Fund shareholders of UWM Holdings Corp
ISIN US91823B1098 · United States
- Fund shareholders
- 165
- Of which ETFs
- 51 114 other funds
- Value held
- ≈ 193.7M $ 193.2M $ · 4.9M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 14,504,056 | 26.4M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,218,040 | 21.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 9,206,700 | 16.8M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 7,983,610 | 14.5M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,604,049 | 15.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 5,275,232 | 9.6M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Global X SuperDividend ETF GLOBAL X FUNDS | 3,964,617 | 7.2M $ | 0.59 % | as of Jul 31, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,792,835 | 8.7M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,672,376 | 8.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 2,030,483 | 6.2M $ | 1.46 % | as of May 31, 2026 ↗ |
| State Farm Growth Fund Advisers Investment Trust | 1,972,419 | 4.5M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,478,778 | 2.7M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 1,446,530 | 3.3M $ | 0.74 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,323,438 | 4M $ | 0.01 % | as of May 31, 2026 ↗ |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 1,269,539 | 2.3M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 1,249,026 | 2.9M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,198,991 | 3.7M $ | 0.02 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 1,150,792 | 2.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,063,977 | 1.9M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 984,800 | 2.3M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 961,956 | 2.2M $ | 0.10 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 588,097 | 1.3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 565,232 | 1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 483,218 | 1.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 483,186 | 1.5M $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 423,563 | 970K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 400,886 | 918K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 385,764 | 1.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 378,790 | 867.4K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| AB US High Dividend ETF AB Active ETFs, Inc. | 339,249 | 1M $ | 0.54 % | as of May 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 336,846 | 771.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 321,553 | 984K $ | 0.01 % | as of May 31, 2026 ↗ |
| Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 309,700 | 947.7K $ | 0.85 % | as of May 31, 2026 ↗ |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 291,378 | 667.3K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 230,668 | 419.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Income Equity Fund Northern Funds | 217,621 | 498.4K $ | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 180,595 | 328.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 177,748 | 323.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 177,083 | 405.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 170,250 | 389.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Inspire 100 ETF Northern Lights Fund Trust IV | 169,686 | 519.2K $ | 0.11 % | as of May 31, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 151,096 | 346K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 143,166 | 327.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 142,723 | 326.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 142,250 | 325.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 141,500 | 4.9M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 141,387 | 432.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 131,298 | 300.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 128,625 | 393.6K $ | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 124,679 | 381.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 122,733 | 281.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 118,073 | 214.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 115,772 | 210.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 114,707 | 262.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 101,947 | 312K $ | 0.74 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 101,594 | 184.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Inspire Global Hope ETF Northern Lights Fund Trust IV | 100,743 | 308.3K $ | 0.20 % | as of May 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 99,904 | 181.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 96,640 | 221.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 95,511 | 173.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 84,633 | 259K $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 84,334 | 153.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 83,612 | 152.2K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 83,600 | 191.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 81,612 | 148.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,296 | 146.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 80,101 | 183.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 74,643 | 135.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 69,283 | 126.1K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 68,515 | 124.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 65,314 | 118.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 64,847 | 118K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 64,344 | 147.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 62,024 | 112.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 60,186 | 137.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 59,803 | 136.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 55,545 | 101.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 53,393 | 122.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 51,288 | 93.3K $ | 0.26 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,502 | 90.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 48,306 | 87.9K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 47,352 | 86.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 47,111 | 107.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Hoya Capital Housing ETF ETF Series Solutions | 46,939 | 143.6K $ | 0.42 % | as of May 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 41,524 | 75.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 41,196 | 126.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 40,180 | 73.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 39,198 | 119.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 37,982 | 69.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 35,693 | 65K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 35,353 | 81K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 33,275 | 76.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 31,600 | 96.7K $ | 0.01 % | as of May 31, 2026 ↗ |
| AQR Alternative Risk Premia Fund AQR Funds | 31,019 | 71K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 30,875 | 56.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 29,925 | 54.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 28,399 | 65K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 24,366 | 55.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 24,009 | 43.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 23,339 | 53.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 1.46 % | as of May 31, 2026 ↗ |
| Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 0.85 % | as of May 31, 2026 ↗ |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 0.74 % | as of May 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.74 % | as of Jun 30, 2026 ↗ |
| Global X SuperDividend ETF GLOBAL X FUNDS | 0.59 % | as of Jul 31, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 0.58 % | as of Jul 31, 2026 ↗ |
| AB US High Dividend ETF AB Active ETFs, Inc. | 0.54 % | as of May 31, 2026 ↗ |
| Hoya Capital Housing ETF ETF Series Solutions | 0.42 % | as of May 31, 2026 ↗ |
| VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 0.26 % | as of Jun 30, 2026 ↗ |
| Eventide Small Cap ETF Strategy Shares | 0.26 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 164 | +17 | 91,648,161 | +35.0 % |
| 2026Q2 | 147 | -7 | 67,895,577 | +11.0 % |
| 2026Q1 | 154 | -2 | 61,154,906 | +22.4 % |
| 2025Q4 | 156 | +4 | 49,975,928 | +23.7 % |
| 2025Q3 | 152 | -14 | 40,386,935 | +10.0 % |
| 2025Q2 | 166 | +12 | 36,699,487 | +18.2 % |
| 2025Q1 | 154 | -7 | 31,039,780 | +16.7 % |
| 2024Q4 | 161 | 0 | 26,590,308 | +6.8 % |
| 2024Q3 | 161 | -3 | 24,889,840 | -4.0 % |
| 2024Q2 | 164 | +2 | 25,933,355 | +5.9 % |
| 2024Q1 | 162 | +8 | 24,483,392 | +11.7 % |
| 2023Q4 | 154 | 21,925,725 |
Institutional managers
275 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 26,508,262 | 96M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 12,600,753 | 45.6M $ | as of Mar 31, 2026 |
| Freestone Grove Partners LP | 9,759,126 | 35.3M $ | as of Mar 31, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | 7,799,000 | 28.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 7,693,464 | 27.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 6,969,809 | 25.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 6,905,186 | 25M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 6,128,863 | 22.2M $ | as of Mar 31, 2026 |
| Diameter Capital Partners LP | 5,800,000 | 21M $ | as of Mar 31, 2026 |
| Integrated Investment Consultants, LLC | 5,344,985 | 23.4M $ | as of Dec 31, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,241,630 | 15.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 4,184,124 | 15.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,011,675 | 14.5M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,588,200 | 13M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,565,638 | 13.2M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 3,537,500 | 12.8M $ | as of Mar 31, 2026 |
| TUDOR INVESTMENT CORP ET AL | 3,529,034 | 12.8M $ | as of Mar 31, 2026 |
| PLATINUM EQUITY, LLC | 2,990,201 | 10.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,883,645 | 10.4M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 2,855,790 | 10.3M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 2,574,346 | 9.3M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 2,390,567 | 8.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,389,649 | 8.7M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,310,785 | 8.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,260,648 | 8.2M $ | as of Mar 31, 2026 |
Declared shareholders of UWM Holdings Corp
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| OCO Capital GP LLC | 6.43 % | 22,000,000 | as of Sep 24, 2026 · SCHEDULE 13G |
| THE GOLDMAN SACHS GROUP, INC. and 1 other | 5.10 % | 17,398,288 | as of Jun 30, 2026 · SCHEDULE 13G |
| Norges Bank | 4.053 % | 13,750,000 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of UWM Holdings Corp". https://titelia.com/en/stocks/uwm-holdings-corp-US91823B1098