UCON institutional holders

FIRST TR EXCHNG TRADED FD VI · 13F, 2026Q2

Managers holding272
Shares held112,589,190
Reported value$2.8bn
Quarter flows28 new, 121 added, 101 trimmed, 32 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC13,680,994$340.4m0.1%
MORGAN STANLEY9,315,618$231.8m0.0%
WELLS FARGO & COMPANY/MN7,174,273$178.5m0.0%
AMERIPRISE FINANCIAL INC5,567,401$138.6m0.0%
BANK OF AMERICA CORP /DE/4,199,258$104.5m0.0%
HARBOUR INVESTMENTS, INC.4,197,950$104.4m1.4%
ROYAL BANK OF CANADA4,023,683$100.1m0.0%
RAYMOND JAMES FINANCIAL INC2,832,819$70.5m0.0%
ENVESTNET ASSET MANAGEMENT INC2,623,316$65.3m0.0%
HighTower Advisors, LLC2,471,711$61.5m0.1%
TRUIST FINANCIAL CORP2,093,617$52.1m0.1%
OSAIC HOLDINGS, INC.2,045,101$50.9m0.1%
Cetera Investment Advisers1,757,095$43.7m0.0%
STIFEL FINANCIAL CORP1,661,708$41.3m0.0%
Trilogy Capital Inc.1,572,195$39.1m1.5%
Csenge Advisory Group1,528,668$38.0m1.5%
Aptus Capital Advisors, LLC1,400,315$34.8m0.2%
Integrated Wealth Concepts LLC1,288,713$32.1m0.2%
IFP Advisors, Inc1,129,539$28.1m0.5%
Cambridge Investment Research Advisors, Inc.1,081,262$26.9m0.0%
Focus Partners Wealth999,374$24.9m0.0%
MML INVESTORS SERVICES, LLC932,943$23.2m0.0%
Cyndeo Wealth Partners, LLC872,866$21.7m1.0%
Wagner Wealth Management, LLC859,217$21.4m4.0%
EdgeRock Capital LLC842,625$21.0m4.8%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UCON"). UCON price history · All 13F data

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