UWM HOLDINGS CORPORATION shareholder history

Current and past UWM HOLDINGS CORPORATION shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 11110.00%0.00%0.00%Q1 2021Q3 202333
WOLVERINE TRADING, LLC 11110.00%0.00%0.01%Q1 2021Q3 202333
Citadel Advisors 11110.00%0.00%0.00%Q1 2021Q3 202331
Cutler Group LLC / CA 11110.00%0.00%0.03%Q1 2021Q3 202331
JANE STREET GROUP, LLC 730.00%0.00%0.01%Q1 2021Q3 202320
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
BANK OF AMERICA CORP /DE/ 11110.00%0.00%0.00%Q1 2021Q3 202314
Walleye Trading LLC 410.00%0.00%0.00%Q2 2021Q3 202313
CLEAR STREET MARKETS LLC 11110.00%0.01%0.04%Q1 2021Q3 202312
PEAK6 Investments LLC 410.00%0.00%0.01%Q1 2021Q3 202312
CITIGROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202312
Schonfeld Strategic Advisors LLC 11110.00%0.01%0.04%Q1 2021Q3 202312
GOLDMAN SACHS GROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202312
MORGAN STANLEY 11110.00%0.00%0.00%Q1 2021Q3 202311
VANGUARD GROUP INC 11110.00%0.00%0.00%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
ROYAL BANK OF CANADA 11110.00%0.00%0.00%Q1 2021Q3 202311
Parallel Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Plante Moran Financial Advisors, LLC 11110.00%0.01%0.02%Q1 2021Q3 202311
WELLS FARGO & COMPANY/MN 11110.00%0.00%0.00%Q1 2021Q3 202311
STATE STREET CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
GEODE CAPITAL MANAGEMENT, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 11110.00%0.00%0.00%Q1 2021Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
PrairieView Partners, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
UBS Group AG 11110.00%0.00%0.00%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Cambridge Investment Research Advisors, Inc. 11110.01%0.01%0.01%Q1 2021Q3 202311
Cedar Mountain Advisors, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Tower Research Capital LLC (TRC) 11110.00%0.00%0.00%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
OPTIMUM INVESTMENT ADVISORS 11110.00%0.00%0.00%Q2 2021Q4 202311
Cetera Investment Advisers 11110.00%0.00%0.00%Q1 2021Q3 202311
PNC FINANCIAL SERVICES GROUP, INC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.00%0.00%Q1 2021Q3 202311
Cetera Advisor Networks LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
AMERICAN NATIONAL BANK 11110.00%0.00%0.00%Q1 2021Q3 202311
BlackRock Inc. 11110.00%0.00%0.00%Q1 2021Q3 202311
LPL Financial LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Allworth Financial LP 11110.00%0.00%0.00%Q1 2021Q3 202311
NORTHERN TRUST CORP 11110.00%0.00%0.00%Q1 2021Q3 202311
RAYMOND JAMES & ASSOCIATES 11110.00%0.00%0.00%Q1 2021Q3 202311
HAP Trading, LLC 880.00%0.00%0.01%Q2 2021Q1 202311
CREDIT SUISSE AG/ 10100.00%0.00%0.00%Q2 2021Q3 202310
MILLENNIUM MANAGEMENT LLC 820.00%0.00%0.00%Q1 2021Q3 202310
RHUMBLINE ADVISERS 10100.00%0.00%0.00%Q2 2021Q3 202310
IEQ CAPITAL, LLC 730.00%0.00%0.00%Q1 2021Q3 202310
Belvedere Trading LLC 550.00%0.01%0.06%Q1 2021Q1 202210
Invesco Ltd. 10100.00%0.00%0.00%Q2 2021Q3 202310
NEW YORK STATE COMMON RETIREMENT FUND 10100.00%0.00%0.00%Q2 2021Q3 202310
UBS ASSET MANAGEMENT AMERICAS INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Treasurer of the State of North Carolina 10100.00%0.00%0.00%Q2 2021Q3 202310
Swiss National Bank 10100.00%0.00%0.00%Q2 2021Q3 202310
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 10100.00%0.00%0.00%Q2 2021Q3 202310
Bank of New York Mellon Corp 10100.00%0.00%0.00%Q2 2021Q3 202310
Integrated Investment Consultants, LLC 10100.03%0.92%5.39%Q2 2021Q3 202310
JPMORGAN CHASE & CO 10100.00%0.00%0.00%Q2 2021Q3 202310
ALLIANCEBERNSTEIN L.P. 10100.00%0.00%0.00%Q2 2021Q3 202310
Penserra Capital Management LLC 640.00%0.00%0.01%Q1 2021Q3 202310
FMR LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Renaissance Technologies 910.00%0.01%0.01%Q1 2021Q3 202310
Clearstead Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Patriot Financial Group Insurance Agency, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
TRUIST FINANCIAL CORP 10100.00%0.00%0.00%Q2 2021Q3 202310
Lebenthal Global Advisors, LLC 10100.09%0.22%0.43%Q2 2021Q3 202310
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 10100.00%0.00%0.00%Q2 2021Q3 202310
VOYA INVESTMENT MANAGEMENT LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
AMERIPRISE FINANCIAL INC 10100.00%0.00%0.00%Q2 2021Q3 202310
Legal & General Group Plc 10100.00%0.00%0.00%Q2 2021Q3 202310
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 730.09%0.18%0.37%Q1 2021Q3 202310
SG3 Management, LLC 880.00%0.07%0.50%Q1 2021Q4 202210
Zurcher Kantonalbank (Zurich Cantonalbank) 10100.00%0.00%0.00%Q2 2021Q3 202310
AMERICAN INTERNATIONAL GROUP, INC. 10100.00%0.00%0.00%Q2 2021Q3 202310
Arizona State Retirement System 10100.00%0.00%0.00%Q2 2021Q3 202310
Nuveen Asset Management, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
TRUST CO OF VERMONT 610.00%0.00%0.00%Q1 2021Q3 20239
FNY Investment Advisers, LLC 990.00%0.00%0.01%Q1 2021Q1 20239
ROTHSCHILD INVESTMENT LLC /IL 990.01%0.02%0.02%Q3 2021Q3 20239
BAKER TILLY WEALTH MANAGEMENT, LLC 630.00%0.03%0.07%Q1 2021Q2 20239
Squarepoint Ops LLC 610.00%0.00%0.01%Q1 2021Q3 20239
AMALGAMATED BANK 990.00%0.00%0.00%Q3 2021Q3 20239
CI INVESTMENTS INC. 990.00%0.00%0.00%Q3 2021Q3 20239
Taylor & Morgan Wealth Management, LLC 880.07%0.10%0.13%Q4 2021Q3 20238
Vanguard Personalized Indexing Management, LLC 880.00%0.01%0.03%Q4 2021Q3 20238
BLUEFIN CAPITAL MANAGEMENT, LLC 440.00%0.00%0.01%Q1 2021Q4 20218
Allspring Global Investments Holdings, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Stephens Consulting, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q2 2021Q1 20238
Financial Connections Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
PRICE T ROWE ASSOCIATES INC /MD/ 880.00%0.00%0.00%Q4 2021Q3 20238
CSS LLC/IL 410.00%0.00%0.01%Q1 2021Q2 20238
TUDOR INVESTMENT CORP ET AL 610.00%0.01%0.03%Q2 2021Q3 20238
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
D. E. Shaw & Co., Inc. 410.00%0.00%0.00%Q1 2021Q3 20237
AQR Capital Management 520.00%0.00%0.01%Q3 2021Q3 20237
MARSHALL WACE, LLP 210.00%0.01%0.03%Q4 2020Q3 20237
MetLife Investment Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
BLUESTEIN R H & CO LLC 770.00%0.01%0.01%Q1 2021Q3 20227
JANUS HENDERSON GROUP PLC 770.00%0.00%0.00%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
BARCLAYS PLC 770.00%0.00%0.00%Q1 2022Q3 20237
HOWE & RUSLING INC 770.00%0.00%0.00%Q1 2021Q3 20227
STATE OF WISCONSIN INVESTMENT BOARD 410.00%0.00%0.00%Q3 2021Q3 20237
180 WEALTH ADVISORS, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
PLATINUM EQUITY, LLC 777.52%10.97%14.73%Q1 2022Q3 20237
Lindbrook Capital, LLC 410.00%0.00%0.00%Q1 2021Q3 20237
LOOMIS SAYLES & CO L P 770.00%0.00%0.00%Q1 2022Q3 20237
Quantbot Technologies LP 430.00%0.02%0.06%Q1 2021Q3 20237
Marathon Trading Investment Management LLC 770.01%0.02%0.05%Q1 2021Q3 20227
IFP Advisors, Inc 410.00%0.00%0.00%Q1 2021Q3 20237
QUADRANT CAPITAL GROUP LLC 430.00%0.00%0.00%Q4 2021Q3 20237
Cubist Systematic Strategies, LLC 660.00%0.00%0.01%Q3 2021Q4 20226
DELTA ASSET MANAGEMENT LLC/TN 420.00%0.00%0.00%Q3 2021Q3 20236
Sterling Investment Advisors, Ltd. 660.00%0.00%0.00%Q1 2021Q2 20226
STIFEL FINANCIAL CORP 660.00%0.00%0.00%Q4 2021Q1 20236
Parallax Volatility Advisers, L.P. 330.00%0.00%0.00%Q2 2021Q4 20216
Janney Montgomery Scott LLC 660.00%0.00%0.00%Q2 2021Q3 20226
Ergoteles LLC 420.00%0.05%0.16%Q1 2021Q1 20236
Newbridge Financial Services Group, Inc. 660.00%0.02%0.03%Q2 2022Q3 20236
TEACHER RETIREMENT SYSTEM OF TEXAS 660.00%0.00%0.00%Q2 2021Q3 20226
PRINCIPAL FINANCIAL GROUP INC 660.00%0.00%0.00%Q2 2022Q3 20236
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q4 2021Q3 20236
Coston, McIsaac & Partners 660.00%0.00%0.00%Q2 2022Q3 20236
MARTINGALE ASSET MANAGEMENT L P 660.00%0.00%0.00%Q4 2021Q1 20236
Tradewinds Capital Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
US BANCORP \DE\ 410.00%0.00%0.00%Q1 2022Q3 20235
Geneos Wealth Management Inc. 410.00%0.00%0.00%Q4 2020Q2 20225
COMMERCE BANK 550.00%0.00%0.00%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 320.00%0.00%0.01%Q4 2021Q3 20235
MEEDER ASSET MANAGEMENT INC 550.00%0.01%0.01%Q3 2021Q3 20225
Walleye Capital LLC 110.00%0.01%0.05%Q3 2021Q3 20235
PITCAIRN CO 320.01%0.01%0.01%Q4 2021Q3 20235
HSBC HOLDINGS PLC 550.00%0.00%0.00%Q1 2021Q1 20225
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 410.00%0.00%0.00%Q1 2021Q2 20225
IMC-Chicago, LLC 440.00%0.00%0.00%Q1 2021Q4 20215
TRUSTCORE FINANCIAL SERVICES, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.00%Q3 2022Q3 20235
VICTORY CAPITAL MANAGEMENT INC 320.01%0.01%0.01%Q3 2021Q3 20235
Glassman Wealth Services 410.01%0.01%0.01%Q1 2022Q3 20235
Rafferty Asset Management, LLC 550.00%0.00%0.00%Q2 2021Q2 20225
Raymond James Financial Services Advisors, Inc. 550.00%0.00%0.00%Q1 2021Q1 20225
FIRST TRUST ADVISORS LP 550.00%0.00%0.00%Q3 2022Q3 20235
GROUP ONE TRADING, L.P. 410.00%0.00%0.00%Q4 2021Q2 20235
Virtu Financial LLC 410.02%0.08%0.18%Q1 2021Q4 20225
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.00%0.00%Q1 2021Q4 20214
FINANCIAL COUNSELORS INC 440.00%0.00%0.00%Q4 2022Q3 20234
Point72 Hong Kong Ltd 310.00%0.00%0.01%Q2 2021Q2 20224
American Portfolios Advisors 440.00%0.00%0.00%Q1 2021Q4 20214
Private Advisor Group, LLC 310.00%0.00%0.00%Q3 2021Q3 20234
WOLFF WIESE MAGANA LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Column Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KESTRA PRIVATE WEALTH SERVICES, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Ionic Capital Management LLC 310.01%0.11%0.22%Q1 2021Q1 20224
BALYASNY ASSET MANAGEMENT L.P. 220.00%0.01%0.02%Q2 2021Q1 20234
Advisory Services Network, LLC 310.00%0.01%0.02%Q1 2021Q2 20234
NewEdge Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Ellevest, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Quent Capital, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Telemetry Investments, L.L.C. 310.04%0.06%0.09%Q1 2021Q4 20224
Sculptor Capital LP 110.01%0.01%0.01%Q2 2021Q2 20234
OCCUDO QUANTITATIVE STRATEGIES LP 440.03%0.06%0.10%Q4 2022Q3 20234
XPONANCE, INC. 440.00%0.00%0.00%Q2 2022Q1 20234
HOHIMER WEALTH MANAGEMENT, LLC 440.04%0.68%1.12%Q1 2021Q4 20214
PARAMETRIC PORTFOLIO ASSOCIATES LLC 440.00%0.00%0.00%Q2 2021Q1 20224
SIMPLEX TRADING, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
EVERGREEN CAPITAL MANAGEMENT LLC 440.00%0.00%0.00%Q4 2022Q3 20234
State of Wyoming 220.01%0.02%0.03%Q3 2022Q3 20234
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q1 2022Q3 20234
Prana Capital Management, LP 310.03%0.13%0.33%Q1 2021Q1 20224
TWO SIGMA ADVISERS, LP 440.00%0.00%0.00%Q2 2022Q1 20234
Corton Capital Inc. 310.06%0.17%0.35%Q4 2021Q3 20234
Ensign Peak Advisors, Inc 440.00%0.00%0.00%Q4 2021Q3 20224
SIGNATUREFD, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Dynamic Technology Lab Private Ltd 310.00%0.01%0.02%Q4 2021Q4 20224
ALGERT GLOBAL LLC 440.00%0.00%0.00%Q1 2022Q4 20224
KING STREET CAPITAL MANAGEMENT, L.P. 331.14%2.81%4.21%Q1 2021Q3 20213
ExodusPoint Capital Management, LP 110.00%0.01%0.01%Q2 2021Q2 20223
RPG Investment Advisory, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
DDFG, Inc 330.03%0.03%0.04%Q1 2023Q3 20233
SG Americas Securities, LLC 210.00%0.00%0.00%Q3 2021Q2 20223
Sunbelt Securities, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Rockbridge Investment Management, LCC 330.01%0.01%0.02%Q1 2021Q3 20213
Neo Ivy Capital Management 210.18%0.38%0.58%Q4 2021Q2 20233
OAKTREE CAPITAL MANAGEMENT LP 330.03%0.04%0.05%Q1 2022Q3 20223
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q1 2021Q3 20213
MASSMUTUAL TRUST CO FSB/ADV 330.00%0.00%0.00%Q2 2021Q4 20213
Bleakley Financial Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
PUBLIC SECTOR PENSION INVESTMENT BOARD 330.01%0.02%0.04%Q1 2021Q3 20213
Russell Investments Group, Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
SEI INVESTMENTS CO 330.00%0.00%0.00%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
METROPOLITAN LIFE INSURANCE CO/NY 330.00%0.00%0.00%Q2 2021Q4 20213
Vident Investment Advisory, LLC 330.00%0.00%0.01%Q4 2022Q2 20233
U.S. Capital Wealth Advisors, LLC 330.03%0.04%0.06%Q3 2022Q1 20233
Baystate Wealth Management LLC 330.00%0.00%0.00%Q1 2023Q3 20233
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 210.00%0.01%0.01%Q1 2021Q1 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
STRS OHIO 330.00%0.00%0.00%Q1 2023Q3 20233
GSA CAPITAL PARTNERS LLP 330.01%0.03%0.06%Q4 2022Q2 20233
Delphia (USA) Inc. 330.05%0.18%0.33%Q4 2021Q2 20223
FineMark National Bank & Trust 330.02%0.02%0.03%Q1 2021Q3 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.00%Q4 2022Q3 20233
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q1 2021Q2 20212
Brookfield Asset Management 220.00%0.00%0.00%Q2 2022Q3 20222
Venturi Wealth Management, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
HRT FINANCIAL LP 110.00%0.00%0.00%Q2 2022Q2 20232
Dorsey Wright & Associates 220.01%0.01%0.01%Q2 2023Q3 20232
Trexquant Investment LP 110.01%0.01%0.01%Q1 2022Q3 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
TimeScale Financial, Inc. 220.00%0.00%0.00%Q1 2023Q2 20232
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 220.00%0.00%0.00%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealth Quarterback LLC 220.00%0.00%0.00%Q2 2021Q3 20212
DDD Partners, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Caption Management, LLC 110.01%0.01%0.02%Q2 2021Q2 20212
Pearl River Capital, LLC 220.05%0.06%0.06%Q2 2021Q3 20212
Lee Financial Co 220.00%0.00%0.00%Q1 2021Q2 20212
BOULDER HILL CAPITAL MANAGEMENT LP 110.16%0.34%0.52%Q2 2022Q4 20222
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.01%0.01%Q1 2020Q2 20212
Columbia Asset Management 220.02%0.02%0.03%Q3 2021Q4 20212
Verition Fund Management LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Sigma Planning Corp 220.01%0.01%0.01%Q1 2021Q2 20212
J.P. Morgan Private Wealth Advisors LLC 220.00%0.00%0.00%Q2 2022Q3 20222
JCSD Capital, LLC 220.16%0.29%0.43%Q4 2022Q1 20232
Paloma Partners Management Co 110.00%0.01%0.01%Q2 2021Q4 20212
Alpine Global Management, LLC 110.01%0.06%0.12%Q1 2021Q4 20212
Man Group plc 110.00%0.00%0.00%Q2 2021Q4 20212
Marshall Wace North America L.P. 110.00%0.01%0.01%Q4 2020Q2 20212
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Claybrook Capital, LLC 220.16%0.16%0.17%Q2 2022Q3 20222
Holocene Advisors, LP 220.00%0.00%0.00%Q4 2021Q1 20222
TCW GROUP INC 220.01%0.01%0.01%Q4 2022Q1 20232
Procyon Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Parkside Financial Bank & Trust 220.00%0.00%0.00%Q3 2021Q4 20212
Diameter Capital Partners LP 220.90%1.29%1.68%Q1 2022Q2 20222
Bridgefront Capital, LLC 110.04%0.06%0.08%Q4 2021Q2 20232
VisionPoint Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Azora Capital LP 220.59%0.69%0.79%Q1 2023Q2 20232
NEXT Financial Group, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
EASTERLY INVESTMENT PARTNERS LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Engineers Gate Manager LP 110.00%0.04%0.07%Q1 2021Q4 20222
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.01%0.01%Q3 2021Q3 20232
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2021Q1 20222
Graves Light Lenhart Wealth, Inc. 220.00%0.00%0.00%Q2 2021Q3 20212
Harvest Fund Management Co., Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
ATLAS CAPITAL ADVISORS LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Corient Private Wealth LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Gainplan LLC 220.08%0.10%0.13%Q2 2021Q3 20212
Olympiad Research LP 110.03%0.09%0.14%Q1 2022Q3 20232
XR Securities LLC 220.00%0.01%0.01%Q1 2021Q2 20212
LJI Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
DIMENSIONAL FUND ADVISORS LP 110.00%0.00%0.00%Q3 2023Q3 20231
Y-Intercept (Hong Kong) Ltd 110.02%0.02%0.02%Q2 2023Q2 20231
ALPS ADVISORS INC 110.01%0.01%0.01%Q2 2022Q2 20221
Counterpoint Mutual Funds LLC 110.22%0.22%0.22%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BREWIN DOLPHIN LTD 110.00%0.00%0.00%Q4 2021Q4 20211
Capula Management Ltd 110.01%0.01%0.01%Q4 2022Q4 20221
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Tri Locum Partners LP 110.02%0.02%0.02%Q1 2022Q1 20221
OLD MISSION CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Berman Capital Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Aquatic Capital Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Enlightenment Research, LLC 110.16%0.16%0.16%Q2 2021Q2 20211
AXA S.A. 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF MONTREAL /CAN/ 110.00%0.00%0.00%Q1 2021Q1 20211
TOWNSQUARE CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
AIGEN INVESTMENT MANAGEMENT, LP 110.07%0.07%0.07%Q3 2023Q3 20231
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2021Q2 20211
Parisi Gray Wealth Management 110.00%0.00%0.00%Q2 2021Q2 20211
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Ahrens Investment Partners LLC 110.05%0.05%0.05%Q2 2021Q2 20211
CTC Capital Management, LLC 110.18%0.18%0.18%Q4 2021Q4 20211
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
Illinois Municipal Retirement Fund 110.01%0.01%0.01%Q3 2023Q3 20231
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CenterStar Asset Management, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Kistler-Tiffany Companies, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Balboa Wealth Partners 110.04%0.04%0.04%Q2 2023Q2 20231
XTX Topco Ltd 110.03%0.03%0.03%Q2 2022Q2 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q1 2022Q1 20221
Diametric Capital, LP 110.03%0.03%0.03%Q3 2022Q3 20221
CTC Alternative Strategies, Ltd. 110.07%0.07%0.07%Q2 2023Q2 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SCHNIEDERS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Jenkins Wealth 110.13%0.13%0.13%Q4 2022Q4 20221
SHERBROOKE PARK ADVISERS LLC 110.13%0.13%0.13%Q3 2023Q3 20231
DUPONT CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2021Q1 20211
Brandywine Global Investment Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Bayesian Capital Management, LP 110.01%0.01%0.01%Q4 2022Q4 20221
Alberta Investment Management Corp 110.05%0.05%0.05%Q2 2021Q2 20211
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q2 2021Q2 20211
Good Life Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Private Capital Group, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Aaron Wealth Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AE Wealth Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
GREAT LAKES ADVISORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Weiss Multi-Strategy Advisers LLC 110.07%0.07%0.07%Q4 2021Q4 20211
ISLAY CAPITAL MANAGEMENT, LLC 110.65%0.65%0.65%Q1 2023Q1 20231
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q1 2021Q1 20211
Greenlight Capital 110.26%0.26%0.26%Q2 2021Q2 20211
C M BIDWELL & ASSOCIATES LTD 110.00%0.00%0.00%Q3 2023Q3 20231
MQS Management LLC 110.02%0.02%0.02%Q2 2022Q2 20221
JENNISON ASSOCIATES LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Arkadios Wealth Advisors 110.01%0.01%0.01%Q3 2023Q3 20231
Balentine LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Phoenix Holdings Ltd. 110.42%0.42%0.42%Q1 2021Q1 20211
JANICZEK WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
LAKEWOOD CAPITAL MANAGEMENT, LP 110.12%0.12%0.12%Q1 2021Q1 20211
HB Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q3 2023Q3 20231
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
MAVERICK CAPITAL LTD 110.00%0.00%0.00%Q2 2021Q2 20211
VAN ECK ASSOCIATES CORP 110.00%0.00%0.00%Q4 2021Q4 20211
AXQ CAPITAL, LP 110.05%0.05%0.05%Q3 2023Q3 20231
Brookstone Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
JACOBS ASSET MANAGEMENT, LLC 110.12%0.12%0.12%Q2 2021Q2 20211
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
QCM Cayman, Ltd. 110.27%0.27%0.27%Q1 2021Q1 20211
FORTEM FINANCIAL GROUP, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Vident Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Zions Bancorporation, N.A. 110.00%0.00%0.00%Q3 2021Q3 20211
Quadrature Capital Ltd 110.01%0.01%0.01%Q1 2023Q1 20231
WELLINGTON MANAGEMENT GROUP LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Concord Wealth Partners 110.00%0.00%0.00%Q2 2021Q2 20211
LMR Partners LLP 110.01%0.01%0.01%Q1 2021Q1 20211
EverSource Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q1 2021Q1 20211
External links

This page lists all the filers that currently own UWM HOLDINGS CORPORATION or have owned UWM HOLDINGS CORPORATION in the past.