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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

284 managers (289 13F filers) reported a position in UCON shares at 2025-03-31, 119,485,044 shares in all. 28 filers opened a position and 34 filers sold out during the quarter.

Managers
284
13F filers
289
New
28
Added
145
Reduced
96
Sold out
34
Shares held by filers
119,485,044

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC12,416,312$307M0.12%+452,71613F-HRTimeline
UBS Group AGin group UBS Group AG9,132,533$226M0.05%+344,42513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,248,699$179M0.01%+15,03213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,107,571$126M0.03%+896,26413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,191,381$104M0.01%-635,67313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,819,312$94.5M0.02%+618,87913F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.3,333,946$82.5M2.36%-641,42413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,967,020$73.4M-53,904Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,541,142$62.9M0.02%-569,76513F-HRTimelineGroup
HighTower Advisors, LLC2,242,464$55.5M0.08%+100,62613F-HRTimeline
Wagner Wealth Management, LLC2,216,317$54.9M13.67%+158,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,047,805$50.7M0.07%+615,89613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,998,371$49.5M<0.01%+219,44713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,962,746$48.6M0.02%+125,14213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,846,940$45.7M0.07%-135,37613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,574,512$39M0.09%+58,43213F-HRTimelineGroup
Christopher J. Hasenberg, Inc1,298,325$32.1M13.34%+1,148,32313F-HRTimeline
Morling Financial Advisors, LLC1,270,289$31.4M10.83%+74,11213F-HRTimeline
Cetera Investment Advisers1,263,415$31.3M0.06%+12,35113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,225,223$30.3M+79,963Timeline
Csenge Advisory Group1,184,468$29.2M1.65%+10,04613F-HRTimeline
Rehmann Capital Advisory Group1,108,175$27.4M1.73%+134,26913F-HRTimeline
Cambridge Investment Research Advisors,…1,040,587$25.8M0.09%+108,90113F-HRTimeline
First Heartland Consultants, Inc.931,294$23M2.38%+329,18613F-HRTimeline
Geneos Wealth Management Inc.930,808$23M0.34%+681,89613F-HRTimeline
Dynamic Advisor Solutions LLC922,024$22.8M0.75%+11,63613F-HRTimeline
PARK NATIONAL CORP /OH/884,325$21.9M0.8%+41,32313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC879,457$21.8M0.02%new13F-HRTimelineGroup
Bensler, LLC850,063$21M2.63%-91,65613F-HRTimeline
IFP Advisors, Inc834,619$20.7M0.64%-382,20013F-HRTimeline
Integrated Wealth Concepts LLC810,689$20.1M0.23%+7,35413F-HRTimeline
McCarthy & Cox740,951$18.3M7.99%+397,68213F-HRTimeline
Cyndeo Wealth Partners, LLC736,087$18.2M1.2%+50,97613F-HRTimeline
Larson Financial Group LLC733,481$18.2M0.86%-51,50413F-HRTimeline
TruWealth Advisors, LLC730,964$18.1M1.09%+9,43213F-HRTimeline
Commonwealth Financial Services, LLC714,275$17.7M3.62%-13,46613F-HRTimeline
Brookwood Investment Group LLC705,196$17.5M3%13F-HRTimeline
Great Point Wealth Advisors, LLC699,400$17.3M3.75%+146,75313F-HRTimeline
EdgeRock Capital LLC683,039$16.9M12.05%-191,94413F-HRTimeline
Capital Investment Advisory Services, L…664,635$16.4M1.47%+16,67913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth656,600$16.3M0.04%-38,44013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC596,382$14.8M0.03%+537,01013F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP581,122$14.4M0.02%+121,44213F-HRTimelineGroup
Visionary Wealth Advisors579,589$14.3M0.86%+180,96013F-HRTimeline
Navalign, LLC573,927$14.2M4.05%+29,18113F-HRTimeline
Holos Integrated Wealth LLC536,062$13.3M8.7%+25,03313F-HRTimeline
Perennial Investment Advisors, LLC529,690$13.1M1.48%+110,58413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC510,400$12.6M0.02%+428,33913F-HRTimeline
Prospera Financial Services Inc503,744$12.5M0.29%+20,08813F-HRTimeline
Walkner Condon Financial Advisors LLC489,802$12.1M2.45%+66,22013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding482,131$11.9M-987,124Timeline
Cerity Partners LLCin group Cerity Partners LLC480,500$11.9M0.02%+4,90613F-HRTimelineGroup
Private Advisor Group, LLC472,204$11.7M0.07%+30,62413F-HRTimeline
Nova Wealth Management, Inc.465,219$11.5M9.94%-91,98413F-HR/ATimeline
Mariner, LLCin group Mariner, LLC463,604$11.5M0.02%+25,36613F-HRTimelineGroup
Chicago Partners Investment Group LLC459,067$11.3M0.38%+59,48713F-HRTimeline
Etesian Wealth Advisors, Inc.456,372$11.3M4.87%+46,88713F-HRTimeline
Prasad Wealth Partners, LLC446,759$11.1M3.61%+21,53613F-HRTimeline
Boyce & Associates Wealth Consulting, I…437,245$10.8M10.82%+18,27513F-HRTimeline
Kingsview Wealth Management, LLC435,864$10.8M0.2%+281,46313F-HRTimeline
Financial Futures Ltd Liability Co.427,219$10.6M6%-9,60113F-HRTimeline
SlateStone Wealth, LLC416,183$10.3M1.03%-18,30713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.404,639$10M0.1%+59,26313F-HRTimelineGroup
NewEdge Advisors, LLC403,003$9.97M0.06%+49,32113F-HRTimeline
Western Wealth Management, LLC381,810$9.45M0.63%+9,67213F-HRTimeline
Spectrum Wealth Advisory Group, LLC380,873$9.43M4.52%+176,48513F-HRTimeline
&PARTNERS379,917$9.41M0.1%-15,51813F-HRTimeline
Darwin Wealth Management, LLC379,516$9.36M3.14%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding358,517$8.87M+246,056Timeline
Certified Advisory Corp358,134$8.86M1%-17013F-HRTimeline
MML INVESTORS SERVICES, LLC356,541$8.82M0.03%+103,27613F-HRTimeline
FAGAN ASSOCIATES, INC.355,263$8.79M1.47%+17,60513F-HRTimeline
Good Life Advisors, LLC329,304$8.15M0.57%+70,30013F-HRTimeline
Atria Investments, Inc327,492$8.11M0.1%+278,30413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…326,034$8.07M0.33%+11,08713F-HRTimelineGroup
VICUS CAPITAL323,576$8.01M0.75%-48313F-HRTimeline
First Pacific Financial319,290$7.9M1.6%-12,44913F-HRTimeline
Philip James Wealth Mangement, LLC317,732$7.86M0.96%-26,67913F-HRTimeline
Mach-1 Financial Group, LLC316,432$7.83M2.35%+284,71513F-HRTimeline
XML Financial, LLC308,373$7.63M0.71%-7,86213F-HRTimeline
Aptus Capital Advisors, LLC305,272$7.56M0.09%-1,553,06613F-HRTimeline
Beaumont Financial Advisors, LLC304,542$7.54M0.59%+4,37313F-HRTimeline
Sanctuary Advisors, LLC298,952$7.4M0.05%+285,29513F-HRTimeline
CoreCap Advisors, LLC298,387$7.39M0.33%+79,18613F-HRTimeline
Redhawk Wealth Advisors, Inc.295,043$7.3M0.98%+128,01913F-HRTimeline
Goldstone Financial Group, LLC293,626$7.27M1.1%+3,11213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…292,453$7.24M0.01%+282,19713F-HRTimelineGroup
MATHER GROUP, LLC.286,695$7.1M0.08%+2,77313F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…284,223$7.03M1.36%-28,86513F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.283,012$7M0.01%+9,38013F-HRTimelineGroup
Janney Montgomery Scott LLC281,601$6.97M0.02%-46,02413F-HRTimeline
Steward Partners Investment Advisory, L…279,301$6.91M0.06%-114,02913F-HRTimeline
Elequin Capital, LP273,102$6.76M1.27%new13F-HRTimeline
PFG Advisors270,892$6.7M0.37%+32,73613F-HRTimeline
Bleakley Financial Group, LLC270,430$6.69M0.21%+9,59613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\268,787$6.65M0.01%+15,39613F-HRTimelineGroup
Lunt Capital Management, Inc.255,614$6.33M2.3%+30,60013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…251,946$6.24M2.64%-1,91713F-HRTimeline
Sigma Planning Corp251,356$6.22M0.2%+12,98413F-HRTimeline
GSG Advisors LLC251,032$6.19M2.03%+9,89613F-HRTimeline
BEACON FINANCIAL GROUP242,616$6M0.66%+36,40013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC238,135$5.89M6.23%+85,04613F-HRTimeline
O'Connor Financial Group LLC237,698$5.88M3.06%+22,16113F-HRTimeline
EARNED WEALTH ADVISORS, LLC236,711$5.86M1.29%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.233,140$5.77M0.04%-44,61613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS228,815$5.66M0.01%-3,92813F-HRTimeline
OLD MISSION CAPITAL LLC223,951$5.54M0.11%+198,35013F-HRTimeline
Holistic Financial Partners219,590$5.43M2.62%+78,52913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC219,668$5.4M2.46%-1,53213F-HRTimeline
Entruity Wealth, LLC212,161$5.25M4.95%+8,48713F-HRTimeline
Total Clarity Wealth Management, Inc.211,339$5.21M1.7%013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…210,426$5.21M0.1%-5,81413F-HRTimelineGroup
WCG Wealth Advisors LLC206,977$5.12M0.39%new13F-HR/ATimeline
Keel Point, LLC203,096$5.03M0.39%+22,41213F-HRTimeline
TrueWealth Advisors, LLC199,599$4.94M1.62%+41,86813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …181,332$4.49M0.07%-12,52613F-HRTimelineGroup
Bramshill Investments, LLC180,000$4.46M0.45%new13F-HRTimeline
GPS Wealth Strategies Group, LLC172,086$4.26M0.57%+98,41013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.170,179$4.21M0.23%+6,72813F-HR/ATimelineGroup
BlackDiamond Wealth Management, LLC164,917$4.07M2.75%+14,29513F-HRTimeline
Atria Wealth Solutions, Inc.154,710$3.83M0.05%+10,39813F-HRTimeline
NorthCoast Asset Management LLC153,622$3.8M0.02%-7,01613F-HR/ATimeline
Ashton Thomas Private Wealth, LLC142,384$3.52M0.13%-18,87913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…138,809$3.44M0.01%-123,43213F-HR/ATimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…127,726$3.16M2.3%-23,42413F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC125,489$3.11M0.6%+4,97913F-HRTimeline
Fairway Financial, LLC125,129$3.1M2.81%+12,15613F-HRTimeline
Retirement Planning Group, LLC123,432$3.05M0.14%-60,99613F-HRTimeline
Farther Finance Advisors, LLC121,893$3.02M0.08%-8,66613F-HRTimeline
Golden State Wealth Management, LLC121,604$3.01M0.45%-2,09113F-HR/ATimeline
MBE Wealth Management, LLC117,991$2.92M1.4%+69,31613F-HRTimeline
Econ Financial Services Corp116,100$2.87M1.53%+1,92813F-HRTimeline
D.A. DAVIDSON & CO.109,925$2.72M0.02%+22,47013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…106,558$2.64M0.22%-3,99813F-HRTimelineGroup
Sequent Planning LLC105,405$2.61M0.94%+63713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC103,965$2.57M0.14%+4313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED103,566$2.57M0.24%+11,80513F-HR/ATimeline
COMERICA BANK103,324$2.56M0.01%+4,45113F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC101,260$2.51M1.68%+4,85313F-HRTimeline
Park Square Financial Group, LLC97,567$2.41M1.92%-30,42613F-HRTimeline
Capital CS Group, LLC97,227$2.41M4.1%+10,64713F-HRTimeline
Arkos Global Advisors95,453$2.36M0.35%-18,85213F-HRTimeline
Pine Valley Investments Ltd Liability Co90,826$2.25M0.14%+75413F-HRTimeline
Advisory Services Network, LLC84,678$2.1M0.04%+23,02913F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC82,802$2.05M3.62%+1,07913F-HRTimeline
Avantax Planning Partners, Inc.79,481$1.97M0.07%-16,38513F-HRTimeline
OneDigital Investment Advisors LLC77,331$1.91M0.02%+3,74313F-HRTimeline
Synergy Investment Management, LLC75,982$1.88M0.79%+1,50713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp73,929$1.83M0.08%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC70,939$1.76M0.01%+11,57813F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC67,214$1.66M1.21%+2,26013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.66,420$1.64M0.04%new13F-HRTimelineGroup
EWG Elevate Inc.66,272$1.64M0.62%+4,27113F-HRTimeline
CLG LLC64,891$1.61M0.56%-7,30313F-HRTimeline
Snowden Capital Advisors LLC63,173$1.56M0.05%+9,25713F-HRTimeline
VestGen Advisors, LLC62,438$1.55M0.07%13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC56,722$1.4M1.22%+92113F-HRTimeline
CWM, LLCin group CWM, LLC55,681$1.38M0.01%-2,80013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.52,650$1.3M0.04%+19,97213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC52,035$1.29M0.01%-4,33813F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…51,503$1.27M<0.01%+24,51813F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC51,038$1.26M0.31%-17,47913F-HRTimeline
PKS Advisory Services, LLC49,557$1.23M0.34%-1,16813F-HRTimeline
LANARK FINANCIAL, INC.48,125$1.19M0.1%+48,07413F-HRTimeline
Northwest Capital Management Inc47,229$1.17M0.48%-2,00213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,038$1.14M<0.01%new13F-HR/ATimelineGroup
HBW ADVISORY SERVICES LLC44,422$1.1M0.16%+18,80613F-HRTimeline
Stonebridge Financial Planning Group, L…44,181$1.09M0.5%+25,84613F-HRTimeline
Clear Creek Financial Management, LLC43,888$1.09M0.11%-7,56613F-HRTimeline
Arax Advisory Partners42,385$1.05M0.07%+30,84513F-HRTimeline
Beckerman Institutional, LLC41,184$1.02M0.74%-4,72013F-HRTimeline
SYNOVUS FINANCIAL CORP40,694$1.01M0.01%-1,04913F-HRTimeline
GTS SECURITIES LLC40,426$1M0.04%+30,97513F-HRTimeline
Ellenbecker Investment Group36,490$903K0.16%-66,63013F-HRTimeline
Acorn Wealth Advisors, LLC34,981$866K0.36%+2,88913F-HRTimeline
United Advisor Group, LLC34,872$863K0.18%-14,19513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,435$803K0.03%+31,43813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC28,961$717K0.11%new13F-HRTimeline
Collaborative Wealth Managment Inc.28,833$714K0.33%+8,16813F-HRTimeline
Harvest Investment Services, LLC28,638$709K0.2%+1,75713F-HRTimeline
Impact Partnership Wealth, LLC28,429$704K0.15%+12,09613F-HRTimeline
Blackhawk Capital Partners, LLC27,951$692K0.36%-97813F-HRTimeline
Virtue Capital Management, LLC27,785$688K0.08%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.26,607$659K0.02%-64013F-HRTimeline
Berger Financial Group, Inc26,391$653K0.05%+11,59313F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC26,348$652K0.59%new13F-HRTimeline
Lakeridge Wealth Management LLC24,862$615K0.31%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,747$612K<0.01%-3,53713F-HRTimeline
Root Financial Partners, LLC24,304$602K0.06%-2,92813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,945$593K0.15%-1,05713F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC23,700$587K0.27%+83213F-HRTimeline
GENTRY PRIVATE WEALTH, LLC23,440$580K0.48%-83113F-HRTimeline
INTEGRITY ALLIANCE, LLC.22,795$564K0.02%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC22,567$559K0.3%-18,36213F-HRTimeline
Q3 Asset Management21,700$537K0.37%-6,92213F-HRTimeline
Maia Wealth LLC20,648$507K0.12%-52513F-HRTimeline
Savvy Advisors, Inc.20,048$496K0.05%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC19,971$494K0.07%-4,34713F-HRTimeline
Horan Securities, Inc.19,757$489K0.18%+6,55313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC19,544$484K0.22%+2,41513F-HRTimeline