Cambridge Investment Research Advisors, Inc.

Position in UWMC — UWM Holdings Corp

CIK 1419186 FAIRFIELD, IA

Position in UWMC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,891,846

-$709,504 QoQ

Shares Held

826,134

+15.0% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#47

of 291 holders

Holding Since

Dec 2020

23 quarters on record

Financial Services · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $2,894,773 across 4 Mortgage Finance names. UWMC ranks #1 (65.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UWMC	UWM Holdings Corp This page	826,134	$1,891,846
2	RKT	Rocket Companies, Inc.	54,753	$862,359
3	GHI	Greystone Housing Impact Investors LP	21,644	$125,535
4	LDI	loanDepot, Inc.	12,027	$15,033

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,891,846	826,134	+15.0%	Shares	Sole	2026-07-30
2026-03-31	$2,601,350	718,605	+4.3%	Shares	Sole	2026-04-30
2025-12-31	$3,017,688	688,970	+2.6%	Shares	Sole	2026-02-05
2025-09-30	$4,089,861	671,570	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$2,719,690	656,930	+60.9%	Shares	Sole	2025-07-31
2025-03-31	$2,228,673	408,182	+15.3%	Shares	Sole	2025-04-22
2024-12-31	$2,078,109	354,022	+24.2%	Shares	Sole	2025-02-14
2024-09-30	$2,428,072	284,985	+0.0%	Shares	Sole	2024-10-28
2024-06-30	$1,974,599	284,935	-0.8%	Shares	Sole	2024-07-26
2024-03-31	$2,084,600	287,135	+3.4%	Shares	Sole	2024-04-24
2023-12-31	$1,984,697	277,580	+2.0%	Shares	Sole	2024-02-09
2023-09-30	$1,319,694	272,102	-47.7%	Shares	Sole	2023-10-24
2023-06-30	$2,913,388	520,248	-1.4%	Shares	Sole	2023-07-13
2023-03-31	$2,591,728	527,847	-7.4%	Shares	Sole	2023-05-11
2022-12-31	$1,887,375	570,204	-0.3%	Shares	Sole	2023-02-08
2022-09-30	$1,675,180	571,734	+2.2%	Shares	Sole	2022-10-17
2022-06-30	$1,981,327	559,697	-0.7%	Shares	Sole	2022-07-13
2022-03-31	$2,552,736	563,518	+70.7%	Shares	Sole	2022-05-12
2021-12-31	$1,954,186	330,099	+10.9%	Shares	Sole	2022-02-03
2021-09-30	$2,068,695	297,654	+35.8%	Shares	Sole	2021-11-02
2021-06-30	$1,852,603	219,243	+4.9%	Shares	Sole	2021-08-10
2021-03-31	$1,656,830	208,932	—	Shares	Sole	2021-05-07
2020-12-31 GHIV	—	54,888	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.