FIRST TRUST TCW UNCONSTRAINE (UCON) Institutional Shareholders
FIRST TRUST TCW UNCONSTRAINE (UCON) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.66B in UCON holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of UCON tracked by InsiderSet, reporting ownership valued at approximately $309.01M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $306.51M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed UCON value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST TCW UNCONSTRAINE (UCON).
This page ranks the largest institutional UCON shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
269
Total Reported Value
$2.66B
Largest Holder
Lpl Financial Llc
Largest Position
$309.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.08% | 12,475,047 | $309,006,894 | $306,511,905 | -$2,494,989 | -0.81% | |
| Morgan Stanley | 0.01% | 8,958,341 | $221,898,135 | $220,106,438 | -$1,791,697 | -0.81% | |
| Wells Fargo & Company/Mn | 0.03% | 6,072,533 | $150,416,643 | $149,202,136 | -$1,214,507 | -0.81% | |
| Ameriprise Financial Inc | 0.03% | 5,337,705 | $132,240,273 | $131,147,412 | -$1,092,861 | -0.83% | |
| Harbour Investments, Inc. | 1.58% | 4,120,885 | $102,074,328 | $101,250,144 | -$824,184 | -0.81% | |
| Royal Bank Of Canada | 0.02% | 4,003,535 | $99,168,000 | $98,366,855 | -$801,145 | -0.81% | |
| Bank Of America Corp | 0.01% | 3,833,580 | $94,957,783 | $94,191,061 | -$766,722 | -0.81% | |
| Raymond James Financial Inc | 0.02% | 2,830,912 | $70,121,707 | $69,555,508 | -$566,199 | -0.81% | |
| Envestnet Asset Management Inc | 0.02% | 2,456,178 | $60,839,538 | $60,348,293 | -$491,245 | -0.81% | |
| Hightower Advisors, Llc | 0.06% | 2,436,336 | $60,348,197 | $59,860,776 | -$487,421 | -0.81% | |
| Truist Financial Corp | 0.06% | 2,093,617 | $52,089,192 | $51,440,170 | -$649,022 | -1.25% | |
| Osaic Holdings, Inc. | 0.07% | 1,891,127 | $46,845,974 | $46,464,990 | -$380,984 | -0.81% | |
| Stifel Financial Corp | 0.04% | 1,633,782 | $40,468,619 | $40,142,024 | -$326,595 | -0.81% | |
| Trilogy Capital Inc. | 1.53% | 1,572,195 | $39,116,222 | $38,628,831 | -$487,391 | -1.25% | |
| Csenge Advisory Group | 1.69% | 1,490,172 | $36,911,551 | $36,613,526 | -$298,025 | -0.81% | |
| Cetera Investment Advisers | 0.04% | 1,436,630 | $35,585,328 | $35,297,999 | -$287,329 | -0.81% | |
| Aptus Capital Advisors, Llc | 0.29% | 1,383,455 | $34,268,169 | $33,991,489 | -$276,680 | -0.81% | |
| Ifp Advisors, Inc | 0.51% | 1,129,539 | $28,102,930 | $27,752,773 | -$350,157 | -1.25% | |
| Arkadios Wealth Advisors | 0.44% | 1,062,860 | $26,327,045 | $26,114,470 | -$212,575 | -0.81% | |
| Focus Partners Wealth | 0.03% | 1,002,574 | $24,833,778 | $24,633,243 | -$200,535 | -0.81% | |
| Integrated Wealth Concepts Llc | 0.18% | 898,608 | $22,258,536 | $22,078,799 | -$179,737 | -0.81% | |
| Cyndeo Wealth Partners, Llc | 1.02% | 872,866 | $21,716,918 | $21,446,318 | -$270,600 | -1.25% | |
| Wagner Wealth Management, Llc | 3.95% | 859,217 | $21,377,319 | $21,110,962 | -$266,357 | -1.25% | |
| Edgerock Capital Llc | 4.75% | 842,625 | $20,964,515 | $20,703,296 | -$261,219 | -1.25% | |
| Commonwealth Equity Services, Llc | 0.03% | 833,938 | $20,748,387 | $20,489,857 | -$258,530 | -1.25% | |
| Dynamic Advisor Solutions Llc | 0.58% | 816,396 | $20,311,922 | $20,058,850 | -$253,072 | -1.25% | |
| Walkner Condon Financial Advisors Llc | 2.31% | 806,300 | $20,060,739 | $19,810,791 | -$249,948 | -1.25% | |
| Kestra Private Wealth Services, Llc | 0.22% | 801,883 | $19,950,849 | $19,702,265 | -$248,584 | -1.25% | |
| Stratos Wealth Partners, Ltd. | 0.22% | 785,166 | $19,448,572 | $19,291,529 | -$157,043 | -0.81% | |
| Truwealth Advisors, Llc | 0.92% | 774,486 | $19,183,983 | $19,029,121 | -$154,862 | -0.81% | |
| Mml Investors Services, Llc | 0.05% | 767,191 | $19,003,309 | $18,849,883 | -$153,426 | -0.81% | |
| Capital Investment Advisory Services, Llc | 1.16% | 756,295 | $18,816,608 | $18,582,168 | -$234,440 | -1.25% | |
| Gateway Wealth Partners, Llc | 0.67% | 690,142 | $17,094,818 | $16,956,789 | -$138,029 | -0.81% | |
| Private Advisor Group, Llc | 0.08% | 679,658 | $16,909,872 | $16,699,197 | -$210,675 | -1.25% | |
| Visionary Wealth Advisors | 0.72% | 661,363 | $16,381,967 | $16,249,689 | -$132,278 | -0.81% | |
| Earned Wealth Advisors, Llc | 1.06% | 637,190 | $15,783,206 | $15,655,758 | -$127,448 | -0.81% | |
| Geneos Wealth Management Inc. | 0.37% | 635,772 | $15,748,076 | $15,620,918 | -$127,158 | -0.81% | |
| Spartan Wealth Advisory Services Llc | 1.36% | 626,701 | $15,523,381 | $15,398,044 | -$125,337 | -0.81% | |
| Arch Global Advisors, Llc | 8.08% | 624,974 | $15,480,606 | $15,355,611 | -$124,995 | -0.81% | |
| Navalign, Llc | 3.60% | 620,228 | $15,431,268 | $15,239,002 | -$192,266 | -1.25% | |
| Equitable Holdings, Inc. | 0.09% | 577,807 | $14,543,402 | $14,196,718 | -$346,684 | -2.38% | |
| First Heartland Consultants, Inc. | 0.93% | 577,736 | $14,374,071 | $14,194,974 | -$179,097 | -1.25% | |
| Smartleaf Asset Management Llc | 0.52% | 580,959 | $14,314,838 | $14,274,163 | -$40,675 | -0.28% | |
| Collaborative Wealth Managment Inc. | 6.48% | 567,904 | $14,066,984 | $13,953,401 | -$113,583 | -0.81% | |
| Etesian Wealth Advisors, Inc. | 3.94% | 536,383 | $13,345,214 | $13,178,930 | -$166,284 | -1.25% | |
| Chicago Partners Investment Group Llc | 0.26% | 522,596 | $12,808,825 | $12,840,184 | +$31,359 | +0.24% | |
| Captrust Financial Advisors | 0.02% | 498,878 | $12,356,567 | $12,257,432 | -$99,135 | -0.80% | |
| Cwm, Llc | 0.03% | 497,973 | $12,334,791 | $12,235,197 | -$99,594 | -0.81% | |
| Western Wealth Management, Llc | 0.45% | 497,721 | $12,328,565 | $12,229,005 | -$99,560 | -0.81% | |
| Kestra Advisory Services, Llc | 0.04% | 487,466 | $12,128,158 | $11,977,040 | -$151,118 | -1.25% |
Frequently asked questions about UCON
Who owns the most UCON stock?
The largest holders of UCON are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST TCW UNCONSTRAINE (UCON).
Is UCON widely held by superinvestors?
Many widely followed stocks like UCON appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UCON is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.