Position in UWMC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,394
+$536 QoQ
Shares Held
609
+210.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 289 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,366,219 across 7 Mortgage Finance names. UWMC ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
84,890 | $1,337,017 | |
| 2 | ONIT |
Onity Group Inc.
|
456 | $18,126 | |
| 3 | BETR |
Better Home & Finance Holding Co
|
203 | $5,582 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
66 | $3,610 | |
| 5 | UWMC |
UWM Holdings Corp
This page
|
609 | $1,394 | |
| 6 | PFSI |
PennyMac Financial Services, Inc.
|
5 | $435 | |
| 7 | VEL |
Velocity Financial, Inc.
|
3 | $55 |
All Filings in UWMC
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,394 | 609 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $858 | 196 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,451 | 731 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,570 | 1,587 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,426 | 1,177 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $833 | 142 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,192 | 140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $956 | 138 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,001 | 138 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $958 | 134 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $635 | 131 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $722 | 129 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $618 | 126 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $407 | 123 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $348 | 119 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $410 | 116 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $511 | 113 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $663 | 112 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $764 | 110 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $929 | 110 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||