UCON FIRST TR EXCHNG TRADED FD VI
FollowTCW UNCONSTRAI (fund)
Filings received so far for Q3 2026: 15 13F filers report a position in UCON shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 646,312 | $15.3M | 1.02% | +68,576 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 338,535 | $8.04M | 0.23% | +66,602 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 268,090 | $6.37M | 1.43% | +4,400 | 13F-HRTimeline |
| Tactive Advisors, LLC | 216,209 | $5.13M | 1.23% | +90,594 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 157,864 | $3.75M | 0.03% | +116,361 | 13F-HRTimeline |
| PUFF WEALTH MANAGEMENT, LLC | 41,555 | $987K | 0.93% | -12,902 | 13F-HRTimeline |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 27,877 | $662K | 0.43% | 0 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 24,632 | $585K | 0.04% | +9,830 | 13F-HRTimeline |
| Balefire, LLC | 24,172 | $574K | 0.09% | -2,587 | 13F-HRTimeline |
| Adelphi Trust Co | 17,624 | $418K | 0.28% | +5,914 | 13F-HRTimeline |
| PARK NATIONAL CORP /OH/ | 11,461 | $272K | 0.01% | new | 13F-HRTimeline |
| INSPIRION WEALTH ADVISORS, LLC | 8,593 | $204K | 0.02% | -145 | 13F-HRTimeline |
| GK Wealth Management LLC | 6,193 | $147K | 0.08% | -2,150 | 13F-HRTimeline |
| Olistico Wealth, LLC | 913 | $21.7K | 0.01% | new | 13F-HRTimeline |
| Investors Research Corp | 104 | $2.47K | <0.01% | +53 | 13F-HRTimeline |