Filing Research | UWMC - UWM HOLDINGS CORPORATION Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Oak Thistle LLC	Shares	865.8KSH	$2.0M
2	EASTERLY INVESTMENT PARTNERS LLC	Shares	690.2KSH	$1.6M
3	180 WEALTH ADVISORS, LLC	Shares	482.5KSH	$1.1M
4	Pacific Capital Wealth Advisors, Inc.	Shares	430.0KSH	$984.7K
5	SALZHAUER MICHAEL	Shares	183.4KSH	$419.9K
6	Arizona PSPRS Trust	PUT	134.9KSH	$308.9K
7	Police & Firemen's Retirement System of New Jersey	Shares	120.1KSH	$274.9K
8	Prospera Financial Services Inc	Shares	97.8KSH	$224.0K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.9KSH	$164.2K
10	Sequoia Financial Advisors, LLC	Shares	66.0KSH	$151.2K
11	SALZHAUER MICHAEL	CALL	725.0KSH	$139.3K
12	CoreCap Advisors, LLC	Shares	51.3KSH	$117.5K
13	Sage Investment Counsel LLC	Shares	47.0KSH	$107.6K
14	JCSD Capital, LLC	CALL	45.0KSH	$103.0K
15	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	42.3KSH	$96.9K
16	Sequoia Financial Advisors, LLC	CALL	41.3KSH	$94.6K
17	Taylor & Morgan Wealth Management, LLC	Shares	36.4KSH	$83.3K
18	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	35.8KSH	$79.5K
19	Pacific Point Advisors, LLC	Shares	30.0KSH	$68.7K
20	CWA Asset Management Group, LLC	Shares	27.0KSH	$61.9K
21	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	25.0KSH	$57.3K
22	Wedmont Private Capital	Shares	20.8KSH	$43.2K
23	Merit Financial Group, LLC	Shares	18.3KSH	$41.9K
24	SIGNATUREFD, LLC	Shares	14.2KSH	$32.5K
25	FORTEM FINANCIAL GROUP, LLC	Shares	13.5KSH	$30.9K
26	Secure Asset Management, LLC	Shares	13.2KSH	$30.3K
27	Alpha Zero LLC	Shares	13.5KSH	$27.7K
28	VIMA LLC	Shares	11.9KSH	$27.1K
29	EverSource Wealth Advisors, LLC	Shares	6.6KSH	$15.2K
30	SBI Securities Co., Ltd.	Shares	3.4KSH	$7.8K
31	Farther Finance Advisors, LLC	Shares	3.0KSH	$6.8K
32	Center for Financial Planning, Inc.	Shares	2.1KSH	$4.9K
33	Triumph Capital Management	Shares	2.0KSH	$4.6K
34	Bogart Wealth, LLC	Shares	1.6KSH	$3.6K
35	GAMMA Investing LLC	Shares	1.4KSH	$3.2K
36	ELEVATION WEALTH PARTNERS, LLC	Shares	1.4KSH	$3.1K
37	Cedar Mountain Advisors, LLC	Shares	1.3KSH	$3.0K
38	IFP Advisors, Inc	Shares	1.2KSH	$2.7K
39	DHJJ Financial Advisors, Ltd.	Shares	1.1KSH	$2.6K
40	Spire Wealth Management	Shares	1.1KSH	$2.5K
41	Fortitude Family Office, LLC	Shares	781SH	$1.8K
42	Physician Wealth Advisors, Inc.	Shares	419SH	$960
43	FNY Investment Advisers, LLC	Shares	302.0KSH	$691
44	Tradewinds Capital Management, LLC	Shares	200SH	$458
45	Handelsbanken Fonder AB	Shares	119.1KSH	$273
46	Torren Management, LLC	Shares	107SH	$245
47	Trust Co	Shares	67SH	$153
48	AMALGAMATED BANK	Shares	13.2KSH	$30
49	Creative Capital Management Investments LLC	Shares	8SH	$18
50	LRI Investments, LLC	Shares	2SH	$5

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	Oak Thistle LLC new	Shares	+865.8K	+$2.0M	$2.0M
2	Pacific Capital Wealth Advisors, Inc. added	Shares	+287.0K	+$467.0K	$984.7K
3	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+350.9K	+$398.8K	$1.6M
4	Arizona PSPRS Trust new	PUT	+134.9K	+$308.9K	$308.9K
5	SALZHAUER MICHAEL new	CALL	+725.0K	+$139.3K	$139.3K
6	SALZHAUER MICHAEL trimmed	Shares	-381.0K	+$112.3K	$419.9K
7	CoreCap Advisors, LLC added	Shares	+49.3K	+$110.3K	$117.5K
8	Sequoia Financial Advisors, LLC new	CALL	+41.3K	+$94.6K	$94.6K
9	Pacific Point Advisors, LLC new	Shares	+30.0K	+$68.7K	$68.7K
10	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+32.0K	+$65.6K	$79.5K
11	THOMPSON INVESTMENT MANAGEMENT, INC. new	Shares	+25.0K	+$57.3K	$57.3K
12	Sage Investment Counsel LLC added	Shares	+30.0K	+$46.1K	$107.6K
13	Merit Financial Group, LLC new	Shares	+18.3K	+$41.9K	$41.9K
14	Sequoia Financial Advisors, LLC added	Shares	+34.9K	+$38.4K	$151.2K
15	Secure Asset Management, LLC new	Shares	+13.2K	+$30.3K	$30.3K
16	Alpha Zero LLC new	Shares	+13.5K	+$27.7K	$27.7K
17	180 WEALTH ADVISORS, LLC added	Shares	+184.7K	+$26.8K	$1.1M
18	SBI Securities Co., Ltd. added	Shares	+2.5K	+$4.3K	$7.8K
19	SIGNATUREFD, LLC added	Shares	+6.3K	+$3.9K	$32.5K
20	Bogart Wealth, LLC added	Shares	+1.5K	+$3.2K	$3.6K
21	Fortitude Family Office, LLC new	Shares	+781	+$1.8K	$1.8K
22	Physician Wealth Advisors, Inc. new	Shares	+419	+$960	$960
23	Creative Capital Management Investments LLC new	Shares	+8	+$18	$18
24	LRI Investments, LLC new	Shares	+2	+$5	$5
25	Activest Wealth Management unchanged	Shares	0	$0	$0
26	MassMutual Private Wealth & Trust, FSB exited	Shares	0	$0	$0
27	TFC Financial Management, Inc. exited	Shares	-1	-$4	$0
28	AMALGAMATED BANK added	Shares	+3.2K	-$6	$30
29	Capital Advisors, Ltd. LLC exited	Shares	-1.7K	-$6	$0
30	Versant Capital Management, Inc exited	Shares	-4	-$14	$0
31	Trust Co unchanged	Shares	0	-$90	$153
32	Torren Management, LLC unchanged	Shares	0	-$142	$245
33	Owl Creek Wealth Partners LLC exited	Shares	-50	-$181	$0
34	Handelsbanken Fonder AB trimmed	Shares	-22.4K	-$239	$273
35	Tradewinds Capital Management, LLC unchanged	Shares	0	-$266	$458
36	FNY Investment Advisers, LLC added	Shares	+15.7K	-$345	$691
37	True Wealth Design, LLC exited	Shares	-160	-$580	$0
38	Spire Wealth Management added	Shares	+70	-$1.2K	$2.5K
39	GAMMA Investing LLC added	Shares	+182	-$1.2K	$3.2K
40	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	-$1.5K	$2.6K
41	ELEVATION WEALTH PARTNERS, LLC added	Shares	+67	-$1.6K	$3.1K
42	Cedar Mountain Advisors, LLC added	Shares	+13	-$1.7K	$3.0K
43	Triumph Capital Management unchanged	Shares	0	-$2.9K	$4.6K
44	IFP Advisors, Inc trimmed	Shares	-1.1K	-$5.5K	$2.7K
45	JCSD Capital, LLC exited	Shares	-1.8K	-$6.5K	$0
46	Center for Financial Planning, Inc. trimmed	Shares	-1.9K	-$9.9K	$4.9K
47	FORTEM FINANCIAL GROUP, LLC trimmed	Shares	-1.5K	-$23.4K	$30.9K
48	Farther Finance Advisors, LLC trimmed	Shares	-5.9K	-$25.7K	$6.8K
49	EverSource Wealth Advisors, LLC trimmed	Shares	-5.5K	-$28.8K	$15.2K
50	CWA Asset Management Group, LLC added	Shares	+686	-$33.4K	$61.9K

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