UWMPROSHARES TR
CUSIP 74347R842 · Yahoo Finance ↗ · Google Finance ↗
Proshares Tr (UWM) has 42 institutional holders in Filings Flow’s 13F database, together reporting 982.9K shares worth $46M as of Q1 2026. The largest reported holders are Personal Cfo Solutions, LLC, Envestnet Portfolio Solutions, Inc., and Susquehanna International Group, LLP.
Institutional Holders
42
Q1 2026
Reported Value
$46M
Ticker
UWM
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Dedeker Financial LLC$115M AUM | 2.74% | $3M | 67.3K | Q1 2026 |
| Client First Investment Management LLC$237M AUM | 2.57% | $5M | 108.8K | Q3 2025OLDER |
| PERSONAL CFO SOLUTIONS, LLC$712M AUM | 2.25% | $12M | 322.8K | Q2 2025OLDER |
| Global View Capital Management LLC$377M AUM | 0.98% | $4M | 79.1K | Q1 2026 |
| TOTH FINANCIAL ADVISORY CORP$911M AUM | 0.45% | $4M | 88.7K | Q1 2026 |
| Atlatl Advisers LLC$135M AUM | 0.41% | $554,206 | 11.9K | Q1 2026 |
| Legacy Wealth Partners, LLC$399M AUM | 0.35% | $1M | 29.8K | Q1 2026 |
| Forefront Analytics, LLC$110M AUM | 0.34% | $372,900 | 8.0K | Q1 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.30% | $605,415 | 16.1K | Q2 2025OLDER |
| Capital Investment Counsel, Inc$816M AUM | 0.28% | $2M | 49.4K | Q1 2026 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC$174M AUM | 0.22% | $223,395 | 5.3K | Q2 2025OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.21% | $833,034 | 22.1K | Q2 2025OLDER |
| GWN SECURITIES INC.$523M AUM | 0.18% | $997,125 | 26.5K | Q2 2025OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.17% | $695,383 | 14.9K | Q1 2026 |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.12% | $2M | 36.2K | Q1 2026 |
| One Wealth Map LLC$213M AUM | 0.11% | $230,202 | 3.9K | Q1 2026 |
| INTERCAPITAL, LLC$299M AUM | 0.09% | $280,020 | 6.0K | Q1 2026 |
| Forefront Wealth Partners, LLC$239M AUM | 0.09% | $368,320 | 7.9K | Q3 2025OLDER |
| Massar Capital Management, LP$934M AUM | 0.09% | $853,930 | 18.2K | Q4 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.07% | $8M | 200.3K | Q2 2025OLDER |
| Silverleafe Capital Partners, LLC$367M AUM | 0.07% | $228,310 | 4.9K | Q1 2026 |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.06% | $3M | 68.1K | Q1 2026 |
| Polymer Capital Management (HK) LTD$1.2B AUM | 0.06% | $417,240 | 9.0K | Q3 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.05% | $5M | 119.8K | Q2 2025OLDER |
| Harvest Investment Services, LLC$547M AUM | 0.05% | $286,554 | 6.1K | Q1 2026 |
| FINANCIAL MANAGEMENT NETWORK INC$653M AUM | 0.05% | $282,996 | 7.0K | Q2 2025OLDER |
| Quadcap Wealth Management, LLC$879M AUM | 0.05% | $390,186 | 10.4K | Q2 2025OLDER |
| North Capital, Inc.$118M AUM | 0.04% | $57,996 | 1.3K | Q3 2025OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.04% | $983,368 | 26.1K | Q2 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.04% | $1M | 29.0K | Q3 2025OLDER |
| PRELUDE CAPITAL MANAGEMENT, LLC$1.3B AUM | 0.04% | $466,700 | 10.0K | Q1 2026 |
| Integrated Advisors Network LLC$1.9B AUM | 0.03% | $790,878 | 16.8K | Q4 2025OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.03% | $9M | 251.7K | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 32.3K | Q4 2025OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.03% | $3M | 71.1K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.03% | $607,805 | 16.1K | Q2 2025OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.02% | $376,865 | 8.0K | Q4 2025OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.02% | $918,621 | 24.4K | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $997,387 | 26.5K | Q2 2025OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.02% | $284,827 | 6.1K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $28,212 | 600 | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $4M | 79.7K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.01% | $263,000 | 7.0K | Q2 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $291,792 | 7.7K | Q2 2025OLDER |
| Portus Wealth Advisors, LLC$106M AUM | 0.01% | $9,857 | 211 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $433,471 | 9.3K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $249,178 | 5.3K | Q1 2026 |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $12,131 | 258 | Q4 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $3M | 67.9K | Q2 2025OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.01% | $64,904 | 1.4K | Q3 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $234,232 | 6.2K | Q2 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $496,905 | 13.2K | Q2 2025OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $455,348 | 9.8K | Q3 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $209,082 | 4.5K | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $75,458 | 1.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $8M | 178.8K | Q1 2026 |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $46,670 | 1.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $316,545 | 6.7K | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 134.8K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $9M | 186.4K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $38,456 | 824 | Q1 2026 |
| HRT FINANCIAL LP$40.1B AUM | 0.00% | $271,000 | 5.8K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $390,266 | 8.3K | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $1M | 31.0K | Q3 2025OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $711,942 | 15.4K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $18,808 | 400 | Q4 2025OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $403,822 | 10.7K | Q2 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $8,961 | 192 | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $222,170 | 5.9K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 39.9K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $46,990 | 1.0K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $625,985 | 13.4K | Q1 2026 |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $5,314 | 110 | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $31,033 | 660 | Q4 2025OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $235,852 | 6.3K | Q2 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $14,701 | 315 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $4,854 | 104 | Q1 2026 |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $29,728 | 637 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,039 | 65 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $52,000 | 1.1K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $120,351 | 2.6K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $14,001 | 300 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2,053 | 44 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $47 | 1 | Q1 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $233 | 5 | Q1 2026 |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $75 | 2 | Q2 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $34 | 1 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $83 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.