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 30 institutions that hold shares in the stock, with a total of 417,538 shares, which have been reported (via 13F filing form) to have a value of $26.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
76,683
shares
|
$4.93 Million
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
51,171
shares
|
$3.29 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
42,654
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
34,542
shares
|
$2.22 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
26,750
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 13.0%
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
21,620
shares
|
$1.39 Million
0.38% of portfolio
|
Q4 2024
Added 5.23%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
20,001
shares
|
$1.29 Million
0.2% of portfolio
|
Q4 2024
Added 3.97%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,552
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
18,531
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
12,784
shares
|
$821,499
0.02% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,877
shares
|
$698,956
0.09% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
10,294
shares
|
$661,492
0.07% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
Sage Capital Advisors,Llc
|
Apr 04, 2025 Q1 2025 |
9,793
shares
|
$629,298
0.17% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
9,181
shares
|
$589,971
0.0% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
7,218
shares
|
$463,828
0.22% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
6,765
shares
|
$434,718
0.43% of portfolio
|
Q4 2024
New holding
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
6,765
shares
|
$434,718
0.43% of portfolio
|
Q4 2024
New holding
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
6,725
shares
|
$432,148
0.06% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,343
shares
|
$407,601
0.0% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
5,430
shares
|
$348,931
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
4,681
shares
|
$300,801
0.02% of portfolio
|
Q4 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
4,352
shares
|
$279,659
0.0% of portfolio
|
Q4 2024
Reduced 30.05%
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$257,040
0.04% of portfolio
|
Q1 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,146
shares
|
$137,901
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
665
shares
|
$42,732
0.0% of portfolio
|
Q4 2024
Reduced 37.44%
|