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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

280 managers (283 13F filers) reported a position in UCON shares at 2025-12-31, 104,711,046 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
280
13F filers
283
New
33
Added
123
Reduced
94
Sold out
20
Shares held by filers
104,711,046

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC12,160,045$306M0.08%+1,509,51013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,336,565$210M0.01%+518,58513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,230,550$157M0.03%+286,82213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,832,530$122M0.03%+836,29213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,955,615$99.6M0.01%+156,46513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,800,088$95.6M0.02%+149,46413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,561,628$89.6M1.82%+638,17813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,637,879$66.4M0.02%+403,11813F-HRTimelineGroup
HighTower Advisors, LLC2,420,156$60.9M0.07%+54,13413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,150,522$54.1M+91,592Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,030,044$51.1M0.07%+78,60213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,693,691$42.6M0.06%+106,84313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,579,101$39.7M0.04%+60,16313F-HRTimelineGroup
Csenge Advisory Group1,458,508$36.7M1.66%+172,87113F-HRTimeline
Trilogy Capital Inc.1,368,646$34.4M1.54%new13F-HRTimeline
Cetera Investment Advisers1,348,108$33.9M0.04%+3,67613F-HRTimeline
Aptus Capital Advisors, LLC1,302,870$32.8M0.28%+991,68313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,277,700$32.2M+60,758Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,244,379$31.3M0.04%+284,50413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,116,794$28.1M<0.01%-525,73213F-HRTimelineGroup
Wagner Wealth Management, LLC1,114,004$28M5.96%+45,52613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth957,587$24M0.03%+64,86113F-HRTimelineGroup
IFP Advisors, Inc860,304$21.7M0.49%-34,08013F-HRTimeline
MML INVESTORS SERVICES, LLC836,203$21M0.05%+419,76913F-HRTimeline
Cambridge Investment Research Advisors,…822,563$20.7M0.05%+46,23813F-HRTimeline
TruWealth Advisors, LLC795,990$20M0.98%+63,90313F-HRTimeline
Cyndeo Wealth Partners, LLC773,673$19.5M1.05%+32,01513F-HRTimeline
Dynamic Advisor Solutions LLC758,653$19.1M0.61%-203,59613F-HRTimeline
Capital Investment Advisory Services, L…755,223$19M1.34%+31,57813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding723,506$18.2M+643,506Timeline
Bensler, LLC716,112$18M1.8%+56,24913F-HRTimeline
Commonwealth Financial Services, LLC709,775$17.9M2.95%+9,76513F-HRTimeline
EdgeRock Capital LLC681,875$17.2M4.57%+9,95713F-HRTimeline
Visionary Wealth Advisors675,628$17M0.77%+43,13813F-HRTimeline
Walkner Condon Financial Advisors LLC668,341$16.8M2.34%+131,56913F-HRTimeline
Janney Montgomery Scott LLC657,713$16.6M0.04%+107,29713F-HRTimeline
First Heartland Consultants, Inc.652,735$16.4M1.25%-36,68613F-HRTimeline
Navalign, LLC580,039$14.6M3.58%+31,29713F-HRTimeline
EARNED WEALTH ADVISORS, LLC572,701$14.4M1.02%+152,73713F-HR/ATimeline
Etesian Wealth Advisors, Inc.563,499$14.2M4.45%+14,70913F-HRTimeline
Private Advisor Group, LLC522,056$13.1M0.06%+71,59213F-HRTimeline
Larson Financial Group LLC513,565$12.9M0.43%-27,18613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.490,698$12.4M0.08%+44,90113F-HRTimelineGroup
Chicago Partners Investment Group LLC489,917$12.3M0.3%-3,06913F-HRTimeline
Smartleaf Asset Management LLC479,763$12.1M0.46%new13F-HRTimeline
Holistic Financial Partners472,655$11.9M4.31%+107,78713F-HRTimeline
Mariner, LLCin group Mariner, LLC470,713$11.8M0.01%+8,93913F-HRTimelineGroup
Geneos Wealth Management Inc.440,475$11.1M0.27%-6,06313F-HRTimeline
Western Wealth Management, LLC434,584$10.9M0.5%+20,10113F-HRTimeline
Rehmann Capital Advisory Group416,420$10.5M0.55%-12,18013F-HRTimeline
Bleakley Financial Group, LLC414,678$10.4M0.18%+62,68213F-HRTimeline
HBW ADVISORY SERVICES LLC396,584$9.98M1.08%+122,99513F-HRTimeline
&PARTNERS389,364$9.8M0.05%-1,94813F-HRTimeline
Prasad Wealth Partners, LLC380,530$9.58M2.56%+8,56613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC375,796$9.46M0.01%-13,30413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS373,976$9.41M0.02%-48,70413F-HRTimeline
Mach-1 Financial Group, LLC372,637$9.38M1.93%new13F-HRTimeline
CWM, LLCin group CWM, LLC365,352$9.2M0.02%+187,74813F-HRTimelineGroup
Boyce & Associates Wealth Consulting, I…361,116$9.09M7.62%-3,93713F-HRTimeline
Darwin Wealth Management, LLC359,545$9.05M2.81%+2,76613F-HRTimeline
Appalachian Capital Management Ltd353,364$8.89M7.12%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC352,225$8.87M0.16%new13F-HR/ATimeline
CoreCap Advisors, LLC338,279$8.51M0.3%+24,68413F-HRTimeline
PARK NATIONAL CORP /OH/335,347$8.44M0.26%-376,83613F-HRTimeline
PFG Advisors333,109$8.38M0.41%+2,50613F-HRTimeline
Live Oak Investment Partners331,840$8.35M5.13%-26,13913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC331,050$8.33M0.14%-24,73013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\325,503$8.19M0.01%+70,68613F-HRTimelineGroup
Certified Advisory Corp315,111$7.93M0.72%-4,91213F-HRTimeline
Wealth Advisory Team LLC314,054$7.9M6.99%13F-HRTimeline
Goldstone Financial Group, LLC313,723$7.9M0.88%+11,79413F-HRTimeline
XML Financial, LLC313,233$7.88M0.64%-16,88313F-HRTimeline
Gateway Wealth Partners, LLC311,137$7.83M0.87%+78,44413F-HRTimeline
MATHER GROUP, LLC.303,023$7.63M0.08%+4,08413F-HRTimeline
Steward Partners Investment Advisory, L…286,283$7.21M0.04%+5,48413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.282,419$7.11M0.01%+4,26613F-HRTimelineGroup
Synergy Investment Management, LLC281,751$7.09M2.51%+29,91413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…278,461$7.01M1.01%-36,83813F-HRTimelineGroup
Beaumont Financial Advisors, LLC275,793$6.94M0.46%-4,91613F-HRTimeline
Integrated Wealth Concepts LLC273,051$6.87M0.08%-676,10713F-HRTimeline
GSG Advisors LLC250,574$6.31M1.63%+14,60713F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC240,729$6.07M1.77%+12,63113F-HRTimeline
TrueWealth Advisors, LLC240,704$6.06M1.57%-1,53913F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC238,888$6.01M5.4%-2,58113F-HRTimeline
Philip James Wealth Mangement, LLC238,576$6M0.7%+3,09613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …235,665$5.93M0.08%+33,12913F-HRTimelineGroup
Gaddis Premier Wealth Advisors LLC234,712$5.91M4.48%13F-HRTimeline
Keel Point, LLC234,626$5.91M0.36%+15,02513F-HRTimeline
Kingsview Wealth Management, LLC228,874$5.76M0.08%-12,72113F-HRTimeline
Collaborative Wealth Managment Inc.226,874$5.71M2.01%+91,73213F-HRTimeline
Entruity Wealth, LLC222,356$5.6M3.99%-19,57413F-HRTimeline
SlateStone Wealth, LLC206,599$5.2M0.44%-15,78813F-HRTimeline
Golden State Wealth Management, LLC195,273$4.92M0.52%+31,53013F-HRTimeline
NewEdge Advisors, LLC191,618$4.82M0.02%-25,44613F-HRTimeline
Redhawk Wealth Advisors, Inc.191,444$4.82M0.54%-5,52113F-HRTimeline
Nova Wealth Management, Inc.189,914$4.78M3.28%-61,44013F-HRTimeline
Total Clarity Wealth Management, Inc.182,220$4.59M1.11%-4,17813F-HRTimeline
Econ Financial Services Corp174,973$4.4M2.21%+63,26913F-HRTimeline
BEACON FINANCIAL GROUP174,153$4.38M0.44%-15,13913F-HRTimeline
Tactive Advisors, LLC169,616$4.27M1.25%+7,98313F-HRTimeline
WEDBUSH SECURITIES INC162,915$4.1M0.12%+148,27613F-HRTimeline
Vise Technologies, Inc.160,407$4.04M0.08%+53,28113F-HRTimeline
Holos Integrated Wealth LLC158,872$4M2.23%-394,16413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…156,878$3.95M0.01%+76,81213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC155,541$3.91M0.18%-4,80613F-HRTimeline
Ashton Thomas Private Wealth, LLC153,581$3.87M0.09%+27,30313F-HRTimeline
BlackDiamond Wealth Management, LLC146,064$3.68M1.8%-13,61813F-HRTimeline
FOCUSED ALPHA, LLC144,382$3.63M1.07%13F-HRTimeline
Fairway Financial, LLC140,331$3.53M2.67%+13,21913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…134,939$3.4M0.22%+45,91513F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC127,103$3.2M0.48%+74,35413F-HRTimeline
OneDigital Investment Advisors LLC123,892$3.12M0.03%+23,72413F-HRTimeline
Advisory Services Network, LLC114,050$2.87M0.04%-5,98413F-HRTimeline
Farther Finance Advisors, LLC112,929$2.84M0.03%+8,42313F-HRTimeline
Stonebridge Financial Planning Group, L…112,739$2.84M1.02%+18,24613F-HRTimeline
Spectrum Wealth Advisory Group, LLC111,945$2.82M1.04%-513,78613F-HRTimeline
Sequent Planning LLC106,160$2.67M0.68%-3,06413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC104,432$2.63M1.52%-29513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.99,194$2.5M0.11%-58,19413F-HRTimelineGroup
D.A. DAVIDSON & CO.98,559$2.48M0.02%+7,57413F-HRTimeline
Capital CS Group, LLC96,851$2.44M3.86%-85113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC90,851$2.29M0.18%+1,80113F-HRTimeline
Pine Valley Investments Ltd Liability Co88,561$2.23M0.11%-1,16013F-HRTimeline
Acorn Wealth Advisors, LLC85,277$2.15M0.64%+28,43413F-HRTimeline
Wagner Wealth Management, Corp83,526$2.1M2.07%13F-HRTimeline
Avantax Planning Partners, Inc.77,596$1.95M0.05%-23213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,163$1.94M<0.01%+68,13013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…72,345$1.82M0.87%-3,25413F-HRTimelineGroup
Blackhawk Capital Partners, LLC71,943$1.81M0.68%+41,18513F-HRTimeline
J.W. COLE ADVISORS, INC.83,523$1.81M0.04%+14,01313F-HRTimeline
COMERICA BANK70,922$1.79M0.01%+5,10813F-HRTimeline
Snowden Capital Advisors LLC70,224$1.77M0.05%+5,59713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…69,625$1.75M<0.01%+15,89913F-HR/ATimelineGroup
COLUMBIA ADVISORY PARTNERS LLC66,071$1.66M1.13%-5,38013F-HRTimeline
HCR Wealth Advisors65,838$1.66M0.16%+11,62013F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC64,513$1.62M2.1%-9,39213F-HRTimeline
PKS Advisory Services, LLC63,205$1.59M0.36%-1,66713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…60,334$1.52M0.06%+42,78613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC57,956$1.46M0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp54,942$1.38M0.06%-12,93913F-HRTimelineGroup
Sigma Planning Corp54,146$1.36M0.04%-4,53113F-HRTimeline
Summit Financial, LLC52,892$1.33M0.02%+3,75613F-HRTimeline
Legacy Capital Wealth Partners, LLC51,772$1.3M0.28%+1,54313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC49,520$1.25M0.45%+21,07313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …48,080$1.21M0.04%new13F-HRTimelineGroup
Perennial Investment Advisors, LLC46,031$1.16M0.09%-32,50013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …43,847$1.1M0.01%13F-HR/ATimelineGroup
MBE Wealth Management, LLC41,456$1.04M0.44%-2,29813F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC40,762$1.03M0.31%new13F-HRTimeline
KINTRA WEALTH, LLC37,972$956K0.13%new13F-HRTimeline
Impact Partnership Wealth, LLC37,663$948K0.12%-47913F-HRTimeline
Asset One Wealth Management LLC36,526$918K0.13%13F-HRTimeline
LANARK FINANCIAL, INC.35,886$903K0.07%+95113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC34,900$878K0.49%-5,82113F-HRTimeline
CLG LLC33,936$854K0.21%-1,61413F-HRTimeline
Harvest Investment Services, LLC33,836$852K0.16%+4,24813F-HRTimeline
Arkadios Wealth Advisors32,879$828K0.02%+29013F-HRTimeline
Balefire, LLC32,794$825K0.16%+10,56113F-HRTimeline
Park Square Financial Group, LLC32,871$810K4.81%-11,30613F-HRTimeline
Prospera Financial Services Inc32,142$809K0.01%-112,42513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC31,977$805K0.02%-25313F-HR/ATimelineGroup
Chris Bulman Inc30,039$756K0.33%+6,10313F-HRTimeline
Arax Advisory Partners29,947$754K0.02%new13F-HRTimeline
Global Retirement Partners, LLC29,900$753K0.01%+2,92013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,798$750K0.01%-60813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC28,400$715K<0.01%-366,80013F-HRTimeline
Skyview Financial Group LLC27,883$702K0.72%13F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC27,427$690K0.46%013F-HRTimeline
Sanctuary Advisors, LLC27,281$687K<0.01%+8,34313F-HRTimeline
Betterment LLC26,414$665K<0.01%+2,16413F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC25,850$651K0.23%+1,47813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC25,191$634K<0.01%-9,23513F-HRTimelineGroup
Lakeridge Wealth Management LLC24,862$626K0.28%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,718$622K0.01%+1,91813F-HRTimelineGroup
Berger Financial Group, Inc23,957$603K0.03%-1,50113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22,960$578K0.01%+3,46613F-HRTimelineGroup
Savvy Advisors, Inc.22,634$570K0.02%+7,12613F-HRTimeline
United Advisor Group, LLC22,358$563K0.07%-10,10713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC22,144$557K0.09%new13F-HRTimeline
HORAN Wealth, LLC20,354$512K0.08%+1,88513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,639$495K<0.01%+2,29713F-HRTimeline
SHP Wealth Management19,639$494K0.04%13F-HRTimeline
Kovack Advisors, Inc.19,554$492K0.02%new13F-HR/ATimeline
Q3 Asset Management18,511$465K0.11%-20313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV18,418$464K0.03%-4,06213F-HRTimeline
Huntleigh Advisors, Inc.18,059$455K0.08%+43913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC18,019$454K0.15%+36013F-HRTimelineGroup
VestGen Advisors, LLC17,764$447K0.02%-44,92213F-HRTimeline
Fairvoy Private Wealth, LLC17,640$444K0.1%013F-HRTimeline
Maia Wealth LLC17,364$439K0.08%-1,05613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC17,448$439K0.05%-6,07513F-HRTimeline
CENTAURUS FINANCIAL, INC.17,119$431K0.02%+1,94813F-HRTimeline
MGO ONE SEVEN LLC17,054$429K0.01%-59513F-HRTimeline
Financial Futures Ltd Liability Co.16,738$421K0.2%-21,80613F-HRTimeline
Strategic Blueprint, LLC16,536$416K0.02%+18713F-HRTimeline
Atria Investments, Inc16,234$409K<0.01%-4,04513F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,702$395K0.25%-76813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC14,886$375K0.04%+3,54713F-HRTimeline
WCG Wealth Advisors LLC14,029$353K0.01%-213,82313F-HRTimeline
Focus Financial Network, Inc.13,486$339K0.01%new13F-HRTimeline