4 quarters behind) |
| PARK AVENUE SECURITIES LLC trimmed | 200,268 | $8M | 6.0% | 2025-Q2 stale (4 quarters behind) |
| Atria Investments, Inc added | 119,768 | $5M | 3.6% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 67,930 | $3M | 2.0% | 2025-Q2 stale (4 quarters behind) |
| Prospera Financial Services Inc trimmed | 26,477 | $997K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| GWN SECURITIES INC. added | 26,466 | $997K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| GTS SECURITIES LLC trimmed | 26,075 | $983K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| AXXCESS WEALTH MANAGEMENT, LLC added | 24,386 | $919K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| WealthBridge Capital Management, LLC added | 22,114 | $833K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Parsonex Advisory Services, Inc. new | 20,819 | $784K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| B. Riley Wealth Advisors, Inc. trimmed | 16,135 | $608K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 16,064 | $605K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Aptus Capital Advisors, LLC added | 13,191 | $497K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Squarepoint Ops LLC trimmed | 10,720 | $404K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Quadcap Wealth Management, LLC added | 10,358 | $390K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| MGO ONE SEVEN LLC trimmed | 7,746 | $292K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 7,036 | $283K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 6,972 | $263K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| NORTHERN TRUST CORP new | 6,261 | $236K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 6,218 | $234K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| TRUIST FINANCIAL CORP trimmed | 5,898 | $222K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 2 | $75 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Forefront Wealth Partners, LLC (last filed 2025-Q3, 7,945 shares) reconciles to its 1 current affiliate (7,997 shares) — 0.654% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.