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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

267 managers (273 13F filers) reported a position in UCON shares at 2026-06-30, 112,807,574 shares in all. 23 filers opened a position and 27 filers sold out during the quarter.

Managers
267
13F filers
273
New
23
Added
122
Reduced
101
Sold out
27
Shares held by filers
112,807,574

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC13,680,994$340M0.08%+1,205,94713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,315,618$232M0.01%+357,27713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,174,273$178M0.03%+1,101,74013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,567,401$139M0.03%+229,69613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,199,258$104M0.01%+365,67813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,197,950$104M1.41%+77,06513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,023,683$100M0.02%+20,14813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,832,819$70.5M0.02%+1,90713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,652,789$66M+167,727Timeline
HighTower Advisors, LLC2,471,711$61.5M0.06%+35,37513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,093,617$52.1M0.06%+186,37313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,045,101$50.9M0.06%+153,97413F-HRTimelineGroup
Cetera Investment Advisers1,757,095$43.7M0.04%+320,46513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,661,708$41.3M0.03%+27,92613F-HRTimelineGroup
Trilogy Capital Inc.1,572,195$39.1M1.53%+91,82413F-HRTimeline
Csenge Advisory Group1,528,668$38M1.55%+38,49613F-HRTimeline
Aptus Capital Advisors, LLC1,400,315$34.8M0.25%+16,86013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,289,349$32.1M-19,748Timeline
Integrated Wealth Concepts LLC1,288,713$32.1M0.16%+390,10513F-HRTimeline
IFP Advisors, Inc1,129,539$28.1M0.51%+236,97213F-HRTimeline
Cambridge Investment Research Advisors,…1,081,262$26.9M0.06%+83,78913F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding1,021,518$25.4M-3,200Timeline
MML INVESTORS SERVICES, LLC932,943$23.2M0.05%+165,75213F-HRTimeline
Cyndeo Wealth Partners, LLC872,866$21.7M1.02%+32,94913F-HRTimeline
Wagner Wealth Management, LLC859,217$21.4M3.95%-173,97913F-HRTimeline
EdgeRock Capital LLC842,625$21M4.75%+52,08913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding839,322$20.9M+18,995Timeline
COMMONWEALTH EQUITY SERVICES, LLC833,938$20.7M0.03%-284,66013F-HRTimeline
Dynamic Advisor Solutions LLC816,396$20.3M0.58%+45,98413F-HRTimeline
Walkner Condon Financial Advisors LLC806,300$20.1M2.31%+66,27413F-HRTimeline
EARNED WEALTH ADVISORS, LLC792,030$19.7M1.27%+154,84013F-HRTimeline
Arch Global Advisors, LLC783,525$19.5M8.63%+158,55113F-HRTimeline
Waverly Advisors, LLC782,901$19.5M0.11%+769,11513F-HRTimeline
Capital Investment Advisory Services, L…756,295$18.8M1.16%-57,30313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO745,409$18.6M<0.01%+139,34213F-HRTimelineGroup
Private Advisor Group, LLC679,658$16.9M0.08%+153,35013F-HRTimeline
&PARTNERS661,016$16.2M0.07%+239,53013F-HRTimeline
Geneos Wealth Management Inc.647,628$16.1M0.33%+11,85613F-HRTimeline
Spartan Wealth Advisory Services LLC637,466$15.9M1.3%+10,76513F-HRTimeline
Navalign, LLC620,228$15.4M3.6%+21,53413F-HRTimeline
Collaborative Wealth Managment Inc.604,554$15M6.33%+36,65013F-HRTimeline
Visionary Wealth Advisors590,042$14.7M0.58%-71,32113F-HRTimeline
Smartleaf Asset Management LLC580,959$14.5M0.47%013F-HRTimeline
First Heartland Consultants, Inc.577,736$14.4M0.93%+6,58913F-HRTimeline
Janney Montgomery Scott LLC557,893$13.9M0.03%+57,75913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.544,255$13.5M0.08%-33,55213F-HRTimelineGroup
Etesian Wealth Advisors, Inc.536,383$13.3M3.94%-30,69513F-HRTimeline
Chicago Partners Investment Group LLC522,596$12.8M0.26%+12,10513F-HRTimeline
Western Wealth Management, LLC455,724$11.3M0.37%-41,99713F-HRTimeline
Rehmann Capital Advisory Group445,374$11.1M0.51%-13,81013F-HRTimeline
Focus Financial Network, Inc.435,847$10.8M0.34%new13F-HRTimeline
HBW ADVISORY SERVICES LLC432,069$10.7M0.97%+22,18113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC428,367$10.7M0.17%new13F-HRTimeline
Darwin Wealth Management, LLC428,366$10.7M2.92%+11,61913F-HRTimeline
Prasad Wealth Partners, LLC407,632$10.1M2.44%+8,70013F-HRTimeline
Mach-1 Financial Group, LLC404,016$10.1M3.89%-68513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\392,174$9.76M0.01%-24,17613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS377,679$9.4M0.01%-121,19913F-HRTimeline
Larson Financial Group LLC367,273$9.14M0.24%-89,57913F-HRTimeline
Gateway Wealth Partners, LLC362,821$9.03M0.54%-327,32113F-HRTimeline
Appalachian Capital Management Ltd362,396$9.02M6.54%+2,43413F-HRTimeline
Boyce & Associates Wealth Consulting, I…357,500$8.89M6.17%+2,25613F-HRTimeline
Live Oak Investment Partners355,723$8.85M4.76%+7,69113F-HRTimeline
XML Financial, LLC354,461$8.82M0.64%+1,62713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding343,380$8.44M+291,452Timeline
Wealth Advisory Team LLC321,889$8.01M6.51%13F-HRTimeline
MATHER GROUP, LLC.310,721$7.73M0.07%+3,75513F-HRTimeline
Certified Advisory Corp303,176$7.54M0.61%-9,73913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.301,493$7.5M0.01%+14,63713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…297,348$7.4M0.15%+242,43113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC281,760$7.01M1.59%+18,56613F-HRTimeline
CoreCap Advisors, LLC271,933$6.77M0.2%-84,71413F-HRTimeline
PFG Advisors271,861$6.76M0.34%+10,34713F-HRTimeline
TrueWealth Advisors, LLC263,690$6.56M1.48%+1,81613F-HRTimeline
Gaddis Premier Wealth Advisors LLC262,644$6.53M3.98%+19,14613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…257,263$6.4M0.86%-4,36613F-HRTimelineGroup
NewEdge Advisors, LLC252,649$6.29M0.02%+42,75413F-HRTimeline
Summit Financial, LLC248,448$6.18M0.07%+194,61513F-HRTimeline
GSG Advisors LLC245,011$6.1M1.34%-6,12513F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC244,917$6.09M4.88%+3,62313F-HRTimeline
Triumph Capital Management241,682$6.01M1.09%+48,99813F-HRTimeline
Total Clarity Wealth Management, Inc.238,069$5.92M1.15%+53,45213F-HRTimeline
Keel Point, LLC235,009$5.85M0.35%+17,83813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC232,625$5.79M0.07%-2,00313F-HRTimelineGroup
OneDigital Investment Advisors LLC227,668$5.66M0.05%+31,90313F-HRTimeline
Nova Wealth Management, Inc.218,384$5.43M3%+57,56113F-HRTimeline
Goldstone Financial Group, LLC215,659$5.37M0.49%-39,08913F-HRTimeline
Vise Technologies, Inc.215,630$5.36M0.06%+55,22313F-HRTimeline
FOCUSED ALPHA, LLC209,939$5.22M1.34%-3,25613F-HRTimeline
Mariner, LLCin group Mariner, LLC205,551$5.11M0.01%-273,17013F-HRTimelineGroup
D.A. DAVIDSON & CO.204,552$5.09M0.03%+85,77813F-HRTimeline
Golden State Wealth Management, LLC204,175$5.08M0.46%-30,94513F-HRTimeline
Synergy Investment Management, LLC204,044$5.08M1.23%+16,39013F-HRTimeline
SlateStone Wealth, LLC190,935$4.75M0.36%-10,73013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …190,379$4.74M0.05%-97,94813F-HRTimelineGroup
Philip James Wealth Mangement, LLC174,823$4.35M0.49%-14,87113F-HRTimeline
Ashton Thomas Private Wealth, LLC174,645$4.35M0.09%+12,63213F-HRTimeline
WEDBUSH SECURITIES INC172,475$4.29M0.11%+4,03313F-HRTimeline
Holistic Financial Partners168,531$4.19M2.56%-336,00613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC157,794$3.93M0.15%-59913F-HRTimeline
Fairway Financial, LLC153,163$3.81M2.61%+2,80413F-HRTimeline
Commonwealth Financial Services, LLC153,000$3.81M0.51%-612,62113F-HRTimeline
Midwest Financial Group LLC149,886$3.73M1.31%new13F-HRTimeline
Wagner Wealth Management, Corp148,920$3.71M2.99%+6,51813F-HRTimeline
RiverTree Advisors, LLC135,348$3.37M1.99%+33,22413F-HRTimeline
Bleakley Financial Group, LLC134,691$3.35M0.04%-278,95013F-HRTimeline
AssuredPartners Investment Advisors, LLC127,103$3.16M0.31%+1,76013F-HRTimeline
Advisory Services Network, LLC126,257$3.14M0.04%+6,91013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…125,810$3.13M0.01%+102,04413F-HRTimelineGroup
Tactive Advisors, LLC125,615$3.13M0.77%-80,82313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC118,507$2.95M1.52%+12,06913F-HRTimeline
Acorn Wealth Advisors, LLC117,379$2.92M0.71%+11,21813F-HRTimeline
Beaumont Financial Advisors, LLC114,627$2.85M0.18%+4,20813F-HRTimeline
J.W. COLE ADVISORS, INC.106,659$2.65M0.05%+94,95913F-HRTimeline
Stonebridge Financial Planning Group, L…104,816$2.61M0.83%-9,11713F-HRTimeline
Core Wealth Partners LLC104,345$2.6M1.11%+94,62513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding101,678$2.53M+880Timeline
HCR Wealth Advisors99,819$2.48M0.22%+15,26413F-HRTimeline
Holos Integrated Wealth LLC97,695$2.43M1.13%-18,02513F-HRTimeline
Blackhawk Capital Partners, LLC89,113$2.22M0.72%+3,41513F-HRTimeline
Pine Valley Investments Ltd Liability Co87,114$2.17M0.09%-2,30613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC84,941$2.11M0.14%-4,82113F-HRTimeline
Avantax Planning Partners, Inc.77,200$1.92M0.05%-39613F-HRTimeline
Spectrum Wealth Advisory Group, LLC76,645$1.91M0.54%-16,70413F-HRTimeline
Capital CS Group, LLC76,485$1.9M2.77%-20,82613F-HRTimeline
Avior Wealth Management, LLC74,337$1.85M0.05%-27,22913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,904$1.79M<0.01%-335,71013F-HRTimelineGroup
Kingsview Wealth Management, LLC70,664$1.76M0.02%-16,29413F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC65,463$1.63M0.9%-21413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…61,072$1.52M<0.01%-4,71713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.58,985$1.47M0.06%+21,33813F-HRTimeline
Legacy Capital Wealth Partners, LLC54,551$1.36M0.26%+1,80713F-HRTimeline
BEACON FINANCIAL GROUP54,474$1.36M0.12%-58,60913F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC54,457$1.35M1.38%13F-HRTimeline
PKS Advisory Services, LLC51,934$1.29M0.21%+99913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …50,133$1.25M0.01%-2,84013F-HRTimelineGroup
Prospera Financial Services Inc48,673$1.21M0.02%+12,63813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…44,880$1.12M0.46%+17,30513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC44,472$1.11M<0.01%+8,09513F-HRTimelineGroup
CHIRON CAPITAL MANAGEMENT, LLC43,388$1.08M0.97%+31,22613F-HRTimeline
Farther Finance Advisors, LLC41,503$1.03M0.01%-11,67313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,039$1.02M0.02%-6,18513F-HRTimeline
Betterment LLC39,740$989K<0.01%+6,15513F-HRTimeline
Mutual Advisors, LLC39,694$988K0.02%+27,71213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp39,591$985K0.04%-4,97513F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC38,702$963K0.09%+18,63913F-HRTimeline
KINTRA WEALTH, LLC37,420$925K0.05%-6,23213F-HRTimeline
LANARK FINANCIAL, INC.36,843$917K0.06%+19813F-HRTimeline
Impact Partnership Wealth, LLC35,592$886K0.09%-2,39113F-HRTimeline
Harvest Investment Services, LLC35,317$879K0.14%+2,89113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,455$832K<0.01%-2,25513F-HRTimelineGroup
Chris Bulman Inc33,420$832K0.3%+3,85713F-HRTimeline
Global Retirement Partners, LLC32,489$808K0.01%13F-HRTimeline
CLG LLC31,833$792K0.17%+13113F-HRTimeline
Asset One Wealth Management LLC31,275$776K0.08%+1,23213F-HRTimeline
Arkadios Wealth Advisors29,269$728K0.01%-1,033,59113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC29,065$723K0.09%13F-HRTimeline
Steward Partners Investment Advisory, L…28,249$703K<0.01%-15313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,005$697K0.01%-55913F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC27,877$694K0.42%+45013F-HRTimeline
Arax Advisory Partners27,661$688K<0.01%-19413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,151$676K0.01%+2,43113F-HRTimelineGroup
Balefire, LLC26,759$666K0.11%-6,81913F-HRTimeline
MBE Wealth Management, LLC25,616$637K0.22%-6813F-HRTimeline
Sanctuary Advisors, LLC24,973$621K<0.01%+88613F-HRTimeline
Snowden Capital Advisors LLC24,900$620K0.01%-1,34713F-HRTimeline
Lakeridge Wealth Management LLC24,862$619K0.23%013F-HRTimeline
HORAN Wealth, LLC24,493$609K0.08%+4,13913F-HR/ATimeline
Park Square Financial Group, LLC23,904$595K5.37%-4,96113F-HRTimeline
Berger Financial Group, Inc23,104$575K0.03%-86813F-HRTimeline
Quantinno Capital Management LP23,034$573K<0.01%new13F-HRTimeline
Washington Trust Bank22,170$552K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWEST WEALTH MANAGEMENT, LLC22,144$551K0.07%013F-HRTimeline
Savant Capital, LLC21,847$544K<0.01%-1,65013F-HRTimeline
VestGen Advisors, LLC21,662$539K0.02%+5,39713F-HRTimeline
MGO ONE SEVEN LLC21,023$523K0.01%+3,07413F-HRTimeline
PRIVATE TRUST CO NA19,535$486K0.04%+1,87313F-HRTimeline
Kovack Advisors, Inc.19,395$483K0.02%-19413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,370$482K<0.01%-49213F-HRTimelineGroup
Perennial Investment Advisors, LLC19,108$475K0.03%-11,01913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,987$471K<0.01%-6,36913F-HRTimeline
Huntleigh Advisors, Inc.18,600$463K0.06%+18213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc18,494$460K0.21%-1,00813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,359$457K0.01%-43813F-HRTimelineGroup
United Advisor Group, LLC17,968$447K0.05%-313F-HRTimeline
Q3 Asset Management17,199$427K0.08%+19113F-HRTimeline
Maia Wealth LLC16,825$419K0.06%-81513F-HRTimeline
AE Wealth Management LLC15,413$383K<0.01%+2,96113F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,187$378K0.19%+5213F-HRTimeline
Axis Wealth Partners, LLC15,187$378K0.18%+16513F-HRTimeline
Proactive Wealth Strategies LLC15,052$374K0.06%+16813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC14,802$368K0.02%+3,88013F-HRTimeline
SHP Wealth Management14,801$368K0.03%-2,11213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,528$362K0.01%-50,81813F-HRTimelineGroup
Sequent Planning LLC14,297$356K0.08%-88,20613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,393$333K0.02%-93513F-HRTimeline
Savvy Advisors, Inc.13,373$333K0.01%-3,57013F-HRTimeline
Fairvoy Private Wealth, LLC13,040$324K0.07%013F-HRTimeline
Financial Engines Advisors L.L.C.12,813$319K<0.01%013F-HRTimeline
BlackDiamond Wealth Management, LLC12,221$301K0.12%-26,76513F-HRTimeline