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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

272 managers (276 13F filers) reported a position in UCON shares at 2025-06-30, 97,897,898 shares in all. 12 filers opened a position and 31 filers sold out during the quarter.

Managers
272
13F filers
276
New
12
Added
110
Reduced
133
Sold out
31
Shares held by filers
97,897,898

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Perigon Wealth Management, LLC16,733$416K0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC16,662$415K0.12%+1,19413F-HRTimeline
Strategic Blueprint, LLC16,502$411K0.02%+15213F-HRTimeline
WEDBUSH SECURITIES INC16,262$405K0.01%+21413F-HRTimeline
TWO SIGMA SECURITIES, LLC15,996$398K0.05%-12,96513F-HRTimeline
Huntleigh Advisors, Inc.15,932$397K0.08%+2,29613F-HRTimeline
TFB Advisors LLC15,798$393K0.1%-1,21813F-HRTimeline
Elequin Capital, LP15,763$392K0.05%-257,33913F-HRTimeline
Asset Allocation Strategies LLC15,260$380K0.08%-3,47913F-HRTimeline
CENTAURUS FINANCIAL, INC.15,210$379K0.02%+80913F-HRTimeline
Savvy Advisors, Inc.15,103$376K0.03%-4,94513F-HRTimeline
Beckerman Institutional, LLC15,007$374K0.25%-26,17713F-HRTimeline
Tradewinds, LLC.14,969$373K0.28%new13F-HRTimeline
Merkkuri Wealth Advisors LLC14,969$373K0.28%-46113F-HRTimeline
tru Independence LLC13,765$343K0.1%-2,15613F-HRTimeline
Financial Engines Advisors L.L.C.13,291$331K<0.01%+13013F-HRTimeline
GK Wealth Management LLC13,198$328K0.33%-2,17213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC13,162$328K0.29%-4,00013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,029$324K<0.01%-1,33713F-HRTimelineGroup
Ergawealth Advisors, Inc.12,731$317K0.14%-47013F-HRTimeline
Mutual Advisors, LLC12,413$308K0.01%+613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc12,367$308K0.18%+1,78113F-HRTimeline
Onyx Bridge Wealth Group LLC12,186$303K0.04%+2,11213F-HRTimeline
Axis Wealth Partners, LLC12,067$300K0.2%+48613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO11,793$294K0.07%13F-HRTimeline
Sanctuary Advisors, LLC11,757$293K<0.01%-287,19513F-HRTimeline
SteelPeak Wealth, LLC11,736$292K0.01%-94813F-HRTimeline
Waverly Advisors, LLC11,386$283K<0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC11,011$274K0.03%-1813F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,273$256K0.01%-12,52213F-HRTimeline
McAdam, LLC10,148$253K0.01%-56513F-HRTimeline
FLOW TRADERS U.S. LLC10,000$249K0.01%013F-HRTimeline
Root Financial Partners, LLC9,610$239K0.02%-14,69413F-HRTimeline
National Wealth Management Group, LLC9,592$239K0.13%-76513F-HRTimeline
PRIVATE TRUST CO NA9,568$238K0.02%+81713F-HRTimeline
OLD MISSION CAPITAL LLC9,460$235K0.01%-214,49113F-HRTimeline
DHJJ Financial Advisors, Ltd.8,932$222K0.08%-1,46013F-HRTimeline
Mayflower Financial Advisors, LLC8,705$217K0.03%-4,75013F-HRTimeline
RiverTree Advisors, LLC8,699$217K0.15%-5,99813F-HRTimeline
Millington Financial Advisors, LLC8,482$210K0.11%-79113F-HRTimeline
Moloney Securities Asset Management, LLC8,341$208K0.03%+8213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,195$204K0.02%new13F-HRTimeline
Medallion Wealth Advisors, LLC6,450$160K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,606$140K0.01%+53813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…4,889$122K0.02%+2013F-HRTimeline
Sunbelt Securities, Inc.4,665$115K0.01%+1,60413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,588$114K<0.01%+4,39613F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,080$102K<0.01%013F-HR/ATimelineGroup
AE Wealth Management LLC4,058$101K<0.01%-1,86713F-HRTimeline
Creekmur Asset Management LLC3,987$99.2K0.02%+3,13113F-HRTimeline
First Pacific Financial3,396$84.5K0.01%-315,89413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC3,295$82K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,472$61.5K0.08%13F-HRTimeline
Rossby Financial, LCC2,460$61.2K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,816$45.2K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,673$41.6K<0.01%new13F-HRTimelineGroup
MASECO LLP1,647$41K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.1,562$38.9K<0.01%13F-HRTimeline
Wilmington Savings Fund Society, FSB931$23.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.723$18K0.01%+36013F-HRTimeline
CBIZ Investment Advisory Services, LLC601$15K<0.01%+513F-HRTimeline
MAI Capital Management533$13.3K<0.01%+613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…378$9.41K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.237$5.9K<0.01%013F-HRTimeline
Clearstead Trust, LLC206$5.13K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC181$4.5K<0.01%-15813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS123$3.06K<0.01%+10313F-HRTimelineGroup
Bernard Wealth Management Corp.110$2.73K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.83$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76$1.89K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$19<0.01%-8413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.