UWM Institutional Ownership
ProShares - Ultra Russell2000
1W: -0.5%
1M: -8.6%
3M: -12.6%
YTD: +21.2%
1Y: +24.8%
3Y: +97.4%
5Y: +6.0%
$58.13
+1.01 (+1.77%)
Weekly Expected Move ±3.2%
$54
$56
$58
$60
$62
Overview
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Holdings
Changes
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Institutional Ownership — UWM
56
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
63M
Total Invested
14
New Positions
8
Increased
25
Reduced
10
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (66 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 160,906 | $9M | -17,934 | -10.0% | 11Q | SEC ↗ |
| 2 | Client First Investment Management LLC NEW | 119,587 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Global View Capital Management LLC | 94,336 | $5M | +15,219 | +19.2% | 4Q | SEC ↗ |
| 4 | TOTH FINANCIAL ADVISORY CORP | 92,077 | $5M | +3,376 | +3.8% | 24Q | SEC ↗ |
| 5 | CWM, LLC | 79,742 | $5M | +16,738 | +26.6% | 3Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 67,454 | $4M | -16,312 | -19.5% | 3Q | SEC ↗ |
| 7 | Wealthcare Advisory Partners LLC | 67,410 | $4M | -670 | -1.0% | 3Q | SEC ↗ |
| 8 | Legacy Wealth Partners, LLC | 55,321 | $3M | +25,519 | +85.6% | 3Q | SEC ↗ |
| 9 | Capital Investment Advisory Services, | 37,577 | $2M | +1,379 | +3.8% | 11Q | SEC ↗ |
| 10 | Tempus Wealth Planning, LLC NEW | 33,257 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Genesee Capital Advisors, LLC NEW | 20,034 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Capital Investment Counsel, Inc | 19,675 | $1M | -29,679 | -60.1% | 58Q | SEC ↗ |
| 13 | IMC-Chicago, LLC NEW | 17,970 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 15,203 | $884K | -14,537 | -48.9% | 4Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,449 | $782K | -68,727 | -83.6% | 33Q | SEC ↗ |
| 16 | BARD ASSOCIATES INC | 13,200 | $767K | -1,700 | -11.4% | 42Q | SEC ↗ |
| 17 | Atlatl Advisers LLC | 12,450 | $724K | +575 | +4.8% | 4Q | SEC ↗ |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | 11,435 | $665K | -3,078 | -21.2% | 4Q | SEC ↗ |
| 19 | Dedeker Financial LLC | 10,236 | $595K | -57,056 | -84.8% | 3Q | SEC ↗ |
| 20 | Cassaday & Co Wealth Management LLC | 9,288 | $540K | — | +0.0% | 15Q | SEC ↗ |
| 21 | Forefront Analytics, LLC | 7,997 | $465K | +7 | +0.1% | 35Q | SEC ↗ |
| 22 | Harvest Investment Services, LLC | 6,815 | $396K | +675 | +11.0% | 5Q | SEC ↗ |
| 23 | Verdence Capital Advisors LLC | 6,103 | $355K | — | +0.0% | 23Q | SEC ↗ |
| 24 | Tower Research Capital LLC (TRC) NEW | 6,024 | $350K | — | +0.0% | 1Q | SEC ↗ |
| 25 | UBS Group AG | 5,132 | $298K | -8,281 | -61.7% | 7Q | SEC ↗ |
| 26 | Silverleafe Capital Partners, LLC | 4,892 | $284K | — | +0.0% | 4Q | SEC ↗ |
| 27 | Meridian Wealth Management, LLC | 4,840 | $281K | -499 | -9.3% | 4Q | SEC ↗ |
| 28 | Summit Financial, LLC NEW | 4,205 | $244K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC NEW | 3,721 | $216K | — | +0.0% | 1Q | SEC ↗ |
| 30 | DEARBORN PARTNERS LLC NEW | 3,700 | $215K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Kingsview Wealth Management, LLC | 3,680 | $214K | -800 | -17.9% | 2Q | SEC ↗ |
| 32 | THURSTON, SPRINGER, MILLER, HERD & TIT NEW | 3,588 | $209K | — | +0.0% | 1Q | SEC ↗ |
| 33 | One Wealth Map LLC | 3,469 | $202K | -448 | -11.4% | 4Q | SEC ↗ |
| 34 | Institute for Wealth Management, LLC. NEW | 2,028 | $118K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Larson Financial Group LLC | 1,618 | $94K | +1 | +0.1% | 31Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV NEW | 828 | $48K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Geneos Wealth Management Inc. | 804 | $47K | -20 | -2.4% | 23Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 600 | $35K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Financial Network Wealth Advisors LLC | 326 | $19K | — | +0.0% | 6Q | SEC ↗ |
| 40 | FIDUCIARY FINANCIAL ADVISORS NEW | 283 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 41 | WHITTIER TRUST CO | 110 | $6K | — | +0.0% | 8Q | SEC ↗ |
| 42 | BANK OF MONTREAL /CAN | 100 | $6K | -200 | -66.7% | 2Q | SEC ↗ |
| 43 | Allworth Financial LP | 65 | $4K | — | +0.0% | 2Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO NEW | 19 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 45 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 1 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 47 | Bogart Wealth, LLC | 0 | $0K | -1,000 | -100.0% | 1Q | SEC ↗ |
| 48 | Massar Capital Management, LP | 0 | $0K | -18,161 | -100.0% | 1Q | SEC ↗ |
| 49 | IFP Advisors, Inc | 0 | $0K | -400 | -100.0% | 2Q | SEC ↗ |
| 50 | OLD MISSION CAPITAL LLC | 0 | $0K | -32,273 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| Client First Investment Management | 119,587 | $7M |
| Tempus Wealth Planning, LLC | 33,257 | $2M |
| Genesee Capital Advisors, LLC | 20,034 | $1M |
| IMC-Chicago, LLC | 17,970 | $1M |
| Tower Research Capital LLC (TRC) | 6,024 | $350K |
| Summit Financial, LLC | 4,205 | $244K |
| Kestra Advisory Services, LLC | 3,721 | $216K |
| DEARBORN PARTNERS LLC | 3,700 | $215K |
| THURSTON, SPRINGER, MILLER, HERD & | 3,588 | $209K |
| Institute for Wealth Management, LL | 2,028 | $118K |
| MERCER GLOBAL ADVISORS INC /ADV | 828 | $48K |
| Integrated Wealth Concepts LLC | 600 | $35K |
| FIDUCIARY FINANCIAL ADVISORS | 283 | $16K |
| JPMORGAN CHASE & CO | 19 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Quadrature Capital Ltd | 71,119 | $4M |
| OLD MISSION CAPITAL LLC | 32,273 | $2M |
| Massar Capital Management, LP | 18,161 | $1M |
| Integrated Advisors Network LLC | 16,820 | $978K |
| PRELUDE CAPITAL MANAGEMENT, LLC | 10,000 | $581K |
| RENAISSANCE TECHNOLOGIES LLC | 8,300 | $482K |
| Simplicity Wealth,LLC | 8,015 | $466K |
| INTERCAPITAL, LLC | 6,000 | $349K |
| HRT FINANCIAL LP | 5,783 | $336K |
| Bogart Wealth, LLC | 1,000 | $58K |
| Federation des caisses Desjardins d | 1,000 | $58K |
| SIMPLEX TRADING, LLC | 637 | $37K |
| IFP Advisors, Inc | 400 | $23K |
| GROUP ONE TRADING LLC | 315 | $18K |
| Comprehensive Financial Planning, I | 258 | $15K |
| Portus Wealth Advisors, LLC | 211 | $12K |
| Root Financial Partners, LLC | 192 | $11K |
| AE Wealth Management LLC | 104 | $6K |
| OSAIC HOLDINGS, INC. | 44 | $3K |
| Qube Research & Technologies Ltd | 5 | $0K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Legacy Wealth Partners, LLC | +25,519 | +85.6% | 55,321 |
| CWM, LLC | +16,738 | +26.6% | 79,742 |
| Global View Capital Management LLC | +15,219 | +19.2% | 94,336 |
| TOTH FINANCIAL ADVISORY CORP | +3,376 | +3.8% | 92,077 |
| Capital Investment Advisory Service | +1,379 | +3.8% | 37,577 |
| Harvest Investment Services, LLC | +675 | +11.0% | 6,815 |
| Atlatl Advisers LLC | +575 | +4.8% | 12,450 |
| Forefront Analytics, LLC | +7 | +0.1% | 7,997 |
| Larson Financial Group LLC | +1 | +0.1% | 1,618 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -68,727 | -83.6% | 13,449 |
| Dedeker Financial LLC | -57,056 | -84.8% | 10,236 |
| Capital Investment Counsel, Inc | -29,679 | -60.1% | 19,675 |
| ENVESTNET ASSET MANAGEMENT INC | -17,934 | -10.0% | 160,906 |
| CITADEL ADVISORS LLC | -16,312 | -19.5% | 67,454 |
| JANE STREET GROUP, LLC | -14,537 | -48.9% | 15,203 |
| UBS Group AG | -8,281 | -61.7% | 5,132 |
| INDEPENDENT FINANCIAL GROUP, LLC | -3,078 | -21.2% | 11,435 |
| BARD ASSOCIATES INC | -1,700 | -11.4% | 13,200 |
| Kingsview Wealth Management, LLC | -800 | -17.9% | 3,680 |
| Wealthcare Advisory Partners LLC | -670 | -1.0% | 67,410 |
| Meridian Wealth Management, LLC | -499 | -9.3% | 4,840 |
| One Wealth Map LLC | -448 | -11.4% | 3,469 |
| BANK OF MONTREAL /CAN | -200 | -66.7% | 100 |
| Geneos Wealth Management Inc. | -20 | -2.4% | 804 |