UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in UWMC — UWM Holdings Corp

CIK 1463217 IRVING, TX

Position in UWMC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$55,014

New position

Shares Held

24,024

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#175

of 289 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $398,377 across 3 Mortgage Finance names. UWMC ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	20,795	$327,521
2	UWMC	UWM Holdings Corp This page	24,024	$55,014
3	LDI	loanDepot, Inc.	12,674	$15,842

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$55,014	24,024	—	Shares	Defined	2026-08-17
No filing history on record for this holder in this stock.