Who Owns UWM?
ProShares - Ultra Russell2000 — Institutional Ownership & 13F Holdings
$58.18
+2.28 (+4.08%)
Market Cap
$221.6M
Shares Outstanding
3,730,580
Institutional Holders
55
Total Inst. Value
$107.0M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
14
Closed Positions
19
Increased
7
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $68.5M | 2,049 |
| 2 | PERSONAL CFO SOLUTIONS, LLC | $11.3M | 339,375 |
| 3 | Simplicity Wealth,LLC | $3.4M | 101,911 |
| 4 | IMC-Chicago, LLC | $2.4M | 71,955 |
| 5 | CROWLEY WEALTH MANAGEMENT, INC. | $2.3M | 69,200 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 68,543 |
| 7 | GTS SECURITIES LLC | $1.8M | 52,915 |
| 8 | TOTH FINANCIAL ADVISORY CORP | $1.7M | 51,825 |
| 9 | Capital Investment Counsel, Inc | $1.7M | 51,599 |
| 10 | Prospera Financial Services Inc | $1.2M | 35,178 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +2K | $68.5M |
| Simplicity Wealth,LLC | +11K | $3.4M |
| IMC-Chicago, LLC | +36K | $2.4M |
| Capital Investment Counsel, Inc | +6K | $1.7M |
| Squarepoint Ops LLCNew | +29K | $967K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -102K | $98K |
| Quadrature Capital Ltd | -90K | $891K |
| EverSource Wealth Advisors, LLC | -86K | $18K |
| Envestnet Portfolio Solutions, Inc. | -56K | $9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -41K | $2.3M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold UWM?
As of Q1 2025, 55 institutional investors report holding UWM (ProShares - Ultra Russell2000) in their 13F filings.
Which hedge fund owns the most UWM?
The largest institutional holder of UWM is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $68.5M in shares.
Are institutions buying or selling UWM?
This quarter, 14 institutions opened new positions in UWM and 19 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.