Smartleaf Asset Management LLC

Position in UWMC — UWM Holdings Corp

CIK 2010393 BOSTON, MA

Position in UWMC

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

Position Value

$1,330

-$773 QoQ

Shares Held

581

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#263

of 291 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $233,609 across 5 Mortgage Finance names. UWMC ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	12,237	$192,732
2	PFSI	PennyMac Financial Services, Inc.	278	$24,213
3	WD	Walker & Dunlop, Inc.	279	$15,261
4	UWMC	UWM Holdings Corp This page	581	$1,330
5	VEL	Velocity Financial, Inc.	4	$73

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,330	581	0.0%	Shares	Sole	2026-08-12
2026-03-31	$2,103	581	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,544	581	0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,538	581	+25.2%	Shares	Sole	2025-11-05
2025-06-30	$1,920	464	-20.1%	Shares	Sole	2025-08-14
2025-03-31	$3,172	581	0.0%	Shares	Sole	2025-05-14
2024-12-31	$3,410	581	+396.6%	Shares	Sole	2025-02-05
2024-09-30	$996	117	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.