HoldingsChannel.com
Funds Holding UCON

On this page, we present all of the funds holding UCON from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UCON, with a link to that fund's top holdings. The next columns indicate the amount of UCON stock held by each of the funds holding UCON, followed by the UCON position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 184 funds holding UCON within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding UCON), click the fund name in the "Holder" column of the funds-holding-UCON table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC5,309,600$128,333 06/30/2023
     UCON5,309,600$128,333 06/30/2023
Morgan Stanley3,824,572$92,440 06/30/2023
     UCON3,824,572$92,440 06/30/2023
Jane Street Group LLC2,095,170$50,640 06/30/2023
     UCON2,095,170$50,640 06/30/2023
Harbour Investments Inc.1,997,506$48,280 06/30/2023
     UCON1,997,506$48,280 06/30/2023
UBS Group AG1,848,617$44,681 06/30/2023
     UCON1,848,617$44,681 06/30/2023
Bank of America Corp DE1,753,890$42,392 06/30/2023
     UCON1,753,890$42,392 06/30/2023
Royal Bank of Canada1,524,534$36,849 06/30/2023
     UCON1,524,534$36,849 06/30/2023
Envestnet Asset Management Inc.1,461,902$35,334 06/30/2023
     UCON1,461,902$35,334 06/30/2023
Advisor Group Holdings Inc.1,334,187$32,247 06/30/2023
     UCON1,334,187$32,247 06/30/2023
Larson Financial Group LLC1,038,912$25,111 06/30/2023
     UCON1,038,912$25,111 06/30/2023
Csenge Advisory Group1,007,479$24,351 06/30/2023
     UCON1,007,479$24,351 06/30/2023
Visionary Wealth Advisors1,005,024$24,291 06/30/2023
     UCON1,005,024$24,291 06/30/2023
Stratos Wealth Advisors LLC854,434$20,652 06/30/2023
     UCON854,434$20,652 06/30/2023
Integrated Wealth Concepts LLC726,093$17,550 06/30/2023
     UCON726,093$17,550 06/30/2023
HighTower Advisors LLC639,692$15,459 06/30/2023
     UCON639,692$15,459 06/30/2023
Commonwealth Equity Services LLC611,454$14,779 06/30/2023
     UCON611,454$14,779 06/30/2023
Cyndeo Wealth Partners LLC603,054$14,576 06/30/2023
     UCON603,054$14,576 06/30/2023
JJJ Advisors Inc.602,698$14,567 06/30/2023
     UCON602,698$14,567 06/30/2023
Bensler LLC597,420$14,440 06/30/2023
     UCON597,420$14,440 06/30/2023
Darwin Advisors LLC572,939$13,819 06/30/2023
     UCON572,939$13,819 06/30/2023
Truist Financial Corp568,848$13,749 06/30/2023
     UCON568,848$13,749 06/30/2023
EdgeRock Capital LLC544,496$13,160 06/30/2023
     UCON544,496$13,160 06/30/2023
Private Advisor Group LLC506,036$12,231 06/30/2023
     UCON506,036$12,231 06/30/2023
SlateStone Wealth LLC491,362$11,876 06/30/2023
     UCON491,362$11,876 06/30/2023
Cetera Investment Advisers471,280$11,391 06/30/2023
     UCON471,280$11,391 06/30/2023
Great Point Wealth Advisors LLC468,832$11,332 06/30/2023
     UCON468,832$11,332 06/30/2023
Octavia Wealth Advisors LLC461,874$11,164 06/30/2023
     UCON461,874$11,164 06/30/2023
Cetera Advisor Networks LLC455,296$11,005 06/30/2023
     UCON455,296$11,005 06/30/2023
Arkadios Wealth Advisors436,154$10,542 06/30/2023
     UCON436,154$10,542 06/30/2023
Financial Advocates Investment Management429,448$10,380 06/30/2023
     UCON429,448$10,380 06/30/2023
Apollon Wealth Management LLC415,826$10,051 06/30/2023
     UCON415,826$10,051 06/30/2023
Captrust Financial Advisors402,797$9,736 06/30/2023
     UCON402,797$9,736 06/30/2023
HBK Sorce Advisory LLC390,396$9,436 06/30/2023
     UCON390,396$9,436 06/30/2023
AE Wealth Management LLC388,695$9,395 06/30/2023
     UCON388,695$9,395 06/30/2023
Pitti Group Wealth Management LLC375,062$9,065 06/30/2023
     UCON375,062$9,065 06/30/2023
Rehmann Capital Advisory Group373,220$9,022 06/30/2023
     UCON373,220$9,022 06/30/2023
Wintrust Investments LLC368,130$8,898 06/30/2023
     UCON368,130$8,898 06/30/2023
Dynamic Advisor Solutions LLC367,800$8,890 06/30/2023
     UCON367,800$8,890 06/30/2023
Cambridge Investment Research Advisors Inc.356,317$8,612 06/30/2023
     UCON356,317$8,612 06/30/2023
Mariner LLC352,232$8,513 06/30/2023
     UCON352,232$8,513 06/30/2023
Quantitative Advantage LLC349,121$8,452 03/31/2023
     UCON349,121$8,452 03/31/2023
Regal Investment Advisors LLC337,693$8,162 06/30/2023
     UCON337,693$8,162 06/30/2023
Lee Financial Group Hawaii Inc.334,569$8,087 06/30/2023
     UCON334,569$8,087 06/30/2023
Sigma Planning Corp333,578$8,063 06/30/2023
     UCON333,578$8,063 06/30/2023
Colony Group LLC325,216$7,860 06/30/2023
     UCON325,216$7,860 06/30/2023
Walkner Condon Financial Advisors LLC305,534$7,385 06/30/2023
     UCON305,534$7,385 06/30/2023
Steward Partners Investment Advisory LLC302,598$7,314 06/30/2023
     UCON302,598$7,314 06/30/2023
Vicus Capital283,418$6,850 06/30/2023
     UCON283,418$6,850 06/30/2023
Chicago Partners Investment Group LLC271,988$6,634 06/30/2023
     UCON271,988$6,634 06/30/2023
MML Investors Services LLC261,876$6,330 06/30/2023
     UCON261,876$6,330 06/30/2023
Citadel Advisors LLC235,989$5,704 06/30/2023
     UCON235,989$5,704 06/30/2023
Western Wealth Management LLC225,509$5,451 06/30/2023
     UCON225,509$5,451 06/30/2023
Stifel Financial Corp224,513$5,427 06/30/2023
     UCON224,513$5,427 06/30/2023
Janney Montgomery Scott LLC223,281$5,397 06/30/2023
     UCON223,281$5,397 06/30/2023
Madison Asset Management LLC220,092$5,320 06/30/2023
     UCON220,092$5,320 06/30/2023
Mather Group LLC.219,565$5,307 06/30/2023
     UCON219,565$5,307 06/30/2023
Tolleson Wealth Management Inc.216,405$5,231 06/30/2023
     UCON216,405$5,231 06/30/2023
Mutual Advisors LLC216,102$5,223 06/30/2023
     UCON216,102$5,223 06/30/2023
Financial Futures Ltd Liability Co.202,270$4,889 06/30/2023
     UCON202,270$4,889 06/30/2023
Mach 1 Financial Group Inc.201,809$4,878 06/30/2023
     UCON201,809$4,878 06/30/2023
Sawtooth Solutions LLC196,720$4,755 06/30/2023
     UCON196,720$4,755 06/30/2023
Bleakley Financial Group LLC196,720$4,755 06/30/2023
     UCON196,720$4,755 06/30/2023
XML Financial LLC194,132$4,692 06/30/2023
     UCON194,132$4,692 06/30/2023
Elevated Capital Advisors LLC193,642$4,680 06/30/2023
     UCON193,642$4,680 06/30/2023
Geneos Wealth Management Inc.183,365$4,432 06/30/2023
     UCON183,365$4,432 06/30/2023
First Trust Advisors LP165,472$3,999 06/30/2023
     UCON165,472$3,999 06/30/2023
O Connor Financial Group LLC161,651$3,907 06/30/2023
     UCON161,651$3,907 06/30/2023
BMS Financial Advisors LLC161,493$3,903 06/30/2023
     UCON161,493$3,903 06/30/2023
Baird Financial Group Inc.147,164$3,557 06/30/2023
     UCON147,164$3,557 06/30/2023
Ellenbecker Investment Group144,288$3,487 06/30/2023
     UCON144,288$3,487 06/30/2023
Certified Advisory Corp138,566$3,349 06/30/2023
     UCON138,566$3,349 06/30/2023
BKA Wealth Consulting Inc.138,061$3,337 06/30/2023
     UCON138,061$3,337 06/30/2023
Oppenheimer & Co. Inc.135,088$3,265 06/30/2023
     UCON135,088$3,265 06/30/2023
Susquehanna International Group LLP129,778$3,137 06/30/2023
     UCON129,778$3,137 06/30/2023
Park National Corp OH127,310$3,077 06/30/2023
     UCON127,310$3,077 06/30/2023
BlackDiamond Wealth Management Inc.119,973$2,895 06/30/2023
     UCON119,973$2,895 06/30/2023
Thrivent Financial for Lutherans115,046$2,779 06/30/2023
     UCON115,046$2,779 06/30/2023
Renaissance Technologies LLC109,700$2,651 06/30/2023
     UCON109,700$2,651 06/30/2023
StoneX Group Inc.109,517$2,647 06/30/2023
     UCON109,517$2,647 06/30/2023
MBE Wealth Management LLC109,218$2,640 06/30/2023
     UCON109,218$2,640 06/30/2023
Wilbanks Smith & Thomas Asset Management LLC106,036$2,563 06/30/2023
     UCON106,036$2,563 06/30/2023
Crumly & Associates Inc.99,121$2,396 06/30/2023
     UCON99,121$2,396 06/30/2023
PFG Advisors95,032$2,297 06/30/2023
     UCON95,032$2,297 06/30/2023
CWM LLC93,938$2,270 06/30/2023
     UCON93,938$2,270 06/30/2023
Northwest Capital Management Inc93,826$2,268 06/30/2023
     UCON93,826$2,268 06/30/2023
Lunt Capital Management Inc.92,372$2,233 06/30/2023
     UCON92,372$2,233 06/30/2023
OLD Mission Capital LLC90,487$2,187 06/30/2023
     UCON90,487$2,187 06/30/2023
Private Advisory Group LLC87,037$2,104 06/30/2023
     UCON87,037$2,104 06/30/2023
Bridgewater Advisors Inc.86,334$2,087 06/30/2023
     UCON86,334$2,087 06/30/2023
Private Capital Management LLC77,961$1,884 06/30/2023
     UCON77,961$1,884 06/30/2023
Pine Valley Investments Ltd Liability Co76,387$1,846 06/30/2023
     UCON76,387$1,846 06/30/2023
WESPAC Advisors LLC75,559$1,826 06/30/2023
     UCON75,559$1,826 06/30/2023
Braun Bostich & Associates Inc.71,912$1,738 06/30/2023
     UCON71,912$1,738 06/30/2023
IFP Advisors Inc70,576$1,706 06/30/2023
     UCON70,576$1,706 06/30/2023
Atria Wealth Solutions Inc.68,910$1,666 06/30/2023
     UCON68,910$1,666 06/30/2023
Richard W. Paul & Associates LLC67,574$1,633 06/30/2023
     UCON67,574$1,633 06/30/2023
Virtue Capital Management LLC67,287$1,617 06/30/2023
     UCON67,287$1,617 06/30/2023
AdvisorNet Financial Inc66,202$1,600 06/30/2023
     UCON66,202$1,600 06/30/2023
GWM Advisors LLC66,109$1,598 06/30/2023
     UCON66,109$1,598 06/30/2023
EWG Elevate Inc.64,865$1,568 06/30/2023
     UCON64,865$1,568 06/30/2023
Bridgeworth LLC63,728$1,540 06/30/2023
     UCON63,728$1,540 06/30/2023
Q3 Asset Management61,622$1,489 06/30/2023
     UCON61,622$1,489 06/30/2023
Authentikos Wealth Advisory LLC61,079$1,476 06/30/2023
     UCON61,079$1,476 06/30/2023
D.A. Davidson & CO.56,010$1,354 06/30/2023
     UCON56,010$1,354 06/30/2023
Sowell Financial Services LLC55,590$1,344 06/30/2023
     UCON55,590$1,344 06/30/2023
Kestra Private Wealth Services LLC55,620$1,344 06/30/2023
     UCON55,620$1,344 06/30/2023
Kestra Advisory Services LLC55,452$1,340 06/30/2023
     UCON55,452$1,340 06/30/2023
Assetmark Inc.52,859$1,278 06/30/2023
     UCON52,859$1,278 06/30/2023
First Pacific Financial51,826$1,253 06/30/2023
     UCON51,826$1,253 06/30/2023
Equitable Holdings Inc.50,747$1,227 06/30/2023
     UCON50,747$1,227 06/30/2023
Stratos Wealth Partners LTD.49,886$1,206 06/30/2023
     UCON49,886$1,206 06/30/2023
Keel Point LLC49,777$1,203 06/30/2023
     UCON49,777$1,203 06/30/2023
Raymond James Financial Services Advisors Inc.48,974$1,184 06/30/2023
     UCON48,974$1,184 06/30/2023
Capital Investment Advisory Services LLC48,556$1,174 06/30/2023
     UCON48,556$1,174 06/30/2023
Cetera Advisors LLC48,322$1,168 06/30/2023
     UCON48,322$1,168 06/30/2023
Fundamentun LLC47,896$1,158 06/30/2023
     UCON47,896$1,158 06/30/2023
Strategic Blueprint LLC43,675$1,057 03/31/2023
     UCON43,675$1,057 03/31/2023
Blackhawk Capital Partners LLC.42,682$1,032 06/30/2023
     UCON42,682$1,032 06/30/2023
Raymond James & Associates41,571$1,005 06/30/2023
     UCON41,571$1,005 06/30/2023
First Heartland Consultants Inc.37,300$902 06/30/2023
     UCON37,300$902 06/30/2023
Inspirion Wealth Advisors LLC31,296$756 06/30/2023
     UCON31,296$756 06/30/2023
CGC Financial Services LLC30,260$731 06/30/2023
     UCON30,260$731 06/30/2023
tru Independence LLC30,155$729 06/30/2023
     UCON30,155$729 06/30/2023
Legacy Capital Wealth Partners LLC30,053$726 06/30/2023
     UCON30,053$726 06/30/2023
Clear Creek Financial Management LLC29,582$715 06/30/2023
     UCON29,582$715 06/30/2023
Flagship Harbor Advisors LLC28,758$695 06/30/2023
     UCON28,758$695 06/30/2023
Childress Capital Advisors LLC28,000$677 06/30/2023
     UCON28,000$677 06/30/2023
CFO4Life Group LLC27,090$655 06/30/2023
     UCON27,090$655 06/30/2023
Kingsview Wealth Management LLC26,598$643 06/30/2023
     UCON26,598$643 06/30/2023
Wright Fund Managment LLC25,558$618 06/30/2023
     UCON25,558$618 06/30/2023
Alta Wealth Advisors LLC24,597$595 06/30/2023
     UCON24,597$595 06/30/2023
Global Retirement Partners LLC24,534$593 06/30/2023
     UCON24,534$593 06/30/2023
Root Financial Partners LLC22,786$551 06/30/2023
     UCON22,786$551 06/30/2023
Whittier Trust Co.22,645$547 06/30/2023
     UCON22,645$547 06/30/2023
Spire Wealth Management22,239$538 06/30/2023
     UCON22,239$538 06/30/2023
Mattern Wealth Management LLC21,442$518 06/30/2023
     UCON21,442$518 06/30/2023
Prospera Financial Services Inc20,825$503 06/30/2023
     UCON20,825$503 06/30/2023
Resources Investment Advisors LLC.20,148$487 06/30/2023
     UCON20,148$487 06/30/2023
Steel Peak Wealth Management LLC18,435$446 06/30/2023
     UCON18,435$446 06/30/2023
Signature Securities Group Corporation18,226$441 06/30/2023
     UCON18,226$441 06/30/2023
Econ Financial Services Corp17,860$432 06/30/2023
     UCON17,860$432 06/30/2023
IHT Wealth Management LLC17,773$430 06/30/2023
     UCON17,773$430 06/30/2023
Fagan Associates Inc.16,940$409 06/30/2023
     UCON16,940$409 06/30/2023
HighTower Trust Services LTA17,033$409 03/31/2023
     UCON17,033$409 03/31/2023
Total Wealth Planning LLC16,400$396 06/30/2023
     UCON16,400$396 06/30/2023
Ameritas Advisory Services LLC16,307$391 06/30/2023
     UCON16,307$391 06/30/2023
McAdam LLC15,426$373 06/30/2023
     UCON15,426$373 06/30/2023
CIC Wealth LLC14,243$344 06/30/2023
     UCON14,243$344 06/30/2023
True Link Financial Advisors LLC14,037$339 06/30/2023
     UCON14,037$339 06/30/2023
Quad Cities Investment Group LLC13,610$329 06/30/2023
     UCON13,610$329 06/30/2023
Cerity Partners LLC13,540$327 06/30/2023
     UCON13,540$327 06/30/2023
Ignite Planners LLC13,496$324 06/30/2023
     UCON13,496$324 06/30/2023
National Asset Management Inc.13,288$321 06/30/2023
     UCON13,288$321 06/30/2023
Financial Engines Advisors L.L.C.12,937$313 06/30/2023
     UCON12,937$313 06/30/2023
True Capital Management12,947$313 03/31/2023
     UCON12,947$313 03/31/2023
J.W. Cole Advisors Inc.12,784$309 06/30/2023
     UCON12,784$309 06/30/2023
Cresset Asset Management LLC12,485$302 06/30/2023
     UCON12,485$302 06/30/2023
Private Portfolio Partners LLC12,346$298 06/30/2023
     UCON12,346$298 06/30/2023
Grant GrossMendelsohn LLC11,386$275 06/30/2023
     UCON11,386$275 06/30/2023
Imprint Wealth LLC10,652$257 06/30/2023
     UCON10,652$257 06/30/2023
Avantax Advisory Services Inc.10,239$247 06/30/2023
     UCON10,239$247 06/30/2023
M&T Bank Corp10,000$242 06/30/2023
     UCON10,000$242 06/30/2023
GeoWealth Management LLC9,259$223 06/30/2023
     UCON9,259$223 06/30/2023
Navalign LLC9,068$219 06/30/2023
     UCON9,068$219 06/30/2023
Millington Financial Advisors LLC8,951$216 06/30/2023
     UCON8,951$216 06/30/2023
Indie Asset Partners LLC8,803$213 06/30/2023
     UCON8,803$213 06/30/2023
Sunbelt Securities Inc.8,705$210 06/30/2023
     UCON8,705$210 06/30/2023
Columbia Advisory Partners LLC8,454$204 06/30/2023
     UCON8,454$204 06/30/2023
Private Trust Co. NA7,654$185 06/30/2023
     UCON7,654$185 06/30/2023
Horan Securities Inc.5,882$142 06/30/2023
     UCON5,882$142 06/30/2023
Creative Financial Designs Inc. ADV3,492$84 06/30/2023
     UCON3,492$84 06/30/2023
Capital Analysts LLC2,601$63 06/30/2023
     UCON2,601$63 06/30/2023
Coastal Investment Advisors Inc.2,272$55 06/30/2023
     UCON2,272$55 06/30/2023
ICA Group Wealth Management LLC2,064$50 06/30/2023
     UCON2,064$50 06/30/2023
O Dell Group LLC1,895$46 06/30/2023
     UCON1,895$46 06/30/2023
Wagner Wealth Management LLC1,145$28 06/30/2023
     UCON1,145$28 06/30/2023
Penserra Capital Management LLC822$19 06/30/2023
     UCON822$19 06/30/2023
Coppell Advisory Solutions LLC794$19 06/30/2023
     UCON794$19 06/30/2023
Gradient Investments LLC545$13 06/30/2023
     UCON545$13 06/30/2023
GPS Wealth Strategies Group LLC500$12 06/30/2023
     UCON500$12 06/30/2023
Wells Fargo & Company MN226$5 06/30/2023
     UCON226$5 06/30/2023
Atlantic Trust LLC206$5 06/30/2023
     UCON206$5 06/30/2023
Proequities Inc.100$2 06/30/2023
     UCON100$2 06/30/2023
Hexagon Capital Partners LLC58$1 06/30/2023
     UCON58$1 06/30/2023
Tucker Asset Management LLC55$1 06/30/2023
     UCON55$1 06/30/2023

See Summary: Institutional Holders of UCON
See Details: Top 10 Hedge Funds Holding UCON
Also See: UCON Holdings Changes

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