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Equibles

LPL Financial LLC

Position in UWMC — UWM Holdings Corp

CIK 1403438 FORT MILL, SC
Back to UWMC Full portfolio

Position in UWMC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$319,354
-$30,938 QoQ
Shares Held
139,456
+44.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 292 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in UWMC Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $34,159,184 across 5 Mortgage Finance names. UWMC ranks #2 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RKT
Rocket Companies, Inc.
 2,127,729 $33,511,731
2 UWMC
UWM Holdings Corp
This page 		139,456 $319,354
3 BLNE
Beeline Holdings, Inc.
 114,383 $139,547
4 LDI
loanDepot, Inc.
 92,610 $115,762
5 GHI
Greystone Housing Impact Investors LP
 12,550 $72,790

All Filings in UWMC

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $319,354 139,456
2026-03-31 $350,292 96,766
2025-12-31 $511,903 116,873
2025-09-30 $1,303,381 214,020
2025-06-30 $800,849 193,442
2025-03-31 $1,206,556 220,981
2024-12-31 $1,497,853 255,171
2024-09-30 $1,815,859 213,129
2024-06-30 $758,245 109,415
2024-03-31 $840,127 115,720
2023-12-31 $859,658 120,232
2023-09-30 $672,762 138,714
2023-06-30 $312,793 55,856
2023-03-31 $366,831 74,711
2022-12-31 $257,286 77,730
2022-09-30 $218,469 74,563
2022-06-30 $251,099 70,932
2022-03-31 $294,916 65,103
2021-12-31 $412,180 69,625
2021-09-30 $619,967 89,204
2021-06-30 $747,884 88,507
2021-03-31 $370,013 46,660