Among active 13F managers last quarter, 5 opened and 6 added, while 5 reduced; the largest holder to move was Client First Investment Management LLC (new position).
43 tracked 13F filers disclose a position in UWM as of the latest SEC 13F filings, a combined $64.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 179K | $8.3M | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 2 | Client First Investment Management LLC | 120K | $8.0M | ▲New +120K sh | Q2 2026 | |
| 3 | Global View Capital Management LLC | 94K | $6.3M | ▲+19% Added · +15K sh | Q2 2026 | |
| 4 | Toth Financial Advisory Corp | 92K | $6.2M | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 5 | Susquehanna International Group, LLP | 82K | $3.8M | ▲+0.7% Added · +602 sh | Q1 2026 | |
| 6 | CWM, LLC | 80K | $3.7M | ▲+27% Added · +17K sh | Q1 2026 | |
| 7 | Citadel Advisors LLC | 67K | $4.5M | ▼−19% Reduced · −16K sh | Q2 2026 | |
| 8 | Wealthcare Advisory Partners LLC | 67K | $4.5M | ▼−1.0% Reduced · −670 sh | Q2 2026 | |
| 9 | Legacy Wealth Partners, LLC | 55K | $3.7M | ▲+86% Added · +26K sh | Q2 2026 | |
| 10 | Capital Investment Advisory Services, LLC | 38K | $2.5M | ▲+3.8% Added · +1K sh | Q2 2026 | |
| 11 | Tempus Wealth Planning, LLC | 33K | $2.2M | ▲New +33K sh | Q2 2026 | |
| 12 | Jane Street Group, LLC | 30K | $1.4M | ▲+370% Added · +23K sh | Q1 2026 | |
| 13 | Genesee Capital Advisors, LLC | 20K | $1.3M | ▲New +20K sh | Q2 2026 | |
| 14 | Capital Investment Counsel, Inc | 20K | $1.3M | ▼−60% Reduced · −30K sh | Q2 2026 | |
| 15 | UBS Group AG | 13K | $626K | ▲15× Added · +13K sh | Q1 2026 | |
| 16 | Bard Associates Inc | 13K | $887K | ▼−11% Reduced · −2K sh | Q2 2026 | |
| 17 | Atlatl Advisers LLC | 12K | $837K | ▲+4.8% Added · +575 sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 11K | $769K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 19 | Cassaday & Co Wealth Management LLC | 9K | $624K | —Held | Q2 2026 | |
| 20 | Harvest Investment Services, LLC | 7K | $458K | ▲+11% Added · +675 sh | Q2 2026 | |
| 21 | Verdence Capital Advisors LLC | 6K | $285K | —Held | Q1 2026 | |
| 22 | Meridian Wealth Management, LLC | 5K | $249K | ▲+22% Added · +949 sh | Q1 2026 | |
| 23 | Silverleafe Capital Partners, LLC | 5K | $329K | —Held | Q2 2026 | |
| 24 | Summit Financial, LLC | 4K | $283K | ▲New +4K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | 4K | $250K | ▲Added Added · +4K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in UWM and 6 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 18 funds | $2.7B |
| Apple IncAAPL | 17 funds | $4.5B |
| Nvidia CorpNVDA | 17 funds | $3.7B |
| Amazon.com IncAMZN | 17 funds | $3.6B |
| Broadcom IncAVGO | 17 funds | $2.0B |
| Eli Lilly & CoLLY | 17 funds | $1.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $849.2M |
| Tesla IncTSLA | 17 funds | $766.8M |
| Alphabet Inc-CL CGOOG | 16 funds | $1.7B |
| Micron Technology IncMU | 16 funds | $1.7B |
| JPMorgan Chase & CoJPM | 16 funds | $1.6B |
| Advanced Micro DevicesAMD | 16 funds | $1.1B |
Ranked by how many of UWM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UWM.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 222 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 203 funds | $1.6B |
| CSMPSHS LC COR PLUS | 99 funds | $262.9M |
| ROMcs | 76 funds | $91.4M |
| USDcommon | 55 funds | $168.4M |
| UWMthis pagecommon | 43 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 41 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 22 funds | $13.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UWM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UWM/capital-change-brief"
Use Arkolith's capital_change_brief for UWM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UWM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.