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Who owns UWMWhat UWM owns — n/a

Who owns ProShares - Ultra Russell2000?

Institutional ownership of UWM from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

29

13F holders

$39.1M

value, 2026 filers

13.1%

of shares outstanding (581,836 sh)

9

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UWM's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1ENVESTNET ASSET MANAGEMENT INC160,906$10.8M0.0%3.6%-10.0%
2TOTH FINANCIAL ADVISORY CORP92,077$6.2M0.6%2.1%+3.8%
3CITADEL ADVISORS LLC67,454$4.5M0.0%1.5%-19.5%
4Wealthcare Advisory Partners LLC67,410$4.5M0.1%1.5%-1.0%
5Legacy Wealth Partners, LLC55,321$3.7M0.8%1.2%+85.6%
6Capital Investment Advisory Services, LLC37,577$2.5M0.2%0.8%+3.8%
7JANE STREET GROUP, LLC15,203$1.0M0.0%0.3%-48.9%
8SUSQUEHANNA INTERNATIONAL GROUP, LLP13,449$904,1760.0%0.3%-83.6%
9Atlatl Advisers LLC12,450$837,0140.2%0.3%+4.8%
10INDEPENDENT FINANCIAL GROUP, LLC11,435$768,7750.0%0.3%-60.6%
11Cassaday & Co Wealth Management LLC9,288$624,4330.0%0.2%0.0%
12Verdence Capital Advisors LLC6,103$410,3050.0%0.1%0.0%
13Tower Research Capital LLC (TRC)NEW6,024$404,9930.0%0.1%new
14UBS Group AG5,132$345,0240.0%0.1%-61.7%
15Meridian Wealth Management, LLC4,840$325,4090.0%0.1%-9.3%
16Summit Financial, LLCNEW4,205$282,7020.0%0.1%new
17Kestra Advisory Services, LLCNEW3,721$250,1920.0%0.1%new
18THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.NEW3,588$241,2170.0%0.1%new
19Institute for Wealth Management, LLC.NEW2,028$136,3700.0%0%new
20Larson Financial Group LLC1,618$108,8000.0%0%+0.1%
21MERCER GLOBAL ADVISORS INC /ADVNEW828$55,6920.0%0%new
22Integrated Wealth Concepts LLCNEW600$40,3200.0%0%new
23FIDUCIARY FINANCIAL ADVISORSNEW283$19,1080.0%0%new
24WHITTIER TRUST CO110$7,3160.0%0%0.0%
25BANK OF MONTREAL /CAN/100$6,7230.0%0%-66.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.