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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

296 managers (301 13F filers) reported a position in UCON shares at 2024-12-31, 113,228,235 shares in all. 33 filers opened a position and 12 filers sold out during the quarter.

Managers
296
13F filers
301
New
33
Added
142
Reduced
88
Sold out
12
Shares held by filers
113,228,235

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
TFB Advisors LLC20,676$510K0.15%+40413F-HRTimeline
Collaborative Wealth Managment Inc.20,665$509K0.23%new13F-HRTimeline
Indie Asset Partners, LLC20,603$508K0.4%+4,27213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,760$462K0.01%+51513F-HRTimelineGroup
Clarity Capital Partners LLC18,708$461K0.24%-7,29813F-HRTimeline
Stonebridge Financial Planning Group, L…18,335$452K0.2%new13F-HRTimeline
Fairvoy Private Wealth, LLC18,040$445K0.12%13F-HRTimeline
Octavia Wealth Advisors, LLC17,542$432K0.05%-1,72113F-HRTimeline
Ergawealth Advisors, Inc.17,154$423K0.21%-6,45913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,129$422K0.19%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC16,962$418K0.39%+60013F-HRTimeline
TOWNSQUARE CAPITAL LLC16,649$410K<0.01%-1,12813F-HRTimeline
MGO ONE SEVEN LLC16,607$409K0.02%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,543$408K0.01%+3,51713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,536$408K0.01%-44913F-HRTimelineGroup
Total Wealth Planning, LLC16,400$404K0.06%013F-HRTimeline
Impact Partnership Wealth, LLC16,333$403K0.08%new13F-HRTimeline
Strategic Blueprint, LLC16,193$399K0.02%-1,05413F-HRTimeline
WEDBUSH SECURITIES INC16,047$396K0.01%+2,16413F-HRTimeline
GK Wealth Management LLC15,486$382K0.48%13F-HRTimeline
Merkkuri Wealth Advisors LLC15,259$376K0.3%-2,20913F-HRTimeline
GeoWealth Management, LLC14,855$366K0.01%+313F-HRTimeline
Berger Financial Group, Inc14,798$365K0.03%-1,83813F-HRTimeline
Arkadios Wealth Advisors14,719$363K0.02%-78413F-HRTimeline
Huntleigh Advisors, Inc.14,607$360K0.08%13F-HRTimeline
Veracity Capital LLC14,284$352K0.13%new13F-HRTimeline
Arete Wealth Advisors, LLC13,951$344K0.02%-98113F-HRTimeline
Sanctuary Advisors, LLC13,657$337K<0.01%-97913F-HRTimeline
Mayflower Financial Advisors, LLC13,455$332K0.05%new13F-HRTimeline
Horan Securities, Inc.13,204$325K0.12%-27113F-HRTimeline
Financial Engines Advisors L.L.C.13,151$324K<0.01%+11013F-HRTimeline
Coppell Advisory Solutions LLC13,036$321K0.04%+9,90513F-HRTimeline
Chris Bulman Inc12,878$317K0.2%+4,71213F-HRTimeline
Mutual Advisors, LLC12,568$310K0.01%-135,56513F-HRTimeline
SteelPeak Wealth, LLC12,494$308K0.01%-91613F-HRTimeline
McAdam, LLC12,425$306K0.02%+1,42413F-HRTimeline
World Investment Advisors12,395$306K0.01%+1,62913F-HRTimeline
Arax Advisory Partners11,540$284K0.02%new13F-HRTimeline
Grant/GrossMendelsohn, LLC11,386$281K0.15%-1,92513F-HRTimeline
Claris Financial LLC11,105$274K0.18%13F-HRTimeline
National Wealth Management Group, LLC11,063$273K0.18%+82413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,873$268K0.01%-5,64713F-HRTimeline
Gateway Wealth Partners, LLC10,534$260K0.07%-7,74913F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc10,474$258K0.16%13F-HRTimeline
DHJJ Financial Advisors, Ltd.10,392$256K0.1%013F-HRTimeline
FLOW TRADERS U.S. LLC10,370$256K0.01%new13F-HRTimeline
Axis Wealth Partners, LLC10,297$254K0.21%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,256$253K<0.01%-104,79013F-HRTimelineGroup
PCG Wealth Advisors, LLC10,050$248K0.09%new13F-HRTimeline
Onyx Bridge Wealth Group LLC10,045$248K0.04%-78,35413F-HRTimeline
CFO4Life Group, LLC9,568$236K0.04%-11,65613F-HRTimeline
Fermata Advisors, LLC9,485$234K0.04%-80413F-HRTimeline
GTS SECURITIES LLC9,451$233K0.01%-24,59913F-HRTimeline
CENTAURUS FINANCIAL, INC.9,401$232K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC9,129$225K0.11%new13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …8,888$219K0.09%-2,62713F-HRTimelineGroup
Elevated Capital Advisors, LLC8,696$214K0.06%-69,51313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,578$212K<0.01%new13F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.8,555$211K0.08%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,368$206K<0.01%+9913F-HRTimelineGroup
Cresset Asset Management, LLC8,329$205K<0.01%-59513F-HRTimeline
Orion Porfolio Solutions, LLC8,153$201K<0.01%-2,89513F-HRTimeline
Orion Portfolio Solutions, LLC8,153$201K<0.01%-2,89513F-HRTimeline
SIGNATUREFD, LLC5,960$147K<0.01%+3,46013F-HRTimeline
Medallion Wealth Advisors, LLC5,750$142K0.07%13F-HRTimeline
Sunbelt Securities, Inc.4,665$115K0.01%-34013F-HRTimeline
PRIVATE TRUST CO NA3,780$93.2K0.01%-4,02613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,592$88.5K<0.01%-54913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,864$70.6K<0.01%+2,81113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,754$67.9K<0.01%new13F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…2,680$66.1K0.01%+46313F-HRTimeline
Pinnacle Bancorp, Inc.1,816$44.8K0.01%new13F-HRTimeline
Castleview Partners, LLC1,493$36.8K0.02%new13F-HR/ATimeline
GHP Investment Advisors, Inc.1,257$31K<0.01%new13F-HRTimeline
Truvestments Capital LLC1,114$27.5K0.01%-34013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC997$25K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB898$22.1K<0.01%+7813F-HRTimeline
Creekmur Asset Management LLC856$21.1K<0.01%-7713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.806$20K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GoalVest Advisory LLC661$16.3K<0.01%-46213F-HRTimeline
PSI Advisors, LLC505$12.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.484$12K0.01%new13F-HRTimeline
NorthRock Partners, LLC460$11.3K<0.01%013F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC311$7.67K<0.01%+21313F-HRTimeline
OAKWORTH CAPITAL, INC.237$5.84K<0.01%013F-HRTimeline
High Note Wealth, LLC217$5.35K<0.01%new13F-HRTimeline
Clearstead Trust, LLC206$5.08K<0.01%013F-HRTimeline
WR Wealth Planners, LLC200$4.93K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.109$2.68K<0.01%13F-HR/ATimeline
AdvisorNet Financial, Inc99$2.44K<0.01%013F-HRTimeline
CGC Financial Services, LLC74$1.82K<0.01%-29,82313F-HRTimeline
Hexagon Capital Partners LLC58$1.43K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.51$1.28K0.12%-48,51913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…50$1.23K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6$148<0.01%-4413F-HRTimelineGroup
FMR LLCin group FMR LLC4$99<0.01%-413F-HRTimelineGroup