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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

280 managers (283 13F filers) reported a position in UCON shares at 2025-12-31, 104,711,046 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
280
13F filers
283
New
33
Added
123
Reduced
94
Sold out
20
Shares held by filers
104,711,046

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC13,266$334K0.09%-57413F-HRTimeline
PRIVATE TRUST CO NA13,127$330K0.03%+3,54213F-HRTimeline
Axis Wealth Partners, LLC13,058$329K0.18%+50113F-HRTimeline
Ellenbecker Investment Group12,901$325K0.05%-4,44213F-HRTimeline
UPTICK PARTNERS, LLC12,651$318K0.07%-5,77113F-HRTimeline
Financial Engines Advisors L.L.C.12,617$318K<0.01%-31,07113F-HRTimeline
Northwest Capital Management Inc12,617$318K1.38%-8,59013F-HRTimeline
Morling Financial Advisors, LLC12,597$317K0.1%-2,62513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC12,478$314K<0.01%-1,47413F-HRTimelineGroup
Clear Creek Financial Management, LLC12,355$311K0.03%-29,54913F-HRTimeline
Blom & Howell Financial Planning, Inc.12,075$304K0.3%13F-HRTimeline
Mutual Advisors, LLC11,977$301K0.01%-4113F-HRTimeline
SteelPeak Wealth, LLC11,461$288K0.01%-30813F-HRTimeline
Waverly Advisors, LLC11,386$287K<0.01%-5,60213F-HRTimeline
Veracity Capital LLC11,197$282K0.08%new13F-HRTimeline
tru Independence LLC11,111$280K0.07%-2,58313F-HRTimeline
AE Wealth Management LLC11,041$278K<0.01%+5,84113F-HRTimeline
GK Wealth Management LLC10,867$274K0.2%-63613F-HRTimeline
Asset Allocation Strategies LLC10,240$258K0.05%-2,34613F-HRTimeline
Regal Investment Advisors LLC10,036$253K0.02%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,030$252K0.03%new13F-HRTimeline
FLOW TRADERS U.S. LLC10,000$252K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,825$247K<0.01%new13F-HR/ATimelineGroup
Retirement Planning Group, LLC9,796$247K0.01%-1,05013F-HRTimeline
Merit Financial Group, LLC9,757$246K<0.01%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC9,701$244K0.02%+62013F-HRTimeline
McAdam, LLC9,625$242K0.01%-18713F-HRTimeline
TWO SIGMA SECURITIES, LLC9,446$238K0.03%-21713F-HRTimeline
Octavia Wealth Advisors, LLC9,293$234K0.02%-1,49013F-HRTimeline
Claris Financial LLC8,946$225K0.12%-59913F-HRTimeline
Foundations Investment Advisors, LLC8,940$225K<0.01%new13F-HRTimeline
Payne Capital LLC8,925$225K0.23%+7713F-HRTimeline
National Wealth Management Group, LLC8,805$222K0.08%+33913F-HRTimeline
GPS Wealth Strategies Group, LLC8,753$220K0.19%-118,29713F-HRTimeline
CALTON & ASSOCIATES, INC.8,724$220K0.03%-58313F-HRTimeline
Mayflower Financial Advisors, LLC8,705$219K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,494$214K<0.01%new13F-HRTimelineGroup
ADAMSBROWN WEALTH CONSULTANTS LLC8,292$209K0.06%new13F-HRTimeline
MONECO ADVISORS, LLC8,247$208K0.02%new13F-HRTimeline
Krilogy Financial LLC8,221$207K0.01%+3713F-HRTimeline
Merkkuri Wealth Advisors LLC8,182$206K0.14%+9513F-HRTimeline
Triumph Capital Management7,600$191K0.04%new13F-HRTimeline
Medallion Wealth Advisors, LLC6,450$162K0.05%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5,842$147K0.05%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.5,635$142K0.12%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,573$140K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC5,488$138K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,228$132K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,860$122K0.04%+3,04413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,499$113K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC4,249$107K0.01%-4,04613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …4,080$103K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC4,050$102K0.06%13F-HRTimeline
First Pacific Financial3,219$81K0.01%+3613F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,773$69K0.02%+85013F-HRTimeline
Qube Research & Technologies Ltd2,637$66.4K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,273$57.2K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,182$54.9K<0.01%-24413F-HRTimelineGroup
TD Capital Management LLC1,899$47.8K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,795$45.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,440$36.2K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,153$29K<0.01%+36313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB931$23.4K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.800$20.1K<0.01%+1013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.25$17.2K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC614$15.4K<0.01%+713F-HRTimeline
FIRST COMMUNITY TRUST NA358$9.01K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…322$8.11K<0.01%-5113F-HR/ATimelineGroup
SageView Advisory Group, LLC322$8.11K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.237$5.96K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…230$5.79K<0.01%new13F-HRTimeline
RHL GROUP, LLC219$5.51K<0.01%13F-HRTimeline
Sunbelt Securities, Inc.217$5.46K<0.01%013F-HRTimeline
Clearstead Trust, LLC206$5.19K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…194$4.88K<0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC179$4.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132$3.32K<0.01%new13F-HRTimelineGroup
Bernard Wealth Management Corp.110$2.77K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS89$2.24K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.37$935<0.01%new13F-HRTimeline