UWMC · UWM Holdings Corp · Held by Funds
$1.26
-0.01 (-0.79%)
At close · Nov 13
Return incl. dividend (before tax)
Q1 2026 earnings call transcript
Market Cap
$2.02B
Shares
1.61B
Volume · Nov 13
7.24M
Avg daily vol (3M)
12.28M
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Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of UWMC by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 2.37% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.29% | 4,699,515 |
| Index ETFs | 2.08% | 33,349,128 |
| Active ETFs | 0.07% | 1,082,997 |
| Active funds | 2.19% | 35,122,914 |
| Unclassified | 0.00% | 2,737 |
| All registered funds | 4.62% | 74,257,291 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding UWMC
181 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | — | 14,504,056 | $26,397,382 | 0.22% | Long | 2026-07-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 9,218,040 | $21,109,312 | 0.00% | Long | 2026-06-30 | |
| Fidelity Capital Appreciation Fund | — | 9,206,700 | $16,756,194 | 0.21% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 6,604,049 | $15,123,272 | 0.01% | Long | 2026-06-30 | |
| Columbia Small Cap Value Discovery Fund | — | 7,983,610 | $14,530,170 | 0.58% | Long | 2026-07-31 | |
| Fidelity Growth and Income Portfolio | — | 5,275,232 | $9,600,922 | 0.06% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | — | 3,792,835 | $8,685,592 | 0.02% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 3,672,376 | $8,409,741 | 0.01% | Long | 2026-06-30 | |
| Global X SuperDividend ETF | SDIV | 3,964,617 | $7,215,603 | 0.59% | Long | 2026-07-31 | |
| State Farm Growth Fund | STFGX | 1,972,419 | $4,516,840 | 0.05% | Long | 2026-06-30 | |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | — | 1,446,530 | $3,312,554 | 0.74% | Long | 2026-06-30 | |
| VANGUARD STRATEGIC EQUITY FUND | VSEQX | 1,249,026 | $2,860,270 | 0.02% | Long | 2026-06-30 | |
| First Trust Financials AlphaDEX Fund | FXO | 1,478,778 | $2,691,376 | 0.24% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap ETF | IWR | 1,150,792 | $2,635,314 | 0.00% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 1,702,169 | $2,468,145 | 0.01% | Long | 2026-08-31 | |
| BlackRock Mid-Cap Value Fund | — | 1,269,539 | $2,310,561 | 0.21% | Long | 2026-07-31 | |
| VIP Growth and Income Portfolio | QGI2Q | 984,800 | $2,255,192 | 0.08% | Long | 2026-06-30 | |
| WisdomTree U.S. SmallCap Dividend Fund | DES | 961,956 | $2,202,879 | 0.10% | Long | 2026-06-30 | |
| Schwab U.S. Small-Cap ETF | SCHA | 1,501,379 | $2,177,000 | 0.01% | Long | 2026-08-31 | |
| Fidelity Mid Cap Index Fund | FSMDX | 1,063,977 | $1,936,438 | 0.00% | Long | 2026-07-31 | |
| The Meet Kevin Power Pricing ETF | PP | 291,842 | $1,759,807 | 5.15% | Long | 2025-01-31 | |
| iShares Russell 1000 Value ETF | IWD | 588,097 | $1,346,742 | 0.00% | Long | 2026-06-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | ITOT | 483,218 | $1,106,569 | 0.00% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 565,232 | $1,028,722 | 0.01% | Long | 2026-07-31 | |
| iShares Russell Mid-Cap Value ETF | IWS | 423,563 | $969,959 | 0.01% | Long | 2026-06-30 | |
| Fidelity Total Market Index Fund | FSKAX | 654,025 | $948,336 | 0.00% | Long | 2026-08-31 | |
| Bridge Builder Large Cap Growth Fund | BBGLX | 400,886 | $918,029 | 0.00% | Long | 2026-06-30 | |
| VIP Dynamic Capital Appreciation Portfolio | — | 378,790 | $867,429 | 0.26% | Long | 2026-06-30 | |
| Easterly Snow Long/Short Opportunity Fund | — | 559,700 | $811,565 | 0.70% | Long | 2026-08-31 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 336,846 | $771,377 | 0.02% | Long | 2026-06-30 | |
| VANGUARD FINANCIALS INDEX FUND | — | 503,218 | $729,666 | 0.00% | Long | 2026-08-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 495,097 | $717,891 | 0.00% | Long | 2026-08-31 | |
| VictoryShares US Small Cap High Div Volatility Wtd ETF | CSB | 291,378 | $667,256 | 0.26% | Long | 2026-06-30 | |
| Income Equity Fund | NOIEX | 217,621 | $498,352 | 0.16% | Long | 2026-06-30 | |
| iShares U.S. Financials ETF | IYF | 230,668 | $419,816 | 0.01% | Long | 2026-07-31 | |
| iShares U.S. Large Cap Premium Income Active ETF | — | 177,083 | $405,520 | 0.03% | Long | 2026-06-30 | |
| WisdomTree U.S. High Dividend Fund | DHS | 170,250 | $389,873 | 0.03% | Long | 2026-06-30 | |
| iShares Russell 2500 ETF | SMMD | 151,096 | $346,010 | 0.01% | Long | 2026-06-30 | |
| Fidelity ZERO Total Market Index Fund | FZROX | 180,595 | $328,683 | 0.00% | Long | 2026-07-31 | |
| WisdomTree U.S. SmallCap Fund | EES | 143,166 | $327,850 | 0.05% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND | — | 142,723 | $326,836 | 0.00% | Long | 2026-06-30 | |
| Invesco Russell 1000 Equal Weight ETF | EQAL | 224,831 | $326,005 | 0.04% | Long | 2026-08-31 | |
| VANGUARD BALANCED INDEX FUND | — | 142,250 | $325,753 | 0.00% | Long | 2026-06-30 | |
| Invesco RAFI US 1500 Small-Mid ETF | PRFZ | 177,748 | $323,501 | 0.01% | Long | 2026-07-31 | |
| iShares Russell 1000 Growth ETF | IWF | 131,298 | $300,672 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 1000 ETF | IWB | 122,733 | $281,059 | 0.00% | Long | 2026-06-30 | |
| Inspire Global Hope ETF | BLES | 187,864 | $272,403 | 0.16% | Long | 2026-08-31 | |
| iShares Russell Mid-Cap Growth ETF | IWP | 114,707 | $262,679 | 0.00% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | — | 165,980 | $240,671 | 0.00% | Long | 2026-08-31 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 96,640 | $221,306 | 0.00% | Long | 2026-06-30 |
Showing 1–50 of 181 positions
Key facts
CIK
1783398
CUSIP
91823B109
13F (30d)
238 filings
212 filers
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