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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

272 managers (277 13F filers) reported a position in UCON shares at 2026-03-31, 110,583,452 shares in all. 24 filers opened a position and 28 filers sold out during the quarter.

Managers
272
13F filers
277
New
24
Added
133
Reduced
98
Sold out
28
Shares held by filers
110,583,452

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Financial Engines Advisors L.L.C.12,813$317K<0.01%+19613F-HRTimeline
Financial Futures Ltd Liability Co.12,787$317K0.14%-3,95113F-HRTimeline
AE Wealth Management LLC12,452$308K<0.01%+1,41113F-HRTimeline
SteelPeak Wealth, LLC12,449$308K0.01%+98813F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC12,162$301K0.31%13F-HRTimeline
Clear Creek Financial Management, LLC12,159$301K0.02%-19613F-HRTimeline
Morling Financial Advisors, LLC12,082$299K0.09%-51513F-HRTimeline
Mutual Advisors, LLC11,982$297K0.01%+513F-HRTimeline
J.W. COLE ADVISORS, INC.11,700$290K0.01%-71,82313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,367$282K<0.01%-1,11113F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,333$281K0.1%-6,68613F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC10,922$271K0.02%+1,22113F-HRTimeline
Merit Financial Group, LLC10,037$249K<0.01%+28013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,978$247K0.03%+53213F-HRTimeline
CALTON & ASSOCIATES, INC.9,928$246K0.04%+1,20413F-HRTimeline
Core Wealth Partners LLC9,720$241K0.11%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC9,583$237K0.03%-7,86513F-HRTimeline
PARK NATIONAL CORP /OH/9,535$236K0.01%-325,81213F-HRTimeline
Asset Allocation Strategies LLC9,486$235K0.04%-75413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC9,465$234K0.07%-16,38513F-HRTimeline
Blom & Howell Financial Planning, Inc.9,270$230K0.23%-2,80513F-HRTimeline
Retirement Planning Group, LLC9,262$229K0.01%-53413F-HRTimeline
McAdam, LLC9,143$226K0.01%-48213F-HRTimeline
Octavia Wealth Advisors, LLC9,121$226K0.02%-17213F-HRTimeline
Claris Financial LLC8,984$223K0.12%+3813F-HRTimeline
Mayflower Financial Advisors, LLC8,705$216K0.03%013F-HRTimeline
Krilogy Financial LLC8,281$207K0.01%+6013F-HRTimeline
Merkkuri Wealth Advisors LLC8,270$205K0.14%+8813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,222$204K<0.01%-27213F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO8,163$202K0.02%-1,86713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.7,063$175K0.13%+1,42813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,356$157K0.03%+78313F-HRTimeline
Medallion Wealth Advisors, LLC6,330$157K0.05%-12013F-HRTimeline
Pinnacle Bancorp, Inc.6,125$152K0.04%+1,26513F-HRTimeline
DHJJ Financial Advisors, Ltd.5,842$145K0.05%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,276$131K<0.01%+4813F-HRTimelineGroup
Elevated Capital Advisors, LLC5,101$126K0.03%-38713F-HRTimeline
Hilton Head Capital Partners, LLC4,050$100K0.06%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,080$76.3K<0.01%-1,00013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,773$69K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,714$66.7K<0.01%+2,58213F-HRTimelineGroup
Root Financial Partners, LLC2,409$59.7K<0.01%-1,84013F-HRTimeline
First Pacific Financial2,275$56.4K0.01%-94413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,273$56.3K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,230$55.2K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC1,920$47.5K<0.01%+2113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,732$42.9K<0.01%+1,41013F-HRTimelineGroup
MAI Capital Management1,726$42.8K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,569$38.9K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,382$34.2K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB931$23.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.809$20K<0.01%+913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/785$19.4K<0.01%-1,39713F-HRTimelineGroup
Clearstead Advisors, LLC762$18.9K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC735$18.2K0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC701$17.4K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.682$16.9K<0.01%+65713F-HRTimelineGroup
Signature Resources Capital Management,…624$15.5K0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC619$15.3K<0.01%+513F-HRTimeline
IFG Advisory, LLC600$14.9K0.04%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC423$10.5K0.01%-34,47713F-HRTimeline
OAKWORTH CAPITAL, INC.237$5.87K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…232$5.76K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.217$5.38K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…194$4.8K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC179$4.43K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.110$2.72K<0.01%013F-HRTimeline
Dunhill Financial, LLC88$2.18K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc75$1.86K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.38$930<0.01%+113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS26$644<0.01%-6313F-HRTimelineGroup
RHL GROUP, LLC23$581<0.01%-19613F-HRTimeline