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 		$280K Sell
6,000
-10,400
-63% -$532K ﹤0.01% 10628
2025
Q4 		$771K Buy
16,400
+6,200
+61% +$293K ﹤0.01% 7992
2025
Q3 		$473K Buy
+10,200
New +$430K ﹤0.01% 9266
2025
Q2 		– Sell
-2,700
Closed -$90.3K – 15245
2025
Q1 		$90.3K Sell
2,700
-3,400
-56% -$136K ﹤0.01% 11610
2024
Q4 		$255K Buy
6,100
+1,900
+45% +$85.9K ﹤0.01% 9989
2024
Q3 		$180K Buy
4,200
+2,700
+180% +$110K ﹤0.01% 10304
2024
Q2 		$55.8K Sell
1,500
-20,200
-93% -$753K ﹤0.01% 11637
2024
Q1 		$886K Sell
21,700
-53,000
-71% -$1.97M ﹤0.01% 7165
2023
Q4 		$2.84M Buy
74,700
+69,900
+1,456% +$2.15M ﹤0.01% 4734
2023
Q3 		$145K Buy
4,800
+2,100
+78% +$72.1K ﹤0.01% 10412
2023
Q2 		$92.9K Sell
2,700
-3,300
-55% -$104K ﹤0.01% 11044
2023
Q1 		$191K Sell
6,000
-10,100
-63% -$347K ﹤0.01% 10258
2022
Q4 		$501K Buy
16,100
+4,900
+44% +$161K ﹤0.01% 8227
2022
Q3 		$322K Buy
11,200
+1,800
+19% +$63.7K ﹤0.01% 9413
2022
Q2 		$290K Sell
9,400
-3,200
-25% -$119K ﹤0.01% 9885
2022
Q1 		$585K Sell
12,600
-14,000
-53% -$648K ﹤0.01% 9019
2021
Q4 		$1.48M Sell
26,600
-2,800
-10% -$161K ﹤0.01% 6921
2021
Q3 		$1.59M Sell
29,400
-34,000
-54% -$1.89M ﹤0.01% 6946
2021
Q2 		$3.79M Buy
63,400
+26,000
+70% +$1.5M ﹤0.01% 5045
2021
Q1 		$2.09M Sell
37,400
-27,200
-42% -$1.5M ﹤0.01% 6280
2020
Q4 		$2.89M Buy
64,600
+38,200
+145% +$1.38M ﹤0.01% 4645
2020
Q3 		$698K Sell
26,400
-7,800
-23% -$208K ﹤0.01% 6694
2020
Q2 		$831K Sell
34,200
-600
-2% -$12.5K ﹤0.01% 6176
2020
Q1 		$572K Buy
34,800
+2,200
+7% +$69.2K ﹤0.01% 6244
2019
Q4 		$1.25M Buy
32,600
+18,600
+133% +$652K ﹤0.01% 5196
2019
Q3 		$451K Sell
14,000
-5,600
-29% -$185K ﹤0.01% 6926
2019
Q2 		$675K Sell
19,600
-11,000
-36% -$374K ﹤0.01% 6333
2019
Q1 		$1.03M Buy
30,600
+13,600
+80% +$444K ﹤0.01% 5532
2018
Q4 		$443K Buy
17,000
+5,600
+49% +$184K ﹤0.01% 6583
2018
Q3 		$482K Sell
11,400
-21,800
-66% -$925K ﹤0.01% 6756
2018
Q2 		$1.32M Sell
33,200
-15,000
-31% -$574K ﹤0.01% 4751
2018
Q1 		$1.67M Hold
48,200
– – ﹤0.01% 4008
2017
Q4 		$1.7M Sell
48,200
-12,800
-21% -$438K ﹤0.01% 3858
2017
Q3 		$2.04M Sell
61,000
-46,600
-43% -$1.4M ﹤0.01% 3388
2017
Q2 		$3.24M Sell
107,600
-73,600
-41% -$2.14M ﹤0.01% 2587
2017
Q1 		$5.24M Buy
181,200
+41,200
+29% +$1.17M ﹤0.01% 1995
2016
Q4 		$3.9M Buy
140,000
+50,800
+57% +$1.27M ﹤0.01% 2240
2016
Q3 		$2.12M Buy
+89,200
New +$2.02M ﹤0.01% 2910

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.