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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, 112,501,564 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
112,501,564

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
Ellenbecker Investment Group12,053$300K0.03%-91313F-HRTimeline
Morling Financial Advisors, LLC11,881$296K0.08%-20113F-HRTimeline
SteelPeak Wealth, LLC11,833$294K0.01%-61613F-HRTimeline
Adelphi Trust Co11,710$291K0.19%new13F-HRTimeline
Clear Creek Financial Management, LLC11,619$289K0.02%-54013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,461$285K0.09%+12813F-HRTimelineGroup
Mayflower Financial Advisors, LLC11,450$285K0.02%+2,74513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,312$281K<0.01%-5513F-HRTimelineGroup
Strategic Blueprint, LLC10,450$260K0.01%-6,24213F-HRTimeline
Valeo Financial Advisors, LLC10,253$255K0.01%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…9,872$246K0.05%new13F-HRTimeline
Retirement Planning Group, LLC9,528$237K0.01%+26613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,500$236K<0.01%-26,65513F-HRTimelineGroup
Financial Futures Ltd Liability Co.9,254$230K0.09%-3,53313F-HRTimeline
Blom & Howell Financial Planning, Inc.9,077$226K0.19%-19313F-HRTimeline
Merit Financial Group, LLC8,912$222K<0.01%-1,12513F-HR/ATimeline
Octavia Wealth Advisors, LLC8,830$220K0.02%-29113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,738$217K0.02%-84513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS8,705$217K0.02%new13F-HRTimeline
GK Wealth Management LLC8,343$208K0.13%new13F-HRTimeline
Krilogy Financial LLC8,316$207K0.01%+3513F-HRTimeline
Foundations Investment Advisors, LLC8,185$204K<0.01%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,150$203K0.02%-1313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,098$201K<0.01%+6,36613F-HRTimelineGroup
MONECO ADVISORS, LLC8,085$201K0.01%new13F-HRTimeline
NI ACQUISITIONS COMPANY, LLC3,159$174K0.07%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6,982$174K0.1%-8113F-HRTimeline
Pinnacle Bancorp, Inc.6,125$152K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC6,100$152K0.05%-23013F-HRTimeline
DHJJ Financial Advisors, Ltd.5,640$140K0.04%-20213F-HRTimeline
Elevated Capital Advisors, LLC5,101$127K0.03%013F-HRTimeline
Qube Research & Technologies Ltd4,722$117K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,446$111K<0.01%-83013F-HRTimelineGroup
Basepoint Wealth LLC3,710$92.3K0.05%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,080$76.6K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,500$62K0.02%-27313F-HRTimeline
First Pacific Financial2,301$57.2K0.01%+2613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,273$56.5K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,230$55.5K0.15%013F-HR/ATimelineGroup
TD Capital Management LLC1,941$48.3K<0.01%+2113F-HRTimeline
IFG Advisory, LLC1,908$47.5K<0.01%+1,30813F-HRTimeline
Biltmore Family Office, LLC1,242$30.9K<0.01%new13F-HRTimeline
Abound Wealth Management1,235$30.7K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB931$23.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.818$20.4K<0.01%+913F-HRTimeline
Decker Retirement Planning Inc.804$20K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.768$19.1K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC735$18.3K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC701$17.4K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP625$15.6K<0.01%-2,08913F-HRTimelineGroup
Signature Resources Capital Management,…624$15.5K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC619$15.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG543$13.5K<0.01%new13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC423$10.5K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…398$9.9K<0.01%+20413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/385$9.58K<0.01%-40013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.237$5.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…235$5.85K<0.01%+313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC179$4.45K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC112$2.79K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.110$2.73K<0.01%013F-HRTimeline
Dunhill Financial, LLC88$2.19K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc75$1.87K<0.01%013F-HRTimeline
Investors Research Corp51$1.27K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS19$473<0.01%-713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$398<0.01%new13F-HRTimelineGroup
RHL GROUP, LLC6$150<0.01%-1713F-HRTimeline