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Disclosery

UWM PROSHARES TR

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PSHS ULTRUSS2000 (fund)

54 managers (55 13F filers) reported a position in UWM shares at 2025-03-31, 4,776,486 shares in all. 8 filers opened a position and 20 filers sold out during the quarter.

Managers
54
13F filers
55
New
8
Added
12
Reduced
22
Sold out
20
Shares held by filers
4,776,486

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding3,181,112$106M-158,311Timeline
PERSONAL CFO SOLUTIONS, LLC339,375$11.3M2.3%-25,97313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC256,145$8.56M0.11%+59,25813F-HRTimelineGroup
Atria Investments, Inc104,751$3.5M0.04%-2,36313F-HRTimeline
Simplicity Wealth,LLC101,911$3.41M0.26%+11,33913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC75,245$2.52M0.01%+3,45113F-HRTimelineGroup
IMC-Chicago, LLC71,955$2.41M0.09%+36,23613F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.69,200$2.31M2.2%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,543$2.29M<0.01%-40,96313F-HRTimelineGroup
GTS SECURITIES LLC52,915$1.77M0.08%-31,39313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP51,825$1.73M0.21%-13,15013F-HRTimeline
Capital Investment Counsel, Inc51,599$1.73M0.26%+6,40013F-HRTimeline
Prospera Financial Services Inc35,178$1.18M0.03%-1,52113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,326$981K0.03%-7,44013F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC28,926$967K<0.01%new13F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd26,683$891K0.02%-89,70613F-HRTimelineGroup
WealthBridge Capital Management, LLC20,395$682K0.19%+2,13313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,513$619K0.02%-11,89113F-HRTimeline
B. Riley Wealth Advisors, Inc.18,310$612K0.02%+2,55613F-HRTimeline
BARD ASSOCIATES INC18,015$604K0.23%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC14,795$496K0.29%-7,94313F-HRTimeline
GWN SECURITIES INC.13,080$437K0.02%new13F-HRTimeline
Aptus Capital Advisors, LLC12,728$426K<0.01%+1,88513F-HRTimeline
Integrated Advisors Network LLC12,704$425K0.02%-11,02113F-HRTimeline
Cassaday & Co Wealth Management LLC8,941$299K0.01%-24013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…8,386$280K0.05%+93413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,300$278K<0.01%new13F-HRTimeline
Forefront Analytics, LLC7,887$264K0.3%013F-HRTimeline
MGO ONE SEVEN LLC7,860$263K0.01%new13F-HRTimeline
Atlatl Advisers LLC7,657$256K0.17%+7013F-HRTimeline
Veracity Capital LLC7,233$242K0.1%-9,09913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,744$240K0.01%013F-HRTimelineGroup
Quadcap Wealth Management, LLC7,115$238K0.03%013F-HRTimeline
Verdence Capital Advisors LLC7,028$235K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,702$191K<0.01%-15,64413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,341$179K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…4,300$144K0.01%+70013F-HRTimeline
Qube Research & Technologies Ltd2,224$74.4K<0.01%-60813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,049$68.5K<0.01%+1,84913F-HRTimelineGroup
Larson Financial Group LLC1,600$53.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,400$46.8K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,460$37K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.870$29.1K<0.01%-60713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…535$17.9K<0.01%-86,15913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY429$14.4K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC326$10.9K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC307$10.3K<0.01%-35,75413F-HRTimelineGroup
WHITTIER TRUST CO235$7.86K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG141$4.71K<0.01%-2,41313F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$3.34K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC50$1.67K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36$1.2K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$23<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-16,37213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.