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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

296 managers (301 13F filers) reported a position in UCON shares at 2024-12-31, 113,228,235 shares in all. 33 filers opened a position and 12 filers sold out during the quarter.

Managers
296
13F filers
301
New
33
Added
142
Reduced
88
Sold out
12
Shares held by filers
113,228,235

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC11,963,596$295M0.12%+1,644,37813F-HRTimeline
UBS Group AGin group UBS Group AG8,788,108$217M0.05%+917,33213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,233,667$178M0.01%+36,07813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,827,054$119M0.01%+972,63713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,211,307$104M0.02%+921,13413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,975,370$98M2.81%+536,28513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,200,433$78.9M0.02%+182,38113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,110,907$76.7M0.02%+491,13513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,020,924$74.5M+196,569Timeline
HighTower Advisors, LLC2,141,838$52.8M0.07%+81,31913F-HRTimeline
Wagner Wealth Management, LLC2,057,359$50.7M13.08%+345,50613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,982,316$48.9M0.08%+169,53513F-HRTimelineGroup
Aptus Capital Advisors, LLC1,858,338$45.8M0.55%+339,00113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,837,604$45.3M0.02%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,778,924$43.9M<0.01%+532,70213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,516,080$37.4M0.08%-68,52813F-HR/ATimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding1,469,255$36.2M+84,938Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,431,909$35.3M0.05%+80,90113F-HRTimeline
Cetera Investment Advisers1,251,064$30.8M0.06%+226,74813F-HRTimeline
IFP Advisors, Inc1,216,819$30M0.98%+48,39113F-HRTimeline
Morling Financial Advisors, LLC1,196,177$29.5M10.28%+44,15213F-HRTimeline
Csenge Advisory Group1,174,422$28.9M1.57%-20,31313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,145,260$28.2M+60,661Timeline
Rehmann Capital Advisory Group973,906$24M1.52%+51,63713F-HRTimeline
Bensler, LLC941,719$23.2M2.76%+54,83813F-HRTimeline
Cambridge Investment Research Advisors,…931,686$23M0.08%-123,26213F-HRTimeline
Dynamic Advisor Solutions LLC910,388$22.4M0.97%+68,95413F-HRTimeline
EdgeRock Capital LLC874,983$21.6M14.14%-25,35613F-HRTimeline
PARK NATIONAL CORP /OH/843,002$20.8M0.76%+129,83613F-HRTimeline
Integrated Wealth Concepts LLC803,335$19.8M0.23%-8,58813F-HRTimeline
Larson Financial Group LLC784,985$19.3M1%-64,21013F-HRTimeline
Commonwealth Financial Services, LLC727,741$17.9M3.52%+42213F-HRTimeline
TruWealth Advisors, LLC721,532$17.8M1.07%+5,89813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth695,040$17.1M0.04%+82,05613F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC685,111$16.9M1.14%+22,72413F-HRTimeline
Capital Investment Advisory Services, L…647,956$16M1.54%+13013F-HRTimeline
First Heartland Consultants, Inc.602,108$14.8M1.52%+508,47613F-HRTimeline
Nova Wealth Management, Inc.557,203$13.7M11.9%13F-HRTimeline
Great Point Wealth Advisors, LLC552,647$13.6M2.98%+32,53413F-HRTimeline
Navalign, LLC544,746$13.4M3.95%+22,61113F-HRTimeline
Holos Integrated Wealth LLC511,029$12.6M8.61%13F-HRTimeline
Prospera Financial Services Inc483,656$11.9M0.28%+158,92413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC475,594$11.7M0.03%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP459,680$11.3M0.01%+35,03013F-HRTimelineGroup
Private Advisor Group, LLC441,580$10.9M0.06%+14,45513F-HRTimeline
Mariner, LLCin group Mariner, LLC438,238$10.8M0.02%+5,14413F-HRTimelineGroup
Financial Futures Ltd Liability Co.436,820$10.8M6.11%+1,51713F-HRTimeline
SlateStone Wealth, LLC434,490$10.7M1.05%-23,55013F-HRTimeline
Prasad Wealth Partners, LLC425,223$10.5M3.39%13F-HRTimeline
Walkner Condon Financial Advisors LLC423,582$10.4M2.12%-29,77213F-HRTimeline
Perennial Investment Advisors, LLC419,106$10.3M1.22%+161,78313F-HRTimeline
Boyce & Associates Wealth Consulting, I…418,970$10.3M10.45%+36,35513F-HRTimeline
Etesian Wealth Advisors, Inc.409,485$10.1M4.46%+44,59813F-HRTimeline
Chicago Partners Investment Group LLC399,580$9.84M0.33%+17,20513F-HRTimeline
Visionary Wealth Advisors398,629$9.83M0.58%+102,72713F-HRTimeline
&PARTNERS395,435$9.74M0.12%+22,10513F-HRTimeline
Steward Partners Investment Advisory, L…393,330$9.7M0.09%+18,65813F-HRTimeline
Darwin Wealth Management, LLC379,516$9.36M3.14%-67,54413F-HR/ATimeline
Madison Asset Management, LLCgroup of 2 filers holding376,216$9.27M+183,211Timeline
Western Wealth Management, LLC372,138$9.17M0.6%+3,40713F-HR/ATimeline
Certified Advisory Corp358,304$8.83M0.96%+18,00813F-HRTimeline
NewEdge Advisors, LLC353,682$8.72M0.05%+4213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.345,376$8.51M0.08%+54,79713F-HRTimelineGroup
Philip James Wealth Mangement, LLC344,411$8.49M1.1%-159,05113F-HRTimeline
McCarthy & Cox343,269$8.46M2.94%new13F-HRTimeline
FAGAN ASSOCIATES, INC.337,658$8.32M1.32%+192,01413F-HRTimeline
First Pacific Financial331,739$8.18M1.9%-2,11213F-HRTimeline
Janney Montgomery Scott LLC327,625$8.08M0.02%-81,72013F-HRTimeline
VICUS CAPITAL324,059$7.99M0.71%+8,27413F-HRTimeline
XML Financial, LLC316,235$7.8M0.71%+16,61013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…314,947$7.76M0.27%-15,68613F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…313,088$7.72M1.58%-29,28413F-HRTimelineGroup
Beaumont Financial Advisors, LLC300,169$7.4M0.56%+16,41013F-HRTimeline
N.E.W. Advisory Services LLC292,891$7.22M0.69%+211,41413F-HRTimeline
Goldstone Financial Group, LLC290,514$7.16M1.12%+75,92813F-HRTimeline
MATHER GROUP, LLC.283,922$7M0.09%+91913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.277,756$6.85M0.04%+139,92713F-HRTimeline
Independent Advisor Alliance275,431$6.79M0.09%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.273,632$6.75M0.01%-48,57513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…262,241$6.47M0.01%-12,84913F-HRTimelineGroup
Bleakley Financial Group, LLC260,834$6.43M0.19%-11,99213F-HRTimeline
Good Life Advisors, LLC259,004$6.38M0.46%+243,20413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…253,863$6.26M2.67%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\253,391$6.25M0.01%+9,59013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC253,265$6.24M0.02%+10,23413F-HRTimeline
Geneos Wealth Management Inc.248,912$6.14M0.21%+23,42013F-HRTimeline
GSG Advisors LLC241,136$5.94M1.87%+4,25113F-HRTimeline
Sigma Planning Corp238,372$5.88M0.18%-3,80613F-HRTimeline
PFG Advisors238,156$5.87M0.36%+27,12113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS232,743$5.74M0.02%-6,44813F-HRTimeline
Lunt Capital Management, Inc.225,014$5.55M2.16%+96,66713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC221,200$5.45M2.31%-1,26013F-HRTimeline
CoreCap Advisors, LLC219,201$5.4M0.25%-134,20313F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…216,240$5.33M0.07%+131,53413F-HRTimelineGroup
O'Connor Financial Group LLC215,537$5.31M2.78%+10,35713F-HRTimeline
Total Clarity Wealth Management, Inc.211,339$5.21M1.69%-78,53213F-HRTimeline
BEACON FINANCIAL GROUP206,216$5.08M0.55%-13,25113F-HRTimeline
Spectrum Wealth Advisory Group, LLC204,388$5.04M2.38%+80,41613F-HRTimeline
Entruity Wealth, LLC203,674$5.02M4.98%13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …193,858$4.78M0.07%+15,24213F-HRTimelineGroup
Retirement Planning Group, LLC184,428$4.55M0.23%-16,23613F-HRTimeline
Keel Point, LLC180,684$4.45M0.36%+18,46313F-HRTimeline
Redhawk Wealth Advisors, Inc.167,024$4.12M0.56%+2,85213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.163,451$4.03M0.22%+39,06413F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC161,263$3.98M0.15%-8613F-HRTimeline
NorthCoast Asset Management LLC160,638$3.96M0.02%-1,20913F-HR/ATimeline
TrueWealth Advisors, LLC157,731$3.89M1.3%+46,42413F-HRTimeline
Kingsview Wealth Management, LLC154,401$3.81M0.07%+29,16813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC153,089$3.77M4.11%13F-HRTimeline
Legacy Investment Solutions, LLC151,150$3.73M2.45%+2,43713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…151,150$3.73M2.45%+2,43713F-HRTimelineGroup
Per Stirling Capital Management, LLC.151,078$3.72M0.53%+24,11413F-HRTimeline
BlackDiamond Wealth Management, LLC150,622$3.71M2.15%-23613F-HRTimeline
Christopher J. Hasenberg, Inc150,002$3.7M1.49%-283,88213F-HRTimeline
Atria Wealth Solutions, Inc.144,312$3.56M0.04%+5,54113F-HRTimeline
Bison Wealth, LLC142,295$3.51M0.43%13F-HRTimeline
Holistic Financial Partners141,061$3.48M1.73%+30,30713F-HRTimeline
Farther Finance Advisors, LLC130,559$3.22M0.12%+91,51013F-HRTimeline
Park Square Financial Group, LLC127,993$3.16M2.18%13F-HRTimeline
Golden State Wealth Management, LLC123,695$3.05M0.46%13F-HRTimeline
AssuredPartners Investment Advisors, LLC120,510$2.97M0.58%13F-HRTimeline
Clearstead Advisors, LLC117,436$2.89M0.04%-33,47813F-HRTimeline
Arkos Global Advisors114,305$2.82M0.41%+1,26013F-HRTimeline
Econ Financial Services Corp114,172$2.81M1.61%+105,15213F-HRTimeline
Fairway Financial, LLC112,973$2.78M2.54%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding112,461$2.77M+24,714Timeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…111,173$2.74M0.16%+110,38313F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…110,556$2.73M0.23%+2,97613F-HRTimelineGroup
Sequent Planning LLC104,768$2.58M0.95%+1,36313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC103,922$2.56M0.13%+77,19013F-HRTimeline
Ellenbecker Investment Group103,120$2.54M0.45%-85,29013F-HRTimeline
COMERICA BANK98,873$2.44M0.01%+5,47313F-HR/ATimeline
DEFINED WEALTH MANAGEMENT, LLC96,407$2.38M1.57%+38613F-HRTimeline
Avantax Planning Partners, Inc.95,866$2.36M0.09%-6,21013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED91,761$2.26M0.21%+45,10213F-HRTimeline
Pine Valley Investments Ltd Liability Co90,072$2.22M0.15%+213F-HRTimeline
D.A. DAVIDSON & CO.87,455$2.16M0.02%+11,00513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC87,072$2.15M0.01%+6,15513F-HRTimelineGroup
Capital CS Group, LLC86,580$2.13M2.85%+7,21413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC82,061$2.02M<0.01%-280,01013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC81,723$2.01M3.51%13F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…78,790$1.94M0.39%-8,86513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP75,622$1.86M<0.01%+23,30713F-HRTimelineGroup
Synergy Investment Management, LLC74,475$1.84M0.79%13F-HRTimeline
RiverTree Advisors, LLC74,163$1.83M1.2%new13F-HRTimeline
GPS Wealth Strategies Group, LLC73,676$1.82M0.23%+42,76113F-HRTimeline
OneDigital Investment Advisors LLC73,588$1.81M0.02%+45,71713F-HRTimeline
CLG LLC72,194$1.78M0.64%13F-HRTimeline
Legacy Capital Wealth Partners, LLC68,517$1.69M0.42%-3,35313F-HRTimeline
tru Independence LLC67,605$1.67M0.52%-27913F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC64,954$1.6M1.17%13F-HRTimeline
EWG Elevate Inc.62,001$1.53M0.47%+3,10413F-HRTimeline
Advisory Services Network, LLC61,649$1.52M0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,372$1.46M<0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC59,361$1.46M0.01%+29,49313F-HRTimelineGroup
CWM, LLCin group CWM, LLC58,481$1.44M0.01%-7,30513F-HRTimelineGroup
Authentikos Wealth Advisory, LLC58,306$1.44M1.42%-2,48113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC56,373$1.39M0.01%-8,50713F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC55,801$1.38M1.28%+5,79113F-HRTimeline
Snowden Capital Advisors LLC53,916$1.33M0.04%+11,66013F-HRTimeline
Clear Creek Financial Management, LLC51,454$1.27M0.14%-1,20313F-HRTimeline
WINTRUST INVESTMENTS LLC50,947$1.25M1.1%+2,01713F-HRTimeline
PKS Advisory Services, LLC50,725$1.25M0.31%13F-HRTimeline
Private Portfolio Partners LLC49,919$1.23M0.23%+1,79313F-HRTimeline
Northwest Capital Management Inc49,231$1.21M0.52%-6,74613F-HRTimeline
Atria Investments, Inc49,188$1.21M0.02%+20613F-HRTimeline
United Advisor Group, LLC49,067$1.21M0.24%-15,59713F-HRTimeline
MBE Wealth Management, LLC48,675$1.2M0.68%+11,62613F-HRTimeline
PRIVATE CLIENT SERVICES, LLC48,594$1.2M0.64%-12,53513F-HRTimeline
Householder Group Estate & Retirement S…47,424$1.17M0.87%+47,22613F-HRTimeline
Beckerman Institutional, LLC45,904$1.13M0.91%+5,00913F-HRTimeline
Freedom Financial Partners LLC45,507$1.12M0.54%13F-HRTimeline
SYNOVUS FINANCIAL CORP41,743$1.03M0.01%+3,59513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC40,929$1.01M0.52%new13F-HRTimeline
AE Wealth Management LLC35,672$879K0.01%+3,21913F-HRTimeline
Balboa Wealth Partners33,644$829K0.19%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV33,020$814K0.07%+1,10413F-HRTimeline
J.W. COLE ADVISORS, INC.32,678$806K0.03%+5,36513F-HRTimeline
Acorn Wealth Advisors, LLC32,092$791K0.33%new13F-HRTimeline
Mach-1 Financial Group, LLC31,717$782K1.41%-263,56513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,704$781K0.02%+4,92113F-HRTimelineGroup
Blackhawk Capital Partners, LLC28,929$713K0.37%+4,70613F-HRTimeline
Q3 Asset Management28,622$705K0.44%+65213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,284$697K<0.01%new13F-HR/ATimeline
B. Riley Wealth Advisors, Inc.27,247$672K0.02%+9,88413F-HRTimeline
Root Financial Partners, LLC27,232$671K0.08%-1,58813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,985$665K<0.01%-1,39813F-HRTimelineGroup
Harvest Investment Services, LLC26,881$663K0.16%+49513F-HRTimeline
Williams & Novak Wealth Management, LLC26,535$654K0.63%-11,89713F-HRTimeline
HBW ADVISORY SERVICES LLC25,616$631K0.06%+15,78913F-HRTimeline
OLD MISSION CAPITAL LLC25,601$631K0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC25,002$616K0.15%+2,47413F-HRTimelineGroup
Global Retirement Partners, LLC24,933$615K0.02%-17413F-HRTimeline
Lakeridge Wealth Management LLC24,862$613K0.32%+6,65013F-HRTimeline
HRT FINANCIAL LP24,646$607K<0.01%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC24,318$598K0.08%+79513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC24,271$598K2.49%-2,70613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC22,868$564K0.26%+7,45413F-HRTimeline
Asset Allocation Strategies LLC21,995$542K0.13%-4,98413F-HRTimeline
Maia Wealth LLC21,173$522K0.11%-1,17213F-HRTimeline