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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

272 managers (276 13F filers) reported a position in UCON shares at 2025-06-30, 97,897,898 shares in all. 12 filers opened a position and 31 filers sold out during the quarter.

Managers
272
13F filers
276
New
12
Added
110
Reduced
133
Sold out
31
Shares held by filers
97,897,898

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
LPL Financial LLC11,116,589$277M0.09%-1,299,72313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,197,054$179M0.01%-51,64513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,297,031$132M0.03%+189,46013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,075,466$101M0.02%+256,15413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,739,437$93.1M0.01%-451,94413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,757,884$68.6M0.02%+216,74213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,664,732$66.3M1.68%-669,21413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,448,354$60.9M-518,666Timeline
HighTower Advisors, LLC2,290,978$57M0.07%+48,51413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,943,922$48.4M0.02%-18,82413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,899,046$47.3M0.07%+52,10613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,614,739$40.2M0.07%+40,22713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,610,565$40.1M<0.01%-387,80613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,285,879$32M0.04%-761,92613F-HRTimeline
Cambridge Investment Research Advisors,…1,255,258$31.2M0.1%+214,67113F-HRTimeline
Csenge Advisory Group1,246,483$30.8M1.62%+62,01513F-HRTimeline
Cetera Investment Advisers1,215,267$30.2M0.05%-48,14813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,182,905$29.4M-42,318Timeline
First Heartland Consultants, Inc.1,041,178$25.9M2.3%+109,88413F-HRTimeline
Bensler, LLC957,606$23.8M2.67%+107,54313F-HRTimeline
IFP Advisors, Inc948,605$23.6M0.67%+113,98613F-HRTimeline
Dynamic Advisor Solutions LLC936,102$23.3M0.72%+14,07813F-HRTimeline
Integrated Wealth Concepts LLC838,239$20.9M0.21%+27,55013F-HRTimeline
Wagner Wealth Management, LLC805,495$20M4.57%-1,410,82213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth778,630$19.4M0.04%+122,03013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC756,286$18.8M0.02%-123,17113F-HRTimelineGroup
PARK NATIONAL CORP /OH/743,574$18.5M0.61%-140,75113F-HRTimeline
Cyndeo Wealth Partners, LLC743,443$18.5M1.1%+7,35613F-HRTimeline
TruWealth Advisors, LLC731,742$18.2M1%+77813F-HRTimeline
Commonwealth Financial Services, LLC692,946$17.2M3.32%-21,32913F-HRTimeline
Spectrum Wealth Advisory Group, LLC683,331$17M7.91%+302,45813F-HRTimeline
Capital Investment Advisory Services, L…670,798$16.7M1.37%+6,16313F-HRTimeline
Geneos Wealth Management Inc.663,387$16.5M0.4%-267,42113F-HRTimeline
EdgeRock Capital LLC656,393$16.3M5.17%-26,64613F-HRTimeline
Larson Financial Group LLC641,901$16M0.64%-91,58013F-HRTimeline
Visionary Wealth Advisors638,582$15.9M0.81%+58,99313F-HRTimeline
UBS Group AGin group UBS Group AG629,157$15.7M<0.01%-8,503,37613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP587,966$14.6M0.01%+6,84413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC573,233$14.3M0.02%+62,83313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC571,257$14.2M0.02%-25,12513F-HRTimelineGroup
Navalign, LLC546,058$13.6M3.75%-27,86913F-HRTimeline
Holos Integrated Wealth LLC529,816$13.2M7.94%-6,24613F-HRTimeline
Etesian Wealth Advisors, Inc.507,151$12.6M4.71%+50,77913F-HRTimeline
HBW ADVISORY SERVICES LLC389,311$12.4M1.53%+344,88913F-HRTimeline
Chicago Partners Investment Group LLC470,634$11.7M0.34%+11,56713F-HRTimeline
Walkner Condon Financial Advisors LLC467,120$11.6M2.14%-22,68213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC462,516$11.5M0.02%-17,98413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS447,389$11.1M0.02%+218,57413F-HRTimeline
Private Advisor Group, LLC439,861$10.9M0.06%-32,34313F-HRTimeline
Mariner, LLCin group Mariner, LLC435,319$10.8M0.02%-28,28513F-HRTimelineGroup
Kingsview Wealth Management, LLC432,123$10.8M0.18%-3,74113F-HRTimeline
NewEdge Advisors, LLC432,079$10.8M0.06%+29,07613F-HRTimeline
Rehmann Capital Advisory Group430,203$10.7M0.65%-677,97213F-HRTimeline
Boyce & Associates Wealth Consulting, I…425,129$10.6M9.66%-12,11613F-HRTimeline
Janney Montgomery Scott LLC395,267$9.84M0.03%+113,66613F-HRTimeline
&PARTNERS394,462$9.81M0.08%+14,54513F-HRTimeline
Western Wealth Management, LLC387,317$9.64M0.57%+5,50713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.386,294$9.61M0.08%-18,34513F-HRTimelineGroup
SlateStone Wealth, LLC384,965$9.58M0.9%-31,21813F-HRTimeline
Good Life Advisors, LLC364,676$9.08M0.57%+35,37213F-HRTimeline
Mach-1 Financial Group, LLC363,819$9.06M2.64%+47,38713F-HRTimeline
MML INVESTORS SERVICES, LLC362,234$9.02M0.03%+5,69313F-HRTimeline
Darwin Wealth Management, LLC353,683$8.8M3.05%-25,83313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding353,222$8.79M-128,909Timeline
Holistic Financial Partners351,966$8.76M3.83%+132,37613F-HRTimeline
Certified Advisory Corp350,088$8.71M0.91%-8,04613F-HRTimeline
Nova Wealth Management, Inc.341,226$8.49M6.24%-123,99313F-HRTimeline
Prasad Wealth Partners, LLC330,503$8.23M2.41%-116,25613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…328,915$8.19M1.4%+44,69213F-HR/ATimelineGroup
CoreCap Advisors, LLC324,944$8.09M0.33%+26,55713F-HRTimeline
EARNED WEALTH ADVISORS, LLC323,256$8.05M1.58%+86,54513F-HRTimeline
Philip James Wealth Mangement, LLC319,333$7.95M1.01%+1,60113F-HRTimeline
Aptus Capital Advisors, LLC319,168$7.94M0.08%+13,89613F-HRTimeline
Wealth Advisory Team LLC314,692$7.83M7.33%13F-HRTimeline
XML Financial, LLC308,674$7.68M0.67%+30113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding303,967$7.57M-54,550Timeline
US BANCORP \DE\in group US BANCORP \DE\302,651$7.53M0.01%+33,86413F-HRTimelineGroup
Live Oak Investment Partners296,599$7.38M5.67%new13F-HRTimeline
Beaumont Financial Advisors, LLC290,312$7.23M0.52%-14,23013F-HRTimeline
MATHER GROUP, LLC.289,129$7.2M0.08%+2,43413F-HRTimeline
PFG Advisors288,901$7.19M0.33%+18,00913F-HRTimeline
Goldstone Financial Group, LLC287,618$7.15M0.94%-6,00813F-HRTimeline
Bleakley Financial Group, LLC280,562$6.98M0.18%+10,13213F-HRTimeline
Legacy Investment Solutions, LLC276,854$6.89M3.65%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…276,854$6.89M3.65%+149,12813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.275,756$6.86M0.01%-7,25613F-HRTimelineGroup
Steward Partners Investment Advisory, L…275,478$6.86M0.05%-3,82313F-HRTimeline
GSG Advisors LLC248,414$6.18M1.79%-2,61813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC245,652$6.11M5.97%+7,51713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.239,994$5.97M0.03%+6,85413F-HRTimeline
TrueWealth Advisors, LLC236,886$5.9M1.74%+37,28713F-HRTimeline
Entruity Wealth, LLC225,970$5.62M4.78%+13,80913F-HRTimeline
WCG Wealth Advisors LLC225,734$5.62M0.36%+18,75713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC221,001$5.51M1.78%+1,33313F-HRTimeline
BEACON FINANCIAL GROUP219,131$5.45M0.57%-23,48513F-HRTimeline
Keel Point, LLC202,658$5.04M0.33%-43813F-HRTimeline
Total Clarity Wealth Management, Inc.196,457$4.89M1.4%-14,88213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…196,194$4.88M0.01%-96,25913F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.189,841$4.73M0.59%-105,20213F-HRTimeline
Perennial Investment Advisors, LLC189,612$4.72M0.46%-340,07813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …173,543$4.32M0.06%-7,78913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…166,175$4.14M0.22%-159,85913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC161,679$4.02M0.19%+57,71413F-HRTimeline
BlackDiamond Wealth Management, LLC161,576$4.02M2.32%-3,34113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.160,468$3.99M0.19%-9,71113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…152,345$3.79M0.01%+13,53613F-HR/ATimelineGroup
Prospera Financial Services Inc149,890$3.73M0.07%-353,85413F-HRTimeline
NorthCoast Asset Management LLC148,140$3.69M0.02%-5,48213F-HRTimeline
Ashton Thomas Private Wealth, LLC137,710$3.43M0.12%-4,67413F-HRTimeline
Golden State Wealth Management, LLC136,313$3.39M0.41%+14,70913F-HRTimeline
GPS Wealth Strategies Group, LLC132,105$3.29M0.38%-39,98113F-HRTimeline
Fairway Financial, LLC123,185$3.07M2.59%-1,94413F-HRTimeline
Sigma Planning Corp120,619$3M0.09%-130,73713F-HRTimeline
Advisory Services Network, LLC117,571$2.92M0.05%+32,89313F-HRTimeline
CWM, LLCin group CWM, LLC113,226$2.82M0.01%+57,54513F-HRTimelineGroup
Farther Finance Advisors, LLC111,560$2.78M0.06%-10,33313F-HRTimeline
Econ Financial Services Corp110,817$2.76M1.42%-5,28313F-HRTimeline
Sequent Planning LLC107,667$2.68M0.85%+2,26213F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC104,676$2.61M1.61%+3,41613F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…100,567$2.5M0.19%-5,99113F-HRTimelineGroup
Atria Wealth Solutions, Inc.97,646$2.43M0.05%-57,06413F-HRTimeline
Arkos Global Advisors96,499$2.4M0.33%+1,04613F-HRTimeline
Sollinda Capital Management LLC92,374$2.3M0.6%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co91,122$2.27M0.13%+29613F-HRTimeline
Capital CS Group, LLC90,199$2.25M3.68%-7,02813F-HRTimeline
Tactive Advisors, LLC87,881$2.19M0.71%13F-HRTimeline
D.A. DAVIDSON & CO.86,930$2.16M0.02%-22,99513F-HRTimeline
OneDigital Investment Advisors LLC79,556$1.98M0.02%+2,22513F-HRTimeline
Avantax Planning Partners, Inc.79,504$1.98M0.06%+2313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC78,557$1.96M3.2%-4,24513F-HRTimeline
Park Square Financial Group, LLC75,881$1.89M1.37%-21,68613F-HRTimeline
Collaborative Wealth Managment Inc.74,379$1.85M0.81%+45,54613F-HRTimeline
PKS Advisory Services, LLC72,278$1.8M0.46%+22,72113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp70,319$1.75M0.08%-3,61013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.66,177$1.65M0.04%+13,52713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC66,051$1.64M0.01%-4,88813F-HRTimelineGroup
EWG Elevate Inc.65,879$1.64M0.51%-39313F-HRTimeline
COMERICA BANK64,314$1.6M0.01%-39,01013F-HRTimeline
Snowden Capital Advisors LLC61,926$1.54M0.05%-1,24713F-HRTimeline
Stonebridge Financial Planning Group, L…60,645$1.51M0.63%+16,46413F-HRTimeline
Bramshill Investments, LLC60,000$1.49M0.16%-120,00013F-HRTimeline
Retirement Planning Group, LLC57,423$1.43M0.06%-66,00913F-HRTimeline
VestGen Advisors, LLC55,264$1.38M0.05%-7,17413F-HRTimeline
Financial Futures Ltd Liability Co.54,763$1.36M0.73%-372,45613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC54,186$1.35M1.02%-2,53613F-HRTimeline
McCarthy & Cox53,731$1.34M0.35%-687,22013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,635$1.33M<0.01%+2,13213F-HR/ATimelineGroup
LANARK FINANCIAL, INC.51,887$1.29M0.11%+3,76213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC48,343$1.2M0.76%-18,87113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC48,031$1.2M0.09%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC48,029$1.2M0.27%-3,00913F-HRTimeline
SYNOVUS FINANCIAL CORP45,666$1.14M0.01%+4,97213F-HRTimeline
AssuredPartners Investment Advisors, LLC45,250$1.13M0.28%-80,23913F-HRTimeline
Acorn Wealth Advisors, LLC44,162$1.1M0.41%+9,18113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC44,122$1.1M0.01%-7,91313F-HR/ATimelineGroup
MBE Wealth Management, LLC43,830$1.09M0.47%-74,16113F-HRTimeline
Clear Creek Financial Management, LLC41,119$1.02M0.1%-2,76913F-HRTimeline
CLG LLC35,276$878K0.27%-29,61513F-HRTimeline
Arkadios Wealth Advisors34,530$859K0.03%+23,11613F-HRTimeline
United Advisor Group, LLC33,589$836K0.14%-1,28313F-HRTimeline
RFG Advisory, LLC33,399$831K0.02%new13F-HRTimeline
Impact Partnership Wealth, LLC33,184$826K0.15%+4,75513F-HRTimeline
B. Riley Wealth Advisors, Inc.32,261$803K0.04%+5,65413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,269$778K0.03%-1,16613F-HRTimelineGroup
Christopher J. Hasenberg, Inc30,926$770K0.29%-1,267,39913F-HRTimeline
Arax Advisory Partners30,819$767K0.04%-11,56613F-HRTimeline
HCR Wealth Advisors29,818$742K0.09%+17,76513F-HRTimeline
Blackhawk Capital Partners, LLC29,644$738K0.34%+1,69313F-HRTimeline
Northwest Capital Management Inc28,574$711K0.39%-18,65513F-HRTimeline
Harvest Investment Services, LLC28,313$705K0.16%-32513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,319$680K0.01%+8,49013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC26,352$656K0.53%+413F-HRTimeline
Global Retirement Partners, LLC25,987$647K0.02%13F-HRTimeline
Berger Financial Group, Inc25,325$630K0.04%-1,06613F-HRTimeline
Lakeridge Wealth Management LLC24,862$619K0.28%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC24,540$611K0.26%+84013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,110$575K0.16%-83513F-HRTimelineGroup
Balefire, LLC22,134$551K0.12%new13F-HRTimeline
Ellenbecker Investment Group22,056$549K0.09%-14,43413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,954$546K0.02%+10,92613F-HRTimeline
Atria Investments, Inc21,808$543K0.01%-305,68413F-HRTimeline
GENTRY PRIVATE WEALTH, LLC20,988$522K0.4%-2,45213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV20,654$514K0.04%+1,64513F-HRTimeline
Horan Securities, Inc.20,416$508K0.18%+65913F-HRTimeline
Maia Wealth LLC20,250$504K0.1%-39813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,747$492K0.01%+49313F-HRTimelineGroup
GTS SECURITIES LLC19,325$481K0.02%-21,10113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC18,907$471K0.06%-1,06413F-HRTimeline
Betterment LLC18,529$461K<0.01%+8,68913F-HRTimeline
Chris Bulman Inc18,130$451K0.26%+49313F-HRTimeline
Fairvoy Private Wealth, LLC17,640$439K0.11%-40013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,611$438K0.01%-1,14913F-HRTimelineGroup
Total Wealth Planning, LLC17,605$438K0.06%+1,20513F-HRTimeline
Q3 Asset Management17,486$435K0.15%-4,21413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,332$431K<0.01%-7,41513F-HRTimeline
Brookwood Investment Group LLC17,273$430K0.07%-687,92313F-HRTimeline
VICUS CAPITAL17,159$427K0.04%-306,41713F-HRTimeline
Morling Financial Advisors, LLC16,869$420K0.14%-1,253,42013F-HRTimeline
MGO ONE SEVEN LLC16,797$418K0.01%+79913F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC16,773$417K0.19%-2,77113F-HRTimeline