Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Siren Divcon Leaders Dividend Etf (LEAD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    1
Total shares held : 
404,893  
% of shares held : 
49.08%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
-35,520  
% of shares held change : 
  -4.31%  
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 :
1
 1
 0%
 
Increased Positions :
9
 22,232
 5.49%
 
Unchanged Positions :
3
 6,428
 1.59%
 
Decreased Positions :
13
-35,152
-8.68%
 
Closed Positions :
2
-22,601
-5.58%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1866 - 2023-12-31 61,847 $3,761,000 -5,361
   Jacobi Capital Management LLC 53 - 2023-12-31 52,874 $3,216,000 -244
   Private Advisor Group LLC - 2024-03-31 41,352 $2,733,000 -1,328
   Capital Advisors Ltd. LLC 46 - 2024-03-31 38,158 $2,521,000 576
   RAYMOND JAMES & ASSOCIATES 2132 - 2024-03-31 30,875 $2,040,000 -1,085
   JANNEY MONTGOMERY SCOTT LLC 1195 - 2024-03-31 27,172 $1,796,000 5,233
   Ethos Financial Group LLC 47 - 2023-12-31 26,962 $1,640,000 21,032
   TOWER RESEARCH CAPITAL LLC 822 - 2023-12-31 17,294 $1,052,000 -673
   MCDONALD PARTNERS LLC 100 - 2024-03-31 14,972 $989,000 3,023
   Diversified LLC - 2024-03-31 11,413 $754,000 12
   Sage Capital Advisorsllc 76 - 2024-03-31 11,094 $733,000 3
   Dynamic Advisors Solutions LLC 520 - 2024-03-31 10,454 $691,000 -431
   Advisor Group Holdings Inc. 3041 - 2023-12-31 9,248 $563,000 -166
   Collaborative Wealth Managment Inc. 78 - 2023-12-31 8,403 $511,000 -313
   H D Vest Advisory Services 969 - 2023-12-31 8,292 $504,000 -543
   Ergawealth Advisors Inc. - 2024-03-31 7,434 $491,000 605
   HOWARD FINANCIAL SERVICES LTD. 88 - 2024-03-31 7,161 $473,000 -576
   WealthPlan Investment Management LLC 142 - 2023-12-31 5,537 $337,000 24
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4341 - 2023-12-31 5,264 $320,000 -21,273
   Western Wealth Management LLC 495 - 2024-03-31 4,687 $310,000 3
   Goss Wealth Management LLC 1619 - 2023-12-31 4,005 $244,000 -273
   MONOGRAPH WEALTH ADVISORS LLC 95 - 2023-12-31 4,000 $243,000 0
   ROYAL BANK OF CANADA 4696 - 2023-12-31 2,428 $148,000 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   FMR LLC 5344 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6834 - 2023-12-31 1 $0 1
   CITADEL ADVISORS LLC 6566 *Closed 2023-12-31 0 $0 -18,137

  27 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results