UWMC · UWM Holdings Corp

$1.51 +0.09 (+6.34%) At close · Aug 25

Market Cap

$2.28B

1.60B

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 295

Total Value: $637,735,429

Total Shares: 278,488,662

Institutional Ownership Trend

26 quarters

Superinvestors Holding UWMC

All superinvestors →

Stanley Druckenmiller $5,915,070

Holder Concentration

Across 295 13F filers · Δ vs Mar 31, 2026

Top Holder

10.9%

−1.0 pts

Top 5

31.9%

+0.6 pts

Top 10

49.0%

+1.6 pts

HHI

354

Broadly held−3

Quarterly Activity

vs Mar 31, 2026

New

Increased

138

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: -20.7%

Shares held: +25.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega BlackRock, Inc.	+4,981,220	17,581,973
Mega VANGUARD PORTFOLIO MANAGEMENT LLC	+4,265,025	13,861,844
Mega GOLDMAN SACHS GROUP INC	+3,997,989	10,126,852
Mega FMR LLC	+3,949,548	30,457,810
Mega CITADEL ADVISORS LLC	+2,483,718	7,938,842

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega TWO SIGMA INVESTMENTS, LP	−6,461,249	1,232,215
Large Balyasny Asset Management L.P.	−3,980,370	19,630
Large Freestone Grove Partners LP	−3,270,347	6,488,779
Mega BNP PARIBAS ARBITRAGE, SA	−2,558,561	15,785
Mega D. E. Shaw & Co., Inc.	−2,126,951	463,616

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega NORGES BANK	13,750,000	$31,487,500
Mega AMERIPRISE FINANCIAL INC	11,422,221	$26,156,885
Large BRANDES INVESTMENT PARTNERS, LP	10,471,859	$23,980,557
Large HRT FINANCIAL LP	7,062,969	$16,174,199
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,725,165	$15,400,627

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small KING STREET CAPITAL MANAGEMENT, L.P.	7,799,000	$28,232,380
Mid Diameter Capital Partners LP	5,800,000	$20,996,000
Large Alyeska Investment Group, L.P.	2,855,790	$10,337,959
Large ExodusPoint Capital Management, LP	2,602,383	$9,420,626
Mid 140 Summer Partners LP	2,570,000	$9,303,400

Filter: New 72 Increased 138 Reduced 56 Sold out 68 Unchanged 29

Showing 100 of 311

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

FMR LLC

$69,748,383

10.94%

30,457,810

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	30,434,109	$69,694,109	99.9%	Defined
STRATEGIC ADVISERS LLC	977	$2,237	0.0%	Defined
FIAM LLC	22,724	$52,037	0.1%	Defined

BlackRock, Inc.

$40,262,711

6.31%

17,581,973

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	1,405,947	$3,219,618	8.0%	Sole
BlackRock Investment Management (Australia) Ltd	708	$1,621	0.0%	Sole
BlackRock Asset Management Canada Ltd	689	$1,577	0.0%	Sole
BlackRock Investment Management, LLC	106,677	$244,290	0.6%	Sole
BLACKROCK ADVISORS LLC	1,373,404	$3,145,095	7.8%	Sole
BlackRock Fund Advisors	3,912,297	$8,959,160	22.3%	Sole
BlackRock Institutional Trust Company, N.A.	8,312,405	$19,035,407	47.3%	Sole
BlackRock Fund Managers Ltd.	282,300	$646,467	1.6%	Sole
BlackRock Asset Management Ireland Ltd	401,386	$919,173	2.3%	Sole
BlackRock Advisors (UK) Ltd	6,265	$14,346	0.0%	Sole
BlackRock (Luxembourg) S.A.	423,859	$970,637	2.4%	Sole
BlackRock Asset Management Schweiz AG	23,931	$54,801	0.1%	Sole
Aperio Group, LLC	1,331,895	$3,050,039	7.6%	Sole
SpiderRock Advisors, LLC	210	$480	0.0%	Sole

VANGUARD PORTFOLIO MANAGEMENT LLC

$31,743,622

4.98%

13,861,844

NORGES BANK

$31,487,500

4.94%

13,750,000

VANGUARD CAPITAL MANAGEMENT LLC

$30,169,396

4.73%

13,174,409

AMERIPRISE FINANCIAL INC

$26,156,885

4.10%

11,422,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	11,416,441	$26,143,649	99.9%	Defined
Ameriprise Financial Services, LLC	5,780	$13,236	0.1%	Defined

BRANDES INVESTMENT PARTNERS, LP

$23,980,557

3.76%

10,471,859

GOLDMAN SACHS GROUP INC

$23,190,491

3.64%

10,126,852

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	9,752,800	$22,333,912	96.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	374,052	$856,579	3.7%	Defined

BANK OF AMERICA CORP /DE/

$17,482,610

2.74%

7,634,328

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	3,474,736	$7,957,145	45.5%	Defined
BOFA SECURITIES, INC.	3,840,153	$8,793,950	50.3%	Defined
MANAGED ACCOUNT ADVISORS LLC	319,439	$731,515	4.2%	Defined

HRT FINANCIAL LP

$16,174,199

2.54%

7,062,969

CITADEL ADVISORS LLC

$16,055,286

2.52%

7,011,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	7,011,042	$16,055,286	100.0%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$15,400,627

2.41%

6,725,165

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	6,725,165	$15,400,627	100.0%	Defined

Freestone Grove Partners LP

$14,859,303

2.33%

6,488,779

NORTHERN TRUST CORP

$13,284,009

2.08%

5,800,878

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	3,788,690	$8,676,099	65.3%	Other
NORTHERN TRUST GLOBAL INVESTMENTS LTD	39,769	$91,071	0.7%	Defined
STATE FARM INVESTMENT MANAGEMENT CORP joint	1,972,419	$4,516,839	34.0%	Other

Integrated Investment Consultants, LLC

$12,325,817

1.93%

5,382,453

GEODE CAPITAL MANAGEMENT, LLC

$12,248,723

1.92%

5,348,788

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	870,147	$1,992,636	16.3%	Defined
Held directly	4,478,641	$10,256,087	83.7%	Defined

STATE STREET CORP

$11,494,343

1.80%

5,019,364

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	5,019,364	$11,494,343	100.0%	Defined

Owl Creek Asset Management, L.P.

$11,247,250

1.76%

4,911,463

Invesco Ltd.

$11,155,933

1.75%

4,871,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	53,076	$121,542	1.1%	Defined
Invesco Trust Co joint	112,248	$257,047	2.3%	Defined
Invesco Capital Management LLC	4,706,264	$10,777,344	96.6%	Defined

MORGAN STANLEY

$11,005,104

1.73%

4,805,724

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	398,849	$913,364	8.3%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	2,551,325	$5,842,534	53.1%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	8,363	$19,151	0.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	722,795	$1,655,199	15.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,124,392	$2,574,856	23.4%	Defined

CANADA PENSION PLAN INVESTMENT BOARD

$10,347,136

1.62%

4,518,400

AQR CAPITAL MANAGEMENT LLC

$10,003,618

1.57%

4,368,394

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	2,973	$6,808	0.1%	Other
RF&L WEALTH MANAGEMENT, LLC	171	$391	0.0%	Other
Compound Planning, Inc.	179	$409	0.0%	Other
Arax Advisory Partners	54,492	$124,786	1.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	23,150	$53,013	0.5%	Other
Stokes Family Office, LLC	8,510	$19,487	0.2%	Other
Held directly	4,278,919	$9,798,724	98.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$9,403,793

1.47%

4,106,460

PLATINUM EQUITY, LLC

$6,847,560

1.07%

2,990,201

Duquesne Family Office LLC

$5,915,070

0.93%

2,583,000

CANYON CAPITAL ADVISORS LLC

$5,796,438

0.91%

2,531,196

DIMENSIONAL FUND ADVISORS LP

$5,776,643

0.91%

2,522,552

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	5,981	$13,696	0.2%	Defined
Dimensional Ireland Ltd	87,874	$201,231	3.5%	Defined
Held directly	2,428,697	$5,561,716	96.3%	Sole

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$5,636,793

0.88%

2,461,482

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	2,198,897	$5,035,474	89.3%	Other
G1 EXECUTION SERVICES, LLC	262,585	$601,319	10.7%	Other

XTX Topco Ltd

$5,362,089

0.84%

2,341,524

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	2,341,524	$5,362,089	100.0%	Defined

MARSHALL WACE, LLP

$5,304,065

0.83%

2,316,186

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	2,316,186	$5,304,065	100.0%	Other

UBS Group AG

$4,774,741

0.75%

2,085,040

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,467	$3,359	0.1%	Defined
UBS AG	2,083,573	$4,771,382	99.9%	Defined

Schonfeld Strategic Advisors LLC

$4,723,090

0.74%

2,062,485

MILLENNIUM MANAGEMENT LLC

$4,717,342

0.74%

2,059,975

TUDOR INVESTMENT CORP ET AL

$4,704,420

0.74%

2,054,332

Bank of New York Mellon Corp

$4,593,262

0.72%

2,005,793

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon Trust of Delaware joint	4,545	$10,407	0.2%	Defined
Mellon Investments Corporation joint	1,583,119	$3,625,342	78.9%	Defined
The Bank of New York Mellon	227,413	$520,775	11.3%	Defined
BNY Mellon, NA joint	190,714	$436,734	9.5%	Defined
Held directly	2	$4	0.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$4,523,558

0.71%

1,975,353

Squarepoint Ops LLC

$4,064,344

0.64%

1,774,823

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	1,774,823	$4,064,344	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$3,624,545

0.57%

1,582,771

Alight Capital Management LP

$3,435,000

0.54%

1,500,000

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$3,372,712

0.53%

1,472,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	1,472,800	$3,372,712	100.0%	Other

VARCOV Co.

$3,149,945

0.49%

1,375,522

Virtu Financial LLC

$2,982,170

0.47%

1,302,258

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	1,302,258	$2,982,170	100.0%	Defined

TWO SIGMA INVESTMENTS, LP

$2,821,772

0.44%

1,232,215

Signature Equity Partners, LLC

$2,770,508

0.43%

1,209,829

Steward Partners Investment Advisory, LLC

$2,729,004

0.43%

1,191,705

Oak Thistle LLC

$1,982,590

0.31%

865,760

WELLS FARGO & COMPANY/MN

$1,908,119

0.30%

833,240

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	14,276	$32,692	1.7%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	628,600	$1,439,494	75.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	190,364	$435,933	22.8%	Defined

Cambridge Investment Research Advisors, Inc.

$1,891,846

0.30%

826,134

Empyrean Capital Partners, LP

$1,866,350

0.29%

815,000

SALZHAUER MICHAEL

$1,660,250

0.26%

725,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Salzhauer Henry	725,000	$1,660,250	100.0%	Other

EASTERLY INVESTMENT PARTNERS LLC

$1,580,535

0.25%

690,190

Engineers Gate Manager LP

$1,473,230

0.23%

643,332

PDT Partners, LLC

$1,431,121

0.22%

624,944

Swiss National Bank

$1,427,586

0.22%

623,400

Carrera Capital Advisors

$1,419,394

0.22%

619,823

JANE STREET GROUP, LLC

$1,401,022

0.22%

611,800

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	611,800	$1,401,022	100.0%	Defined

Prana Capital Management, LP

$1,393,593

0.22%

608,556

Advisors Asset Management, Inc.

$1,349,783

0.21%

589,425

Brooklands Fund Management Ltd

$1,270,721

0.20%

554,900

CITADEL ADVISORS LLC

$1,243,241

0.19%

542,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	542,900	$1,243,241	100.0%	Defined

Point72 Asset Management, L.P.

$1,185,304

0.19%

517,600

IEQ CAPITAL, LLC

$1,144,909

0.18%

499,961

180 WEALTH ADVISORS, LLC

$1,104,973

0.17%

482,521

Creative Planning

$1,092,240

0.17%

476,961

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	4,390	$10,053	0.9%	Defined
Held directly	472,571	$1,082,187	99.1%	Sole

Pacific Capital Wealth Advisors, Inc.

$984,700

0.15%

430,000

Cinctive Capital Management LP

$947,940

0.15%

413,948

Blackstone Inc.

$928,462

0.15%

405,442

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blackstone Alternative Asset Management L.P.	405,442	$928,462	100.0%	Other

Caprock Group, LLC

$924,200

0.14%

403,581

Quantbot Technologies LP

$920,389

0.14%

401,917

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	401,917	$920,389	100.0%	Sole

Nuveen, LLC

$899,755

0.14%

392,907

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	106,402	$243,660	27.1%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	96,640	$221,305	24.6%	Defined
TEACHERS ADVISORS, LLC joint	189,865	$434,790	48.3%	Defined

CITADEL ADVISORS LLC

$881,421

0.14%

384,900

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	384,900	$881,421	100.0%	Defined

Walleye Trading LLC

$877,255

0.14%

383,081

ALLIANCEBERNSTEIN L.P.

$863,998

0.14%

377,292

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	377,292	$863,998	100.0%	Defined

VICTORY CAPITAL MANAGEMENT INC

$754,234

0.12%

329,360

BOOTHBAY FUND MANAGEMENT, LLC

$754,097

0.12%

329,300

Mariner, LLC

$720,030

0.11%

314,424

FNY Investment Advisers, LLC

$691,580

0.11%

302,000

Jain Global LLC

$686,248

0.11%

299,672

CAPSTONE INVESTMENT ADVISORS, LLC

$679,234

0.11%

296,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Capstone Investment Advisors (UK), LLP	296,609	$679,234	100.0%	Defined

Walleye Trading LLC

$647,841

0.10%

282,900

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$647,383

0.10%

282,700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	282,700	$647,383	100.0%	Other

WINTON GROUP Ltd

$629,750

0.10%

275,000

Inspire Investing, LLC

$629,152

0.10%

274,739

D. E. Shaw & Co., Inc.

$603,680

0.09%

263,616

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	263,616	$603,680	100.0%	Defined

Mount Lucas Management LP

$595,400

0.09%

260,000

Holocene Advisors, LP

$579,947

0.09%

253,252

Fieldview Capital Management, LLC

$572,770

0.09%

250,118

TIG Advisors, LLC

$560,069

0.09%

244,572

Centiva Capital, LP

$552,847

0.09%

241,418

Cetera Investment Advisers

$551,617

0.09%

240,881

ALLSTATE CORP

$524,082

0.08%

228,857

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	228,857	$524,082	100.0%	Sole

VANGUARD ASSET MANAGEMENT, Ltd

$515,119

0.08%

224,943

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$514,217

0.08%

224,550

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Asset Management Switzerland AG	179,742	$411,609	80.0%	Sole
UBS Asset Management (UK) Ltd.	21,410	$49,028	9.5%	Other
Held directly	23,398	$53,580	10.4%	Defined

GROUP ONE TRADING LLC

$508,570

0.08%

222,083

Lebenthal Global Advisors, LLC

$498,674

0.08%

217,762

Walleye Trading LLC

$498,304

0.08%

217,600

DV Trading LLC

$480,900

0.08%

210,000

WOLVERINE ASSET MANAGEMENT LLC

$463,617

0.07%

202,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	202,453	$463,617	100.0%	Defined

SALZHAUER MICHAEL

$419,928

0.07%

183,375

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Salzhauer Henry	183,375	$419,928	100.0%	Other

Brevan Howard Capital Management LP

$401,349

0.06%

175,262

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	175,262	$401,349	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	23,137	$52,983	13.4%	Defined
Legal & General Investment Management Ltd joint	148,901	$340,982	86.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	166,113	$380,398	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	5,182	$11,866	3.2%	Sole
SEI TRUST CO	155,801	$356,784	96.8%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DRW Investments	153,392	$351,267	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frec Advisers LLC	151,112	$346,046	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	149,337	$341,981	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	75,509	$172,915	53.2%	Defined
BARCLAYS CAPITAL INC.	66,460	$152,193	46.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	136,748	$313,152	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Sentier Investors RQI Pty Ltd	120,646	$276,279	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Northern Trust	120,064	$274,946	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	102,300	$234,267	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	100,000	$229,000	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	100,000	$229,000	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	90,055	$206,225	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	49,470	$113,286	59.7%	Defined
Osaic Advisory Services, LLC	33,396	$76,476	40.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC Global Asset Management (UK) Ltd	15,706	$35,966	21.0%	Defined
HSBC BANK PLC	59,019	$135,153	79.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	71,024	$162,644	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	59,712	$136,740	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	57,660	$132,041	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	47,428	$108,610	86.8%	Defined
RBC Dominion Securities Inc.	488	$1,117	0.9%	Defined
RBC Trust Co (Delaware) Ltd	80	$183	0.1%	Defined
Held directly	6,637	$15,198	12.1%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	18,936	$43,363	70.8%	Defined
Raymond James Financial Services Advisors, Inc.	7,799	$17,859	29.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	26,414	$60,488	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DNB FUND	25,422	$58,216	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	9,697	$22,206	38.3%	Defined
DWS International GmbH	15,633	$35,799	61.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	25,285	$57,902	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
United Capital Financial Partners, LLC	24,024	$55,014	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	21,696	$49,683	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Trust Co of Delaware	1,017	$2,328	5.2%	Other
J.P. Morgan Investment Management Inc.	2,354	$5,390	12.1%	Defined
J.P. Morgan Securities LLC	876	$2,006	4.5%	Defined
J.P. Morgan Securities plc	14,605	$33,445	75.1%	Defined
55I, LLC	517	$1,183	2.7%	Other
J.P. Morgan Markets Ltd	68	$155	0.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Global Asset Management Inc.	18,771	$42,985	98.4%	Defined
Desjardins Securities inc.	300	$687	1.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Orion Custom Indexing	45	$103	0.2%	Other
AQR Capital Management	10,920	$25,006	59.7%	Other
Aperio	820	$1,877	4.5%	Other
Held directly	6,509	$14,905	35.6%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	16,516	$37,821	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
COMMERCE BANCSHARES INC /MO/	16,043	$36,738	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ELEVATION POINT WEALTH PARTNERS, LLC	13,894	$31,817	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	12,358	$28,299	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	9,685	$22,178	83.7%	Defined
Held directly	1,883	$4,312	16.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	4,714	$10,795	42.5%	Defined
Held directly	6,373	$14,594	57.5%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH	10,152	$23,248	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wilmington Trust National Association	7,147	$16,366	70.7%	Defined
Wilmington Trust Company	1,068	$2,445	10.6%	Defined
Wilmington Funds Management Corp	1,900	$4,351	18.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	887	$2,031	13.3%	Sole
Held directly	5,758	$13,183	86.7%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER TRUST COMPANY, N.A.	2,348	$5,376	42.0%	Defined
Rockefeller Trust Co (Delaware)	245	$561	4.4%	Defined
ROCKEFELLER FINANCIAL LLC	3,000	$6,870	53.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	5,569	$12,753	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,391	$3,185	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	977	$2,237	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	242	$554	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	130	$297	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	122	$279	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MITSUBISHI UFJ FINANCIAL GROUP INC	0	$0	—	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
140 Summer Partners Master Fund LP	2,570,000	$9,303,400	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA SECURITIES INTERNATIONAL INC	220,000	$796,400	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MILLENNIUM MANAGEMENT LLC	135,971	$492,215	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA SECURITIES INTERNATIONAL INC	104,656	$378,854	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	81,913	$296,525	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	59,258	$214,513	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JEFFERIES LLC	55,502	$200,917	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management Company LLP	38,199	$138,280	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	23,629	$85,536	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC joint	10,289	$37,246	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Institutional Asset Management Trust Co	25	$90	0.4%	Sole
Held directly	6,205	$22,462	99.6%	Sole

Key facts CIK 1783398 CUSIP 91823B109 13F (30d) 252 filings 249 filers Visit website Investor relations