UWM

Proshares Ultra Russell2000$59.24 7.10%
UnclassifiedUSCUSIP 74347R842· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
27
+1 QoQ
13F Value (tracked)
$27.1M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$59.24 7.10%5Y +1.2%
$22.86$33.97$45.08$56.18$67.29202120222023202420252026153310246422443544333524427212241075578332
Hover for who · click for detailEnd-of-day closing prices52w $35.18 – $63.84
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Use UWM data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns UWM

This stock page is the Follow view. The Build view lets your agent query UWM owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UWM"
Ask your agent
Use Arkolith to show who owns UWM,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

27 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1ENVESTNET ASSET MANAGEMENT INC
$8.3M
179K
−3.3%
Reduced · −6K sh
Q1 2026
2CITADEL ADVISORS LLC
$3.9M
84K
−14%
Reduced · −13K sh
Q1 2026
3SUSQUEHANNA INTERNATIONAL GROUP, LLP
$3.8M
82K
+0.7%
Added · +602 sh
Q1 2026
4CWM, LLC
$3.7M
80K
+27%
Added · +17K sh
Q1 2026
5Wealthcare Advisory Partners LLC
$3.2M
68K
Held
Q1 2026
6JANE STREET GROUP, LLC
$1.4M
30K
+370%
Added · +23K sh
Q1 2026
7INDEPENDENT FINANCIAL GROUP, LLC
$677K
15K
+4.1%
Added · +571 sh
Q1 2026
8UBS Group AG
$626K
13K
15×
Added · +13K sh
Q1 2026
9Cassaday & Co Wealth Management LLC
$433K
9K
Held
Q1 2026
10Verdence Capital Advisors LLC
$285K
6K
Held
Q1 2026
11Meridian Wealth Management, LLC
$249K
5K
+22%
Added · +949 sh
Q1 2026
12Kingsview Wealth Management, LLC
$209K
4K
New
+4K sh
Q1 2026
13Larson Financial Group LLC
$75K
2K
+0.2%
Added · +3 sh
Q1 2026
14Bogart Wealth, LLC
$47K
1K
New
+1K sh
Q1 2026
15Geneos Wealth Management Inc.
$38K
824
−2.5%
Reduced · −21 sh
Q1 2026
16SIMPLEX TRADING, LLC
$30K
637
New
+637 sh
Q1 2026
17GROUP ONE TRADING LLC
$15K
315
New
+315 sh
Q1 2026
18BANK OF MONTREAL /CAN/
$14K
300
New
+300 sh
Q1 2026
19Root Financial Partners, LLC
$9K
192
Held
Q1 2026
20WHITTIER TRUST CO
$5K
110
−53%
Reduced · −125 sh
Q1 2026
21AE Wealth Management LLC
$5K
104
Held
Q1 2026
22Allworth Financial LP
$3K
65
New
+65 sh
Q1 2026
23OSAIC HOLDINGS, INC.
$2K
44
New
+44 sh
Q1 2026
24Qube Research & Technologies Ltd
$233
5
New
+5 sh
Q1 2026
25MORGAN STANLEY
$83
1
New
+1 sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

27 funds+2 since Q2 2022
01937Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $27.1M

Share classes

Class13F holdersValue held
SSOcommon109 funds$208.2M
QLDPSHS ULTRA QQQ99 funds$196.8M
CSMPSHS LC COR PLUS57 funds$194.4M
USDcommon36 funds$59.7M
ROMcs36 funds$25.7M
UWMthis pagecommon27 funds$27.1M
DDMPSHS ULTRA DOW3027 funds$18.6M
SJBSHRT HGH YIELD19 funds$67.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own UWM also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN15 funds$4.0B
MICROSOFT CORPMSFT15 funds$3.8B
BROADCOM INCAVGO15 funds$2.6B
JPMORGAN CHASE & COJPM15 funds$2.2B
MICRON TECHNOLOGY INCMU15 funds$2.1B
TESLA INCTSLA15 funds$1.5B
COSTCO WHOLESALE CORPCOST15 funds$1.2B
ELI LILLY & COLLY15 funds$1.1B
VISA INC-CLASS A SHARESV15 funds$933.2M
INTUITIVE SURGICAL INCISRG15 funds$931.5M
UNITEDHEALTH GROUP INCUNH15 funds$917.5M
MASTERCARD INC - AMA15 funds$913.8M

Ranked by how many of UWM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.