Institutional Ownership Siren Divcon Leaders Dividend (LEAD)
This table provides information about the institutional ownership of Siren Divcon Leaders Dividend (LEAD). We have compiled data on the 32 institutions that hold shares in the stock, with a total of 423,953 shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,374
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.66%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
56,682
shares
|
$3.95 Million
0.28% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,602
shares
|
$2.97 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
34,542
shares
|
$2.41 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
26,750
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
21,620
shares
|
$1.51 Million
0.37% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
20,001
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,552
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
17,821
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,635
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,847
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,877
shares
|
$758,779
0.09% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
9,958
shares
|
$694,670
0.05% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
9,793
shares
|
$683,159
0.17% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
7,401
shares
|
$516,293
0.0% of portfolio
|
Q4 2024
Added 34.7%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
6,765
shares
|
$471,926
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
6,765
shares
|
$471,926
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
6,725
shares
|
$469,136
0.06% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
6,401
shares
|
$446,533
0.2% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,465
shares
|
$381,238
0.04% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,220
shares
|
$364,147
0.0% of portfolio
|
Q1 2025
Reduced 17.7%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,683
shares
|
$326,686
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$279,040
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,146
shares
|
$149,704
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,924
shares
|
$134,218
0.0% of portfolio
|
Q1 2025
New holding
|