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Disclosery

UCON FIRST TR EXCHNG TRADED FD VI

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TCW UNCONSTRAI (fund)

272 managers (277 13F filers) reported a position in UCON shares at 2026-03-31, 110,583,452 shares in all. 24 filers opened a position and 28 filers sold out during the quarter.

Managers
272
13F filers
277
New
24
Added
133
Reduced
98
Sold out
28
Shares held by filers
110,583,452

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC12,475,047$309M0.08%+315,00213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY8,958,341$222M0.01%+621,77613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,072,533$150M0.03%-158,01713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,337,705$132M0.03%+505,17513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.4,120,885$102M1.58%+559,25713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,003,535$99.2M0.02%+203,44713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,833,580$95M0.01%-122,03513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,830,912$70.1M0.02%+193,03313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,485,062$61.6M+334,540Timeline
HighTower Advisors, LLC2,436,336$60.3M0.06%+16,18013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,907,244$47.2M0.06%+213,55313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,891,127$46.8M0.07%-138,91713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,633,782$40.5M0.04%+54,68113F-HRTimelineGroup
Csenge Advisory Group1,490,172$36.9M1.69%+31,66413F-HRTimeline
Trilogy Capital Inc.1,480,371$36.7M1.63%+111,72513F-HRTimeline
Cetera Investment Advisers1,436,630$35.6M0.04%+88,52213F-HRTimeline
Aptus Capital Advisors, LLC1,383,455$34.3M0.29%+80,58513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding1,309,097$32.4M+31,397Timeline
COMMONWEALTH EQUITY SERVICES, LLC1,118,598$27.7M0.04%-125,78113F-HRTimeline
Arkadios Wealth Advisors1,062,860$26.3M0.44%+1,029,98113F-HRTimeline
Wagner Wealth Management, LLC1,033,196$25.6M5.17%-80,80813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,024,718$25.4M+67,131Timeline
Cambridge Investment Research Advisors,…997,473$24.7M0.06%+174,91013F-HRTimeline
Integrated Wealth Concepts LLC898,608$22.3M0.18%+625,55713F-HRTimeline
IFP Advisors, Inc892,567$22.1M0.46%+32,26313F-HRTimeline
Bensler, LLC845,423$20.9M2.16%+129,31113F-HRTimeline
Cyndeo Wealth Partners, LLC839,917$20.8M1.09%+66,24413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding820,327$20.3M+96,821Timeline
Capital Investment Advisory Services, L…813,598$20.2M1.47%+58,37513F-HRTimeline
EdgeRock Capital LLC790,536$19.6M5.3%+108,66113F-HRTimeline
TruWealth Advisors, LLC774,486$19.2M0.92%-21,50413F-HRTimeline
Dynamic Advisor Solutions LLC770,412$19.1M0.6%+11,75913F-HRTimeline
MML INVESTORS SERVICES, LLC767,191$19M0.05%-69,01213F-HRTimeline
Commonwealth Financial Services, LLC765,621$19M3%+55,84613F-HRTimeline
Walkner Condon Financial Advisors LLC740,026$18.3M2.42%+71,68513F-HRTimeline
Gateway Wealth Partners, LLC690,142$17.1M0.67%+379,00513F-HRTimeline
Visionary Wealth Advisors661,363$16.4M0.72%-14,26513F-HRTimeline
EARNED WEALTH ADVISORS, LLC637,190$15.8M1.06%+64,48913F-HRTimeline
Geneos Wealth Management Inc.635,772$15.7M0.37%+195,29713F-HRTimeline
Spartan Wealth Advisory Services LLC626,701$15.5M1.36%13F-HRTimeline
Arch Global Advisors, LLC624,974$15.5M8.08%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606,067$14.9M<0.01%-510,72713F-HR/ATimelineGroup
Navalign, LLC598,694$14.8M3.74%+18,65513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.577,807$14.5M0.09%+87,10913F-HRTimelineGroup
Smartleaf Asset Management LLC580,959$14.3M0.52%+101,19613F-HRTimeline
First Heartland Consultants, Inc.571,147$14.1M1.08%-81,58813F-HRTimeline
Collaborative Wealth Managment Inc.567,904$14.1M6.48%+341,03013F-HRTimeline
Etesian Wealth Advisors, Inc.567,078$14M4.48%+3,57913F-HRTimeline
Private Advisor Group, LLC526,308$13M0.06%+4,25213F-HRTimeline
Chicago Partners Investment Group LLC510,491$12.7M0.28%+20,57413F-HRTimeline
Holistic Financial Partners504,537$12.5M4.65%+31,88213F-HRTimeline
Janney Montgomery Scott LLC500,134$12.4M0.03%-157,57913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS498,878$12.4M0.02%+124,90213F-HRTimeline
CWM, LLCin group CWM, LLC497,973$12.3M0.03%+132,62113F-HRTimelineGroup
Western Wealth Management, LLC497,721$12.3M0.47%+63,13713F-HR/ATimeline
Mariner, LLCin group Mariner, LLC478,721$11.9M0.01%+8,00813F-HRTimelineGroup
Rehmann Capital Advisory Group459,184$11.4M0.59%+42,76413F-HRTimeline
Larson Financial Group LLC456,852$11.3M0.36%-56,71313F-HRTimeline
&PARTNERS421,486$10.4M0.05%+32,12213F-HRTimeline
Darwin Wealth Management, LLC416,747$10.3M3.22%+57,20213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\416,350$10.3M0.01%+90,84713F-HRTimelineGroup
Bleakley Financial Group, LLC413,641$10.2M0.16%-1,03713F-HRTimeline
HBW ADVISORY SERVICES LLC409,888$10.2M1.07%+13,30413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC407,614$10.1M0.01%new13F-HRTimelineGroup
Mach-1 Financial Group, LLC404,701$10M3.53%+32,06413F-HRTimeline
Prasad Wealth Partners, LLC398,932$9.88M2.69%+18,40213F-HRTimeline
Appalachian Capital Management Ltd359,962$8.92M7.14%+6,59813F-HRTimeline
CoreCap Advisors, LLC356,647$8.83M0.3%+18,36813F-HRTimeline
Boyce & Associates Wealth Consulting, I…355,244$8.8M6.66%-5,87213F-HRTimeline
XML Financial, LLC352,834$8.74M0.71%+39,60113F-HRTimeline
Live Oak Investment Partners348,032$8.62M5.09%+16,19213F-HRTimeline
Certified Advisory Corp312,915$7.75M0.7%-2,19613F-HRTimeline
MATHER GROUP, LLC.306,966$7.6M0.08%+3,94313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …288,327$7.14M0.09%+52,66213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.286,856$7.11M0.01%+4,43713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC272,279$6.74M0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC263,194$6.52M1.64%+22,46513F-HRTimeline
TrueWealth Advisors, LLC261,874$6.49M1.63%+21,17013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…261,629$6.48M0.95%-16,83213F-HRTimelineGroup
PFG Advisors261,514$6.48M0.32%-71,59513F-HRTimeline
Goldstone Financial Group, LLC254,748$6.31M0.68%-58,97513F-HRTimeline
GSG Advisors LLC251,136$6.22M1.62%+56213F-HRTimeline
Gaddis Premier Wealth Advisors LLC243,498$6.03M4.46%+8,78613F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC241,294$5.98M5.29%+2,40613F-HRTimeline
My Portfolio Guide, LLC238,296$5.9M3.27%13F-HRTimeline
Golden State Wealth Management, LLC235,120$5.82M0.64%+39,84713F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC234,628$5.81M0.09%-96,42213F-HRTimelineGroup
Entruity Wealth, LLC222,447$5.51M3.74%+9113F-HRTimeline
Keel Point, LLC217,171$5.38M0.36%-17,45513F-HRTimeline
FOCUSED ALPHA, LLC213,195$5.28M1.63%+68,81313F-HRTimeline
NewEdge Advisors, LLC209,895$5.2M0.02%+18,27713F-HR/ATimeline
Tactive Advisors, LLC206,438$5.11M1.44%+36,82213F-HRTimeline
Independent Advisor Alliance202,703$5.02M0.05%new13F-HRTimeline
SlateStone Wealth, LLC201,665$5M0.41%-4,93413F-HRTimeline
OneDigital Investment Advisors LLC195,765$4.85M0.05%+71,87313F-HRTimeline
Triumph Capital Management192,684$4.77M0.97%+185,08413F-HRTimeline
Philip James Wealth Mangement, LLC189,694$4.7M0.54%-48,88213F-HRTimeline
Synergy Investment Management, LLC187,654$4.65M1.52%-94,09713F-HRTimeline
Total Clarity Wealth Management, Inc.184,617$4.57M1.07%+2,39713F-HRTimeline
OLD MISSION CAPITAL LLC180,009$4.46M0.11%new13F-HRTimeline
WEDBUSH SECURITIES INC168,442$4.17M0.12%+5,52713F-HRTimeline
Vise Technologies, Inc.160,407$4.04M0.08%013F-HRTimeline
Ashton Thomas Private Wealth, LLC162,013$4.01M0.09%+8,43213F-HRTimeline
Nova Wealth Management, Inc.160,823$3.98M2.59%-29,09113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC158,393$3.92M0.17%+2,85213F-HRTimeline
Fairway Financial, LLC150,359$3.72M2.83%+10,02813F-HRTimeline
Wagner Wealth Management, Corp142,402$3.53M3.17%+58,87613F-HRTimeline
AssuredPartners Investment Advisors, LLC125,343$3.11M0.34%-1,76013F-HRTimeline
Advisory Services Network, LLC119,347$2.96M0.04%+5,29713F-HRTimeline
D.A. DAVIDSON & CO.118,774$2.94M0.02%+20,21513F-HRTimeline
Holos Integrated Wealth LLC115,720$2.88M1.46%-43,15213F-HRTimeline
Stonebridge Financial Planning Group, L…113,933$2.82M1.04%+1,19413F-HRTimeline
BEACON FINANCIAL GROUP113,083$2.8M0.28%-61,07013F-HRTimeline
Beaumont Financial Advisors, LLC110,419$2.74M0.19%-165,37413F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC106,438$2.64M1.54%+2,00613F-HRTimeline
Acorn Wealth Advisors, LLC106,161$2.63M0.77%+20,88413F-HRTimeline
Sequent Planning LLC102,503$2.54M0.61%-3,65713F-HRTimeline
RiverTree Advisors, LLC102,124$2.53M1.6%new13F-HRTimeline
Avior Wealth Management, LLC101,566$2.52M0.07%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding100,798$2.5M-34,141Timeline
Capital CS Group, LLC97,311$2.41M4.98%+46013F-HRTimeline
Spectrum Wealth Advisory Group, LLC93,349$2.31M0.86%-18,59613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC89,762$2.22M0.18%-1,08913F-HRTimeline
Pine Valley Investments Ltd Liability Co89,420$2.21M0.11%+85913F-HRTimeline
Kingsview Wealth Management, LLC86,958$2.15M0.03%-141,91613F-HRTimeline
Blackhawk Capital Partners, LLC85,698$2.12M0.78%+13,75513F-HRTimeline
HCR Wealth Advisors84,555$2.09M0.22%+18,71713F-HRTimeline
Avantax Planning Partners, Inc.77,596$1.92M0.05%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,789$1.63M<0.01%-3,83613F-HRTimelineGroup
COLUMBIA ADVISORY PARTNERS LLC65,677$1.63M1.04%-39413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.65,346$1.62M0.09%-33,84813F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…54,917$1.36M0.05%-5,41713F-HRTimelineGroup
Summit Financial, LLC53,833$1.33M0.02%+94113F-HRTimeline
Farther Finance Advisors, LLC53,176$1.32M0.01%-59,75313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …52,973$1.31M0.01%+9,12613F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC52,744$1.31M0.27%+97213F-HRTimeline
Sigma Planning Corp52,079$1.29M0.04%-2,06713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding51,928$1.29M+3,848Timeline
PKS Advisory Services, LLC50,935$1.27M0.3%-12,27013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC47,224$1.17M0.03%new13F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp44,566$1.1M0.05%-10,37613F-HRTimelineGroup
KINTRA WEALTH, LLC43,652$1.08M0.08%+5,68013F-HRTimeline
BlackDiamond Wealth Management, LLC38,986$966K0.47%-107,07813F-HRTimeline
Impact Partnership Wealth, LLC37,983$941K0.12%+32013F-HRTimeline
CENTAURUS FINANCIAL, INC.37,647$933K0.04%+20,52813F-HRTimeline
LANARK FINANCIAL, INC.36,645$908K0.07%+75913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC36,377$901K<0.01%+26,55213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,155$896K<0.01%-41,00813F-HRTimelineGroup
Prospera Financial Services Inc36,035$893K0.01%+3,89313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC35,710$885K<0.01%-22,24613F-HRTimelineGroup
Betterment LLC33,585$832K<0.01%+7,17113F-HRTimeline
Balefire, LLC33,578$832K0.16%+78413F-HRTimeline
Harvest Investment Services, LLC32,426$803K0.15%-1,41013F-HRTimeline
CLG LLC31,702$785K0.19%-2,23413F-HRTimeline
Asset One Wealth Management LLC30,043$750K0.08%-6,48313F-HRTimeline
Perennial Investment Advisors, LLC30,127$746K0.06%-15,90413F-HRTimeline
Chris Bulman Inc29,563$732K0.32%-47613F-HRTimeline
HRT FINANCIAL LP29,579$732K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC28,865$715K5.43%-4,00613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,564$708K0.01%+5,60413F-HRTimelineGroup
Steward Partners Investment Advisory, L…28,402$704K<0.01%-257,88113F-HRTimeline
Arax Advisory Partners27,855$690K0.02%-2,09213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…27,575$683K0.34%-44,77013F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC27,427$679K0.44%013F-HRTimeline
Snowden Capital Advisors LLC26,247$650K0.02%-43,97713F-HRTimeline
MBE Wealth Management, LLC25,684$636K0.26%-15,77213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,356$630K<0.01%+5,71713F-HRTimeline
Lakeridge Wealth Management LLC24,862$616K0.26%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management24,720$612K0.01%+213F-HRTimelineGroup
Sanctuary Advisors, LLC24,087$597K<0.01%-3,19413F-HRTimeline
Berger Financial Group, Inc23,972$594K0.03%+1513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,766$589K<0.01%-133,11213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC23,497$582K<0.01%-1,69413F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC22,144$549K0.08%013F-HRTimeline
HORAN Wealth, LLC20,354$512K0.05%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC20,063$497K0.05%+5,17713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,862$492K0.01%-9,93613F-HRTimelineGroup
Chokshi & Queen Wealth Advisors, Inc19,502$483K0.26%new13F-HRTimeline
Kovack Advisors, Inc.19,589$476K0.03%+3513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,797$466K0.01%-13,18013F-HRTimelineGroup
Huntleigh Advisors, Inc.18,418$456K0.08%+35913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,200$451K<0.01%-10,20013F-HRTimeline
United Advisor Group, LLC17,971$445K0.06%-4,38713F-HRTimeline
MGO ONE SEVEN LLC17,949$445K0.01%+89513F-HRTimeline
PRIVATE TRUST CO NA17,662$437K0.04%+4,53513F-HRTimeline
Maia Wealth LLC17,640$437K0.07%+27613F-HRTimeline
Q3 Asset Management17,008$421K0.1%-1,50313F-HRTimeline
Savvy Advisors, Inc.16,943$420K0.01%-5,69113F-HRTimeline
SHP Wealth Management16,913$419K0.03%-2,72613F-HRTimeline
Strategic Blueprint, LLC16,692$413K0.02%+15613F-HRTimeline
VestGen Advisors, LLC16,265$405K0.01%-1,49913F-HRTimeline
GENTRY PRIVATE WEALTH, LLC15,135$375K0.23%-56713F-HRTimeline
Axis Wealth Partners, LLC15,022$372K0.2%+1,96413F-HRTimeline
Proactive Wealth Strategies LLC14,884$369K0.07%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV14,328$355K0.02%-4,09013F-HRTimeline
FLOW TRADERS U.S. LLC13,926$345K0.01%+3,92613F-HRTimeline
Atria Investments, Inc13,903$344K<0.01%-2,33113F-HRTimeline
Waverly Advisors, LLC13,786$341K<0.01%+2,40013F-HRTimeline
Fairvoy Private Wealth, LLC13,040$323K0.08%-4,60013F-HRTimeline
Ellenbecker Investment Group12,966$321K0.04%+6513F-HRTimeline