As of the latest SEC filings, UNITED WHOLSALE MORTGAGE LLC (UWM) is held by 35 institutional funds. The largest fund shareholder is PIMCO Total Return Fund (PTRAX), holding an estimated $140,415,890.49 in market value, representing 0.30% of its portfolio.
Funds holding UNITED WHOLSALE MORTGAGE LLC (UWM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UWM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PTRAX
PIMCO Total Return Fund
|
MF | PIMCO | 0.30% | $140,415,890.49 | 168,392,483 | Mar 31, 2026 | May 29, 2026 |
|
PTRAX
PIMCO Total Return Fund
|
MF | PIMCO | 0.13% | $61,574,827.49 | 73,898,353 | Mar 31, 2026 | May 29, 2026 |
|
-
PIMCO Total Return Portfolio
|
ETF | Independent / Boutique | 0.34% | $11,482,628.20 | 13,802,663 | Mar 31, 2026 | May 28, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.04% | $10,246,961.09 | 10,979,868 | Mar 31, 2026 | May 29, 2026 |
|
-
PIMCO Total Return Portfolio
|
ETF | Independent / Boutique | 0.24% | $8,348,619.71 | 10,042,981 | Mar 31, 2026 | May 28, 2026 |
|
CFBNX
The Bond Fund
|
MF | Independent / Boutique | 0.60% | $7,410,626.10 | 8,952,053 | Apr 30, 2026 | Jun 22, 2026 |
|
PTRAX
PIMCO Total Return Fund
|
MF | PIMCO | 0.01% | $6,992,109.46 | 7,805,220 | Mar 31, 2026 | May 29, 2026 |
|
-
Total Return Portfolio
|
ETF | Independent / Boutique | 0.29% | $4,371,438.05 | 5,246,333 | Mar 31, 2026 | May 27, 2026 |
|
-
Total Return Portfolio
|
ETF | Independent / Boutique | 0.29% | $4,354,945.65 | 5,222,629 | Mar 31, 2026 | May 27, 2026 |
|
JDFAX
Janus Henderson Flexible Bond Fund
|
MF | Independent / Boutique | 0.15% | $4,048,114.53 | 4,337,653 | Mar 31, 2026 | May 29, 2026 |
|
-
PIMCO Total Return Portfolio
|
ETF | Independent / Boutique | 0.11% | $3,902,760.20 | 4,365,594 | Mar 31, 2026 | May 28, 2026 |
|
-
Janus Henderson Balanced Portfolio
|
ETF | Independent / Boutique | 0.03% | $2,949,810.11 | 3,160,793 | Mar 31, 2026 | May 29, 2026 |
|
-
Total Return Portfolio
|
ETF | Independent / Boutique | 0.17% | $2,547,950.50 | 2,844,251 | Mar 31, 2026 | May 27, 2026 |
|
PMOPX
PIMCO Moderate Duration Fund
|
MF | PIMCO | 0.14% | $2,488,540.37 | 2,984,359 | Mar 31, 2026 | May 29, 2026 |
|
SEMMX
Medalist Partners MBS Total Return Fund
|
MF | Independent / Boutique | 0.66% | $2,331,514.27 | 2,725,141 | Feb 28, 2026 | Apr 29, 2026 |
|
GMDZX
MEDIUM-DURATION BOND FUND
|
MF | Independent / Boutique | 0.05% | $1,990,832.30 | 2,387,488 | Mar 31, 2026 | May 28, 2026 |
|
SCPDX
Carillon Reams Core Plus Bond Fund
|
MF | Independent / Boutique | 0.09% | $1,986,958.56 | 2,028,083 | Mar 31, 2026 | May 26, 2026 |
|
EXCPX
Unconstrained Bond Series
|
MF | Manning & Napier | 0.21% | $1,701,535.88 | 2,061,546 | Mar 31, 2026 | May 28, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.06% | $1,617,630.52 | 1,979,474 | Apr 30, 2026 | Jun 26, 2026 |
|
GMDZX
MEDIUM-DURATION BOND FUND
|
MF | Independent / Boutique | 0.04% | $1,610,369.07 | 1,716,007 | Mar 31, 2026 | May 28, 2026 |
|
GMDZX
MEDIUM-DURATION BOND FUND
|
MF | Independent / Boutique | 0.04% | $1,582,795.79 | 1,684,676 | Mar 31, 2026 | May 28, 2026 |
|
PMTPX
PIMCO Total Return Fund II
|
MF | PIMCO | 0.24% | $1,430,910.71 | 1,716,007 | Mar 31, 2026 | May 29, 2026 |
|
GMDZX
MEDIUM-DURATION BOND FUND
|
MF | Independent / Boutique | 0.04% | $1,373,880.61 | 1,648,848 | Mar 31, 2026 | May 28, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.05% | $1,223,209.29 | 1,505,867 | Apr 30, 2026 | Jun 26, 2026 |
|
PMTPX
PIMCO Total Return Fund II
|
MF | PIMCO | 0.17% | $999,185.85 | 1,199,162 | Mar 31, 2026 | May 29, 2026 |
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