As of the latest SEC filings, UWM Holdings Corp (UWMC) is held by 159 institutional funds. The largest fund shareholder is Fidelity Dividend Growth Fund (FDGFX), holding an estimated $44,117,604.00 in market value, representing 0.39% of its portfolio.
Funds holding UWM Holdings Corp (UWMC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UWMC
- CIK:
- 0001783398
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FDGFX
Fidelity Dividend Growth Fund
|
MF | Fidelity | 0.39% | $44,117,604.00 | 12,462,600 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $29,124,757.06 | 8,045,513 | Mar 31, 2026 | May 28, 2026 |
|
FDCAX
Fidelity Capital Appreciation Fund
|
MF | Fidelity | 0.37% | $27,864,756.00 | 7,871,400 | Apr 30, 2026 | Jun 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $20,974,334.30 | 5,794,015 | Mar 31, 2026 | May 28, 2026 |
|
FGIJX
Fidelity Growth and Income Portfolio
|
MF | Fidelity | 0.13% | $18,674,321.28 | 5,275,232 | Apr 30, 2026 | Jun 26, 2026 |
|
STFGX
State Farm Growth Fund
|
MF | Independent / Boutique | 0.13% | $12,038,016.78 | 3,325,419 | Mar 31, 2026 | May 29, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.03% | $11,756,344.58 | 3,247,609 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $10,223,929.80 | 2,824,290 | Mar 31, 2026 | May 28, 2026 |
|
KBWD
Invesco KBW High Dividend Yield Financial ETF
|
ETF | Invesco | 1.32% | $5,760,496.35 | 1,306,235 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $5,579,258.58 | 1,265,138 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $5,093,263.35 | 1,154,935 | Feb 28, 2026 | Apr 24, 2026 |
|
MCRFX
BlackRock Mid-Cap Value Fund
|
MF | BlackRock / iShares | 0.44% | $4,619,530.08 | 1,304,952 | Apr 30, 2026 | Jun 25, 2026 |
|
PCVCX
Virtus NFJ Small-Cap Value Fund
|
MF | Duff & Phelps / Virtus | 1.63% | $3,960,862.82 | 1,094,161 | Mar 31, 2026 | May 29, 2026 |
|
-
VIP Growth and Income Portfolio
|
ETF | Independent / Boutique | 0.14% | $3,564,976.00 | 984,800 | Mar 31, 2026 | May 26, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.18% | $3,498,462.12 | 966,426 | Mar 31, 2026 | Jun 1, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $3,337,173.02 | 921,871 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.01% | $2,931,905.88 | 828,222 | Apr 30, 2026 | Jun 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $2,038,372.56 | 462,216 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,019,403.62 | 570,453 | Apr 30, 2026 | Jun 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,708,839.72 | 387,492 | Feb 28, 2026 | Apr 24, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.00% | $1,648,164.28 | 455,294 | Mar 31, 2026 | May 22, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.01% | $1,462,730.85 | 331,685 | Feb 28, 2026 | Apr 28, 2026 |
|
SNOIX
Easterly Snow Long/Short Opportunity Fund
|
MF | Independent / Boutique | 1.25% | $1,365,777.00 | 309,700 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,257,542.52 | 355,238 | Apr 30, 2026 | Jun 29, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $1,248,324.42 | 344,841 | Mar 31, 2026 | May 28, 2026 |
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