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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

259 managers (262 13F filers) reported a position in UCON shares at 2025-09-30, 95,292,890 shares in all. 15 filers opened a position and 22 filers sold out during the quarter.

Managers
259
13F filers
262
New
15
Added
125
Reduced
106
Sold out
22
Shares held by filers
95,292,890

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Williams & Novak Wealth Management, LLC13,701$345K0.27%new13F-HRTimeline
tru Independence LLC13,694$345K0.09%-7113F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC12,962$326K0.28%-20013F-HRTimeline
Ergawealth Advisors, Inc.12,810$323K0.15%+7913F-HRTimeline
Asset Allocation Strategies LLC12,586$317K0.06%-2,67413F-HRTimeline
Axis Wealth Partners, LLC12,557$316K0.19%+49013F-HRTimeline
Mutual Advisors, LLC12,018$304K0.01%-39513F-HRTimeline
SteelPeak Wealth, LLC11,769$296K0.01%+3313F-HRTimeline
GK Wealth Management LLC11,503$290K0.22%-1,69513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC11,339$286K0.03%new13F-HRTimeline
Retirement Planning Group, LLC10,846$273K0.01%-46,57713F-HRTimeline
Octavia Wealth Advisors, LLC10,783$272K0.03%-22813F-HRTimeline
FLOW TRADERS U.S. LLC10,000$252K0.01%013F-HRTimeline
McAdam, LLC9,812$247K0.01%-33613F-HRTimeline
TWO SIGMA SECURITIES, LLC9,663$243K0.04%-6,33313F-HRTimeline
PRIVATE TRUST CO NA9,585$241K0.02%+1713F-HRTimeline
Claris Financial LLC9,545$240K0.14%new13F-HRTimeline
CALTON & ASSOCIATES, INC.9,307$234K0.04%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,081$229K0.02%+88613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,033$228K<0.01%-187,16113F-HRTimelineGroup
Payne Capital LLC8,848$223K0.23%13F-HRTimeline
Mayflower Financial Advisors, LLC8,705$219K0.03%013F-HRTimeline
Millington Financial Advisors, LLC8,577$217K0.11%+9513F-HRTimeline
National Wealth Management Group, LLC8,466$213K0.08%-1,12613F-HRTimeline
Moloney Securities Asset Management, LLC8,427$212K0.03%+8613F-HRTimeline
Root Financial Partners, LLC8,295$209K0.01%-1,31513F-HRTimeline
Krilogy Financial LLC8,184$206K0.01%new13F-HRTimeline
Merkkuri Wealth Advisors LLC8,087$204K0.15%-6,88213F-HRTimeline
Medallion Wealth Advisors, LLC6,450$162K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5,842$147K0.05%-3,09013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,635$142K0.15%+3,16313F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…5,573$140K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,228$132K<0.01%-37813F-HRTimelineGroup
AE Wealth Management LLC5,200$131K<0.01%+1,14213F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,080$103K<0.01%013F-HRTimelineGroup
First Pacific Financial3,183$80.2K0.01%-21313F-HRTimeline
Rossby Financial, LCC2,673$67.5K0.02%+21313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,426$61.1K<0.01%+75313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.1,923$48K0.02%+1,20013F-HRTimeline
Pinnacle Bancorp, Inc.1,816$45.7K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,795$45.2K<0.01%-1,50013F-HRTimeline
MASECO LLP1,647$41.5K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB931$23.4K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.790$19.9K<0.01%-77213F-HRTimeline
UBS Group AGin group UBS Group AG790$19.9K<0.01%-628,36713F-HRTimelineGroup
Creekmur Asset Management LLC773$19.5K<0.01%-3,21413F-HRTimeline
GoalVest Advisory LLC753$19K<0.01%new13F-HRTimeline
MAI Capital Management665$16.7K<0.01%+13213F-HRTimeline
CBIZ Investment Advisory Services, LLC607$15.3K<0.01%+613F-HRTimeline
Founders Financial Alliance, LLC467$11.8K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…373$9.39K<0.01%-4,21513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.237$5.97K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.217$5.47K<0.01%-4,44813F-HRTimeline
Clearstead Trust, LLC206$5.19K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC179$4.51K<0.01%-213F-HRTimeline
Bernard Wealth Management Corp.110$2.77K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS89$2.24K<0.01%-3413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.83$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Waterhouse Canada Inc.23$580<0.01%new13F-HRTimeline