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Get Institutions for : 
Siren Nasdaq Nexgen Economy Etf (BLCN)  
$37.35 0.00 (0.00%) as of 4:30 Fri 11/20


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    4
Total shares held : 
412,073  
% of shares held : 
10.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -7  
Amount of shares held : 
-12,391  
% of shares held change : 
  -0.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 12,407
 3.01%
 
Increased Positions :
9
 52,884
 12.83%
 
Unchanged Positions :
30
 28,598
 6.94%
 
Decreased Positions :
12
-38,420
-9.32%
 
Closed Positions :
8
-39,262
-9.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   FINANCIAL ENGINES ADVISORS L.L.C. 143 - 2024-03-31 98,912 $2,792,000 11,843
   Ameritas Advisory Services LLC 294 - 2024-03-31 51,981 $1,466,000 16,576
   LPL FINANCIAL CORP 3210 - 2024-03-31 32,430 $915,000 -3,512
   Lido Advisors LLC 748 - 2024-03-31 21,278 $601,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2665 - 2024-03-31 20,713 $585,000 -1,290
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2453 - 2024-03-31 18,665 $527,000 1,360
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3613 - 2024-03-31 15,368 $434,000 -47,116
   Glass Jacobson Investment Advisors llc 148 - 2024-03-31 14,329 $405,000 5,513
   MML INVESTORS SERVICES LLC 1962 - 2024-03-31 13,077 $369,000 -894
   RAYMOND JAMES & ASSOCIATES 3253 - 2024-03-31 12,230 $345,000 -1,850
   Wealthfront Advisers LLC 842 *New 2024-03-31 7,420 $209,000 7,420
   AdvisorNet Financial Inc 460 - 2024-03-31 7,386 $209,000 -5,664
   Advisor Group Holdings Inc. 3631 - 2024-03-31 7,222 $204,000 916
   WELLS FARGO & CO/MN 4385 - 2024-03-31 3,187 $90,000 113
   MORGAN STANLEY 6016 - 2024-03-31 1,631 $46,000 -3,195
   VIMA LLC 113 - 2024-03-31 2,057 $44,000 90
   HANSON MCCLAIN, INC. 1388 - 2024-03-31 1,415 $40,000 0
   Parallel Advisors LLC 1873 - 2024-03-31 850 $24,000 0
   Steward Partners Investment Advisory LLC 2495 - 2024-03-31 738 $21,000 0
   Global Retirement Partners LLC 1797 - 2024-03-31 718 $20,000 1
   UBS Group AG 5700 - 2024-03-31 698 $20,000 -515
   Ahrens Investment Partners LLC 510 *New 2023-03-31 758 $16,000 758
   IFP Advisors Inc 1973 - 2023-12-31 650 $16,000 -419
   Qube Research & Technologies Ltd 3239 - 2024-03-31 492 $14,000 0
   Venturi Wealth Management LLC 880 - 2024-03-31 442 $12,000 0
   Federation des caisses Desjardins du Quebec 1765 - 2024-03-31 420 $12,000 0
   Millburn Ridgefield Corp 167 - 2024-03-31 389 $11,000 0
   WFA Asset Management Corp 191 - 2024-03-31 322 $9,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2644 *New 2024-03-31 285 $8,000 285
   Cutler Group LP 670 - 2024-03-31 263 $7,000 163
   Nelson Van Denburg & Campbell Wealth Management Gr 1969 - 2024-03-31 245 $7,000 1
   SJS Investment Consulting Inc. 400 - 2024-03-31 259 $7,000 0
   Asset Dedication LLC 735 - 2024-03-31 236 $7,000 0
   Main Street Group LTD 479 - 2024-03-31 252 $7,000 0
   Sunbelt Securities Inc. 1321 - 2024-03-31 203 $6,000 0
   BANK OF AMERICA CORP /DE/ 5883 *New 2024-03-31 200 $6,000 200
   ROYAL BANK OF CANADA 5758 - 2024-03-31 165 $5,000 -465
   QUADRANT CAPITAL GROUP LLC 2348 - 2024-03-31 150 $4,000 0
   ARMSTRONG ADVISORY GROUP INC 666 - 2024-03-31 156 $4,000 0
   IAG Wealth Partners LLC 388 - 2024-03-31 128 $4,000 0
   SIMPLEX TRADING LLC 2041 - 2024-03-31 147 $4,000 147
   Goss Wealth Management LLC 3251 *New 2024-03-31 100 $3,000 100
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 605 - 2024-03-31 100 $3,000 0
   Cedar Mountain Advisors LLC 264 - 2024-03-31 103 $3,000 0
   Aspire Private Capital LLC 546 - 2024-03-31 122 $3,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1952 - 2024-03-31 100 $3,000 0
   SANDY SPRING BANK 1094 - 2024-03-31 39 $1,000 0
   Coppell Advisory Solutions LLC 1402 - 2023-12-31 51 $1,000 -1
   ZRC WEALTH MANAGEMENT LLC 432 - 2024-03-31 50 $1,000 0
   Archer Investment Corp 946 - 2024-03-31 18 $1,000 0
   CITIGROUP INC 4457 *New 2024-03-31 25 $1,000 25
   Geneos Wealth Management Inc. 2129 *Closed 2024-03-31 0 $0 -100
   J P MORGAN CHASE & CO 5635 *Closed 2024-03-31 0 $0 -1,620
   ADVISORY SERVICES NETWORK, LLC 2611 *Closed 2024-03-31 0 $0 -350
   CWM LLC 4436 - 2024-03-31 10 $0 0
   Investors Research Corp 987 - 2024-03-31 2 $0 0
   Sargent Bickham Lagudis LLC 1049 - 2022-12-31 1 $0 0
   Newbridge Financial Services Group Inc. 1180 *New 2024-03-31 10 $0 10
   ENVESTNET ASSET MANAGEMENT INC 4161 *Closed 2024-03-31 0 $0 -11,568
   Tradewinds Capital Management LLC 519 - 2024-03-31 12 $0 0
   PROEQUITIES INC. 7856 - 2024-03-31 0 $0 0
   FMR LLC 5442 *Closed 2024-03-31 0 $0 -1
   Spire Wealth Management 2348 *Closed 2024-03-31 0 $0 -128
   JANE STREET GROUP LLC 5935 *Closed 2024-03-31 0 $0 -42,472
   Beacon Capital Management LLC 1145 - 2024-03-31 15 $0 0

  65 Records found
  1    
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