Citadel Advisors
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Citadel Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Citadel Advisors’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91M Sell
83,766
-13,491
-14% -$690K ﹤0.01% 4758
2025
Q4 		$4.57M Buy
+97,257
New +$4.6M ﹤0.01% 4422
2025
Q3 		– Sell
-18,513
Closed -$781K – 14198
2025
Q2 		$697K Buy
18,513
+18,206
+5,930% +$603K ﹤0.01% 7848
2025
Q1 		$10.3K Sell
307
-35,754
-99% -$1.43M ﹤0.01% 13542
2024
Q4 		$1.51M Buy
36,061
+22,015
+157% +$996K ﹤0.01% 6210
2024
Q3 		$603K Buy
14,046
+2,737
+24% +$112K ﹤0.01% 7862
2024
Q2 		$421K Buy
+11,309
New +$422K ﹤0.01% 8408
2024
Q1 		– Sell
-64,459
Closed -$2.39M – 15481
2023
Q4 		$2.45M Buy
64,459
+45,459
+239% +$1.4M ﹤0.01% 5003
2023
Q3 		$574K Buy
19,000
+17,661
+1,319% +$606K ﹤0.01% 7757
2023
Q2 		$46.1K Sell
1,339
-41,549
-97% -$1.31M ﹤0.01% 11897
2023
Q1 		$1.36M Sell
42,888
-24,859
-37% -$853K ﹤0.01% 6114
2022
Q4 		$2.11M Buy
67,747
+48,455
+251% +$1.59M ﹤0.01% 5381
2022
Q3 		$555K Sell
19,292
-45,463
-70% -$1.61M ﹤0.01% 8230
2022
Q2 		$2M Buy
64,755
+17,251
+36% +$641K ﹤0.01% 5546
2022
Q1 		$2.21M Buy
47,504
+2,851
+6% +$132K ﹤0.01% 5877
2021
Q4 		$2.48M Sell
44,653
-8,984
-17% -$517K ﹤0.01% 5748
2021
Q3 		$2.9M Sell
53,637
-20,462
-28% -$1.14M ﹤0.01% 5449
2021
Q2 		$4.43M Buy
74,099
+16,573
+29% +$956K ﹤0.01% 4696
2021
Q1 		$3.21M Buy
57,526
+19,386
+51% +$1.07M ﹤0.01% 5266
2020
Q4 		$1.71M Sell
38,140
-123,558
-76% -$4.45M ﹤0.01% 5691
2020
Q3 		$4.28M Buy
161,698
+120,120
+289% +$3.21M ﹤0.01% 3383
2020
Q2 		$1.01M Sell
41,578
-161,162
-79% -$3.37M ﹤0.01% 5810
2020
Q1 		$3.33M Buy
+202,740
New +$6.38M ﹤0.01% 3296
2019
Q4 		– Sell
-56,344
Closed -$1.98M – 9814
2019
Q3 		$1.82M Buy
56,344
+20,642
+58% +$680K ﹤0.01% 4630
2019
Q2 		$1.23M Buy
+35,702
New +$1.21M ﹤0.01% 5363
2019
Q1 		– Sell
-107,552
Closed -$3.51M – 9897
2018
Q4 		$2.8M Buy
107,552
+73,522
+216% +$2.42M ﹤0.01% 3632
2018
Q3 		$1.44M Sell
34,030
-62,102
-65% -$2.63M ﹤0.01% 4926
2018
Q2 		$3.82M Buy
96,132
+25,378
+36% +$971K ﹤0.01% 3134
2018
Q1 		$2.45M Sell
70,754
-4,052
-5% -$146K ﹤0.01% 3425
2017
Q4 		$2.64M Buy
74,806
+52,406
+234% +$1.79M ﹤0.01% 3252
2017
Q3 		$748K Sell
22,400
-6,232
-22% -$188K ﹤0.01% 4742
2017
Q2 		$861K Buy
28,632
+1,028
+4% +$29.9K ﹤0.01% 4308
2017
Q1 		$798K Buy
+27,604
New +$786K ﹤0.01% 4334
2016
Q4 		– Sell
-31,076
Closed -$778K – 7868
2016
Q3 		$737K Buy
+31,076
New +$705K ﹤0.01% 4258
2016
Q2 		– Sell
-58,848
Closed -$1.11M – 7438
2016
Q1 		$1.11M Buy
+58,848
New +$977K ﹤0.01% 3359
2015
Q4 		– Sell
-13,024
Closed -$243K – 9239
2015
Q3 		$243K Buy
+13,024
New +$288K ﹤0.01% 5872
2015
Q2 		– Sell
-11,744
Closed -$285K – 9114
2015
Q1 		$285K Sell
11,744
-12,784
-52% -$292K ﹤0.01% 5724
2014
Q4 		$555K Sell
24,528
-7,556
-24% -$156K ﹤0.01% 4589
2014
Q3 		$608K Sell
32,084
-1,720
-5% -$35.7K ﹤0.01% 4373
2014
Q2 		$753K Buy
+33,804
New +$691K ﹤0.01% 3859

Other funds holding UWM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DF
Dedeker Financial St. Louis Park, Minnesota $115M AUM
CICI
Capital Investment Counsel Inc Raleigh, North Carolina $816M AUM 34.73% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $399M AUM

Citadel Advisors's UWM Position: Q1 2026 in Review

Citadel Advisors reduced its ProShares Ultra Russell2000 (UWM) stake by 14% in Q1 2026, selling an estimated $690K and leaving 83,766 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #4758.

Citadel Advisors first reported a position in UWM in Q2 2014 and has held it in 40 quarters since. The position peaked at $4.57M in Q4 2025. 42 funds tracked by Wall St. Rank hold UWM as of Q1 2026.

  • Citadel Advisors held 83,766 shares of ProShares Ultra Russell2000 worth $3.91M as of Q1 2026.
  • Citadel Advisors sold 13,491 ProShares Ultra Russell2000 shares in Q1 2026, an estimated $690K.
  • ProShares Ultra Russell2000 made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4758 holding.
  • Citadel Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2014 and has held it in 40 quarters since.
  • Citadel Advisors's ProShares Ultra Russell2000 position peaked at $4.57M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.