UCON Institutional Ownership & Shareholders
FIRST TRUST TCW UNCONSTRAINE (UCON) is currently held by 264 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.72B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of UCON tracked by InsiderSet, reporting ownership valued at approximately $340.38M in its June 30, 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 $328.89M, representing an estimated loss of -3.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
264
Total Reported Value
$2.72B
Largest Holder
Lpl Financial Llc
Largest Position
$340.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
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% | 13,680,994 | $340,383,098 | $328,891,096 | -$11,492,002 | -3.38% | |
| Morgan Stanley | 0.01% | 9,315,618 | $231,772,600 | $223,947,457 | -$7,825,143 | -3.38% | |
| Wells Fargo & Company/Mn | 0.03% | 7,174,273 | $178,495,907 | $172,469,523 | -$6,026,384 | -3.38% | |
| Ameriprise Financial Inc | 0.03% | 5,567,401 | $138,557,967 | $133,840,320 | -$4,717,647 | -3.40% | |
| Bank Of America Corp | 0.01% | 4,199,258 | $104,477,546 | $100,950,162 | -$3,527,384 | -3.38% | |
| Harbour Investments, Inc. | 1.41% | 4,197,950 | $104,445,001 | $100,918,718 | -$3,526,283 | -3.38% | |
| Royal Bank Of Canada | 0.02% | 4,023,683 | $100,109,000 | $96,729,339 | -$3,379,661 | -3.38% | |
| Raymond James Financial Inc | 0.02% | 2,832,819 | $70,480,530 | $68,100,969 | -$2,379,561 | -3.38% | |
| Envestnet Asset Management Inc | 0.02% | 2,623,316 | $65,268,105 | $63,064,517 | -$2,203,588 | -3.38% | |
| Truist Financial Corp | 0.06% | 2,194,925 | $52,118,483 | $52,765,997 | +$647,514 | +1.24% | |
| Osaic Holdings, Inc. | 0.06% | 2,045,101 | $50,884,979 | $49,164,228 | -$1,720,751 | -3.38% | |
| Cetera Investment Advisers | 0.04% | 1,757,095 | $43,716,531 | $42,240,564 | -$1,475,967 | -3.38% | |
| Stifel Financial Corp | 0.03% | 1,661,708 | $41,343,650 | $39,947,460 | -$1,396,190 | -3.38% | |
| Trilogy Capital Inc. | 1.53% | 1,671,726 | $39,695,134 | $40,188,293 | +$493,159 | +1.24% | |
| Csenge Advisory Group | 1.55% | 1,528,668 | $38,033,260 | $36,749,179 | -$1,284,081 | -3.38% | |
| Ifp Advisors, Inc | 0.62% | 1,538,154 | $36,523,467 | $36,977,222 | +$453,755 | +1.24% | |
| Aptus Capital Advisors, Llc | 0.25% | 1,400,315 | $34,839,847 | $33,663,573 | -$1,176,274 | -3.38% | |
| Focus Partners Wealth | 0.03% | 999,374 | $24,864,429 | $24,024,951 | -$839,478 | -3.38% | |
| Integrated Wealth Concepts Llc | 0.16% | 982,703 | $24,449,672 | $23,624,180 | -$825,492 | -3.38% | |
| Mml Investors Services, Llc | 0.05% | 932,943 | $23,211,618 | $22,427,950 | -$783,668 | -3.38% | |
| Cyndeo Wealth Partners, Llc | 1.00% | 934,030 | $22,178,554 | $22,454,081 | +$275,527 | +1.24% | |
| Edgerock Capital Llc | 4.75% | 842,625 | $20,964,515 | $20,256,705 | -$707,810 | -3.38% | |
| Commonwealth Equity Services, Llc | 0.03% | 833,938 | $20,748,387 | $20,047,870 | -$700,517 | -3.38% | |
| Arch Global Advisors, Llc | 8.61% | 871,934 | $20,704,074 | $20,961,293 | +$257,219 | +1.24% | |
| Stratos Wealth Partners, Ltd. | 0.20% | 807,842 | $20,099,115 | $19,420,522 | -$678,593 | -3.38% | |
| Walkner Condon Financial Advisors Llc | 2.31% | 806,300 | $20,060,739 | $19,383,452 | -$677,287 | -3.38% | |
| Kestra Private Wealth Services, Llc | 0.21% | 838,048 | $19,899,457 | $20,146,674 | +$247,217 | +1.24% | |
| Wagner Wealth Management, Llc | 3.47% | 837,809 | $19,893,775 | $20,140,928 | +$247,153 | +1.24% | |
| Dynamic Advisor Solutions Llc | 0.56% | 830,800 | $19,727,343 | $19,972,432 | +$245,089 | +1.24% | |
| Earned Wealth Advisors, Llc | 1.27% | 792,030 | $19,705,702 | $19,040,401 | -$665,301 | -3.38% | |
| Waverly Advisors, Llc | 0.11% | 782,901 | $19,478,565 | $18,820,940 | -$657,625 | -3.38% | |
| Truwealth Advisors, Llc | 0.92% | 774,486 | $19,183,983 | $18,618,643 | -$565,340 | -2.95% | |
| Jpmorgan Chase & Co | 0.00% | 745,409 | $18,583,052 | $17,919,632 | -$663,420 | -3.57% | |
| Capital Investment Advisory Services, Llc | 1.10% | 748,818 | $17,780,677 | $18,001,585 | +$220,908 | +1.24% | |
| Private Advisor Group, Llc | 0.08% | 679,658 | $16,909,872 | $16,338,978 | -$570,894 | -3.38% | |
| &Partners | 0.07% | 661,016 | $16,245,210 | $15,890,825 | -$354,385 | -2.18% | |
| Geneos Wealth Management Inc. | 0.33% | 647,628 | $16,112,994 | $15,568,977 | -$544,017 | -3.38% | |
| Spartan Wealth Advisory Services Llc | 1.30% | 637,466 | $15,860,147 | $15,324,683 | -$535,464 | -3.38% | |
| Navalign, Llc | 3.60% | 620,228 | $15,431,268 | $14,910,281 | -$520,987 | -3.38% | |
| First Heartland Consultants, Inc. | 1.02% | 646,312 | $15,346,680 | $15,537,340 | +$190,660 | +1.24% | |
| Collaborative Wealth Managment Inc. | 6.33% | 604,554 | $15,041,299 | $14,533,478 | -$507,821 | -3.38% | |
| Visionary Wealth Advisors | 0.58% | 590,042 | $14,680,252 | $14,184,610 | -$495,642 | -3.38% | |
| Smartleaf Asset Management Llc | 0.47% | 580,959 | $14,483,317 | $13,966,254 | -$517,063 | -3.57% | |
| Janney Montgomery Scott Llc | 0.03% | 557,893 | $13,880,000 | $13,411,748 | -$468,252 | -3.37% | |
| Equitable Holdings, Inc. | 0.08% | 544,255 | $13,541,056 | $13,083,890 | -$457,166 | -3.38% | |
| Chicago Partners Investment Group Llc | 0.25% | 564,161 | $13,489,087 | $13,562,430 | +$73,343 | +0.54% | |
| Etesian Wealth Advisors, Inc. | 3.67% | 532,131 | $12,635,452 | $12,792,429 | +$156,977 | +1.24% | |
| Cwm, Llc | 0.03% | 497,973 | $12,334,791 | $11,971,271 | -$363,520 | -2.95% | |
| Kestra Advisory Services, Llc | 0.04% | 487,466 | $12,128,158 | $11,718,683 | -$409,475 | -3.38% | |
| Western Wealth Management, Llc | 0.37% | 455,724 | $11,338,418 | $10,955,605 | -$382,813 | -3.38% |
Frequently asked questions about UCON
Who are the largest institutional holders of UCON?
The largest institutional holders of UCON reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, Ameriprise Financial Inc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported UCON position.
What is UCON institutional ownership?
This page tracks UCON positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST TCW UNCONSTRAINE (UCON) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UCON?
InsiderSet currently tracks 264 institutional managers reporting UCON holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UCON shareholders.
How much UCON stock do institutions own?
Institutional investment managers disclosed approximately $2.72B in UCON holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UCON institutional ownership last updated?
The latest UCON institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UCON holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UCON position after the reporting date.
Are institutions buying or selling UCON?
Institutional buying and selling can be analyzed by comparing UCON positions across consecutive 13F reporting periods. InsiderSet's UCON Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UCON ownership changes.
How has UCON institutional ownership changed over time?
InsiderSet tracks UCON institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.