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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

259 managers (262 13F filers) reported a position in UCON shares at 2025-09-30, 95,292,890 shares in all. 15 filers opened a position and 22 filers sold out during the quarter.

Managers
259
13F filers
262
New
15
Added
125
Reduced
106
Sold out
22
Shares held by filers
95,292,890

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC10,650,535$268M0.08%-466,05413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,817,980$197M0.01%+620,92613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,943,728$150M0.03%+646,69713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,996,238$101M0.02%+1,238,35413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,799,150$95.7M0.01%+59,71313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,650,624$92M0.02%-424,84213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,923,450$73.6M1.67%+258,71813F-HRTimeline
HighTower Advisors, LLC2,366,022$59.6M0.07%+75,04413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,234,761$56.3M0.02%+290,83913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,058,930$51.9M-389,424Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,951,442$48.9M0.07%+336,70313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,642,526$41.4M<0.01%+31,96113F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,586,848$40M0.05%-312,19813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,518,938$38.3M0.03%+930,97213F-HRTimelineGroup
Cetera Investment Advisers1,344,432$33.9M0.04%+129,16513F-HRTimeline
Csenge Advisory Group1,285,637$32.4M1.55%+39,15413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,216,942$30.7M+34,037Timeline
Wagner Wealth Management, LLC1,068,478$26.9M6.25%+262,98313F-HRTimeline
Dynamic Advisor Solutions LLC962,249$24.2M0.7%+26,14713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC959,875$24.2M0.03%-326,00413F-HRTimeline
Integrated Wealth Concepts LLC949,158$23.9M0.21%+110,91913F-HRTimeline
IFP Advisors, Inc894,384$22.5M0.59%-54,22113F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth892,726$22.5M0.04%+114,09613F-HRTimelineGroup
Cambridge Investment Research Advisors,…776,325$19.6M0.05%-478,93313F-HRTimeline
Cyndeo Wealth Partners, LLC741,658$18.7M1.04%-1,78513F-HRTimeline
TruWealth Advisors, LLC732,087$18.4M0.93%+34513F-HRTimeline
Capital Investment Advisory Services, L…723,645$18.2M1.45%+52,84713F-HRTimeline
PARK NATIONAL CORP /OH/712,183$17.9M0.56%-31,39113F-HRTimeline
Commonwealth Financial Services, LLC700,010$17.6M3.02%+7,06413F-HRTimeline
First Heartland Consultants, Inc.689,421$17.4M1.4%-351,75713F-HRTimeline
EdgeRock Capital LLC671,918$16.9M4.71%+15,52513F-HRTimeline
Bensler, LLC659,863$16.6M1.73%-297,74313F-HRTimeline
Visionary Wealth Advisors632,490$15.9M0.74%-6,09213F-HRTimeline
Spectrum Wealth Advisory Group, LLC625,731$15.8M6.51%-57,60013F-HRTimeline
Holos Integrated Wealth LLC553,036$14M8.22%+23,22013F-HRTimeline
Janney Montgomery Scott LLC550,416$13.9M0.03%+155,14913F-HRTimeline
Etesian Wealth Advisors, Inc.548,790$13.8M4.57%+41,63913F-HRTimeline
Navalign, LLC548,742$13.8M3.65%+2,68413F-HRTimeline
Larson Financial Group LLC540,751$13.6M0.48%-101,15013F-HRTimeline
Walkner Condon Financial Advisors LLC536,772$13.5M2.14%+69,65213F-HRTimeline
Chicago Partners Investment Group LLC492,986$12.5M0.33%+22,35213F-HRTimeline
Mariner, LLCin group Mariner, LLC461,774$11.6M0.02%+26,45513F-HRTimelineGroup
Private Advisor Group, LLC450,464$11.3M0.06%+10,60313F-HRTimeline
Geneos Wealth Management Inc.446,538$11.2M0.29%-216,84913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.445,797$11.2M0.08%+59,50313F-HRTimelineGroup
Rehmann Capital Advisory Group428,600$10.7M0.59%-1,60313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS422,680$10.6M0.02%-24,70913F-HRTimeline
EARNED WEALTH ADVISORS, LLC419,964$10.6M1.74%+96,70813F-HRTimeline
MML INVESTORS SERVICES, LLC416,434$10.5M0.03%+54,20013F-HRTimeline
Western Wealth Management, LLC414,483$10.4M0.55%+27,16613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC395,200$9.95M0.01%-178,03313F-HRTimeline
&PARTNERS391,312$9.86M0.06%-3,15013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC389,100$9.8M0.02%-73,41613F-HRTimelineGroup
Prasad Wealth Partners, LLC371,964$9.37M2.61%+41,46113F-HRTimeline
Boyce & Associates Wealth Consulting, I…365,053$9.2M7.52%-60,07613F-HRTimeline
Holistic Financial Partners364,868$9.19M3.76%+12,90213F-HRTimeline
Live Oak Investment Partners357,979$9.02M5.97%+61,38013F-HR/ATimeline
Darwin Wealth Management, LLC356,779$8.99M2.86%+3,09613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC355,780$8.96M0.16%+2,55813F-HRTimelineGroup
Bleakley Financial Group, LLC351,996$8.87M0.21%+71,43413F-HRTimeline
PFG Advisors330,603$8.33M0.34%+41,70213F-HRTimeline
XML Financial, LLC330,116$8.32M0.68%+21,44213F-HRTimeline
Certified Advisory Corp320,023$8.06M0.77%-30,06513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…315,299$7.94M1.23%-13,61613F-HRTimelineGroup
CoreCap Advisors, LLC313,595$7.9M0.29%-11,34913F-HRTimeline
Aptus Capital Advisors, LLC311,187$7.84M0.07%-7,98113F-HRTimeline
Goldstone Financial Group, LLC301,929$7.61M0.9%+14,31113F-HRTimeline
MATHER GROUP, LLC.298,939$7.53M0.08%+9,81013F-HRTimeline
Steward Partners Investment Advisory, L…280,799$7.07M0.04%+5,32113F-HRTimeline
Beaumont Financial Advisors, LLC280,709$7.07M0.47%-9,60313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.278,153$7.01M0.01%+2,39713F-HRTimelineGroup
HBW ADVISORY SERVICES LLC273,589$6.89M0.78%-115,72213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\254,817$6.42M0.01%-47,83413F-HRTimelineGroup
Synergy Investment Management, LLC251,837$6.34M2.42%new13F-HRTimeline
Nova Wealth Management, Inc.251,354$6.33M4.46%-89,87213F-HRTimeline
TrueWealth Advisors, LLC242,243$6.1M1.65%+5,35713F-HRTimeline
Entruity Wealth, LLC241,930$6.09M4.73%+15,96013F-HRTimeline
Kingsview Wealth Management, LLC241,595$6.09M0.09%-190,52813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC241,469$6.08M5.62%-4,18313F-HRTimeline
GSG Advisors LLC235,967$5.96M1.58%-12,44713F-HRTimeline
Philip James Wealth Mangement, LLC235,480$5.93M0.69%-83,85313F-HRTimeline
Gateway Wealth Partners, LLC232,693$5.86M0.79%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC228,098$5.75M1.96%+7,09713F-HRTimeline
WCG Wealth Advisors LLC227,852$5.74M0.36%+2,11813F-HRTimeline
SlateStone Wealth, LLC222,387$5.6M0.48%-162,57813F-HRTimeline
Keel Point, LLC219,601$5.53M0.34%+16,94313F-HRTimeline
NewEdge Advisors, LLC217,064$5.47M0.02%-215,01513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …202,536$5.1M0.06%+28,99313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.196,965$4.96M0.58%+7,12413F-HRTimeline
BEACON FINANCIAL GROUP189,292$4.77M0.47%-29,83913F-HRTimeline
Total Clarity Wealth Management, Inc.186,398$4.7M1.25%-10,05913F-HRTimeline
CWM, LLCin group CWM, LLC177,604$4.47M0.01%+64,37813F-HRTimelineGroup
Golden State Wealth Management, LLC163,743$4.12M0.46%+27,43013F-HRTimeline
Tactive Advisors, LLC161,633$4.07M1.15%+73,75213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC160,347$4.04M0.18%-1,33213F-HRTimeline
BlackDiamond Wealth Management, LLC159,682$4.02M2.19%-1,89413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.157,388$3.96M0.17%-3,08013F-HRTimelineGroup
NorthCoast Asset Management LLC146,623$3.69M0.01%-1,51713F-HRTimeline
Prospera Financial Services Inc144,567$3.64M0.06%-5,32313F-HRTimeline
Collaborative Wealth Managment Inc.135,142$3.4M1.38%+60,76313F-HRTimeline
Fairway Financial, LLC127,112$3.2M2.52%+3,92713F-HRTimeline
GPS Wealth Strategies Group, LLC127,050$3.2M0.34%-5,05513F-HRTimeline
Ashton Thomas Private Wealth, LLC126,278$3.18M0.08%-11,43213F-HRTimeline
Advisory Services Network, LLC120,034$3.02M0.04%+2,46313F-HRTimeline
Econ Financial Services Corp111,704$2.81M1.4%+88713F-HRTimeline
Sequent Planning LLC109,224$2.75M0.78%+1,55713F-HRTimeline
Vise Technologies, Inc.107,126$2.7M0.1%new13F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC104,727$2.64M1.53%+5113F-HRTimeline
Farther Finance Advisors, LLC104,506$2.63M0.04%-7,05413F-HRTimeline
OneDigital Investment Advisors LLC100,168$2.52M0.03%+20,61213F-HRTimeline
Capital CS Group, LLC97,702$2.46M4.05%+7,50313F-HRTimeline
Arkos Global Advisors97,603$2.46M0.31%+1,10413F-HRTimeline
Stonebridge Financial Planning Group, L…94,493$2.38M0.89%+33,84813F-HRTimeline
D.A. DAVIDSON & CO.90,985$2.29M0.01%+4,05513F-HRTimeline
Pine Valley Investments Ltd Liability Co89,721$2.26M0.12%-1,40113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC89,050$2.24M0.16%+41,01913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…89,024$2.24M0.15%-11,54313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…80,066$2.02M<0.01%-72,27913F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding80,000$2.02M-223,967Timeline
Perennial Investment Advisors, LLC78,531$1.98M0.16%-111,08113F-HRTimeline
Avantax Planning Partners, Inc.77,828$1.96M0.06%-1,67613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…75,599$1.9M0.86%-201,25513F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC73,905$1.86M2.83%-4,65213F-HRTimeline
EWG Elevate Inc.71,910$1.81M0.57%+6,03113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC71,451$1.8M1.24%+17,26513F-HRTimeline
J.W. COLE ADVISORS, INC.69,510$1.75M0.03%+3,33313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp67,881$1.71M0.08%-2,43813F-HRTimelineGroup
COMERICA BANK65,814$1.66M0.01%+1,50013F-HRTimeline
PKS Advisory Services, LLC64,872$1.63M0.34%-7,40613F-HRTimeline
Snowden Capital Advisors LLC64,627$1.63M0.04%+2,70113F-HRTimeline
VestGen Advisors, LLC62,686$1.58M0.05%+7,42213F-HRTimeline
Sigma Planning Corp58,677$1.48M0.04%-61,94213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC57,956$1.46M0.01%-8,09513F-HRTimelineGroup
Acorn Wealth Advisors, LLC56,843$1.43M0.45%+12,68113F-HRTimeline
HCR Wealth Advisors54,218$1.37M0.14%+24,40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,726$1.35M<0.01%+9113F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC52,749$1.33M0.3%+7,49913F-HRTimeline
GeoWealth Management, LLC51,255$1.29M0.05%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC50,229$1.27M0.28%+2,20013F-HRTimeline
Summit Financial, LLC49,136$1.24M0.02%new13F-HRTimeline
McCarthy & Cox45,225$1.14M0.26%-8,50613F-HRTimeline
Park Square Financial Group, LLC44,177$1.11M4.81%-31,70413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC43,816$1.1M0.03%+21,86213F-HRTimeline
MBE Wealth Management, LLC43,754$1.1M0.48%-7613F-HRTimeline
Financial Engines Advisors L.L.C.43,688$1.1M<0.01%+30,39713F-HRTimeline
Clear Creek Financial Management, LLC41,904$1.06M0.09%+78513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC40,721$1.03M0.61%-7,62213F-HRTimeline
SYNOVUS FINANCIAL CORP40,453$1.02M0.01%-5,21313F-HRTimeline
Financial Futures Ltd Liability Co.38,544$971K0.47%-16,21913F-HRTimeline
B. Riley Wealth Advisors, Inc.38,245$963K0.05%+5,98413F-HRTimeline
Impact Partnership Wealth, LLC38,142$961K0.14%+4,95813F-HRTimeline
CLG LLC35,550$895K0.24%+27413F-HRTimeline
LANARK FINANCIAL, INC.34,935$880K0.07%-16,95213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC34,426$867K0.01%-9,69613F-HR/ATimelineGroup
Arkadios Wealth Advisors32,589$821K0.02%-1,94113F-HRTimeline
United Advisor Group, LLC32,465$818K0.11%-1,12413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC32,230$812K0.02%+96113F-HRTimelineGroup
Blackhawk Capital Partners, LLC30,758$775K0.3%+1,11413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,406$766K0.01%+3,08713F-HRTimelineGroup
Bramshill Investments, LLC30,000$756K0.05%-30,00013F-HRTimeline
Harvest Investment Services, LLC29,588$745K0.15%+1,27513F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC28,447$717K0.29%+11,67413F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC27,427$691K0.5%+1,07513F-HRTimeline
Global Retirement Partners, LLC26,980$680K0.02%+99313F-HRTimeline
Berger Financial Group, Inc25,458$641K0.04%+13313F-HRTimeline
Lakeridge Wealth Management LLC24,862$626K0.28%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC24,372$614K0.23%-16813F-HRTimeline
Betterment LLC24,250$611K<0.01%+5,72113F-HRTimeline
Chris Bulman Inc23,936$603K0.3%+5,80613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC23,523$591K0.08%+4,61613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,800$574K0.01%+3,05313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV22,480$566K0.04%+1,82613F-HRTimeline
Balefire, LLC22,233$560K0.11%+9913F-HRTimeline
Northwest Capital Management Inc21,207$534K0.56%-7,36713F-HRTimeline
Atria Investments, Inc20,279$511K0.01%-1,52913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,494$491K0.01%+1,88313F-HRTimelineGroup
Sanctuary Advisors, LLC18,938$477K<0.01%+7,18113F-HR/ATimeline
Q3 Asset Management18,714$471K0.16%+1,22813F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc18,472$465K0.25%+6,10513F-HRTimeline
HORAN Wealth, LLC18,469$465K0.07%new13F-HRTimeline
Maia Wealth LLC18,420$464K0.08%-1,83013F-HRTimeline
UPTICK PARTNERS, LLC18,422$464K0.12%+1,76013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC17,659$445K0.14%-5,45113F-HRTimelineGroup
MGO ONE SEVEN LLC17,649$445K0.01%+85213F-HRTimeline
Fairvoy Private Wealth, LLC17,640$444K0.1%013F-HRTimeline
Huntleigh Advisors, Inc.17,620$444K0.08%+1,68813F-HRTimeline
Total Wealth Planning, LLC17,605$443K0.05%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,548$442K0.03%-148,62713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,342$438K<0.01%+1013F-HRTimeline
Ellenbecker Investment Group17,343$437K0.06%-4,71313F-HRTimeline
Waverly Advisors, LLC16,988$428K<0.01%+5,60213F-HRTimeline
Perigon Wealth Management, LLC16,733$421K0.01%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC16,470$415K0.29%-4,51813F-HRTimeline
Strategic Blueprint, LLC16,349$412K0.02%-15313F-HRTimeline
Savvy Advisors, Inc.15,508$391K0.02%+40513F-HRTimeline
Morling Financial Advisors, LLC15,222$383K0.13%-1,64713F-HRTimeline
CENTAURUS FINANCIAL, INC.15,171$382K0.02%-3913F-HRTimeline
WEDBUSH SECURITIES INC14,639$369K0.01%-1,62313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,952$351K<0.01%+92313F-HRTimelineGroup
TFB Advisors LLC13,840$350K0.1%-1,95813F-HRTimeline