First Trust Smith UnconstraiUCONETF
13F holders, Q1 2026 (March 31)277holders −6
24new positions
28sold out
2famous investors
$24.77avg. 13F price*
At the end of Q1 2026, 277 institutions reported holding First Trust Smith Unconstrai (UCON) in their 13F filings, down 6 from Q4 2025. 24 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($309.0M), Morgan Stanley ($221.9M) and Wells Fargo & Company ($150.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Smith Unconstrai
- CUSIP
- 33740F888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $38.0M |
| Exits | 28 | $34.9M |
All 13F filers, Q4 2025 → Q1 2026: 10,418,765 shares bought and 5,520,551 shares sold, net +4,898,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| LPL Financial LLC | 0.08% | Add +2.6% | 12,475,047 | $309.0M |
| Morgan Stanley | 0.01% | Add +7.5% | 8,958,341 | $221.9M |
| Wells Fargo & Company | 0.03% | Reduce -2.5% | 6,072,533 | $150.4M |
| Ameriprise Financial Inc. | 0.03% | Add +10.4% | 5,337,705 | $132.2M |
| Harbour Investments, Inc. | 1.58% | Add +15.7% | 4,120,885 | $102.1M |
| Royal Bank of Canada | 0.02% | Add +5.3% | 4,003,535 | $99.2M |
| Bank of America Corp. | 0.01% | Reduce -3.1% | 3,833,580 | $95.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.3% | 2,830,912 | $70.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +27.0% | 2,456,178 | $60.8M |
| HighTower Advisors, LLC | 0.06% | Add +0.7% | 2,436,336 | $60.3M |
| Truist Financial Corp. | 0.06% | Add +12.6% | 1,907,244 | $47.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -6.8% | 1,891,127 | $46.8M |
| Stifel Financial Corp. | 0.04% | Add +3.5% | 1,633,782 | $40.5M |
| Csenge Advisory Group | 1.69% | Add +2.2% | 1,490,172 | $36.9M |
| Trilogy Capital Inc. | 1.63% | Add +8.2% | 1,480,371 | $36.7M |
| Cetera Investment Advisers | 0.04% | Add +6.6% | 1,436,630 | $35.6M |
| Aptus Capital Advisors, LLC | 0.29% | Add +6.2% | 1,383,455 | $34.3M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -10.1% | 1,118,598 | $27.7M |
| Arkadios Wealth Advisors | 0.44% | Add +3132.6% | 1,062,860 | $26.3M |
| Wagner Wealth Management, LLC | 5.17% | Reduce -7.3% | 1,033,196 | $25.6M |
| Focus Partners Wealth | 0.03% | Add +4.7% | 1,002,574 | $24.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +21.3% | 997,473 | $24.7M |
| Integrated Wealth Concepts LLC | 0.18% | Add +229.1% | 898,608 | $22.3M |
| IFP Advisors, Inc | 0.46% | Add +3.8% | 892,567 | $22.1M |
| Bensler, LLC | 2.16% | Add +18.1% | 845,423 | $20.9M |
| Cyndeo Wealth Partners, LLC | 1.09% | Add +8.6% | 839,917 | $20.8M |
| Capital Investment Advisory Services, LLC | 1.47% | Add +7.7% | 813,598 | $20.2M |
| Kestra Private Wealth Services, LLC | 0.25% | Add +12.3% | 802,977 | $19.9M |
| EdgeRock Capital LLC | 5.30% | Add +15.9% | 790,536 | $19.6M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +14.1% | 785,166 | $19.4M |
| TruWealth Advisors, LLC | 0.92% | Reduce -2.7% | 774,486 | $19.2M |
| Dynamic Advisor Solutions LLC | 0.60% | Add +1.6% | 770,412 | $19.1M |
| MML Investors Services, LLC | 0.05% | Reduce -8.3% | 767,191 | $19.0M |
| Commonwealth Financial Services, LLC | 3.00% | Add +7.9% | 765,621 | $19.0M |
| Walkner Condon Financial Advisors LLC | 2.42% | Add +10.7% | 740,026 | $18.3M |
| Gateway Wealth Partners, LLC | 0.67% | Add +121.8% | 690,142 | $17.1M |
| Visionary Wealth Advisors | 0.72% | Reduce -2.1% | 661,363 | $16.4M |
| Earned Wealth Advisors, LLC | 1.06% | Add +11.3% | 637,190 | $15.8M |
| Geneos Wealth Management Inc. | 0.37% | Add +44.3% | 635,772 | $15.7M |
| Spartan Wealth Advisory Services LLC | 1.36% | — | 626,701 | $15.5M |
| Arch Global Advisors, LLC | 8.08% | — | 624,974 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.7% | 606,067 | $14.9M |
| Navalign, LLC | 3.74% | Add +3.2% | 598,694 | $14.8M |
| Equitable Holdings, Inc. | 0.09% | Add +17.8% | 577,807 | $14.5M |
| Smartleaf Asset Management LLC | 0.52% | Add +21.1% | 580,959 | $14.3M |
| First Heartland Consultants, Inc. | 1.08% | Reduce -12.5% | 571,147 | $14.1M |
| Collaborative Wealth Managment Inc. | 6.48% | Add +150.3% | 567,904 | $14.1M |
| Etesian Wealth Advisors, Inc. | 4.48% | Add +0.6% | 567,078 | $14.0M |
| Private Advisor Group, LLC | 0.06% | Add +0.8% | 526,308 | $13.0M |
| Chicago Partners Investment Group LLC | 0.29% | Add +4.2% | 510,491 | $12.7M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -10.0% | 506,120 | $12.5M |
| Holistic Financial Partners | 4.65% | Add +6.8% | 504,537 | $12.5M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -24.0% | 500,134 | $12.4M |
| Captrust Financial Advisors | 0.02% | Add +33.4% | 498,878 | $12.4M |
| Cwm, LLC | 0.03% | Add +36.3% | 497,973 | $12.3M |
| Western Wealth Management, LLC | 0.47% | Add +14.5% | 497,721 | $12.3M |
| Mariner, LLC | 0.01% | Add +1.7% | 478,721 | $11.9M |
| Rehmann Capital Advisory Group | 0.59% | Add +10.3% | 459,184 | $11.4M |
| Larson Financial Group LLC | 0.36% | Reduce -11.0% | 456,852 | $11.3M |
| &partners | 0.05% | Add +8.3% | 421,486 | $10.4M |
| Darwin Wealth Management, LLC | 3.22% | Add +15.9% | 416,747 | $10.3M |
| US Bancorp \de | 0.01% | Add +27.9% | 416,350 | $10.3M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -0.3% | 413,641 | $10.2M |
| HBW Advisory Services LLC | 1.07% | Add +3.4% | 409,888 | $10.2M |
| Citadel Advisors | 0.01% | New | 407,614 | $10.1M |
| Mach-1 Financial Group, LLC | 3.53% | Add +8.6% | 404,701 | $10.0M |
| Prasad Wealth Partners, LLC | 2.69% | Add +4.8% | 398,932 | $9.9M |
| Appalachian Capital Management Ltd | 7.14% | Add +1.9% | 359,962 | $8.9M |
| CoreCap Advisors, LLC | 0.30% | Add +5.4% | 356,647 | $8.8M |
| Boyce & Associates Wealth Consulting, Inc. | 6.66% | Reduce -1.6% | 355,244 | $8.8M |
| XML Financial, LLC | 0.71% | Add +12.6% | 352,834 | $8.7M |
| Live Oak Investment Partners | 5.09% | Add +4.9% | 348,032 | $8.6M |
| Certified Advisory Corp | 0.70% | Reduce -0.7% | 312,915 | $7.8M |
| Mather Group, Llc. | 0.08% | Add +1.3% | 306,966 | $7.6M |
| Oppenheimer & Co. Inc. | 0.09% | Add +22.4% | 288,327 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Add +1.6% | 286,856 | $7.1M |
| Jane Street Group, LLC | 0.01% | New | 272,279 | $6.7M |
| Twin Peaks Wealth Advisors, LLC | 1.64% | Add +9.3% | 263,194 | $6.5M |
| TrueWealth Advisors, LLC | 1.63% | Add +8.8% | 261,874 | $6.5M |
| Tolleson Wealth Management, Inc. | 0.95% | Reduce -6.0% | 261,629 | $6.5M |
| PFG Advisors | 0.32% | Reduce -21.5% | 261,514 | $6.5M |
| Goldstone Financial Group, LLC | 0.68% | Reduce -18.8% | 254,748 | $6.3M |
| GSG Advisors LLC | 1.62% | Add +0.2% | 251,136 | $6.2M |
| Gaddis Premier Wealth Advisors LLC | 4.46% | Add +3.7% | 243,498 | $6.0M |
| Stonehaven Wealth & Tax Solutions, LLC | 5.29% | Add +1.0% | 241,294 | $6.0M |
| My Portfolio Guide, LLC | 3.27% | — | 238,296 | $5.9M |
| Golden State Wealth Management, LLC | 0.64% | Add +20.4% | 235,120 | $5.8M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -29.1% | 234,628 | $5.8M |
| Entruity Wealth, LLC | 3.74% | Add +0.0% | 222,447 | $5.5M |
| Keel Point, LLC | 0.36% | Reduce -7.4% | 217,171 | $5.4M |
| Focused Alpha, LLC | 1.63% | Add +47.7% | 213,195 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Add +9.5% | 209,895 | $5.2M |
| Tactive Advisors, LLC | 1.44% | Add +21.7% | 206,438 | $5.1M |
| Independent Advisor Alliance | 0.05% | New | 202,703 | $5.0M |
| SlateStone Wealth, LLC | 0.41% | Reduce -2.4% | 201,665 | $5.0M |
| OneDigital Investment Advisors LLC | 0.05% | Add +58.0% | 195,765 | $4.8M |
| Triumph Capital Management | 0.98% | Add +2435.3% | 192,684 | $4.8M |
| Philip James Wealth Mangement, LLC | 0.57% | Reduce -20.5% | 189,694 | $4.7M |
| Synergy Investment Management, LLC | 1.52% | Reduce -33.4% | 187,654 | $4.6M |
| Total Clarity Wealth Management, Inc. | 1.07% | Add +1.3% | 184,617 | $4.6M |
| Old Mission Capital LLC | 0.11% | New | 180,009 | $4.5M |
| Wedbush Securities Inc. | 0.12% | Add +3.4% | 168,442 | $4.2M |
| Vise Technologies, Inc. | 0.08% | No change | 160,407 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Add +5.5% | 162,013 | $4.0M |
| Nova Wealth Management, Inc. | 2.59% | Reduce -15.3% | 160,823 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +1.8% | 158,393 | $3.9M |
| Fairway Financial, LLC | 2.83% | Add +7.2% | 150,359 | $3.7M |
| Wagner Wealth Management, Corp | 3.17% | Add +70.5% | 142,402 | $3.5M |
| AssuredPartners Investment Advisors, LLC | 0.34% | Reduce -1.4% | 125,343 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Add +4.6% | 119,347 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +20.5% | 118,774 | $2.9M |
| Holos Integrated Wealth LLC | 1.46% | Reduce -27.2% | 115,720 | $2.9M |
| Stonebridge Financial Planning Group, LLC | 1.04% | Add +1.1% | 113,933 | $2.8M |
| Beacon Financial Group | 0.28% | Reduce -35.1% | 113,083 | $2.8M |
| Beaumont Financial Advisors, LLC | 0.19% | Reduce -60.0% | 110,419 | $2.7M |
| Defined Wealth Management, LLC | 1.54% | Add +1.9% | 106,438 | $2.6M |
| Acorn Wealth Advisors, LLC | 0.77% | Add +24.5% | 106,161 | $2.6M |
| Sequent Planning LLC | 0.61% | Reduce -3.4% | 102,503 | $2.5M |
| RiverTree Advisors, LLC | 1.60% | New | 102,124 | $2.5M |
| Avior Wealth Management, LLC | 0.07% | New | 101,566 | $2.5M |
| Capital CS Group, LLC | 4.98% | Add +0.5% | 97,311 | $2.4M |
| Spectrum Wealth Advisory Group, LLC | 0.86% | Reduce -16.6% | 93,349 | $2.3M |
| Transcend Capital Advisors, LLC | 0.18% | Reduce -1.2% | 89,762 | $2.2M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Add +1.0% | 89,420 | $2.2M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -62.0% | 86,958 | $2.2M |
| Blackhawk Capital Partners, LLC | 0.78% | Add +19.1% | 85,698 | $2.1M |
| HCR Wealth Advisors | 0.22% | Add +28.4% | 84,555 | $2.1M |
| Avantax Planning Partners, Inc. | 0.05% | No change | 77,596 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.5% | 65,789 | $1.6M |
| Columbia Advisory Partners LLC | 1.04% | Reduce -0.6% | 65,677 | $1.6M |
| StoneX Group Inc. | 0.09% | Reduce -34.1% | 65,346 | $1.6M |
| Fifth Third Bancorp | 0.00% | New | 62,275 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -9.0% | 54,917 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +1.8% | 53,833 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -52.9% | 53,176 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +20.8% | 52,973 | $1.3M |
| Legacy Capital Wealth Partners, LLC | 0.27% | Add +1.9% | 52,744 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -3.8% | 52,079 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | New | 51,928 | $1.3M |
| PKS Advisory Services, LLC | 0.30% | Reduce -19.4% | 50,935 | $1.3M |
| Independent Financial Group, LLC | 0.03% | New | 47,224 | $1.2M |
| SouthState Bank Corp | 0.05% | Reduce -18.9% | 44,566 | $1.1M |
| Kintra Wealth, LLC | 0.08% | Add +15.0% | 43,652 | $1.1M |
| BlackDiamond Wealth Management, LLC | 0.47% | Reduce -73.3% | 38,986 | $966K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -71.5% | 38,523 | $954K |
| Impact Partnership Wealth, LLC | 0.12% | Add +0.8% | 37,983 | $941K |
| Centaurus Financial, Inc. | 0.04% | Add +119.9% | 37,647 | $933K |
| Lanark Financial, Inc. | 0.07% | Add +2.1% | 36,645 | $908K |
| Goldman Sachs Group Inc. | 0.00% | Add +270.3% | 36,377 | $901K |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.1% | 36,155 | $896K |
| Prospera Financial Services Inc | 0.01% | Add +12.1% | 36,035 | $893K |
| Lido Advisors, LLC | 0.00% | Reduce -38.4% | 35,710 | $885K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.6% | 35,161 | $871K |
| Betterment LLC | 0.00% | Add +27.1% | 33,585 | $832K |
| Balefire, LLC | 0.16% | Add +2.4% | 33,578 | $832K |
| Harvest Investment Services, LLC | 0.15% | Reduce -4.2% | 32,426 | $803K |
| CLG LLC | 0.20% | Reduce -6.6% | 31,702 | $785K |
| Asset One Wealth Management LLC | 0.08% | Reduce -17.8% | 30,043 | $750K |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -34.5% | 30,127 | $746K |
| Chris Bulman Inc | 0.32% | Reduce -1.6% | 29,563 | $732K |
| HRT Financial LP | 0.00% | New | 29,579 | $732K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -86.7% | 28,884 | $715K |
| Park Square Financial Group, LLC | 5.43% | Reduce -12.2% | 28,865 | $715K |
| Principal Securities, Inc. | 0.01% | Add +24.4% | 28,564 | $708K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -90.1% | 28,402 | $704K |
| Arax Advisory Partners | 0.02% | Reduce -7.0% | 27,855 | $690K |
| Legacy Wealth Managment, LLC | 0.34% | Reduce -61.9% | 27,575 | $683K |
| Winebrenner Capital Management LLC | 0.44% | No change | 27,427 | $679K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -62.6% | 26,247 | $650K |
| MBE Wealth Management, LLC | 0.26% | Reduce -38.0% | 25,684 | $636K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.1% | 25,356 | $630K |
| Lakeridge Wealth Management LLC | 0.26% | No change | 24,862 | $616K |
| Brookstone Capital Management | 0.01% | Add +0.0% | 24,720 | $612K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -11.7% | 24,087 | $597K |
| Berger Financial Group, Inc | 0.03% | Add +0.1% | 23,972 | $594K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -84.8% | 23,766 | $589K |
| Savant Capital, LLC | 0.00% | Reduce -6.7% | 23,497 | $582K |
| Northwest Wealth Management, LLC | 0.08% | No change | 22,144 | $549K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 22,144 | $549K |
| HORAN Wealth, LLC | 0.05% | No change | 20,354 | $512K |
| Greenwood Capital Associates LLC | 0.05% | Add +34.8% | 20,063 | $497K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -33.3% | 19,862 | $492K |
| Chokshi & Queen Wealth Advisors, Inc | 0.26% | New | 19,502 | $483K |
| Kovack Advisors, Inc. | 0.03% | Add +0.2% | 19,589 | $476K |
| Capital Analysts, LLC | 0.01% | Reduce -41.2% | 18,797 | $466K |
| Huntleigh Advisors, Inc. | 0.08% | Add +2.0% | 18,418 | $456K |
| Renaissance Technologies | 0.00% | Reduce -35.9% | 18,200 | $451K |
| United Advisor Group, LLC | 0.06% | Reduce -19.6% | 17,971 | $445K |
| Mgo One Seven LLC | 0.01% | Add +5.3% | 17,949 | $445K |
| Private Trust Co. NA | 0.04% | Add +34.5% | 17,662 | $437K |
| Maia Wealth LLC | 0.07% | Add +1.6% | 17,640 | $437K |
| Q3 Asset Management | 0.10% | Reduce -8.1% | 17,008 | $421K |
| Savvy Advisors, Inc. | 0.01% | Reduce -25.1% | 16,943 | $420K |
| SHP Wealth Management | 0.03% | Reduce -13.9% | 16,913 | $419K |
| Strategic Blueprint, LLC | 0.02% | Add +0.9% | 16,692 | $413K |
| VestGen Advisors, LLC | 0.01% | Reduce -8.4% | 16,265 | $405K |
| Gentry Private Wealth, LLC | 0.23% | Reduce -3.6% | 15,135 | $375K |
| Axis Wealth Partners, LLC | 0.20% | Add +15.0% | 15,022 | $372K |
| Proactive Wealth Strategies LLC | 0.07% | New | 14,884 | $369K |
| Creative Financial Designs Inc. | 0.02% | Reduce -22.2% | 14,328 | $355K |
| Flow Traders U.S. LLC | 0.01% | Add +39.3% | 13,926 | $345K |
| Atria Investments, Inc | 0.00% | Reduce -14.4% | 13,903 | $344K |
| Waverly Advisors, LLC | 0.00% | Add +21.1% | 13,786 | $341K |
| Fairvoy Private Wealth, LLC | 0.08% | Reduce -26.1% | 13,040 | $323K |
| Ellenbecker Investment Group | 0.04% | Add +0.5% | 12,966 | $321K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.6% | 12,813 | $317K |
| Financial Futures Ltd Liability Co. | 0.14% | Reduce -23.6% | 12,787 | $317K |
| AE Wealth Management LLC | 0.00% | Add +12.8% | 12,452 | $308K |
| SteelPeak Wealth, LLC | 0.01% | Add +8.6% | 12,449 | $308K |
| Chiron Capital Management, LLC | 0.31% | — | 12,162 | $301K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -1.6% | 12,159 | $301K |
| Morling Financial Advisors, LLC | 0.09% | Reduce -4.1% | 12,082 | $299K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 11,982 | $297K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -86.0% | 11,700 | $290K |
| Assetmark, Inc. | 0.00% | Reduce -8.9% | 11,367 | $282K |
| Flagstar Securities, Inc. | 0.10% | Reduce -37.1% | 11,333 | $281K |
| Titleist Asset Management, LLC | 0.02% | Add +12.6% | 10,922 | $271K |
| Merit Financial Group, LLC | 0.00% | Add +2.9% | 10,037 | $249K |
| Two Sigma Securities, LLC | 0.03% | Add +5.6% | 9,978 | $247K |
| Calton & Associates, Inc. | 0.04% | Add +13.8% | 9,928 | $246K |
| Core Wealth Partners LLC | 0.11% | New | 9,720 | $241K |
| Inspirion Wealth Advisors, LLC | 0.03% | Reduce -45.1% | 9,583 | $237K |
| Park National Corp. | 0.01% | Reduce -97.2% | 9,535 | $236K |
| Asset Allocation Strategies LLC | 0.04% | Reduce -7.4% | 9,486 | $235K |
| Flynn Zito Capital Management, LLC | 0.07% | Reduce -63.4% | 9,465 | $234K |
| Blom & Howell Financial Planning, Inc. | 0.23% | Reduce -23.2% | 9,270 | $230K |
| Retirement Planning Group, LLC | 0.01% | Reduce -5.5% | 9,262 | $229K |
| McAdam, LLC | 0.01% | Reduce -5.0% | 9,143 | $226K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -1.9% | 9,121 | $226K |
| Claris Financial LLC | 0.12% | Add +0.4% | 8,984 | $223K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 8,705 | $216K |
| Krilogy Financial LLC | 0.01% | Add +0.7% | 8,281 | $207K |
| Merkkuri Wealth Advisors LLC | 0.14% | Add +1.1% | 8,270 | $205K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.2% | 8,222 | $204K |
| Summit Wealth Group LLC / Co. | 0.02% | Reduce -18.6% | 8,163 | $202K |
| Evolution Wealth Management Inc. | 0.13% | Add +25.3% | 7,063 | $175K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +14.1% | 6,356 | $157K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 6,330 | $157K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +26.0% | 6,125 | $152K |
| DHJJ Financial Advisors, Ltd. | 0.05% | No change | 5,842 | $145K |
| Spire Wealth Management | 0.00% | Add +0.9% | 5,276 | $131K |
| Elevated Capital Advisors, LLC | 0.03% | Reduce -7.0% | 5,101 | $126K |
| Hilton Head Capital Partners, LLC | 0.06% | No change | 4,050 | $100K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -24.5% | 3,080 | $76K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 2,773 | $69K |
| Jones Financial Companies LLLP | 0.00% | Add +1956.1% | 2,714 | $67K |
| Root Financial Partners, LLC | 0.00% | Reduce -43.3% | 2,409 | $60K |
| First Pacific Financial | 0.01% | Reduce -29.3% | 2,275 | $56K |
| International Assets Investment Management, LLC | 0.00% | No change | 2,273 | $56K |
| Ascentis Independent Advisors | 0.00% | New | 2,230 | $55K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 1,920 | $48K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +437.9% | 1,732 | $43K |
| MAI Capital Management | 0.00% | New | 1,726 | $43K |
| Sound Income Strategies, LLC | 0.00% | New | 1,569 | $39K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,382 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 931 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +1.1% | 809 | $20K |
| Bank of Montreal | 0.00% | Reduce -64.0% | 785 | $19K |
| Clearstead Advisors, LLC | 0.00% | New | 762 | $19K |
| Wolff Wiese Magana LLC | 0.01% | New | 735 | $18K |
| Owl Creek Wealth Partners LLC | 0.01% | — | 701 | $17K |
| NBT Bank, N.A. | 0.00% | Add +2628.0% | 682 | $17K |
| Signature Resources Capital Management, LLC | 0.01% | New | 624 | $15K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.8% | 619 | $15K |
| IFG Advisory, LLC | 0.04% | New | 600 | $15K |
| MPWM Advisory Solutions, LLC | 0.01% | Reduce -98.8% | 423 | $10K |
| Oakworth Capital, Inc. | 0.00% | No change | 237 | $6K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.9% | 232 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 217 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 194 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 179 | $4K |
| Bernard Wealth Management Corp. | 0.00% | No change | 110 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 88 | $2K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 75 | $2K |
| Barrett & Company, Inc. | 0.00% | Add +2.7% | 38 | $930 |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.8% | 26 | $644 |
| RHL Group, LLC | 0.00% | Reduce -89.5% | 23 | $581 |
"% of holder's portfolio" is UCON's weight in each manager's 13F, not the share of First Trust Smith Unconstrai the manager owns.