UWM Holdings Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $29.12M | 0.00% | 8,045,513 NS | $1.99T | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $20.97M | 0.01% | 5,794,015 NS | $164.60B | FIGI |
| State Farm Growth Fund Advisers Investment Trust | — | $12.04M | 0.13% | 3,325,419 NS | $8.92B | FIGI |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | VBK | $11.76M | 0.03% | 3,247,609 NS | $38.69B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $10.22M | 0.01% | 2,824,290 NS | $81.50B | FIGI |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | — | $3.96M | 1.63% | 1,094,161 NS | $242.44M | FIGI |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | — | $3.56M | 0.14% | 984,800 NS | $2.64B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $3.50M | 0.18% | 966,426 NS | $1.94B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $3.34M | 0.01% | 921,871 NS | $48.22B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $1.65M | 0.00% | 455,294 NS | $69.79B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.25M | 0.00% | 344,841 NS | $79.62B | FIGI |
| VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | — | $1.12M | 0.40% | 310,300 NS | $279.22M | FIGI |
| VictoryShares US Small Cap High Div Volatilit… Victory Portfolios II | CSB | $1.09M | 0.43% | 302,442 NS | $253.38M | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $1.04M | 0.01% | 285,987 NS | $14.16B | FIGI |
| Income Equity Fund Northern Funds | — | $805.6K | 0.29% | 222,532 NS | $282.43M | FIGI |
| iShares Russell Mid-Cap Growth ETF iShares Trust | IWP | $752.9K | 0.00% | 207,973 NS | $18.66B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $611.6K | 0.04% | 168,959 NS | $1.43B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $533.5K | 0.02% | 147,377 NS | $3.31B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $530.4K | 0.08% | 146,528 NS | $633.02M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $514.9K | 0.00% | 142,250 NS | $58.89B | FIGI |
| iShares Russell 1000 Growth ETF iShares Trust | IWF | $460.6K | 0.00% | 127,242 NS | $111.77B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $451.6K | 0.00% | 124,761 NS | $42.78B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $440.6K | 0.00% | 121,713 NS | $30.28B | FIGI |
| College Retirement Equities Fund - Total Glob… College Retirement Equities Fund | — | $342.2K | 0.00% | 94,543 NS | $129.17B | FIGI |
| iShares Russell 2500 ETF iShares Trust | SMMD | $334.9K | 0.01% | 92,509 NS | $2.59B | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $282.2K | 0.01% | 77,965 NS | $4.89B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $278.7K | 0.01% | 77,000 NS | $2.63B | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $243.1K | 0.01% | 67,154 NS | $3.61B | FIGI |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | JHSC | $238.2K | 0.04% | 65,794 NS | $665.18M | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $232.9K | 0.00% | 64,344 NS | $36.29B | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $122.2K | 0.01% | 33,758 NS | $1.67B | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $121.4K | 0.00% | 33,527 NS | $17.05B | FIGI |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | — | $104.1K | 0.00% | 28,765 NS | $3.41B | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $67.9K | 0.02% | 18,745 NS | $373.51M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Yield Fo… SPDR SERIES TRUST | ONEY | $63.1K | 0.01% | 17,432 NS | $848.45M | FIGI |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | — | $59.9K | 0.01% | 16,560 NS | $460.74M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $49.4K | 0.00% | 13,633 NS | $1.02B | FIGI |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | DTD | $48.0K | 0.00% | 13,265 NS | $1.49B | FIGI |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | — | $40.7K | 0.00% | 11,240 NS | $1.50B | FIGI |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $40.4K | 0.01% | 11,156 NS | $636.65M | FIGI |
| EQ/Large Cap Value Managed Volatility Portfol… EQ Advisors Trust | — | $32.9K | 0.00% | 9,097 NS | $3.47B | FIGI |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | — | $23.5K | 0.00% | 6,490 NS | $25.99B | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $23.0K | 0.00% | 6,351 NS | $901.68M | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $22.6K | 0.00% | 6,245 NS | $9.06B | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $20.7K | 0.00% | 5,718 NS | $1.58B | FIGI |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | — | $20.6K | 0.00% | 5,700 NS | $1.64B | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $20.4K | 0.01% | 5,648 NS | $368.49M | FIGI |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $18.8K | 0.01% | 5,189 NS | $293.14M | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $17.5K | 0.00% | 4,846 NS | $980.51M | FIGI |
| State Street(R) SPDR(R) Portfolio MSCI Global… SPDR INDEX SHARES FUNDS | SPGM | $16.7K | 0.00% | 4,616 NS | $1.42B | FIGI |