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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

284 managers (289 13F filers) reported a position in UCON shares at 2025-03-31, 119,485,044 shares in all. 28 filers opened a position and 34 filers sold out during the quarter.

Managers
284
13F filers
289
New
28
Added
145
Reduced
96
Sold out
34
Shares held by filers
119,485,044

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Brookstone Capital Managementin group Brookstone Capital Management19,254$477K0.01%+2,71113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV19,009$470K0.04%-14,01113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,829$466K0.01%+2,29313F-HRTimelineGroup
Asset Allocation Strategies LLC18,739$464K0.12%-3,25613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,760$462K0.01%013F-HRTimelineGroup
Fairvoy Private Wealth, LLC18,040$446K0.12%013F-HRTimeline
Chris Bulman Inc17,637$437K0.28%+4,75913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC17,162$425K0.39%+20013F-HRTimeline
TFB Advisors LLC17,016$421K0.12%-3,66013F-HRTimeline
Indie Asset Partners, LLC16,840$417K0.36%-3,76313F-HRTimeline
Total Wealth Planning, LLC16,400$406K0.06%013F-HRTimeline
Strategic Blueprint, LLC16,350$405K0.02%+15713F-HRTimeline
WEDBUSH SECURITIES INC16,048$397K0.01%+113F-HRTimeline
MGO ONE SEVEN LLC15,998$396K0.02%-60913F-HRTimeline
tru Independence LLC15,921$394K0.12%-51,68413F-HRTimeline
TOWNSQUARE CAPITAL LLC15,530$384K<0.01%-1,11913F-HRTimeline
UPTICK PARTNERS, LLC15,468$383K0.13%new13F-HRTimeline
Merkkuri Wealth Advisors LLC15,430$382K0.33%+17113F-HRTimeline
GK Wealth Management LLC15,370$380K0.48%-11613F-HR/ATimeline
RiverTree Advisors, LLC14,697$364K0.24%-59,46613F-HRTimeline
CENTAURUS FINANCIAL, INC.14,401$356K0.02%+5,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,366$356K<0.01%-72,70613F-HRTimelineGroup
Huntleigh Advisors, Inc.13,636$337K0.08%-97113F-HR/ATimeline
Mayflower Financial Advisors, LLC13,455$333K0.05%013F-HRTimeline
Ergawealth Advisors, Inc.13,201$327K0.16%-3,95313F-HRTimeline
Financial Engines Advisors L.L.C.13,161$326K<0.01%+1013F-HRTimeline
Balboa Wealth Partners13,017$322K0.08%-20,62713F-HRTimeline
SteelPeak Wealth, LLC12,684$314K0.01%+19013F-HRTimeline
Mutual Advisors, LLC12,407$306K0.01%-16113F-HRTimeline
HCR Wealth Advisors12,053$298K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC11,581$287K0.21%+1,28413F-HRTimeline
Arete Wealth Advisors, LLC11,564$286K0.02%-2,38713F-HRTimeline
Arkadios Wealth Advisors11,414$282K0.01%-3,30513F-HRTimeline
Waverly Advisors, LLC11,386$282K<0.01%new13F-HRTimeline
Grant/GrossMendelsohn, LLC11,386$281K0.16%013F-HRTimeline
Claris Financial LLC11,105$274K0.18%013F-HRTimeline
Octavia Wealth Advisors, LLC11,029$273K0.03%-6,51313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,028$273K0.01%+15513F-HRTimeline
McAdam, LLC10,713$265K0.02%-1,71213F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc10,586$262K0.17%+11213F-HRTimeline
DHJJ Financial Advisors, Ltd.10,392$257K0.1%013F-HRTimeline
National Wealth Management Group, LLC10,357$256K0.17%-70613F-HRTimeline
Onyx Bridge Wealth Group LLC10,074$249K0.04%+2913F-HRTimeline
FLOW TRADERS U.S. LLC10,000$248K0.01%-37013F-HRTimeline
Betterment LLC9,840$244K<0.01%new13F-HRTimeline
Clarity Capital Partners LLC9,819$243K0.1%-8,88913F-HRTimeline
Millington Financial Advisors, LLC9,273$227K0.14%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.9,089$225K0.08%+53413F-HRTimeline
Gateway Wealth Partners, LLC8,912$221K0.05%-1,62213F-HRTimeline
PRIVATE TRUST CO NA8,751$217K0.02%+4,97113F-HRTimeline
Cresset Asset Management, LLC8,261$204K<0.01%-6813F-HRTimeline
Moloney Securities Asset Management, LLC8,259$204K0.03%new13F-HRTimeline
OneAscent Wealth Management LLCin group OneAscent Financial Services …8,153$202K0.09%-73513F-HRTimelineGroup
Medallion Wealth Advisors, LLC6,450$160K0.07%+70013F-HRTimeline
AE Wealth Management LLC5,925$147K<0.01%-29,74713F-HRTimeline
SIGNATUREFD, LLC5,400$134K<0.01%-56013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,068$125K<0.01%+2,20413F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…4,869$121K0.02%+2,18913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,080$101K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.3,061$75.8K0.01%-1,60413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,034$75.1K<0.01%+28013F-HRTimelineGroup
Rossby Financial, LCC2,460$60.6K0.03%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,816$44.9K0.01%013F-HRTimeline
Truvestments Capital LLC1,114$27.6K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB931$23K<0.01%+3313F-HRTimeline
Creekmur Asset Management LLC856$21.2K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC596$14.8K<0.01%new13F-HR/ATimeline
MAI Capital Management527$13K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST488$12.1K<0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC461$11.4K0.01%new13F-HRTimeline
NorthRock Partners, LLC460$11.4K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.363$9K<0.01%-12113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC339$8.39K<0.01%+2813F-HRTimeline
OAKWORTH CAPITAL, INC.237$5.87K<0.01%013F-HRTimeline
Clearstead Trust, LLC206$5.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…192$4.75K<0.01%-3,40013F-HRTimelineGroup
Bernard Wealth Management Corp.110$2.72K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc99$2.45K<0.01%013F-HRTimeline
Allworth Financial LP90$2.21K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.85$2.1K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.83$2K<0.01%-72313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hexagon Capital Partners LLC58$1.44K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20$495<0.01%+1413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-111,17313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.