Creative Planning

Position in UWMC — UWM Holdings Corp

CIK 1540235 OVERLAND PARK, KS

Position in UWMC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,092,240

+$295,294 QoQ

Shares Held

476,961

+116.7% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#59

of 291 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $13,312,058 across 7 Mortgage Finance names. UWMC ranks #3 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	546,077	$8,600,712
2	WD	Walker & Dunlop, Inc.	31,220	$1,707,733
3	UWMC	UWM Holdings Corp This page	476,961	$1,092,240
4	VEL	Velocity Financial, Inc.	54,853	$1,012,586
5	PFSI	PennyMac Financial Services, Inc.	9,616	$837,553
6	BLNE	Beeline Holdings, Inc.	38,175	$46,573
7	LDI	loanDepot, Inc.	11,729	$14,661

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,092,240	476,961	+116.7%	Shares	Defined	2026-08-13
2026-03-31	$796,946	220,151	-31.7%	Shares	Sole	2026-05-12
2025-12-31	$1,411,717	322,310	+35.0%	Shares	Sole	2026-02-17
2025-09-30	$1,453,828	238,724	+75.8%	Shares	Defined	2025-11-14
2025-06-30	$562,278	135,816	+300.2%	Shares	Sole	2025-08-08
2025-03-31	$185,274	33,933	+40.9%	Shares	Sole	2025-05-15
2024-12-31	$141,378	24,085	-50.8%	Shares	Defined	2025-02-14
2024-09-30	$417,163	48,963	+42.4%	Shares	Defined	2024-10-11
2024-06-30	$238,211	34,374	+168.4%	Shares	Defined	2024-08-15
2024-03-31	$92,978	12,807	+10.4%	Shares	Sole	2024-05-13
2023-12-31	$82,975	11,605	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.