First Trust Smith UnconstraiUCONETF
13F holders, Q2 2025 (June 30)275holders −13
12new positions
31sold out
2famous investors
$24.91avg. 13F price*
At the end of Q2 2025, 275 institutions reported holding First Trust Smith Unconstrai (UCON) in their 13F filings, down 13 from Q1 2025. 12 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($276.7M), Morgan Stanley ($179.1M) and Wells Fargo & Company ($131.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Smith Unconstrai
- CUSIP
- 33740F888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.4M |
| Exits | 31 | $44.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,917,847 shares bought and 25,848,426 shares sold, net −20,930,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| LPL Financial LLC | 0.09% | Reduce -10.5% | 11,116,589 | $276.7M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 7,197,054 | $179.1M |
| Wells Fargo & Company | 0.03% | Add +3.7% | 5,297,031 | $131.8M |
| Royal Bank of Canada | 0.02% | Add +6.7% | 4,075,466 | $101.4M |
| Bank of America Corp. | 0.01% | Reduce -10.8% | 3,739,437 | $93.1M |
| Ameriprise Financial Inc. | 0.02% | Add +8.5% | 2,757,884 | $68.6M |
| Harbour Investments, Inc. | 1.68% | Reduce -20.1% | 2,664,732 | $66.3M |
| HighTower Advisors, LLC | 0.07% | Add +2.2% | 2,290,978 | $57.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.5% | 2,208,213 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.0% | 1,943,922 | $48.4M |
| Truist Financial Corp. | 0.07% | Add +2.8% | 1,899,046 | $47.3M |
| Osaic Holdings, Inc. | 0.07% | Add +2.5% | 1,614,739 | $40.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.4% | 1,610,565 | $40.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -37.2% | 1,285,879 | $32.0M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +20.6% | 1,255,258 | $31.2M |
| Csenge Advisory Group | 1.62% | Add +5.2% | 1,246,483 | $30.8M |
| Cetera Investment Advisers | 0.05% | Reduce -3.8% | 1,215,267 | $30.2M |
| First Heartland Consultants, Inc. | 2.31% | Add +11.8% | 1,041,178 | $25.9M |
| Bensler, LLC | 2.67% | Add +12.7% | 957,606 | $23.8M |
| IFP Advisors, Inc | 0.67% | Add +13.7% | 948,605 | $23.6M |
| Dynamic Advisor Solutions LLC | 0.72% | Add +1.5% | 936,102 | $23.3M |
| Integrated Wealth Concepts LLC | 0.21% | Add +3.4% | 838,239 | $20.9M |
| Wagner Wealth Management, LLC | 4.57% | Reduce -63.7% | 805,495 | $20.0M |
| Focus Partners Wealth | 0.04% | Add +18.6% | 778,630 | $19.4M |
| Citadel Advisors | 0.02% | Reduce -14.0% | 756,286 | $18.8M |
| Park National Corp. | 0.61% | Reduce -15.9% | 743,574 | $18.5M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +1.0% | 743,443 | $18.5M |
| TruWealth Advisors, LLC | 1.00% | Add +0.1% | 731,742 | $18.2M |
| Commonwealth Financial Services, LLC | 3.32% | Reduce -3.0% | 692,946 | $17.2M |
| Spectrum Wealth Advisory Group, LLC | 7.91% | Add +79.4% | 683,331 | $17.0M |
| Capital Investment Advisory Services, LLC | 1.37% | Add +0.9% | 670,798 | $16.7M |
| Geneos Wealth Management Inc. | 0.40% | Add +153.1% | 663,387 | $16.5M |
| Kestra Private Wealth Services, LLC | 0.24% | Reduce -6.1% | 660,003 | $16.4M |
| EdgeRock Capital LLC | 5.17% | Reduce -3.9% | 656,393 | $16.3M |
| Larson Financial Group LLC | 0.64% | Reduce -12.5% | 641,901 | $16.0M |
| Visionary Wealth Advisors | 0.81% | Add +10.2% | 638,582 | $15.9M |
| UBS Group AG | 0.00% | Reduce -93.1% | 629,157 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 587,966 | $14.6M |
| Renaissance Technologies | 0.02% | Add +12.3% | 573,233 | $14.3M |
| Jane Street Group, LLC | 0.02% | Reduce -4.2% | 571,257 | $14.2M |
| Navalign, LLC | 3.75% | Reduce -4.9% | 546,058 | $13.6M |
| Holos Integrated Wealth LLC | 7.94% | Reduce -1.2% | 529,816 | $13.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +0.1% | 522,902 | $13.0M |
| Etesian Wealth Advisors, Inc. | 4.71% | Add +11.1% | 507,151 | $12.6M |
| HBW Advisory Services LLC | 1.53% | Add +776.4% | 389,311 | $12.4M |
| Chicago Partners Investment Group LLC | 0.34% | Add +2.5% | 470,634 | $11.7M |
| Walkner Condon Financial Advisors LLC | 2.14% | Reduce -4.6% | 467,120 | $11.6M |
| Cerity Partners LLC | 0.02% | Reduce -3.7% | 462,516 | $11.5M |
| Captrust Financial Advisors | 0.02% | Add +95.5% | 447,389 | $11.1M |
| Private Advisor Group, LLC | 0.06% | Reduce -6.8% | 439,861 | $10.9M |
| Mariner, LLC | 0.02% | Reduce -6.1% | 435,319 | $10.8M |
| Kingsview Wealth Management, LLC | 0.18% | Reduce -0.9% | 432,123 | $10.8M |
| NewEdge Advisors, LLC | 0.06% | Add +7.2% | 432,079 | $10.8M |
| Rehmann Capital Advisory Group | 0.65% | Reduce -61.2% | 430,203 | $10.7M |
| Boyce & Associates Wealth Consulting, Inc. | 9.66% | Reduce -2.8% | 425,129 | $10.6M |
| Janney Montgomery Scott LLC | 0.03% | Add +40.4% | 395,267 | $9.8M |
| &partners | 0.08% | Add +3.8% | 394,462 | $9.8M |
| Western Wealth Management, LLC | 0.57% | Add +1.4% | 387,317 | $9.6M |
| Equitable Holdings, Inc. | 0.08% | Reduce -4.5% | 386,294 | $9.6M |
| SlateStone Wealth, LLC | 0.90% | Reduce -7.5% | 384,965 | $9.6M |
| Good Life Advisors, LLC | 0.57% | Add +10.7% | 364,676 | $9.1M |
| Mach-1 Financial Group, LLC | 2.64% | Add +15.0% | 363,819 | $9.1M |
| MML Investors Services, LLC | 0.03% | Add +1.6% | 362,234 | $9.0M |
| Darwin Wealth Management, LLC | 3.05% | Reduce -6.8% | 353,683 | $8.8M |
| Apollon Wealth Management, LLC | 0.17% | Reduce -21.1% | 353,222 | $8.8M |
| Holistic Financial Partners | 3.83% | Add +60.3% | 351,966 | $8.8M |
| Certified Advisory Corp | 0.91% | Reduce -2.3% | 350,088 | $8.7M |
| Nova Wealth Management, Inc. | 6.24% | Reduce -26.6% | 341,226 | $8.5M |
| Prasad Wealth Partners, LLC | 2.41% | Reduce -26.0% | 330,503 | $8.2M |
| Tolleson Wealth Management, Inc. | 1.40% | Add +15.7% | 328,915 | $8.2M |
| CoreCap Advisors, LLC | 0.33% | Add +8.9% | 324,944 | $8.1M |
| Earned Wealth Advisors, LLC | 1.58% | Add +36.6% | 323,256 | $8.0M |
| Philip James Wealth Mangement, LLC | 1.05% | Add +0.5% | 319,333 | $7.9M |
| Aptus Capital Advisors, LLC | 0.08% | Add +4.5% | 319,168 | $7.9M |
| Wealth Advisory Team LLC | 7.33% | — | 314,692 | $7.8M |
| XML Financial, LLC | 0.67% | Add +0.1% | 308,674 | $7.7M |
| US Bancorp \de | 0.01% | Add +12.6% | 302,651 | $7.5M |
| Live Oak Investment Partners | 5.67% | New | 296,599 | $7.4M |
| Beaumont Financial Advisors, LLC | 0.52% | Reduce -4.7% | 290,312 | $7.2M |
| Mather Group, Llc. | 0.08% | Add +0.8% | 289,129 | $7.2M |
| PFG Advisors | 0.33% | Add +6.7% | 288,901 | $7.2M |
| Goldstone Financial Group, LLC | 0.94% | Reduce -2.0% | 287,618 | $7.1M |
| Bleakley Financial Group, LLC | 0.18% | Add +3.8% | 280,562 | $7.0M |
| Legacy Investment Solutions, LLC | 3.65% | — | 276,854 | $6.9M |
| Legacy Wealth Managment, LLC | 3.65% | Add +116.8% | 276,854 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -2.6% | 275,756 | $6.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -1.4% | 275,478 | $6.9M |
| GSG Advisors LLC | 1.79% | Reduce -1.0% | 248,414 | $6.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 5.97% | Add +3.2% | 245,652 | $6.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.6% | 240,141 | $6.0M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.9% | 239,994 | $6.0M |
| TrueWealth Advisors, LLC | 1.74% | Add +18.7% | 236,886 | $5.9M |
| Entruity Wealth, LLC | 4.78% | Add +6.5% | 225,970 | $5.6M |
| WCG Wealth Advisors LLC | 0.36% | Add +9.1% | 225,734 | $5.6M |
| Twin Peaks Wealth Advisors, LLC | 1.78% | Add +0.6% | 221,001 | $5.5M |
| Stratos Investment Management, LLC | 0.25% | Add +28.5% | 221,271 | $5.5M |
| Beacon Financial Group | 0.57% | Reduce -9.7% | 219,131 | $5.5M |
| Keel Point, LLC | 0.33% | Reduce -0.2% | 202,658 | $5.0M |
| Total Clarity Wealth Management, Inc. | 1.40% | Reduce -7.0% | 196,457 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | Reduce -32.9% | 196,194 | $4.9M |
| Redhawk Wealth Advisors, Inc. | 0.59% | Reduce -35.7% | 189,841 | $4.7M |
| Perennial Investment Advisors, LLC | 0.46% | Reduce -64.2% | 189,612 | $4.7M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -4.3% | 173,543 | $4.3M |
| Ameritas Advisory Services, LLC | 0.22% | Reduce -49.0% | 166,175 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +55.5% | 161,679 | $4.0M |
| BlackDiamond Wealth Management, LLC | 2.32% | Reduce -2.0% | 161,576 | $4.0M |
| StoneX Group Inc. | 0.19% | Reduce -5.7% | 160,468 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.8% | 152,345 | $3.8M |
| Prospera Financial Services Inc | 0.07% | Reduce -70.2% | 149,890 | $3.7M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -3.6% | 148,140 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -3.3% | 137,710 | $3.4M |
| Golden State Wealth Management, LLC | 0.41% | Add +12.1% | 136,313 | $3.4M |
| GPS Wealth Strategies Group, LLC | 0.38% | Reduce -23.2% | 132,105 | $3.3M |
| Fairway Financial, LLC | 2.59% | Reduce -1.6% | 123,185 | $3.1M |
| Sigma Planning Corp | 0.09% | Reduce -52.0% | 120,619 | $3.0M |
| Advisory Services Network, LLC | 0.05% | Add +38.8% | 117,571 | $2.9M |
| Cwm, LLC | 0.01% | Add +103.3% | 113,226 | $2.8M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -8.5% | 111,560 | $2.8M |
| Econ Financial Services Corp | 1.42% | Reduce -4.5% | 110,817 | $2.8M |
| Sequent Planning LLC | 0.85% | Add +2.1% | 107,667 | $2.7M |
| Defined Wealth Management, LLC | 1.61% | Add +3.4% | 104,676 | $2.6M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -5.6% | 100,567 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -36.9% | 97,646 | $2.4M |
| Arkos Global Advisors | 0.33% | Add +1.1% | 96,499 | $2.4M |
| Sollinda Capital Management LLC | 0.60% | New | 92,374 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Add +0.3% | 91,122 | $2.3M |
| Capital CS Group, LLC | 3.68% | Reduce -7.2% | 90,199 | $2.2M |
| Tactive Advisors, LLC | 0.71% | — | 87,881 | $2.2M |
| D.A. Davidson & Co. | 0.02% | Reduce -20.9% | 86,930 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +2.9% | 79,556 | $2.0M |
| Avantax Planning Partners, Inc. | 0.06% | Add +0.0% | 79,504 | $2.0M |
| Puff Wealth Management, LLC | 3.18% | Reduce -5.1% | 78,557 | $2.0M |
| Park Square Financial Group, LLC | 1.37% | Reduce -22.2% | 75,881 | $1.9M |
| Collaborative Wealth Managment Inc. | 0.81% | Add +158.0% | 74,379 | $1.9M |
| PKS Advisory Services, LLC | 0.44% | Add +45.9% | 72,278 | $1.8M |
| SouthState Bank Corp | 0.08% | Reduce -4.9% | 70,319 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +25.7% | 66,177 | $1.6M |
| Lido Advisors, LLC | 0.01% | Reduce -6.9% | 66,051 | $1.6M |
| EWG Elevate Inc. | 0.51% | Reduce -0.6% | 65,879 | $1.6M |
| Comerica Bank | 0.01% | Reduce -37.8% | 64,314 | $1.6M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -2.0% | 61,926 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.63% | Add +37.3% | 60,645 | $1.5M |
| Bramshill Investments, LLC | 0.16% | Reduce -66.7% | 60,000 | $1.5M |
| Retirement Planning Group, LLC | 0.06% | Reduce -53.5% | 57,423 | $1.4M |
| VestGen Advisors, LLC | 0.05% | Reduce -11.5% | 55,264 | $1.4M |
| Financial Futures Ltd Liability Co. | 0.73% | Reduce -87.2% | 54,763 | $1.4M |
| Columbia Advisory Partners LLC | 1.02% | Reduce -4.5% | 54,186 | $1.3M |
| McCarthy & Cox | 0.35% | Reduce -92.8% | 53,731 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.1% | 53,635 | $1.3M |
| Lanark Financial, Inc. | 0.11% | Add +7.8% | 51,887 | $1.3M |
| MPWM Advisory Solutions, LLC | 0.76% | Reduce -28.1% | 48,343 | $1.2M |
| Transcend Capital Advisors, LLC | 0.09% | New | 48,031 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.27% | Reduce -5.9% | 48,029 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.5% | 47,969 | $1.2M |
| Synovus Financial Corp. | 0.01% | Add +12.2% | 45,666 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.28% | Reduce -63.9% | 45,250 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.41% | Add +26.3% | 44,162 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -15.2% | 44,122 | $1.1M |
| MBE Wealth Management, LLC | 0.47% | Reduce -62.9% | 43,830 | $1.1M |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -6.3% | 41,119 | $1.0M |
| CLG LLC | 0.27% | Reduce -45.6% | 35,276 | $878K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -74.9% | 34,727 | $864K |
| Arkadios Wealth Advisors | 0.03% | Add +202.5% | 34,530 | $859K |
| United Advisor Group, LLC | 0.14% | Reduce -3.7% | 33,589 | $836K |
| RFG Advisory, LLC | 0.02% | New | 33,399 | $831K |
| Impact Partnership Wealth, LLC | 0.15% | Add +16.7% | 33,184 | $826K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +21.3% | 32,261 | $803K |
| Capital Analysts, LLC | 0.03% | Reduce -3.6% | 31,269 | $778K |
| Christopher J. Hasenberg, Inc | 0.29% | Reduce -97.6% | 30,926 | $770K |
| Arax Advisory Partners | 0.04% | Reduce -27.3% | 30,819 | $767K |
| HCR Wealth Advisors | 0.09% | Add +147.4% | 29,818 | $742K |
| Blackhawk Capital Partners, LLC | 0.34% | Add +6.1% | 29,644 | $738K |
| Northwest Capital Management Inc | 0.39% | Reduce -39.5% | 28,574 | $711K |
| Harvest Investment Services, LLC | 0.16% | Reduce -1.1% | 28,313 | $705K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +45.1% | 27,319 | $680K |
| Winebrenner Capital Management LLC | 0.53% | Add +0.0% | 26,352 | $656K |
| Global Retirement Partners, LLC | 0.02% | — | 25,987 | $647K |
| Berger Financial Group, Inc | 0.04% | Reduce -4.0% | 25,325 | $630K |
| Lakeridge Wealth Management LLC | 0.28% | No change | 24,862 | $619K |
| Flynn Zito Capital Management, LLC | 0.26% | Add +3.5% | 24,540 | $611K |
| Flagstar Securities, Inc. | 0.16% | Reduce -3.5% | 23,110 | $575K |
| Balefire, LLC | 0.12% | New | 22,134 | $551K |
| Ellenbecker Investment Group | 0.09% | Reduce -39.6% | 22,056 | $549K |
| Independent Financial Group, LLC | 0.02% | Add +99.1% | 21,954 | $546K |
| Atria Investments, Inc | 0.01% | Reduce -93.3% | 21,808 | $543K |
| Gentry Private Wealth, LLC | 0.40% | Reduce -10.5% | 20,988 | $522K |
| Creative Financial Designs Inc. | 0.04% | Add +8.7% | 20,654 | $514K |
| Horan Securities, Inc. | 0.18% | Add +3.3% | 20,416 | $508K |
| Maia Wealth LLC | 0.10% | Reduce -1.9% | 20,250 | $504K |
| Brookstone Capital Management | 0.01% | Add +2.6% | 19,747 | $492K |
| GTS Securities LLC | 0.02% | Reduce -52.2% | 19,325 | $481K |
| Inspirion Wealth Advisors, LLC | 0.06% | Reduce -5.3% | 18,907 | $471K |
| Betterment LLC | 0.00% | Add +88.3% | 18,529 | $461K |
| Chris Bulman Inc | 0.26% | Add +2.8% | 18,130 | $451K |
| Fairvoy Private Wealth, LLC | 0.11% | Reduce -2.2% | 17,640 | $439K |
| Principal Securities, Inc. | 0.01% | Reduce -6.1% | 17,611 | $438K |
| Total Wealth Planning, LLC | 0.06% | Add +7.3% | 17,605 | $438K |
| Q3 Asset Management | 0.15% | Reduce -19.4% | 17,486 | $435K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.0% | 17,332 | $431K |
| Brookwood Investment Group LLC | 0.07% | Reduce -97.5% | 17,273 | $430K |
| Vicus Capital | 0.04% | Reduce -94.7% | 17,159 | $427K |
| Morling Financial Advisors, LLC | 0.14% | Reduce -98.7% | 16,869 | $420K |
| Mgo One Seven LLC | 0.01% | Add +5.0% | 16,797 | $418K |
| Iams Wealth Management, LLC | 0.19% | Reduce -14.2% | 16,773 | $417K |
| Perigon Wealth Management, LLC | 0.01% | New | 16,733 | $416K |
| Uptick Partners, LLC | 0.12% | Add +7.7% | 16,662 | $415K |
| Strategic Blueprint, LLC | 0.02% | Add +0.9% | 16,502 | $411K |
| Wedbush Securities Inc. | 0.01% | Add +1.3% | 16,262 | $405K |
| Two Sigma Securities, LLC | 0.05% | Reduce -44.8% | 15,996 | $398K |
| Huntleigh Advisors, Inc. | 0.08% | Add +16.8% | 15,932 | $397K |
| TFB Advisors LLC | 0.10% | Reduce -7.2% | 15,798 | $393K |
| Elequin Capital, LP | 0.13% | Reduce -94.2% | 15,763 | $392K |
| Asset Allocation Strategies LLC | 0.08% | Reduce -18.6% | 15,260 | $380K |
| Centaurus Financial, Inc. | 0.02% | Add +5.6% | 15,210 | $379K |
| Savvy Advisors, Inc. | 0.03% | Reduce -24.7% | 15,103 | $376K |
| Beckerman Institutional, LLC | 0.25% | Reduce -63.6% | 15,007 | $374K |
| Tradewinds, LLC. | 0.28% | New | 14,969 | $373K |
| Merkkuri Wealth Advisors LLC | 0.28% | Reduce -3.0% | 14,969 | $373K |
| tru Independence LLC | 0.10% | Reduce -13.5% | 13,765 | $343K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.0% | 13,291 | $331K |
| GK Wealth Management LLC | 0.33% | Reduce -14.1% | 13,198 | $328K |
| Chiron Capital Management, LLC | 0.28% | Reduce -23.3% | 13,162 | $328K |
| Assetmark, Inc. | 0.00% | Reduce -9.3% | 13,029 | $324K |
| Ergawealth Advisors, Inc. | 0.14% | Reduce -3.6% | 12,731 | $317K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 12,413 | $308K |
| Chokshi & Queen Wealth Advisors, Inc | 0.18% | Add +16.8% | 12,367 | $308K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +21.0% | 12,186 | $303K |
| Axis Wealth Partners, LLC | 0.20% | Add +4.2% | 12,067 | $300K |
| Summit Wealth Group LLC / Co. | 0.07% | — | 11,793 | $294K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -96.1% | 11,757 | $293K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -7.5% | 11,736 | $292K |
| Waverly Advisors, LLC | 0.00% | No change | 11,386 | $283K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 11,011 | $274K |
| Integrity Alliance, Llc. | 0.01% | Reduce -54.9% | 10,273 | $256K |
| McAdam, LLC | 0.01% | Reduce -5.3% | 10,148 | $253K |
| Flow Traders U.S. LLC | 0.01% | No change | 10,000 | $249K |
| Root Financial Partners, LLC | 0.02% | Reduce -60.5% | 9,610 | $239K |
| National Wealth Management Group, LLC | 0.13% | Reduce -7.4% | 9,592 | $239K |
| Private Trust Co. NA | 0.02% | Add +9.3% | 9,568 | $238K |
| Old Mission Capital LLC | 0.01% | Reduce -95.8% | 9,460 | $235K |
| DHJJ Financial Advisors, Ltd. | 0.08% | Reduce -14.1% | 8,932 | $222K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -35.3% | 8,705 | $217K |
| RiverTree Advisors, LLC | 0.15% | Reduce -40.8% | 8,699 | $217K |
| Millington Financial Advisors, LLC | 0.11% | Reduce -8.5% | 8,482 | $210K |
| Moloney Securities Asset Management, LLC | 0.03% | Add +1.0% | 8,341 | $208K |
| Titleist Asset Management, LLC | 0.02% | New | 8,195 | $204K |
| Medallion Wealth Advisors, LLC | 0.06% | No change | 6,450 | $160K |
| Spire Wealth Management | 0.01% | Add +10.6% | 5,606 | $140K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +0.4% | 4,889 | $122K |
| Sunbelt Securities, Inc. | 0.01% | Add +52.4% | 4,665 | $115K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2289.6% | 4,588 | $114K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 4,080 | $102K |
| AE Wealth Management LLC | 0.00% | Reduce -31.5% | 4,058 | $101K |
| Creekmur Asset Management LLC | 0.02% | Add +365.8% | 3,987 | $99K |
| First Pacific Financial | 0.01% | Reduce -98.9% | 3,396 | $85K |
| Chilton Capital Management LLC | 0.00% | New | 3,295 | $82K |
| Evolution Wealth Management Inc. | 0.08% | — | 2,472 | $62K |
| Rossby Financial, LCC | 0.02% | No change | 2,460 | $61K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,816 | $45K |
| Bank of Montreal | 0.00% | New | 1,673 | $42K |
| Maseco LLP | 0.00% | — | 1,647 | $41K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 1,562 | $39K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 931 | $23K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +99.2% | 723 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.8% | 601 | $15K |
| MAI Capital Management | 0.00% | Add +1.1% | 533 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 378 | $9K |
| Oakworth Capital, Inc. | 0.00% | No change | 237 | $6K |
| Clearstead Trust, LLC | 0.00% | No change | 206 | $5K |
| Tucker Asset Management LLC | 0.00% | Reduce -46.6% | 181 | $5K |
| BNP Paribas Financial Markets | 0.00% | Add +515.0% | 123 | $3K |
| Bernard Wealth Management Corp. | 0.00% | No change | 110 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 83 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 76 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -98.8% | 1 | $19 |
"% of holder's portfolio" is UCON's weight in each manager's 13F, not the share of First Trust Smith Unconstrai the manager owns.