Cetera Investment Advisers

Position in UWMC — UWM Holdings Corp

CIK 1666741 SCHAUMBURG, IL

Position in UWMC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$551,617

-$27,188 QoQ

Shares Held

240,881

+50.7% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#81

of 289 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cetera Investment Advisers holds $7,446,686 across 4 Mortgage Finance names. UWMC ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	394,887	$6,219,470
2	LDI	loanDepot, Inc.	473,683	$592,103
3	UWMC	UWM Holdings Corp This page	240,881	$551,617
4	GHI	Greystone Housing Impact Investors LP	14,396	$83,496

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,617	240,881	+50.7%	Shares	Sole	2026-08-12
2026-03-31	$578,805	159,891	+6.0%	Shares	Sole	2026-05-13
2025-12-31	$660,652	150,834	+0.1%	Shares	Sole	2026-02-17
2025-09-30	$917,610	150,675	+33.4%	Shares	Sole	2025-11-14
2025-06-30	$467,658	112,961	+20.5%	Shares	Sole	2025-08-08
2025-03-31	$511,722	93,722	+8.1%	Shares	Sole	2025-05-06
2024-12-31	$509,128	86,734	+147.8%	Shares	Sole	2025-02-14
2024-09-30	$298,217	35,002	+21.7%	Shares	Sole	2024-11-13
2024-06-30	$199,265	28,754	-0.6%	Shares	Sole	2024-08-22
2024-03-31	$209,995	28,925	+106.6%	Shares	Sole	2024-05-24
2023-12-31	$100,100	14,000	-33.3%	Shares	Sole	2024-02-13
2023-09-30	$101,850	21,000	-0.7%	Shares	Sole	2023-11-14
2023-06-30	$118,440	21,150	0.0%	Shares	Sole	2023-08-10
2023-03-31	$103,846	21,150	-16.9%	Shares	Sole	2023-05-15
2022-12-31	$84,239	25,450	-1.9%	Shares	Sole	2023-02-14
2022-09-30	$76,033	25,950	0.0%	Shares	Sole	2022-11-14
2022-06-30	$91,863	25,950	0.0%	Shares	Sole	2022-08-11
2022-03-31	$117,553	25,950	-2.3%	Shares	Sole	2022-05-13
2021-12-31	$157,176	26,550	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$181,047	26,050	+9.0%	Shares	Sole	2021-11-16
2021-06-30	$201,870	23,890	+5.3%	Shares	Sole	2021-08-13
2021-03-31	$179,931	22,690	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.