UWM — Institutional owners (13F)

55 filers · $80.3M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution	Value	Shares	% of tracked 13F	Type
ENVESTNET ASSET MANAGEMENT INC	$10,817,710	160,906	13.47%	Shares
Client First Investment Management LLC	$8,039,834	119,587	10.01%	Shares
Global View Capital Management LLC	$6,342,209	94,336	7.90%	Shares
CITADEL ADVISORS LLC	$6,245,667	92,900	7.78%	Call option
TOTH FINANCIAL ADVISORY CORP	$6,190,366	92,077	7.71%	Shares
CITADEL ADVISORS LLC	$4,534,932	67,454	5.65%	Shares
Wealthcare Advisory Partners LLC	$4,531,974	67,410	5.64%	Shares
CWM, LLC	$3,721,559	79,742	4.64%	Shares
Legacy Wealth Partners, LLC	$3,719,231	55,321	4.63%	Shares
CROWLEY WEALTH MANAGEMENT, INC.	$3,308,250	71,360	4.12%	Shares
Capital Investment Advisory Services, LLC	$2,526,302	37,577	3.15%	Shares
Tempus Wealth Planning, LLC	$2,235,868	33,257	2.78%	Shares
Genesee Capital Advisors, LLC	$1,346,904	20,034	1.68%	Shares
Capital Investment Counsel, Inc	$1,322,737	19,675	1.65%	Shares
IMC-Chicago, LLC	$1,208,123	17,970	1.50%	Shares
CITADEL ADVISORS LLC	$1,176,525	17,500	1.47%	Put option
JANE STREET GROUP, LLC	$1,022,098	15,203	1.27%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$904,176	13,449	1.13%	Shares
BARD ASSOCIATES INC	$887,436	13,200	1.11%	Shares
Atlatl Advisers LLC	$837,014	12,450	1.04%	Shares
INDEPENDENT FINANCIAL GROUP, LLC	$768,775	11,435	0.96%	Shares
Dedeker Financial LLC	$688,172	10,236	0.86%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$638,685	9,500	0.80%	Call option
Cassaday & Co Wealth Management LLC	$624,433	9,288	0.78%	Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$564,732	8,400	0.70%	Put option
Forefront Analytics, LLC	$537,666	7,997	0.67%	Shares
WOLVERINE TRADING, LLC	$462,300	10,000	0.58%	Call option
Harvest Investment Services, LLC	$458,172	6,815	0.57%	Shares
Verdence Capital Advisors LLC	$410,305	6,103	0.51%	Shares
Tower Research Capital LLC (TRC)	$404,993	6,024	0.50%	Shares
JANE STREET GROUP, LLC	$383,211	5,700	0.48%	Call option
UBS Group AG	$345,024	5,132	0.43%	Shares
Meridian Wealth Management, LLC	$325,409	4,840	0.41%	Shares
DEARBORN PARTNERS LLC	$323,158	3,700	0.40%	Shares
Summit Financial, LLC	$282,702	4,205	0.35%	Shares
JANE STREET GROUP, LLC	$282,366	4,200	0.35%	Put option
Silverleafe Capital Partners, LLC	$277,474	4,892	0.35%	Shares
Kestra Advisory Services, LLC	$250,192	3,721	0.31%	Shares
WOLVERINE TRADING, LLC	$249,642	5,400	0.31%	Put option
Kingsview Wealth Management, LLC	$247,406	3,680	0.31%	Shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	$241,217	3,588	0.30%	Shares
One Wealth Map LLC	$214,419	3,469	0.27%	Shares
Institute for Wealth Management, LLC.	$136,370	2,028	0.17%	Shares
Larson Financial Group LLC	$108,800	1,618	0.14%	Shares
Geneos Wealth Management Inc.	$54,053	804	0.07%	Shares
CIBC Private Wealth Group LLC	$30,598	660	0.04%	Shares
Financial Network Wealth Advisors LLC	$21,917	326	0.03%	Shares
FIDUCIARY FINANCIAL ADVISORS	$19,108	283	0.02%	Shares
WHITTIER TRUST CO	$7,316	110	0.01%	Shares
BANK OF MONTREAL /CAN/	$6,723	100	0.01%	Shares
Allworth Financial LP	$4,382	65	0.01%	Shares
JPMORGAN CHASE & CO	$1,266	19	0.00%	Shares
MORGAN STANLEY	$105	1	0.00%	Shares
HUNTINGTON NATIONAL BANK	$67	1	0.00%	Shares
WELLS FARGO & COMPANY/MN	$36	1	0.00%	Shares