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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 208 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.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 LPL Financial LLC | 5,978,441 | $147,907 | 12/31/2023 | | UCON | 5,978,441 | $147,907 | 12/31/2023 | | Morgan Stanley | 4,732,140 | $117,073 | 12/31/2023 | | UCON | 4,732,140 | $117,073 | 12/31/2023 | | UBS Group AG | 4,432,546 | $109,661 | 12/31/2023 | | UCON | 4,432,546 | $109,661 | 12/31/2023 | | Bank of America Corp DE | 2,703,460 | $66,884 | 12/31/2023 | | UCON | 2,703,460 | $66,884 | 12/31/2023 | | Harbour Investments Inc. | 2,394,458 | $59,239 | 12/31/2023 | | UCON | 2,394,458 | $59,239 | 12/31/2023 | | Royal Bank of Canada | 2,079,476 | $51,447 | 12/31/2023 | | UCON | 2,079,476 | $51,447 | 12/31/2023 | | Envestnet Asset Management Inc. | 1,772,052 | $43,841 | 12/31/2023 | | UCON | 1,772,052 | $43,841 | 12/31/2023 | | Tolleson Wealth Management Inc. | 1,357,527 | $33,585 | 12/31/2023 | | UCON | 1,357,527 | $33,585 | 12/31/2023 | | Larson Financial Group LLC | 1,085,657 | $26,859 | 12/31/2023 | | UCON | 1,085,657 | $26,859 | 12/31/2023 | | Csenge Advisory Group | 1,078,020 | $26,670 | 12/31/2023 | | UCON | 1,078,020 | $26,670 | 12/31/2023 | | Truist Financial Corp | 1,038,914 | $25,703 | 12/31/2023 | | UCON | 1,038,914 | $25,703 | 12/31/2023 | | Wagner Wealth Management LLC | 1,022,028 | $25,142 | 03/31/2024 | | UCON | 1,022,028 | $25,142 | 03/31/2024 | | Integrated Wealth Concepts LLC | 987,328 | $24,426 | 12/31/2023 | | UCON | 987,328 | $24,426 | 12/31/2023 | | Colony Group LLC | 985,133 | $24,372 | 12/31/2023 | | UCON | 985,133 | $24,372 | 12/31/2023 | | Advisor Group Holdings Inc. | 927,500 | $22,948 | 12/31/2023 | | UCON | 927,500 | $22,948 | 12/31/2023 | | Apollon Wealth Management LLC | 884,037 | $21,871 | 12/31/2023 | | UCON | 884,037 | $21,871 | 12/31/2023 | | Visionary Wealth Advisors | 846,312 | $20,938 | 12/31/2023 | | UCON | 846,312 | $20,938 | 12/31/2023 | | EdgeRock Capital LLC | 839,368 | $20,716 | 12/31/2023 | | UCON | 839,368 | $20,716 | 12/31/2023 | | Great Point Wealth Advisors LLC | 783,173 | $19,376 | 12/31/2023 | | UCON | 783,173 | $19,376 | 12/31/2023 | | Commonwealth Equity Services LLC | 704,957 | $17,441 | 12/31/2023 | | UCON | 704,957 | $17,441 | 12/31/2023 | | Bensler LLC | 700,117 | $17,321 | 12/31/2023 | | UCON | 700,117 | $17,321 | 12/31/2023 | | TruWealth Advisors LLC | 680,501 | $16,740 | 03/31/2024 | | UCON | 680,501 | $16,740 | 03/31/2024 | | Aptus Capital Advisors LLC | 650,599 | $16,096 | 12/31/2023 | | UCON | 650,599 | $16,096 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 644,443 | $15,853 | 03/31/2024 | | UCON | 644,443 | $15,853 | 03/31/2024 | | Commonwealth Financial Services LLC | 640,366 | $15,843 | 12/31/2023 | | UCON | 640,366 | $15,843 | 12/31/2023 | | Cyndeo Wealth Partners LLC | 635,791 | $15,640 | 03/31/2024 | | UCON | 635,791 | $15,640 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 619,255 | $15,234 | 03/31/2024 | | UCON | 619,255 | $15,234 | 03/31/2024 | | Park National Corp OH | 598,259 | $14,717 | 03/31/2024 | | UCON | 598,259 | $14,717 | 03/31/2024 | | JJJ Advisors Inc. | 563,795 | $13,869 | 03/31/2024 | | UCON | 563,795 | $13,869 | 03/31/2024 | | HighTower Advisors LLC | 549,347 | $13,584 | 12/31/2023 | | UCON | 549,347 | $13,584 | 12/31/2023 | | Rehmann Capital Advisory Group | 513,071 | $12,693 | 12/31/2023 | | UCON | 513,071 | $12,693 | 12/31/2023 | | SlateStone Wealth LLC | 506,792 | $12,538 | 12/31/2023 | | UCON | 506,792 | $12,538 | 12/31/2023 | | Darwin Advisors LLC | 503,203 | $12,449 | 12/31/2023 | | UCON | 503,203 | $12,449 | 12/31/2023 | | Captrust Financial Advisors | 474,950 | $11,750 | 12/31/2023 | | UCON | 474,950 | $11,750 | 12/31/2023 | | Navalign LLC | 473,251 | $11,642 | 03/31/2024 | | UCON | 473,251 | $11,642 | 03/31/2024 | | Cetera Advisor Networks LLC | 455,106 | $11,259 | 12/31/2023 | | UCON | 455,106 | $11,259 | 12/31/2023 | | Raymond James & Associates | 455,215 | $11,198 | 03/31/2024 | | UCON | 455,215 | $11,198 | 03/31/2024 | | Philip James Wealth Mangement LLC | 450,187 | $11,138 | 12/31/2023 | | UCON | 450,187 | $11,138 | 12/31/2023 | | Arkadios Wealth Advisors | 437,875 | $10,833 | 12/31/2023 | | UCON | 437,875 | $10,833 | 12/31/2023 | | Wintrust Investments LLC | 400,878 | $9,918 | 12/31/2023 | | UCON | 400,878 | $9,918 | 12/31/2023 | | IFP Advisors Inc | 398,674 | $9,863 | 12/31/2023 | | UCON | 398,674 | $9,863 | 12/31/2023 | | Stifel Financial Corp | 368,552 | $9,118 | 12/31/2023 | | UCON | 368,552 | $9,118 | 12/31/2023 | | Regal Investment Advisors LLC | 361,766 | $8,950 | 12/31/2023 | | UCON | 361,766 | $8,950 | 12/31/2023 | | Mariner LLC | 357,969 | $8,856 | 12/31/2023 | | UCON | 357,969 | $8,856 | 12/31/2023 | | Pitti Group Wealth Management LLC | 348,616 | $8,625 | 12/31/2023 | | UCON | 348,616 | $8,625 | 12/31/2023 | | Janney Montgomery Scott LLC | 347,816 | $8,605 | 12/31/2023 | | UCON | 347,816 | $8,605 | 12/31/2023 | | First Pacific Financial | 345,580 | $8,501 | 03/31/2024 | | UCON | 345,580 | $8,501 | 03/31/2024 | | Financial Futures Ltd Liability Co. | 336,713 | $8,330 | 12/31/2023 | | UCON | 336,713 | $8,330 | 12/31/2023 | | Private Advisor Group LLC | 326,285 | $8,072 | 12/31/2023 | | UCON | 326,285 | $8,072 | 12/31/2023 | | Chicago Partners Investment Group LLC | 326,162 | $8,004 | 12/31/2023 | | UCON | 326,162 | $8,004 | 12/31/2023 | | Financial Advocates Investment Management | 316,316 | $7,826 | 12/31/2023 | | UCON | 316,316 | $7,826 | 12/31/2023 | | AE Wealth Management LLC | 314,072 | $7,732 | 12/31/2023 | | UCON | 314,072 | $7,732 | 12/31/2023 | | Cetera Investment Advisers | 307,903 | $7,618 | 12/31/2023 | | UCON | 307,903 | $7,618 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 300,256 | $7,428 | 12/31/2023 | | UCON | 300,256 | $7,428 | 12/31/2023 | | Simplicity Wealth LLC | 297,895 | $7,328 | 03/31/2024 | | UCON | 297,895 | $7,328 | 03/31/2024 | | Vicus Capital | 296,675 | $7,298 | 03/31/2024 | | UCON | 296,675 | $7,298 | 03/31/2024 | | XML Financial LLC | 291,693 | $7,216 | 12/31/2023 | | UCON | 291,693 | $7,216 | 12/31/2023 | | Western Wealth Management LLC | 283,299 | $7,009 | 12/31/2023 | | UCON | 283,299 | $7,009 | 12/31/2023 | | CoreCap Advisors LLC | 279,796 | $6,922 | 12/31/2023 | | UCON | 279,796 | $6,922 | 12/31/2023 | | Baird Financial Group Inc. | 277,830 | $6,874 | 12/31/2023 | | UCON | 277,830 | $6,874 | 12/31/2023 | | N.E.W. Advisory Services LLC | 273,432 | $6,727 | 03/31/2024 | | UCON | 273,432 | $6,727 | 03/31/2024 | | Beacon Financial Group | 268,578 | $6,645 | 12/31/2023 | | UCON | 268,578 | $6,645 | 12/31/2023 | | Total Clarity Wealth Management Inc. | 268,742 | $6,611 | 03/31/2024 | | UCON | 268,742 | $6,611 | 03/31/2024 | | Beaumont Financial Advisors LLC | 262,345 | $6,490 | 12/31/2023 | | UCON | 262,345 | $6,490 | 12/31/2023 | | Sawtooth Solutions LLC | 261,809 | $6,477 | 12/31/2023 | | UCON | 261,809 | $6,477 | 12/31/2023 | | Bleakley Financial Group LLC | 261,752 | $6,476 | 12/31/2023 | | UCON | 261,752 | $6,476 | 12/31/2023 | | Etesian Wealth Advisors Inc. | 259,739 | $6,390 | 03/31/2024 | | UCON | 259,739 | $6,390 | 03/31/2024 | | Mather Group LLC. | 253,928 | $6,282 | 03/31/2024 | | UCON | 253,928 | $6,282 | 03/31/2024 | | JPMorgan Chase & Co. | 252,923 | $6,257 | 12/31/2023 | | UCON | 252,923 | $6,257 | 12/31/2023 | | Mutual Advisors LLC | 244,080 | $6,039 | 12/31/2023 | | UCON | 244,080 | $6,039 | 12/31/2023 | | First Heartland Consultants Inc. | 240,029 | $5,938 | 12/31/2023 | | UCON | 240,029 | $5,938 | 12/31/2023 | | Lee Financial Group Hawaii Inc. | 234,906 | $5,812 | 12/31/2023 | | UCON | 234,906 | $5,812 | 12/31/2023 | | Geneos Wealth Management Inc. | 230,185 | $5,695 | 12/31/2023 | | UCON | 230,185 | $5,695 | 12/31/2023 | | GSG Advisors LLC | 230,961 | $5,665 | 03/31/2024 | | UCON | 230,961 | $5,665 | 03/31/2024 | | Mach 1 Financial Group Inc. | 223,225 | $5,523 | 12/31/2023 | | UCON | 223,225 | $5,523 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 221,668 | $5,453 | 03/31/2024 | | UCON | 221,668 | $5,453 | 03/31/2024 | | Twin Peaks Wealth Advisors LLC | 217,374 | $5,347 | 03/31/2024 | | UCON | 217,374 | $5,347 | 03/31/2024 | | BKA Wealth Consulting Inc. | 212,716 | $5,233 | 03/31/2024 | | UCON | 212,716 | $5,233 | 03/31/2024 | | Elevated Capital Advisors LLC | 212,451 | $5,226 | 03/31/2024 | | UCON | 212,451 | $5,226 | 03/31/2024 | | Fermata Advisors LLC | 208,773 | $5,136 | 03/31/2024 | | UCON | 208,773 | $5,136 | 03/31/2024 | | Madison Asset Management LLC | 206,829 | $5,117 | 12/31/2023 | | UCON | 206,829 | $5,117 | 12/31/2023 | | Certified Advisory Corp | 205,051 | $5,073 | 12/31/2023 | | UCON | 205,051 | $5,073 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 204,198 | $5,023 | 03/31/2024 | | UCON | 204,198 | $5,023 | 03/31/2024 | | O Connor Financial Group LLC | 186,396 | $4,585 | 03/31/2024 | | UCON | 186,396 | $4,585 | 03/31/2024 | | Ellenbecker Investment Group | 167,281 | $4,115 | 03/31/2024 | | UCON | 167,281 | $4,115 | 03/31/2024 | | Oppenheimer & Co. Inc. | 163,967 | $4,057 | 12/31/2023 | | UCON | 163,967 | $4,057 | 12/31/2023 | | Ameritas Advisory Services LLC | 162,651 | $4,023 | 12/31/2023 | | UCON | 162,651 | $4,023 | 12/31/2023 | | Sigma Planning Corp | 154,210 | $3,815 | 12/31/2023 | | UCON | 154,210 | $3,815 | 12/31/2023 | | US Bancorp DE | 143,110 | $3,541 | 12/31/2023 | | UCON | 143,110 | $3,541 | 12/31/2023 | | Thrivent Financial for Lutherans | 139,257 | $3,445 | 12/31/2023 | | UCON | 139,257 | $3,445 | 12/31/2023 | | MML Investors Services LLC | 124,902 | $3,090 | 12/31/2023 | | UCON | 124,902 | $3,090 | 12/31/2023 | | Ashton Thomas Private Wealth LLC | 125,461 | $3,086 | 03/31/2024 | | UCON | 125,461 | $3,086 | 03/31/2024 | | Avantax Advisory Services Inc. | 123,809 | $3,063 | 12/31/2023 | | UCON | 123,809 | $3,063 | 12/31/2023 | | Crumly & Associates Inc. | 117,383 | $2,904 | 12/31/2023 | | UCON | 117,383 | $2,904 | 12/31/2023 | | Equitable Holdings Inc. | 116,807 | $2,890 | 12/31/2023 | | UCON | 116,807 | $2,890 | 12/31/2023 | | Lunt Capital Management Inc. | 114,420 | $2,815 | 03/31/2024 | | UCON | 114,420 | $2,815 | 03/31/2024 | | Cetera Advisors LLC | 113,494 | $2,808 | 12/31/2023 | | UCON | 113,494 | $2,808 | 12/31/2023 | | StoneX Group Inc. | 111,288 | $2,753 | 12/31/2023 | | UCON | 111,288 | $2,753 | 12/31/2023 | | PFG Advisors | 109,342 | $2,705 | 12/31/2023 | | UCON | 109,342 | $2,705 | 12/31/2023 | | BlackDiamond Wealth Management Inc. | 108,302 | $2,663 | 12/31/2023 | | UCON | 108,302 | $2,663 | 12/31/2023 | | Kestra Advisory Services LLC | 102,930 | $2,546 | 12/31/2023 | | UCON | 102,930 | $2,546 | 12/31/2023 | | Wilbanks Smith & Thomas Asset Management LLC | 97,644 | $2,416 | 12/31/2023 | | UCON | 97,644 | $2,416 | 12/31/2023 | | Pine Valley Investments Ltd Liability Co | 92,108 | $2,279 | 12/31/2023 | | UCON | 92,108 | $2,279 | 12/31/2023 | | Redhawk Wealth Advisors Inc. | 91,263 | $2,258 | 12/31/2023 | | UCON | 91,263 | $2,258 | 12/31/2023 | | CFO4Life Group LLC | 91,279 | $2,258 | 12/31/2023 | | UCON | 91,279 | $2,258 | 12/31/2023 | | Bridgeworth LLC | 89,802 | $2,222 | 12/31/2023 | | UCON | 89,802 | $2,222 | 12/31/2023 | | Private Capital Management LLC | 88,838 | $2,185 | 03/31/2024 | | UCON | 88,838 | $2,185 | 03/31/2024 | | WESPAC Advisors LLC | 87,456 | $2,151 | 03/31/2024 | | UCON | 87,456 | $2,151 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 83,912 | $2,076 | 12/31/2023 | | UCON | 83,912 | $2,076 | 12/31/2023 | | Northwest Capital Management Inc | 82,830 | $2,038 | 03/31/2024 | | UCON | 82,830 | $2,038 | 03/31/2024 | | MBE Wealth Management LLC | 81,012 | $1,993 | 03/31/2024 | | UCON | 81,012 | $1,993 | 03/31/2024 | | Envestnet Portfolio Solutions Inc. | 79,295 | $1,962 | 12/31/2023 | | UCON | 79,295 | $1,962 | 12/31/2023 | | Capital CS Group LLC | 74,746 | $1,839 | 03/31/2024 | | UCON | 74,746 | $1,839 | 03/31/2024 | | Keel Point LLC | 72,278 | $1,778 | 03/31/2024 | | UCON | 72,278 | $1,778 | 03/31/2024 | | Childress Capital Advisors LLC | 71,000 | $1,747 | 03/31/2024 | | UCON | 71,000 | $1,747 | 03/31/2024 | | CWM LLC | 70,556 | $1,736 | 03/31/2024 | | UCON | 70,556 | $1,736 | 03/31/2024 | | Assetmark Inc. | 67,798 | $1,677 | 12/31/2023 | | UCON | 67,798 | $1,677 | 12/31/2023 | | Virtue Capital Management LLC | 64,802 | $1,594 | 12/31/2023 | | UCON | 64,802 | $1,594 | 12/31/2023 | | Renaissance Technologies LLC | 63,100 | $1,561 | 12/31/2023 | | UCON | 63,100 | $1,561 | 12/31/2023 | | D.A. Davidson & CO. | 61,950 | $1,533 | 12/31/2023 | | UCON | 61,950 | $1,533 | 12/31/2023 | | Atria Wealth Solutions Inc. | 59,680 | $1,476 | 12/31/2023 | | UCON | 59,680 | $1,476 | 12/31/2023 | | Braun Bostich & Associates Inc. | 58,419 | $1,445 | 12/31/2023 | | UCON | 58,419 | $1,445 | 12/31/2023 | | Legacy Capital Wealth Partners LLC | 58,057 | $1,436 | 12/31/2023 | | UCON | 58,057 | $1,436 | 12/31/2023 | | tru Independence LLC | 58,059 | $1,428 | 03/31/2024 | | UCON | 58,059 | $1,428 | 03/31/2024 | | Ergawealth Advisors Inc. | 56,571 | $1,400 | 12/31/2023 | | UCON | 56,571 | $1,400 | 12/31/2023 | | EWG Elevate Inc. | 56,256 | $1,384 | 03/31/2024 | | UCON | 56,256 | $1,384 | 03/31/2024 | | Kingsview Wealth Management LLC | 55,442 | $1,372 | 12/31/2023 | | UCON | 55,442 | $1,372 | 12/31/2023 | | Authentikos Wealth Advisory LLC | 53,219 | $1,317 | 12/31/2023 | | UCON | 53,219 | $1,317 | 12/31/2023 | | Stratos Wealth Partners LTD. | 52,750 | $1,298 | 03/31/2024 | | UCON | 52,750 | $1,298 | 03/31/2024 | | Asset Allocation Strategies LLC | 50,843 | $1,258 | 12/31/2023 | | UCON | 50,843 | $1,258 | 12/31/2023 | | Apollon Financial LLC | 50,601 | $1,252 | 12/31/2023 | | UCON | 50,601 | $1,252 | 12/31/2023 | | Capital Investment Advisory Services LLC | 48,399 | $1,197 | 12/31/2023 | | UCON | 48,399 | $1,197 | 12/31/2023 | | CGC Financial Services LLC | 48,568 | $1,195 | 03/31/2024 | | UCON | 48,568 | $1,195 | 03/31/2024 | | Clear Creek Financial Management LLC | 47,264 | $1,169 | 12/31/2023 | | UCON | 47,264 | $1,169 | 12/31/2023 | | Advisor Resource Council | 45,771 | $1,132 | 03/31/2024 | | UCON | 45,771 | $1,132 | 03/31/2024 | | Comerica Bank | 44,253 | $1,095 | 12/31/2023 | | UCON | 44,253 | $1,095 | 12/31/2023 | | Private Portfolio Partners LLC | 43,467 | $1,075 | 12/31/2023 | | UCON | 43,467 | $1,075 | 12/31/2023 | | OLD Mission Capital LLC | 41,040 | $1,015 | 12/31/2023 | | UCON | 41,040 | $1,015 | 12/31/2023 | | Resources Investment Advisors LLC. | 39,208 | $970 | 12/31/2023 | | UCON | 39,208 | $970 | 12/31/2023 | | Private Client Services LLC | 38,971 | $964 | 12/31/2023 | | UCON | 38,971 | $964 | 12/31/2023 | | NBC Securities Inc. | 39,014 | $959 | 03/31/2024 | | UCON | 39,014 | $959 | 03/31/2024 | | Root Financial Partners LLC | 33,982 | $836 | 03/31/2024 | | UCON | 33,982 | $836 | 03/31/2024 | | Econ Financial Services Corp | 33,323 | $824 | 12/31/2023 | | UCON | 33,323 | $824 | 12/31/2023 | | Q3 Asset Management | 29,641 | $733 | 12/31/2023 | | UCON | 29,641 | $733 | 12/31/2023 | | Blackhawk Capital Partners LLC. | 28,524 | $706 | 12/31/2023 | | UCON | 28,524 | $706 | 12/31/2023 | | Fi3 FINANCIAL ADVISORS LLC | 27,984 | $692 | 12/31/2023 | | UCON | 27,984 | $692 | 12/31/2023 | | Columbia Advisory Partners LLC | 28,048 | $690 | 03/31/2024 | | UCON | 28,048 | $690 | 03/31/2024 | | Susquehanna International Group LLP | 27,512 | $681 | 12/31/2023 | | UCON | 27,512 | $681 | 12/31/2023 | | Flagship Harbor Advisors LLC | 25,493 | $627 | 03/31/2024 | | UCON | 25,493 | $627 | 03/31/2024 | | Octavia Wealth Advisors LLC | 25,186 | $620 | 03/31/2024 | | UCON | 25,186 | $620 | 03/31/2024 | | Maia Wealth LLC | 24,633 | $609 | 12/31/2023 | | UCON | 24,633 | $609 | 12/31/2023 | | Global Retirement Partners LLC | 23,843 | $587 | 03/31/2024 | | UCON | 23,843 | $587 | 03/31/2024 | | United Advisor Group LLC | 23,458 | $584 | 12/31/2023 | | UCON | 23,458 | $584 | 12/31/2023 | | National Asset Management Inc. | 23,558 | $583 | 12/31/2023 | | UCON | 23,558 | $583 | 12/31/2023 | | Edge Financial Advisors LLC | 23,449 | $577 | 03/31/2024 | | UCON | 23,449 | $577 | 03/31/2024 | | Fagan Associates Inc. | 23,175 | $573 | 12/31/2023 | | UCON | 23,175 | $573 | 12/31/2023 | | Inspirion Wealth Advisors LLC | 22,048 | $542 | 03/31/2024 | | UCON | 22,048 | $542 | 03/31/2024 | | Principal Securities Inc. | 21,432 | $530 | 12/31/2023 | | UCON | 21,432 | $530 | 12/31/2023 | | SILVER OAK SECURITIES Inc | 20,295 | $502 | 12/31/2023 | | UCON | 20,295 | $502 | 12/31/2023 | | GWM Advisors LLC | 19,756 | $486 | 12/31/2023 | | UCON | 19,756 | $486 | 12/31/2023 | | HCR Wealth Advisors | 19,616 | $485 | 12/31/2023 | | UCON | 19,616 | $485 | 12/31/2023 | | Strategic Blueprint LLC | 19,585 | $482 | 03/31/2024 | | UCON | 19,585 | $482 | 03/31/2024 | | Prospera Financial Services Inc | 19,007 | $470 | 12/31/2023 | | UCON | 19,007 | $470 | 12/31/2023 | | Cresset Asset Management LLC | 18,438 | $456 | 12/31/2023 | | UCON | 18,438 | $456 | 12/31/2023 | | Stratos Wealth Advisors LLC | 17,340 | $427 | 03/31/2024 | | UCON | 17,340 | $427 | 03/31/2024 | | Arete Wealth Advisors LLC | 16,625 | $411 | 12/31/2023 | | UCON | 16,625 | $411 | 12/31/2023 | | Signature Securities Group Corporation | 16,644 | $409 | 03/31/2024 | | UCON | 16,644 | $409 | 03/31/2024 | | Total Wealth Planning LLC | 16,400 | $403 | 03/31/2024 | | UCON | 16,400 | $403 | 03/31/2024 | | Lakeridge Wealth Management LLC | 15,905 | $393 | 12/31/2023 | | UCON | 15,905 | $393 | 12/31/2023 | | CIC Wealth LLC | 14,271 | $351 | 03/31/2024 | | UCON | 14,271 | $351 | 03/31/2024 | | Imprint Wealth LLC | 13,334 | $330 | 12/31/2023 | | UCON | 13,334 | $330 | 12/31/2023 | | Grant GrossMendelsohn LLC | 13,311 | $328 | 12/31/2023 | | UCON | 13,311 | $328 | 12/31/2023 | | Steel Peak Wealth Management LLC | 13,247 | $326 | 03/31/2024 | | UCON | 13,247 | $326 | 03/31/2024 | | Williams & Novak LLC | 12,650 | $313 | 03/31/2024 | | UCON | 12,650 | $313 | 03/31/2024 | | Financial Engines Advisors L.L.C. | 11,847 | $293 | 12/31/2023 | | UCON | 11,847 | $293 | 12/31/2023 | | Rockefeller Capital Management L.P. | 11,693 | $289 | 12/31/2023 | | UCON | 11,693 | $289 | 12/31/2023 | | McAdam LLC | 11,412 | $281 | 03/31/2024 | | UCON | 11,412 | $281 | 03/31/2024 | | J.W. Cole Advisors Inc. | 10,581 | $262 | 12/31/2023 | | UCON | 10,581 | $262 | 12/31/2023 | | National Wealth Management Group LLC | 10,559 | $261 | 12/31/2023 | | UCON | 10,559 | $261 | 12/31/2023 | | Creekmur Asset Management LLC | 10,360 | $256 | 12/31/2023 | | UCON | 10,360 | $256 | 12/31/2023 | | Kestra Private Wealth Services LLC | 10,254 | $254 | 12/31/2023 | | UCON | 10,254 | $254 | 12/31/2023 | | HBW Advisory Services LLC | 10,004 | $247 | 03/31/2024 | | UCON | 10,004 | $247 | 03/31/2024 | | Raymond James Trust N.A. | 9,703 | $239 | 03/31/2024 | | UCON | 9,703 | $239 | 03/31/2024 | | Flynn Zito Capital Management LLC | 9,396 | $232 | 12/31/2023 | | UCON | 9,396 | $232 | 12/31/2023 | | Perennial Investment Advisors LLC | 9,265 | $229 | 12/31/2023 | | UCON | 9,265 | $229 | 12/31/2023 | | GeoWealth Management LLC | 9,016 | $223 | 12/31/2023 | | UCON | 9,016 | $223 | 12/31/2023 | | Lion Street Advisors LLC | 8,957 | $222 | 03/31/2024 | | UCON | 8,957 | $222 | 03/31/2024 | | Goodman Advisory Group LLC | 8,859 | $219 | 12/31/2023 | | UCON | 8,859 | $219 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 8,703 | $214 | 03/31/2024 | | UCON | 8,703 | $214 | 03/31/2024 | | First Trust Advisors LP | 8,335 | $206 | 12/31/2023 | | UCON | 8,335 | $206 | 12/31/2023 | | HBK Sorce Advisory LLC | 8,331 | $206 | 12/31/2023 | | UCON | 8,331 | $206 | 12/31/2023 | | Good Life Advisors LLC | 8,177 | $202 | 12/31/2023 | | UCON | 8,177 | $202 | 12/31/2023 | | Millington Financial Advisors LLC | 8,181 | $202 | 12/31/2023 | | UCON | 8,181 | $202 | 12/31/2023 | | Sunbelt Securities Inc. | 5,516 | $136 | 03/31/2024 | | UCON | 5,516 | $136 | 03/31/2024 | | Private Trust Co. NA | 5,064 | $125 | 03/31/2024 | | UCON | 5,064 | $125 | 03/31/2024 | | Richard W. Paul & Associates LLC | 3,129 | $77 | 12/31/2023 | | UCON | 3,129 | $77 | 12/31/2023 | | O Dell Group LLC | 1,930 | $48 | 12/31/2023 | | UCON | 1,930 | $48 | 12/31/2023 | | Wells Fargo & Company MN | 1,046 | $26 | 12/31/2023 | | UCON | 1,046 | $26 | 12/31/2023 | | Capital Analysts LLC | 997 | $25 | 12/31/2023 | | UCON | 997 | $25 | 12/31/2023 | | The PNC Financial Services Group Inc. | 896 | $22 | 12/31/2023 | | UCON | 896 | $22 | 12/31/2023 | | ICA Group Wealth Management LLC | 801 | $20 | 12/31/2023 | | UCON | 801 | $20 | 12/31/2023 | | Spire Wealth Management | 718 | $18 | 03/31/2024 | | UCON | 718 | $18 | 03/31/2024 | | GPS Wealth Strategies Group LLC | 500 | $12 | 12/31/2023 | | UCON | 500 | $12 | 12/31/2023 | | AdvisorNet Financial Inc | 201 | $5 | 03/31/2024 | | UCON | 201 | $5 | 03/31/2024 | | Atlantic Trust LLC | 206 | $5 | 12/31/2023 | | UCON | 206 | $5 | 12/31/2023 | | Coppell Advisory Solutions LLC | 221 | $5 | 12/31/2023 | | UCON | 221 | $5 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 138 | $3 | 03/31/2024 | | UCON | 138 | $3 | 03/31/2024 | | Hexagon Capital Partners LLC | 58 | $1 | 03/31/2024 | | UCON | 58 | $1 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | UCON | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UCON
See Details: Top 10 Hedge Funds Holding UCON
Also See: UCON Holdings Changes
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