LPL Financial LLC

Position in UWMC — UWM Holdings Corp

CIK 1403438 FORT MILL, SC

Position in UWMC

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$350,292

-$161,611 QoQ

Shares Held

96,766

-17.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $31,295,107 across 4 Mortgage Finance names. UWMC ranks #2 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	2,149,332	$30,627,981
2	UWMC	UWM Holdings Corp This page	96,766	$350,292
3	BLNE	Beeline Holdings, Inc.	80,383	$188,900
4	LDI	loanDepot, Inc.	90,095	$127,934

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$350,292	96,766	-17.2%	Shares	Sole	2026-05-06
2025-12-31	$511,903	116,873	-45.4%	Shares	Sole	2026-02-11
2025-09-30	$1,303,381	214,020	+10.6%	Shares	Sole	2025-11-12
2025-06-30	$800,849	193,442	-12.5%	Shares	Sole	2025-08-12
2025-03-31	$1,206,556	220,981	-13.4%	Shares	Sole	2025-05-07
2024-12-31	$1,497,853	255,171	+19.7%	Shares	Sole	2025-02-11
2024-09-30	$1,815,859	213,129	+94.8%	Shares	Sole	2024-11-08
2024-06-30	$758,245	109,415	-5.4%	Shares	Sole	2024-08-07
2024-03-31	$840,127	115,720	-3.8%	Shares	Sole	2024-05-10
2023-12-31	$859,658	120,232	-13.3%	Shares	Sole	2024-02-14
2023-09-30	$672,762	138,714	+148.3%	Shares	Sole	2023-11-13
2023-06-30	$312,793	55,856	-25.2%	Shares	Sole	2023-07-31
2023-03-31	$366,831	74,711	-3.9%	Shares	Sole	2023-05-10
2022-12-31	$257,286	77,730	+4.2%	Shares	Sole	2023-02-07
2022-09-30	$218,469	74,563	+5.1%	Shares	Sole	2022-11-14
2022-06-30	$251,099	70,932	+9.0%	Shares	Sole	2022-08-12
2022-03-31	$294,916	65,103	-6.5%	Shares	Sole	2022-05-16
2021-12-31	$412,180	69,625	-21.9%	Shares	Sole	2022-02-14
2021-09-30	$619,967	89,204	+0.8%	Shares	Sole	2021-11-15
2021-06-30	$747,884	88,507	+89.7%	Shares	Sole	2021-08-13
2021-03-31	$370,013	46,660	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.