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 31 institutions that hold shares in the stock, with a total of 461,947 shares, which have been reported (via 13F filing form) to have a value of $34.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
107,872
shares
|
$7.97 Million
0.0% of portfolio
|
Q2 2025
Added 72.94%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
58,625
shares
|
$4.33 Million
0.29% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
42,806
shares
|
$3.16 Million
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
30,745
shares
|
$2.27 Million
0.27% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
28,190
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
22,183
shares
|
$1.64 Million
0.39% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,552
shares
|
$1.44 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
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
17,635
shares
|
$1.3 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
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
10,877
shares
|
$803,266
0.09% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
10,672
shares
|
$788,127
0.08% of portfolio
|
Q2 2025
Reduced 46.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,969
shares
|
$736,210
0.0% of portfolio
|
Q2 2025
Added 34.7%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
9,796
shares
|
$723,434
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
9,324
shares
|
$688,577
0.05% of portfolio
|
Q2 2025
Reduced 6.37%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
6,765
shares
|
$499,595
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
6,765
shares
|
$499,595
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
6,716
shares
|
$495,976
0.06% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
6,378
shares
|
$471,015
0.21% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,491
shares
|
$405,510
0.03% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,961
shares
|
$366,369
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,660
shares
|
$344,141
0.02% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$295,400
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,146
shares
|
$158,482
0.0% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,924
shares
|
$142,087
0.0% of portfolio
|
Q1 2025
New holding
|