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 431,028 shares, which have been reported (via 13F filing form) to have a value of $29.4 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
74,005
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2024
Added 1.22%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
51,691
shares
|
$3.52 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 12, 2024 Q2 2024 |
45,384
shares
|
$3.09 Million
0.51% of portfolio
|
Q2 2024
Added 64.98%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
42,033
shares
|
$2.86 Million
0.02% of portfolio
|
Q2 2024
Added 1.65%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
37,973
shares
|
$2.59 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
26,910
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
21,547
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.21%
|
|
Mcdonald Partners LLC
|
Jul 17, 2024 Q2 2024 |
19,631
shares
|
$1.34 Million
0.34% of portfolio
|
Q2 2024
Added 31.12%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
11,688
shares
|
$796,420
0.0% of portfolio
|
Q2 2024
New holding
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
11,230
shares
|
$765,212
0.09% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Sage Capital Advisors,Llc
|
Jul 09, 2024 Q2 2024 |
11,096
shares
|
$756,081
0.21% of portfolio
|
Q2 2024
Added 0.02%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
10,118
shares
|
$689,440
0.01% of portfolio
|
Q2 2024
Added 81.85%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
9,770
shares
|
$665,727
0.0% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
9,491
shares
|
$646,716
0.02% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
8,115
shares
|
$552,956
0.26% of portfolio
|
Q2 2024
Added 0.07%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
7,453
shares
|
$507,847
0.0% of portfolio
|
Q2 2024
Reduced 6.71%
|
|
Howard Financial Services, Ltd.
|
Jul 12, 2024 Q2 2024 |
7,147
shares
|
$486,996
0.07% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Advisors Preferred, LLC
Rockville, MD |
Jul 30, 2024 Q2 2024 |
6,950
shares
|
$473,573
0.08% of portfolio
|
Q2 2024
Added 196.0%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
5,370
shares
|
$365,911
0.06% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
4,688
shares
|
$319,440
0.02% of portfolio
|
Q2 2024
Added 0.02%
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
4,000
shares
|
$272,560
0.04% of portfolio
|
Q1 2023
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
2,246
shares
|
$153,042
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,650
shares
|
$112,431
0.0% of portfolio
|
Q2 2024
Reduced 58.83%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
365
shares
|
$24,871
0.0% of portfolio
|
Q3 2022
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
300
shares
|
$20,442
0.0% of portfolio
|
Q1 2024
Added 2.67%
|