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Disclosery

UWM PROSHARES TR

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PSHS ULTRUSS2000 (fund)

67 managers (68 13F filers) reported a position in UWM shares at 2024-12-31, 5,645,673 shares in all. 32 filers opened a position and 10 filers sold out during the quarter.

Managers
67
13F filers
68
New
32
Added
12
Reduced
12
Sold out
10
Shares held by filers
5,645,673

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,339,423$140M+3,333,455Timeline
PERSONAL CFO SOLUTIONS, LLC365,348$15.3M3.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC196,887$8.24M0.08%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd116,389$4.88M0.1%+58,77113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…109,506$4.58M0.01%+92,16913F-HRTimelineGroup
Atria Investments, Inc107,114$4.48M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,217$3.98M0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC90,572$3.79M0.79%new13F-HRTimeline
Cambridge Investment Research Advisors,…88,947$3.72M0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…86,694$3.63M0.2%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC84,770$3.55M0.14%+78,11213F-HRTimeline
GTS SECURITIES LLC84,308$3.53M0.17%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC71,794$3M0.02%new13F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.69,200$2.9M2.55%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP64,975$2.72M0.32%+19,37313F-HRTimeline
Capital Investment Counsel, Inc45,199$1.89M0.28%-8,59713F-HRTimeline
Meridian Wealth Management, LLC40,946$1.71M0.08%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36,766$1.54M0.03%+29,91413F-HRTimelineGroup
Prospera Financial Services Inc36,699$1.54M0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,061$1.51M<0.01%+22,01513F-HRTimelineGroup
IMC-Chicago, LLC35,719$1.49M0.04%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,145$1.37M<0.01%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC30,404$1.27M0.03%new13F-HRTimeline
Aveo Capital Partners, LLC29,802$1.25M0.14%-93,66113F-HRTimeline
Integrated Advisors Network LLC23,725$993K0.05%+13,88713F-HRTimeline
Global View Capital Management LLC22,811$957K0.34%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC22,738$954K0.53%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,346$893K<0.01%new13F-HR/ATimelineGroup
WealthBridge Capital Management, LLC18,262$764K0.21%new13F-HRTimeline
BARD ASSOCIATES INC18,015$754K0.26%-1,80813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…16,372$729K0.04%+16,37213F-HRTimeline
Veracity Capital LLC16,332$683K0.25%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.15,754$659K0.02%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC13,194$552K0.1%new13F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC10,765$465K0.1%new13F-HRTimeline
Aptus Capital Advisors, LLC10,843$454K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC9,181$384K0.01%013F-HRTimeline
Harvest Investment Services, LLC8,926$374K0.09%-21913F-HRTimeline
Silverleafe Capital Partners, LLC8,220$344K0.11%new13F-HRTimeline
WORLD EQUITY GROUP, INC.8,000$335K0.07%new13F-HRTimeline
Forefront Analytics, LLC7,887$330K0.15%-6,72113F-HRTimeline
Atlatl Advisers LLC7,587$318K0.19%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…7,452$312K0.06%+18813F-HRTimeline
SP Asset Management LLC7,200$301K0.03%-3,39213F-HRTimeline
Quadcap Wealth Management, LLC7,115$298K0.04%new13F-HRTimeline
Verdence Capital Advisors LLC7,028$294K0.02%013F-HRTimeline
SIMPLEX TRADING, LLC6,948$290K0.01%-1,72713F-HRTimeline
Kingsview Wealth Management, LLC6,498$272K0.01%-7913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,744$240K0.01%new13F-HRTimelineGroup
Sigma Planning Corp5,384$225K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,341$224K<0.01%new13F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC5,338$223K0.22%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,917$206K0.01%new13F-HRTimeline
Fort Point Capital Partners LLC4,835$202K0.02%-2813F-HRTimeline
NOVEM GROUP4,821$202K0.03%13F-HRTimeline
Capital Investment Advisory Services, L…3,600$151K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,100$130K<0.01%-2,10013F-HRTimelineGroup
Qube Research & Technologies Ltd2,832$119K<0.01%+2,55113F-HRTimeline
UBS Group AGin group UBS Group AG2,554$107K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC1,600$67K<0.01%-1,00313F-HRTimeline
Geneos Wealth Management Inc.1,477$61.8K<0.01%-70213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,460$61.5K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO235$9.83K<0.01%+3513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$8.37K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$4.18K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50$2.09K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$50<0.01%013F-HRTimelineGroup