Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,055,286
+$908,758 QoQ
Shares Held
7,011,042
+67.6% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#11
of 291 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Derivatives in UWMC
reported options exposure · as of Jun 30, 2026CallValue
$1,243,241
CallShares
542,900
PutValue
$881,421
PutShares
384,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026CITADEL ADVISORS LLC holds $43,671,462 across 10 Mortgage Finance names. UWMC ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
7,011,042 | $16,055,286 | |
| 2 | RKT |
Rocket Companies, Inc.
|
679,401 | $10,700,565 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
335,989 | $9,239,697 | |
| 4 | PFSI |
PennyMac Financial Services, Inc.
|
48,903 | $4,259,451 | |
| 5 | VEL |
Velocity Financial, Inc.
|
54,027 | $997,337 | |
| 6 | LDI |
loanDepot, Inc.
|
765,780 | $957,225 | |
| 7 | ONIT |
Onity Group Inc.
|
23,539 | $935,674 | |
| 8 | WD |
Walker & Dunlop, Inc.
|
7,683 | $420,260 |
All Filings in UWMC
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,241 | 542,900 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $16,055,286 | 7,011,042 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $881,421 | 384,900 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $2,533,638 | 699,900 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $2,067,382 | 571,100 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $15,146,528 | 4,184,124 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,179,926 | 497,700 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $29,413,775 | 6,715,474 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $3,537,288 | 807,600 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $5,088,195 | 835,500 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $30,140,133 | 4,949,119 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $2,352,567 | 386,300 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $757,206 | 182,900 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $1,967,742 | 475,300 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $22,362,545 | 5,401,581 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $71,300,834 | 13,058,761 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $1,017,198 | 186,300 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $2,241,330 | 410,500 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $69,330,892 | 11,811,055 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $204,276 | 34,800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $4,358,475 | 742,500 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $5,549,928 | 651,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $139,728 | 16,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $76,497,433 | 8,978,572 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,697,850 | 245,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $4,065,831 | 586,700 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $10,739,711 | 1,549,742 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,909,333 | 1,227,181 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $1,034,550 | 142,500 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $5,837,766 | 804,100 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $6,337,045 | 886,300 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $205,920 | 28,800 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $407 | 57 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $265,295 | 54,700 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $6,000,905 | 1,237,300 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,346,636 | 277,657 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $92,652 | 16,545 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $1,650,320 | 294,700 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $656,880 | 117,300 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $880,854 | 179,400 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $2,027 | 413 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $2,115,719 | 430,900 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $118,745 | 35,875 | Shares | Defined | 2023-02-14 | |
| 2022-12-31 | $605,730 | 183,000 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $1,914,173 | 578,300 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $335,485 | 114,500 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $1,453,573 | 496,100 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $363,558 | 102,700 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $1,644,684 | 464,600 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $1,147,278 | 324,090 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||