41 tracked 13F filers disclose a position in UWM as of the latest SEC 13F filings, a combined $61.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 179K | ▼−3.3% Reduced · −6K sh | Q1 2026 | |
| 2 | Client First Investment Management LLC | $8.0M | 120K | ▲New +120K sh | Q2 2026 | |
| 3 | Global View Capital Management LLC | $6.3M | 94K | ▲+19% Added · +15K sh | Q2 2026 | |
| 4 | TOTH FINANCIAL ADVISORY CORP | $6.2M | 92K | ▲+3.8% Added · +3K sh | Q2 2026 | |
| 5 | CITADEL ADVISORS LLC | $3.9M | 84K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 82K | ▲+0.7% Added · +602 sh | Q1 2026 | |
| 7 | CWM, LLC | $3.7M | 80K | ▲+27% Added · +17K sh | Q1 2026 | |
| 8 | Wealthcare Advisory Partners LLC | $4.5M | 67K | ▼−1.0% Reduced · −670 sh | Q2 2026 | |
| 9 | Legacy Wealth Partners, LLC | $3.7M | 55K | ▲+86% Added · +26K sh | Q2 2026 | |
| 10 | Capital Investment Advisory Services, LLC | $2.5M | 38K | ▲+3.8% Added · +1K sh | Q2 2026 | |
| 11 | Tempus Wealth Planning, LLC | $2.2M | 33K | ▲New +33K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $1.4M | 30K | ▲+370% Added · +23K sh | Q1 2026 | |
| 13 | Capital Investment Counsel, Inc | $1.3M | 20K | ▼−60% Reduced · −30K sh | Q2 2026 | |
| 14 | UBS Group AG | $626K | 13K | ▲15× Added · +13K sh | Q1 2026 | |
| 15 | Atlatl Advisers LLC | $837K | 12K | ▲+4.8% Added · +575 sh | Q2 2026 | |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $769K | 11K | ▼−21% Reduced · −3K sh | Q2 2026 | |
| 17 | PRELUDE CAPITAL MANAGEMENT, LLC | $467K | 10K | ▲New +10K sh | Q1 2026 | |
| 18 | Cassaday & Co Wealth Management LLC | $433K | 9K | —Held | Q1 2026 | |
| 19 | Harvest Investment Services, LLC | $287K | 6K | ▼−26% Reduced · −2K sh | Q1 2026 | |
| 20 | Verdence Capital Advisors LLC | $285K | 6K | —Held | Q1 2026 | |
| 21 | INTERCAPITAL, LLC | $280K | 6K | ▼−45% Reduced · −5K sh | Q1 2026 | |
| 22 | Meridian Wealth Management, LLC | $249K | 5K | ▲+22% Added · +949 sh | Q1 2026 | |
| 23 | Silverleafe Capital Partners, LLC | $329K | 5K | —Held | Q2 2026 | |
| 24 | Kingsview Wealth Management, LLC | $209K | 4K | ▲New +4K sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $250K | 4K | ▲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, 3 funds opened a new position in UWM and 5 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 16 funds | $2.1B |
| NVIDIA CORPNVDA | 15 funds | $4.4B |
| APPLE INCAAPL | 15 funds | $3.3B |
| AMAZON.COM INCAMZN | 15 funds | $2.6B |
| BROADCOM INCAVGO | 15 funds | $1.8B |
| ELI LILLY & COLLY | 15 funds | $954.0M |
| JPMORGAN CHASE & COJPM | 14 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 14 funds | $1.5B |
| TESLA INCTSLA | 14 funds | $976.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 14 funds | $782.9M |
| RTX CORPRTX | 14 funds | $511.6M |
| PALANTIR TECHNOLOGIES INC-APLTR | 14 funds | $362.0M |
Ranked by how many of UWM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 195 funds | $1.4B |
| QLDSTOK | 170 funds | $1.4B |
| CSMPSHS LC COR PLUS | 87 funds | $249.5M |
| ROMcs | 59 funds | $60.4M |
| USDcommon | 42 funds | $69.6M |
| UWMthis pagecommon | 41 funds | $61.7M |
| DDMPSHS ULTRA DOW30 | 40 funds | $55.1M |
| MVVPSHS ULT MCAP400 | 20 funds | $9.9M |
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.