MERCER GLOBAL ADVISORS INC /ADV

Position in UWMC — UWM Holdings Corp

CIK 853758 DENVER, CO

Position in UWMC

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$225,129

-$38,707 QoQ

Shares Held

98,310

+34.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#116

of 289 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 32% Shared 0% None 68%

Financial Services · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $8,488,203 across 5 Mortgage Finance names. UWMC ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	363,913	$5,731,629
2	PFSI	PennyMac Financial Services, Inc.	14,629	$1,274,185
3	WD	Walker & Dunlop, Inc.	22,710	$1,242,237
4	UWMC	UWM Holdings Corp This page	98,310	$225,129
5	LDI	loanDepot, Inc.	12,019	$15,023

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,129	98,310	+34.9%	Shares	Sole	2026-08-19
2026-03-31	$263,836	72,883	-42.3%	Shares	Sole	2026-05-15
2025-12-31	$552,979	126,251	+78.3%	Shares	Sole	2026-02-18
2025-09-30	$431,257	70,814	+248.6%	Shares	Sole	2025-11-14
2025-06-30	$84,099	20,314	-54.9%	Shares	Sole	2025-08-14
2025-03-31	$246,082	45,070	+50.2%	Shares	Sole	2025-05-15
2024-12-31	$176,182	30,014	+25.9%	Shares	Sole	2025-02-14
2024-09-30	$203,057	23,833	-3.7%	Shares	Sole	2024-11-14
2024-06-30	$171,566	24,757	+8.7%	Shares	Sole	2024-08-12
2024-03-31	$165,281	22,766	-60.5%	Shares	Sole	2024-05-15
2023-12-31	$411,625	57,570	+9.1%	Shares	Sole	2024-02-15
2023-09-30	$255,852	52,753	+146.0%	Shares	Sole	2023-11-15
2023-06-30	$120,103	21,447	+3.6%	Shares	Sole	2023-08-14
2023-03-31	$101,637	20,700	-90.4%	Shares	Sole	2023-05-16
2022-03-31	$980,654	216,480	+421.2%	Shares	Sole	2022-05-10
2021-12-31	$245,887	41,535	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.