Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,349,783
New position
Shares Held
589,425
first reported quarter
Ownership
0.037%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#55
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $2,603,939 across 2 Mortgage Finance names. UWMC ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
589,425 | $1,349,783 | |
| 2 | RKT |
Rocket Companies, Inc.
|
79,629 | $1,254,156 |
All Filings in UWMC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,349,783 | 589,425 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||