Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

UWM Holdings Corp

CIK 0001783398UWMCUWMC-RW· quarter ending 2026-06-30

Shares outstanding

1,604,212,398

as of 2026-08-04 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

273,796,348

80.0% of Common Class A

Holders

295

+8 vs 2026-03-31 · 75 new, 67 exited

Value

$603.4M

shares +31.8% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-04)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	UWMC · NYSE	342,349,795	273,796,348	80.0%	295	91823B109
Common Class D	not listed	1,261,862,603	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	91823B109	COM CL A	295	273,796,348	342,349,795	80.0%	$603.4M	14 call / 6 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 3 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 295 · 91823B109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	30,457,810	8.90%	$69.7M	+3,949,548 (+14.9%)
2	BlackRock, Inc.	17,581,973	5.14%	$40.3M	+4,981,220 (+39.5%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	13,861,844	4.05%	$31.7M	+4,265,025 (+44.4%)
4	NORGES BANK	13,750,000	4.02%	$31.5M	NEW
5	VANGUARD CAPITAL MANAGEMENT LLC	13,174,409	3.85%	$30.2M	+2,039,143 (+18.3%)
6	AMERIPRISE FINANCIAL INC	11,422,221	3.34%	$26.2M	NEW
7	BRANDES INVESTMENT PARTNERS, LP	10,471,859	3.06%	$0	NEW
8	GOLDMAN SACHS GROUP INC	10,126,852	2.96%	$23.2M	+3,997,989 (+65.2%)
9	BANK OF AMERICA CORP /DE/	7,634,328	2.23%	$17.5M	+664,519 (+9.5%)
10	HRT FINANCIAL LP	7,062,969	2.06%	$16.2M	NEW
11	CITADEL ADVISORS LLC	7,011,042	2.05%	$16.1M	+2,826,918 (+67.6%)
12	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,725,165	1.96%	$15.4M	NEW
13	Freestone Grove Partners LP	6,488,779	1.90%	$14.9M	-3,270,347 (-33.5%)
14	NORTHERN TRUST CORP	5,800,878	1.69%	$13.3M	-1,104,308 (-16.0%)
15	Integrated Investment Consultants, LLC	5,382,453	1.57%	$12.3M	+10,789 (+0.2%)
16	GEODE CAPITAL MANAGEMENT, LLC	5,348,788	1.56%	$12.3M	+1,107,158 (+26.1%)
17	STATE STREET CORP	5,019,364	1.47%	$11.9M	+1,453,726 (+40.8%)
18	Owl Creek Asset Management, L.P.	4,911,463	1.43%	$11.2M	NEW
19	Invesco Ltd.	4,871,588	1.42%	$11.2M	+2,481,939 (+103.9%)
20	MORGAN STANLEY	4,805,724	1.40%	$11.0M	+794,049 (+19.8%)
21	CANADA PENSION PLAN INVESTMENT BOARD	4,518,400	1.32%	$10.3M	+930,200 (+25.9%)
22	AQR CAPITAL MANAGEMENT LLC	4,368,394	1.28%	$9.5M	+1,484,749 (+51.5%)
23	RENAISSANCE TECHNOLOGIES LLC	4,106,460	1.20%	$9.4M	+568,960 (+16.1%)
24	PLATINUM EQUITY, LLC	2,990,201	0.87%	$6.8M	—
25	Duquesne Family Office LLC	2,583,000	0.75%	$5.9M	NEW
26	CANYON CAPITAL ADVISORS LLC	2,531,196	0.74%	$5.8M	NEW
27	DIMENSIONAL FUND ADVISORS LP	2,522,552	0.74%	$5.8M	+2,375,728 (+1618.1%)
28	SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,461,482	0.72%	$5.6M	+150,697 (+6.5%)
29	XTX Topco Ltd	2,341,524	0.68%	$5.4M	+2,069,670 (+761.3%)
30	MARSHALL WACE, LLP	2,316,186	0.68%	$5.3M	+2,106,530 (+1004.8%)
31	UBS Group AG	2,085,040	0.61%	$4.8M	+84,327 (+4.2%)
32	Schonfeld Strategic Advisors LLC	2,062,485	0.60%	$4.7M	+1,567,512 (+316.7%)
33	MILLENNIUM MANAGEMENT LLC	2,059,975	0.60%	$4.7M	-200,673 (-8.9%)
34	TUDOR INVESTMENT CORP ET AL	2,054,332	0.60%	$4.7M	-1,474,702 (-41.8%)
35	Bank of New York Mellon Corp	2,005,793	0.59%	$4.6M	+9,411 (+0.5%)
36	VANGUARD FIDUCIARY TRUST CO	1,975,353	0.58%	$4.5M	+387,785 (+24.4%)
37	Squarepoint Ops LLC	1,774,823	0.52%	$4.1M	+1,140,136 (+179.6%)
38	Cambridge Investment Research Advisors, Inc.	1,652,268	0.48%	$3.8M	+933,663 (+129.9%)
39	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,582,771	0.46%	$3.6M	+37,665 (+2.4%)
40	Alight Capital Management LP	1,500,000	0.44%	$3.4M	-425,000 (-22.1%)
41	VARCOV Co.	1,375,522	0.40%	$3.1M	+907,771 (+194.1%)
42	Virtu Financial LLC	1,302,258	0.38%	$3.0M	-318,299 (-19.6%)
43	TWO SIGMA INVESTMENTS, LP	1,232,215	0.36%	$2.8M	-6,461,249 (-84.0%)
44	Signature Equity Partners, LLC	1,209,829	0.35%	$2.8M	+283,965 (+30.7%)
45	Steward Partners Investment Advisory, LLC	1,191,705	0.35%	$2.7M	+227,928 (+23.6%)
46	Oak Thistle LLC	865,760	0.25%	$2.0M	NEW
47	WELLS FARGO & COMPANY/MN	833,240	0.24%	$1.9M	+198,782 (+31.3%)
48	Empyrean Capital Partners, LP	815,000	0.24%	$1.9M	NEW
49	EASTERLY INVESTMENT PARTNERS LLC	690,190	0.20%	$1.6M	+350,920 (+103.4%)
50	Engineers Gate Manager LP	643,332	0.19%	$1.5M	NEW
51	PDT Partners, LLC	624,944	0.18%	$1.4M	-331,231 (-34.6%)
52	Swiss National Bank	623,400	0.18%	$1.4M	+230,700 (+58.7%)
53	Carrera Capital Advisors	619,823	0.18%	$1.5M	+69,167 (+12.6%)
54	Prana Capital Management, LP	608,556	0.18%	$1.4M	+483,629 (+387.1%)
55	Advisors Asset Management, Inc.	589,425	0.17%	$1.3M	NEW
56	Brooklands Fund Management Ltd	554,900	0.16%	$1.2M	—
57	IEQ CAPITAL, LLC	499,961	0.15%	$1.1M	+166,593 (+50.0%)
58	180 WEALTH ADVISORS, LLC	482,521	0.14%	$1.1M	+184,694 (+62.0%)
59	Creative Planning	476,961	0.14%	$1.1M	+256,810 (+116.7%)
60	Pacific Capital Wealth Advisors, Inc.	430,000	0.13%	$985K	+287,000 (+200.7%)
61	Cinctive Capital Management LP	413,948	0.12%	$948K	NEW
62	Blackstone Inc.	405,442	0.12%	$928K	NEW
63	Caprock Group, LLC	403,581	0.12%	$965K	-1,923 (-0.5%)
64	Quantbot Technologies LP	401,917	0.12%	$920K	-122,202 (-23.3%)
65	Nuveen, LLC	392,907	0.11%	$900K	+92,808 (+30.9%)
66	Walleye Trading LLC	383,081	0.11%	$877K	-35,514 (-8.5%)
67	ALLIANCEBERNSTEIN L.P.	377,292	0.11%	$1.4M	+35,625 (+10.4%)
68	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	355,452	0.10%	$814K	+122,435 (+52.5%)
69	VICTORY CAPITAL MANAGEMENT INC	329,360	0.10%	$754K	-2,365 (-0.7%)
70	Mariner, LLC	314,424	0.09%	$720K	+22,588 (+7.7%)
71	FNY Investment Advisers, LLC	302,000	0.09%	$691K	+15,700 (+5.5%)
72	Jain Global LLC	299,672	0.09%	$686K	NEW
73	CAPSTONE INVESTMENT ADVISORS, LLC	296,609	0.09%	$679K	NEW
74	WINTON GROUP Ltd	275,000	0.08%	$630K	-384,230 (-58.3%)
75	Inspire Investing, LLC	274,739	0.08%	$629K	-56,457 (-17.0%)
76	D. E. Shaw & Co., Inc.	263,616	0.08%	$604K	-2,126,951 (-89.0%)
77	Mount Lucas Management LP	260,000	0.08%	$595K	+100,200 (+62.7%)
78	Holocene Advisors, LP	253,252	0.07%	$580K	-1,028,154 (-80.2%)
79	Fieldview Capital Management, LLC	250,118	0.07%	$573K	-53,206 (-17.5%)
80	TIG Advisors, LLC	244,572	0.07%	$560K	+219,572 (+878.3%)
81	Centiva Capital, LP	241,418	0.07%	$553K	+188,347 (+354.9%)
82	Cetera Investment Advisers	240,881	0.07%	$552K	+80,990 (+50.7%)
83	ALLSTATE CORP	228,857	0.07%	$524K	NEW
84	VANGUARD ASSET MANAGEMENT, Ltd	224,943	0.07%	$515K	+86,948 (+63.0%)
85	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	224,550	0.07%	$514K	-26,285 (-10.5%)
86	GROUP ONE TRADING LLC	222,083	0.06%	$509K	+33,143 (+17.5%)
87	Lebenthal Global Advisors, LLC	217,762	0.06%	$499K	+18 (+0.0%)
88	DV Trading LLC	210,000	0.06%	$481K	—
89	WOLVERINE ASSET MANAGEMENT LLC	202,453	0.06%	$464K	—
90	SALZHAUER MICHAEL	183,375	0.05%	$420K	-381,013 (-67.5%)
91	Brevan Howard Capital Management LP	175,262	0.05%	$401K	+73,635 (+72.5%)
92	Legal & General Group Plc	172,038	0.05%	$393K	+18,642 (+12.2%)
93	Jupiter Topco LLC	166,113	0.05%	$378K	NEW
94	BOOTHBAY FUND MANAGEMENT, LLC	163,388	0.05%	$374K	+143,955 (+740.8%)
95	SEI INVESTMENTS CO	160,983	0.05%	$369K	+139,745 (+658.0%)
96	DRW Securities, LLC	153,392	0.04%	$351K	+79,270 (+106.9%)
97	Frec Markets, Inc.	151,112	0.04%	$346K	+127,053 (+528.1%)
98	PRELUDE CAPITAL MANAGEMENT, LLC	150,000	0.04%	$344K	NEW
99	CITIGROUP INC	149,337	0.04%	$342K	-136,804 (-47.8%)
100	Corient Private Wealth LP	149,260	0.04%	$342K	+102,974 (+222.5%)
101	RHUMBLINE ADVISERS	145,498	0.04%	$333K	+6,327 (+4.5%)
102	ARISTEIA CAPITAL, L.L.C.	143,464	0.04%	$329K	NEW
103	GSA CAPITAL PARTNERS LLP	142,420	0.04%	$326K	+82,331 (+137.0%)
104	BARCLAYS PLC	141,969	0.04%	$325K	+54,426 (+62.2%)
105	LPL Financial LLC	139,456	0.04%	$319K	+42,690 (+44.1%)
106	PRICE T ROWE ASSOCIATES INC /MD/	136,748	0.04%	$314K	+21,004 (+18.1%)
107	Arizona PSPRS Trust	134,900	0.04%	$309K	NEW
108	Vanguard Global Advisers, LLC	130,959	0.04%	$300K	+33,085 (+33.8%)
109	Cerity Partners LLC	122,527	0.04%	$281K	+20,798 (+20.4%)
110	Mitsubishi UFJ Trust & Banking Corp	120,646	0.04%	$276K	NEW
111	Police & Firemen's Retirement System of New Jersey	120,064	0.04%	$275K	+23,175 (+23.9%)
112	Handelsbanken Fonder AB	119,100	0.03%	$273K	-22,400 (-15.8%)
113	Treasurer of the State of North Carolina	118,144	0.03%	$271K	+22,490 (+23.5%)
114	Spartan Wealth Advisory Services LLC	117,147	0.03%	$268K	+8,976 (+8.3%)
115	Zurcher Kantonalbank (Zurich Cantonalbank)	110,780	0.03%	$254K	+60,018 (+118.2%)
116	Atom Investors LP	107,329	0.03%	$246K	+68,454 (+176.1%)
117	North Reef Capital Management LP	100,000	0.03%	$229K	-253,429 (-71.7%)
118	MERCER GLOBAL ADVISORS INC /ADV	98,310	0.03%	$225K	+25,427 (+34.9%)
119	Prospera Financial Services Inc	97,821	0.03%	$224K	-9,250 (-8.6%)
120	IMC-Chicago, LLC	91,434	0.03%	$209K	+10,288 (+12.7%)
121	Vanguard Investments Australia, Ltd.	90,753	0.03%	$208K	+46,456 (+104.9%)
122	Fulcrum Asset Management LLP	90,687	0.03%	$190K	NEW
123	Tower Research Capital LLC (TRC)	90,055	0.03%	$206K	+83,127 (+1199.9%)
124	Arax Advisory Partners	88,206	0.03%	$202K	+69,998 (+384.4%)
125	ARIZONA STATE RETIREMENT SYSTEM	85,729	0.03%	$196K	+30,907 (+56.4%)
126	LOS ANGELES CAPITAL MANAGEMENT LLC	85,390	0.02%	$196K	+84,787 (+14060.9%)
127	HARBOR CAPITAL ADVISORS, INC.	83,566	0.02%	$191K	+24,773 (+42.1%)
128	OSAIC HOLDINGS, INC.	82,866	0.02%	$190K	+5,741 (+7.4%)
129	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	79,069	0.02%	$181K	+14,034 (+21.6%)
130	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	78,922	0.02%	$164K	-18,931 (-19.3%)
131	Dynasty Wealth Management, LLC	76,819	0.02%	$176K	+54,361 (+242.1%)
132	HighTower Advisors, LLC	75,707	0.02%	$173K	+41,957 (+124.3%)
133	Vanguard Personalized Indexing Management, LLC	74,864	0.02%	$171K	+39,312 (+110.6%)
134	HSBC HOLDINGS PLC	74,725	0.02%	$174K	-53,931 (-41.9%)
135	Penserra Capital Management LLC	72,441	0.02%	$165K	+26,570 (+57.9%)
136	Russell Investments Group, Ltd.	71,024	0.02%	$163K	+28,710 (+67.8%)
137	SIMPLEX TRADING, LLC	70,725	0.02%	$162K	-67,821 (-49.0%)
138	KLP KAPITALFORVALTNING AS	70,400	0.02%	$167K	+28,000 (+66.0%)
139	Shay Capital LLC	67,771	0.02%	$155K	—
140	Caitong International Asset Management Co., Ltd	67,155	0.02%	$154K	-23,794 (-26.2%)
141	Sequoia Financial Advisors, LLC	66,012	0.02%	$151K	+34,860 (+111.9%)
142	Cherokee Insurance Co	66,000	0.02%	$151K	+25,000 (+61.0%)
143	Ascentis Independent Advisors	65,675	0.02%	$150K	-7,147 (-9.8%)
144	MANUFACTURERS LIFE INSURANCE COMPANY, THE	59,712	0.02%	$137K	+8,883 (+17.5%)
145	Equitable Holdings, Inc.	57,660	0.02%	$132K	+20,448 (+55.0%)
146	ROYAL BANK OF CANADA	54,633	0.02%	$125K	-262 (-0.5%)
147	Optimist Retirement Group LLC	53,698	0.02%	$123K	—
148	CoreCap Advisors, LLC	51,332	0.01%	$118K	+49,322 (+2453.8%)
149	Parallel Advisors, LLC	50,853	0.01%	$116K	+26,236 (+106.6%)
150	Sage Investment Counsel LLC	47,000	0.01%	$108K	+30,000 (+176.5%)
151	MIRABELLA FINANCIAL SERVICES LLP	44,239	0.01%	$101K	NEW
152	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	42,300	0.01%	$97K	+1,500 (+3.7%)
153	STATE OF WISCONSIN INVESTMENT BOARD	42,150	0.01%	$97K	-236,140 (-84.9%)
154	EVENTIDE ASSET MANAGEMENT, LLC	40,979	0.01%	$86K	+29,316 (+251.4%)
155	Summit Trail Advisors, LLC	39,904	0.01%	$91K	-18,060 (-31.2%)
156	CAPTRUST FINANCIAL ADVISORS	38,243	0.01%	$88K	+3,694 (+10.7%)
157	SummitTX Capital, L.P.	38,200	0.01%	$87K	+22,725 (+146.8%)
158	Pallas Capital Advisors LLC	37,787	0.01%	$87K	NEW
159	Taylor & Morgan Wealth Management, LLC	36,391	0.01%	$83K	+925 (+2.6%)
160	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	35,813	0.01%	$80K	+31,999 (+839.0%)
161	Blueshift Asset Management, LLC	33,083	0.01%	$76K	NEW
162	Pictet Asset Management Holding SA	31,338	0.01%	$72K	—
163	STRS OHIO	31,274	0.01%	$72K	+25,930 (+485.2%)
164	NEW YORK STATE COMMON RETIREMENT FUND	30,800	0.01%	$71K	-4,500 (-12.7%)
165	SkyOak Wealth, LLC	30,348	0.01%	$69K	+14,921 (+96.7%)
166	Quarry LP	30,235	0.01%	$69K	NEW
167	Pacific Point Advisors, LLC	30,000	0.01%	$69K	NEW
168	CWA Asset Management Group, LLC	27,016	0.01%	$62K	+686 (+2.6%)
169	RAYMOND JAMES FINANCIAL INC	26,735	0.01%	$61K	+2,495 (+10.3%)
170	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	26,720	0.01%	$61K	—
171	Amundi	26,414	0.01%	$60K	NEW
172	Heirloom Wealth Management	25,800	0.01%	$59K	NEW
173	DNB Asset Management AS	25,422	0.01%	$58K	—
174	DEUTSCHE BANK AG\	25,330	0.01%	$58K	+10,396 (+69.6%)
175	Vident Advisory, LLC	25,285	0.01%	$58K	-28,555 (-53.0%)
176	THOMPSON INVESTMENT MANAGEMENT, INC.	25,000	0.01%	$57K	NEW
177	UNITED CAPITAL FINANCIAL ADVISORS, LLC	24,024	0.01%	$55K	NEW
178	Third View Private Wealth, LLC	23,775	0.01%	$54K	-6,250 (-20.8%)
179	Capital Asset Advisory Services LLC	23,124	0.01%	$53K	NEW
180	Trace Wealth Advisors, LLC	22,500	0.01%	$52K	—
181	MGO ONE SEVEN LLC	22,083	0.01%	$51K	+5,450 (+32.8%)
182	XPONANCE LLC	21,728	0.01%	$50K	+6,611 (+43.7%)
183	Integrated Wealth Concepts LLC	21,697	0.01%	$50K	+6,472 (+42.5%)
184	VOYA INVESTMENT MANAGEMENT LLC	21,696	0.01%	$50K	+4,879 (+29.0%)
185	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	21,405	0.01%	$49K	-457,040 (-95.5%)
186	DDFG, Inc	21,401	0.01%	$49K	+540 (+2.6%)
187	Wedmont Private Capital	20,768	0.01%	$43K	-838 (-3.9%)
188	Focus Partners Wealth	20,546	0.01%	$47K	-12,070 (-37.0%)
189	One68 Global Capital, LLC	20,000	0.01%	$46K	NEW
190	Balyasny Asset Management L.P.	19,630	0.01%	$45K	NEW
191	JPMORGAN CHASE & CO	19,437	0.01%	$41K	+2,006 (+11.5%)
192	AXXCESS WEALTH MANAGEMENT, LLC	19,224	0.01%	$44K	NEW
193	Federation des caisses Desjardins du Quebec	19,071	0.01%	$44K	+4,078 (+27.2%)
194	Dynamic Technology Lab Private Ltd	18,726	0.01%	$43K	NEW
195	Merit Financial Group, LLC	18,294	0.01%	$42K	NEW
196	ClearAlpha Technologies LP	18,259	0.01%	$42K	NEW
197	Sagewood Asset Management LP	18,004	0.01%	$41K	NEW
198	Swiss Life Asset Management Ltd	17,077	0.00%	$39K	NEW
199	PACK Private Wealth, LLC	17,022	0.00%	$39K	—
200	BRIGHTON JONES LLC	16,560	0.00%	$38K	-2,058 (-11.1%)
201	JONES FINANCIAL COMPANIES LLLP	16,516	0.00%	$36K	+8,542 (+107.1%)
202	COMMERCE BANK	16,043	0.00%	$37K	+1,742 (+12.2%)
203	BNP PARIBAS FINANCIAL MARKETS	15,785	0.00%	$36K	-2,558,561 (-99.4%)
204	R Squared Ltd	15,500	0.00%	$35K	NEW
205	Global Retirement Partners, LLC	15,317	0.00%	$35K	NEW
206	Xcelsior Advisor Partners LLC	15,100	0.00%	$35K	NEW
207	CORSAIR CAPITAL MANAGEMENT, L.P.	15,000	0.00%	$34K	-100,000 (-87.0%)
208	ROTHSCHILD INVESTMENT LLC	14,798	0.00%	$34K	+6,436 (+77.0%)
209	SIGNATUREFD, LLC	14,211	0.00%	$33K	+6,297 (+79.6%)
210	Vestmark Advisory Solutions, Inc.	13,894	0.00%	$32K	+633 (+4.8%)
211	ELEVATION POINT WEALTH PARTNERS, LLC	13,894	0.00%	$33K	+529 (+4.0%)
212	Mission Financial Group, LLC	13,604	0.00%	$31K	NEW
213	Alpha Zero LLC	13,500	0.00%	$28K	NEW
214	FORTEM FINANCIAL GROUP, LLC	13,485	0.00%	$31K	-1,500 (-10.0%)
215	AMALGAMATED BANK	13,237	0.00%	$30K	+3,221 (+32.2%)
216	Secure Asset Management, LLC	13,236	0.00%	$30K	NEW
217	VIRGINIA RETIREMENT SYSTEMS ET Al	13,200	0.00%	$30K	NEW
218	Beacon Pointe Advisors, LLC	12,901	0.00%	$30K	-2,000 (-13.4%)
219	NewEdge Wealth, LLC	12,813	0.00%	$29K	+2,000 (+18.5%)
220	Kestra Advisory Services, LLC	12,643	0.00%	$30K	+253 (+2.0%)
221	PNC Financial Services Group, Inc.	12,358	0.00%	$28K	+2,182 (+21.4%)
222	Utah Retirement Systems	11,866	0.00%	$27K	—
223	VIMA LLC	11,851	0.00%	$27K	NEW
224	STIFEL FINANCIAL CORP	11,568	0.00%	$26K	NEW
225	LJI Wealth Management, LLC	11,500	0.00%	$26K	—
226	MAI Capital Management	11,087	0.00%	$26K	+3,558 (+47.3%)
227	Meeder Advisory Services, Inc.	10,786	0.00%	$25K	NEW
228	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	10,666	0.00%	$24K	NEW
229	Parcion Private Wealth LLC	10,628	0.00%	$24K	NEW
230	Bull Harbor Capital LLC	10,551	0.00%	$24K	-1,973 (-15.8%)
231	Universal- Beteiligungs- und Servicegesellschaft mbH	10,152	0.00%	$23K	NEW
232	M&T Bank Corp	10,115	0.00%	$23K	NEW
233	Geneos Wealth Management Inc.	9,200	0.00%	$21K	+3,200 (+53.3%)
234	Sterling Capital Management LLC	7,722	0.00%	$18K	+924 (+13.6%)
235	HANTZ FINANCIAL SERVICES, INC.	7,641	0.00%	$17K	+1,860 (+32.2%)
236	Allworth Financial LP	6,729	0.00%	$15K	+929 (+16.0%)
237	EverSource Wealth Advisors, LLC	6,645	0.00%	$15K	-5,519 (-45.4%)
238	Quent Capital, LLC	5,753	0.00%	$13K	-1,216 (-17.4%)
239	Rockefeller Capital Management L.P.	5,593	0.00%	$13K	+4,699 (+525.6%)
240	MetLife Investment Management, LLC	5,569	0.00%	$13K	+785 (+16.4%)
241	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	4,954	0.00%	$11K	NEW
242	SBI Securities Co., Ltd.	3,419	0.00%	$8K	+2,455 (+254.7%)
243	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	3,040	0.00%	$7K	NEW
244	Premier Financial Group	3,000	0.00%	$7K	NEW
245	Farther Finance Advisors, LLC	2,985	0.00%	$7K	-5,947 (-66.6%)
246	Essential Partners LLC	2,279	0.00%	$5K	-1,545 (-40.4%)
247	Center for Financial Planning, Inc.	2,136	0.00%	$5K	-1,941 (-47.6%)
248	Triumph Capital Management	2,000	0.00%	$5K	—
249	HUNTINGTON NATIONAL BANK	1,880	0.00%	$4K	NEW
250	Bogart Wealth, LLC	1,590	0.00%	$4K	+1,472 (+1247.5%)

Exited since 2026-03-31 (67 filers; largest 25 shown)

KING STREET CAPITAL MANAGEMENT, L.P.	−7,799,000
Diameter Capital Partners LP	−5,800,000
Alyeska Investment Group, L.P.	−2,855,790
Karl Kapital LLC	−2,012,105
ExodusPoint Capital Management, LP	−2,002,383
NFJ INVESTMENT GROUP, LLC	−1,189,216
DARK FOREST CAPITAL MANAGEMENT LP	−839,121
FIRST TRUST ADVISORS LP	−812,854
Point72 Asset Management, L.P.	−504,665
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−316,981
AXQ CAPITAL, LP	−268,890
Hudson Bay Capital Management LP	−241,362
CWM, LLC	−196,032
Aquatic Capital Management LLC	−165,736
WORLDQUANT MILLENNIUM ADVISORS LLC	−135,971
PINEBRIDGE INVESTMENTS LLC	−124,396
Quantinno Capital Management LP	−119,730
NOMURA HOLDINGS INC	−104,656
Interval Partners, LP	−99,255
Oakum Bay Capital LLC	−96,100
Hunting Hill Global Capital, LLC	−93,288
JANUS HENDERSON GROUP PLC	−81,913
Alamea Verwaltungs GmbH	−72,147
PEAK6 LLC	−59,258
Patriot Financial Group Insurance Agency, LLC	−57,684

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
OCO Capital GP LLC	SCHEDULE 13G	2026-09-29	2026-09-24	22,000,000	6.43%
Norges Bank	SCHEDULE 13G/A	2026-08-12	2026-06-30	13,750,000	4.0534%
Mat Ishbia	SCHEDULE 13D/A	2026-08-10	2026-08-05	1,297,097,115	79.4%
GOLDMAN SACHS & CO. LLC	SCHEDULE 13G	2026-08-10	2026-06-30	17,398,287.62	5.1%
THE GOLDMAN SACHS GROUP, INC.	SCHEDULE 13G	2026-08-10	2026-06-30	17,398,287.62	5.1%
SFS Holding Corp.	SCHEDULE 13D/A	2026-08-10	2026-08-05	1,261,862,603	78.7%
SFS Capital Group, LLC	SCHEDULE 13D/A	2026-08-10	2026-08-05	30,000,000	8.1%
FMR LLC	SCHEDULE 13G/A	2026-05-06	2026-03-31	26,508,262.37	9%
Abigail P. Johnson	SCHEDULE 13G/A	2026-05-06	2026-03-31	26,508,262.37	9%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
PLATINUM EQUITY, LLC	SCHEDULE 13G/A	2025-11-13	2025-09-30	6,909,320	2.7%
BRANDES INVESTMENT PARTNERS, LP	SCHEDULE 13G/A	2025-11-13	2025-09-30	10,471,859	4.8%
Tom Gores	SCHEDULE 13G/A	2025-11-13	2025-09-30	6,909,320	2.7%
Citadel Securities Group LP	SCHEDULE 13G/A	2025-08-14	2025-06-30	2,407,699	1.2%
Citadel Securities LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	1,083,315	0.5%
Kenneth Griffin	SCHEDULE 13G/A	2025-08-14	2025-06-30	5,584,628	2.8%
Citadel Advisors Holdings LP	SCHEDULE 13G/A	2025-08-14	2025-06-30	3,176,929	1.6%
Citadel Advisors LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	3,176,929	1.6%
Citadel GP LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	3,176,929	1.6%
Citadel Securities GP LLC	SCHEDULE 13G/A	2025-08-14	2025-06-30	2,407,699	1.2%
Integrated Core Strategies (US) LLC	SCHEDULE 13G/A	2025-08-01	2025-06-30	1,711,462	0.8%
Millennium Management LLC	SCHEDULE 13G/A	2025-08-01	2025-06-30	4,974,748	2.5%
Millennium Group Management LLC	SCHEDULE 13G/A	2025-08-01	2025-06-30	4,974,748	2.5%
Israel A. Englander	SCHEDULE 13G/A	2025-08-01	2025-06-30	4,974,748	2.5%
Garvin Family Sports, L.L.C.	SCHEDULE 13G/A	2025-04-04	2025-04-03	723,518	0.41%
Glenn Carlson	SCHEDULE 13G	2025-03-18	2025-03-17	12,228,813	7.2%
The Davis Trust #3 dated 6/23/97	SCHEDULE 13G	2025-03-18	2025-03-17	12,228,813	7.2%
Lynne Carlson	SCHEDULE 13G	2025-03-18	2025-03-17	12,228,813	7.2%
BlackRock, Inc.	SCHEDULE 13G/A	2025-02-05	2024-12-31	5,595,013	3.5%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.