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 29 institutions that hold shares in the stock, with a total of 415,662 shares, which have been reported (via 13F filing form) to have a value of $27.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
73,116
shares
|
$4.82 Million
0.0% of portfolio
|
Q1 2024
Added 18.22%
|
|
|
Jacobi Capital Management LLC
|
May 10, 2024 Q1 2024 |
52,212
shares
|
$3.44 Million
0.32% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
41,352
shares
|
$2.72 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
38,158
shares
|
$2.51 Million
0.33% of portfolio
|
Q1 2024
Added 1.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
30,875
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 08, 2024 Q1 2024 |
27,509
shares
|
$1.81 Million
0.34% of portfolio
|
Q1 2024
Added 2.03%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
27,172
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2024
Added 23.85%
|
|
|
Mcdonald Partners LLC
|
Jul 17, 2024 Q2 2024 |
19,631
shares
|
$1.29 Million
0.34% of portfolio
|
Q2 2024
Added 31.12%
|
|
|
Diversified, LLC
|
May 02, 2024 Q1 2024 |
11,413
shares
|
$751,888
0.11% of portfolio
|
Q1 2024
Added 0.11%
|
|
|
Sage Capital Advisors,Llc
|
Jul 09, 2024 Q2 2024 |
11,096
shares
|
$731,004
0.21% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
10,075
shares
|
$663,741
0.0% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
9,491
shares
|
$625,267
0.02% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 10, 2024 Q1 2024 |
8,109
shares
|
$534,220
0.27% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
7,989
shares
|
$526,315
0.0% of portfolio
|
Q1 2024
Reduced 3.65%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 29, 2024 Q1 2024 |
7,434
shares
|
$489,751
0.27% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Howard Financial Services, Ltd.
|
Jul 12, 2024 Q2 2024 |
7,147
shares
|
$470,844
0.07% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
5,564
shares
|
$366,556
0.01% of portfolio
|
Q1 2024
Reduced 67.83%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 16, 2024 Q1 2024 |
5,417
shares
|
$356,871
0.06% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
4,687
shares
|
$308,779
0.02% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
4,008
shares
|
$264,047
0.0% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2024 Q1 2024 |
4,000
shares
|
$263,520
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
3,244
shares
|
$213,714
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 08, 2024 Q1 2024 |
2,348
shares
|
$154,686
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,246
shares
|
$147,966
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
696
shares
|
$45,852
0.0% of portfolio
|
Q1 2024
New holding
|
|