Position in UWMC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$206,225
+$181,147 QoQ
Shares Held
90,055
+1199.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#123
of 292 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Tower Research Capital LLC (TRC) holds $580,660 across 10 Mortgage Finance names. UWMC ranks #1 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
This page
|
90,055 | $206,225 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
1,871 | $162,964 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
1,691 | $92,497 | |
| 4 | RKT |
Rocket Companies, Inc.
|
2,110 | $33,231 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
979 | $26,922 | |
| 6 | ONIT |
Onity Group Inc.
|
634 | $25,201 | |
| 7 | LDI |
loanDepot, Inc.
|
11,494 | $14,367 | |
| 8 | VEL |
Velocity Financial, Inc.
|
645 | $11,906 |
All Filings in UWMC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,225 | 90,055 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $25,078 | 6,928 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $85,558 | 19,534 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $33,262 | 5,462 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $22,069 | 5,331 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $25,508 | 4,672 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $391,980 | 66,777 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $83,205 | 9,766 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $10,741 | 1,550 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $96,732 | 13,324 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $86,171 | 12,052 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $20,758 | 4,280 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $11,642 | 2,079 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,502 | 3,972 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $17,145 | 5,180 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $57,477 | 19,617 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $3,695 | 1,044 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $10,296 | 2,273 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,247 | 1,562 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $112,450 | 16,180 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $33,808 | 4,001 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $210,517 | 26,547 | Shares | Other | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||