Excelsior Advisor Network LLC

Position in UWMC — UWM Holdings Corp

CIK 2110679 SCOTTSDALE, AZ

Position in UWMC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$34,579

New position

Shares Held

15,100

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#204

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

Excelsior Advisor Network LLC holds $1,064,557 across 3 Mortgage Finance names. UWMC ranks #3 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	62,951	$991,478
2	LDI	loanDepot, Inc.	30,800	$38,500
3	UWMC	UWM Holdings Corp This page	15,100	$34,579

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,579	15,100	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.