UWM Institutional Ownership & Shareholders
PROSHARES ULTRA RUSSELL2000 (UWM) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $44.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of UWM tracked by InsiderSet, reporting ownership valued at approximately $10.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.15M, representing an estimated loss of -15.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed UWM value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Toth Financial Advisory Corp, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in PROSHARES ULTRA RUSSELL2000 (UWM).
This page ranks the largest institutional UWM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$44.21M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$10.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.00% | 160,906 | $10,817,710 | $9,145,897 | -$1,671,813 | -15.45% | |
| Toth Financial Advisory Corp | 0.55% | 97,217 | $5,514,161 | $5,525,814 | +$11,653 | +0.21% | |
| Citadel Advisors Llc | 0.00% | 67,454 | $4,534,932 | $3,834,085 | -$700,847 | -15.45% | |
| Wealthcare Advisory Partners Llc | 0.06% | 67,410 | $3,823,495 | $3,831,584 | +$8,089 | +0.21% | |
| Cwm, Llc | 0.01% | 79,742 | $3,721,559 | $4,532,535 | +$810,976 | +21.79% | |
| Genesee Capital Advisors, Llc | 0.58% | 32,663 | $1,852,669 | $1,856,565 | +$3,896 | +0.21% | |
| Tempus Wealth Planning, Llc | 0.28% | 25,766 | $1,461,448 | $1,464,539 | +$3,091 | +0.21% | |
| Imc-Chicago, Llc | 0.01% | 17,970 | $1,208,123 | $1,021,415 | -$186,708 | -15.45% | |
| Capital Investment Counsel, Inc | 0.12% | 19,376 | $1,099,004 | $1,101,332 | +$2,328 | +0.21% | |
| Jane Street Group, Llc | 0.00% | 15,203 | $1,022,098 | $864,139 | -$157,959 | -15.45% | |
| Global View Capital Management Llc | 0.22% | 17,707 | $1,004,341 | $1,006,466 | +$2,125 | +0.21% | |
| Susquehanna International Group, Llp | 0.00% | 13,449 | $904,176 | $764,441 | -$139,735 | -15.45% | |
| Bard Associates Inc | 0.20% | 13,200 | $887,436 | $750,288 | -$137,148 | -15.45% | |
| Atlatl Advisers Llc | 0.17% | 12,766 | $724,088 | $725,619 | +$1,531 | +0.21% | |
| Dedeker Financial Llc | 0.33% | 10,324 | $585,581 | $586,816 | +$1,235 | +0.21% | |
| Forefront Analytics, Llc | 0.58% | 7,997 | $537,666 | $454,549 | -$83,117 | -15.46% | |
| Cassaday & Co Wealth Management Llc | 0.01% | 9,288 | $526,816 | $527,930 | +$1,114 | +0.21% | |
| Harvest Investment Services, Llc | 0.07% | 6,815 | $458,172 | $387,365 | -$70,807 | -15.45% | |
| Tower Research Capital Llc (Trc) | 0.01% | 6,024 | $404,993 | $342,404 | -$62,589 | -15.45% | |
| Verdence Capital Advisors Llc | 0.01% | 6,103 | $346,162 | $346,895 | +$733 | +0.21% | |
| Ubs Group Ag | 0.00% | 5,132 | $345,024 | $291,703 | -$53,321 | -15.45% | |
| Meridian Wealth Management, Llc | 0.01% | 4,840 | $325,409 | $275,106 | -$50,303 | -15.46% | |
| Dearborn Partners Llc | 0.02% | 3,700 | $323,158 | $210,308 | -$112,850 | -34.92% | |
| Summit Financial, Llc | 0.00% | 4,205 | $282,702 | $239,012 | -$43,690 | -15.45% | |
| Silverleafe Capital Partners, Llc | 0.08% | 4,892 | $277,474 | $278,061 | +$587 | +0.21% | |
| Kingsview Wealth Management, Llc | 0.00% | 3,680 | $247,406 | $209,171 | -$38,235 | -15.45% | |
| One Wealth Map Llc | 0.10% | 3,469 | $214,419 | $197,178 | -$17,241 | -8.04% | |
| Kestra Advisory Services, Llc | 0.00% | 3,732 | $211,676 | $212,127 | +$451 | +0.21% | |
| Capital Investment Advisory Services, Llc | 0.01% | 3,400 | $192,848 | $193,256 | +$408 | +0.21% | |
| Institute For Wealth Management, Llc. | 0.01% | 2,028 | $136,370 | $115,272 | -$21,098 | -15.47% | |
| Larson Financial Group Llc | 0.00% | 1,618 | $108,800 | $91,967 | -$16,833 | -15.47% | |
| Geneos Wealth Management Inc. | 0.00% | 804 | $54,053 | $45,699 | -$8,354 | -15.45% | |
| Action Point Financial Planning, Llc | 0.00% | 283 | $19,108 | $16,086 | -$3,022 | -15.82% | |
| Financial Network Wealth Advisors Llc | 0.02% | 326 | $18,491 | $18,530 | +$39 | +0.21% | |
| Whittier Trust Co | 0.00% | 110 | $7,316 | $6,252 | -$1,064 | -14.54% | |
| Bank Of Montreal | 0.00% | 100 | $6,723 | $5,684 | -$1,039 | -15.45% | |
| Allworth Financial Lp | 0.00% | 65 | $4,382 | $3,695 | -$687 | -15.69% | |
| Jpmorgan Chase & Co | 0.00% | 19 | $1,266 | $1,080 | -$186 | -14.70% | |
| Morgan Stanley | 0.00% | 1 | $105 | $57 | -$48 | -45.87% | |
| Huntington National Bank | 0.00% | 1 | $67 | $57 | -$10 | -15.16% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $36 | $57 | +$21 | +57.89% |
Frequently asked questions about UWM
Who are the largest institutional holders of UWM?
The largest institutional holders of UWM reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Toth Financial Advisory Corp, Citadel Advisors Llc, Wealthcare Advisory Partners Llc, and Cwm, Llc. InsiderSet ranks institutional holders by their latest reported UWM position.
What is UWM institutional ownership?
This page tracks UWM positions reported by institutional investment managers through SEC Form 13F. PROSHARES ULTRA RUSSELL2000 (UWM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UWM?
InsiderSet currently tracks 41 institutional managers reporting UWM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UWM shareholders.
How much UWM stock do institutions own?
Institutional investment managers disclosed approximately $44.21M in UWM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UWM institutional ownership last updated?
The latest UWM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UWM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UWM position after the reporting date.
Are institutions buying or selling UWM?
Institutional buying and selling can be analyzed by comparing UWM positions across consecutive 13F reporting periods. InsiderSet's UWM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UWM ownership changes.
How has UWM institutional ownership changed over time?
InsiderSet tracks UWM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.