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Siren DIVCON Leaders Dividend ETF (LEAD) Institutional Ownership

$75.77 +5.49 (+7.82%)
Closing price 09/12/2025 03:56 PM Eastern
Extended Trading
$75.64 -0.13 (-0.18%)
As of 09/12/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Siren DIVCON Leaders Dividend ETF (BATS:LEAD)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.30M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.45M
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Skip Chart & View Institutional Buying and Selling Data

LEAD Institutional Buying and Selling by Quarter

Siren DIVCON Leaders Dividend ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.7,607$547K0.0%+2.8%0.895%
8/15/2025 Tower Research Capital LLC TRC 20,370$1.46M0.0%+37.2%2.396%
8/14/2025 Raymond James Financial Inc.16,886$1.21M0.0%-4.2%1.987%
8/6/2025 Ethos Financial Group LLC10,672$767K0.1%-46.6%1.256%
7/24/2025 Capital Advisors Ltd. LLC30,745$2.21M0.3%-11.0%3.617%
7/17/2025 Janney Montgomery Scott LLC28,190$2.03M0.0%+5.4%3.316%
7/16/2025 Diversified Enterprises LLC9,324$670K0.1%-6.4%1.097%
5/27/2025Jacobi Capital Management LLC56,682$3.67M0.3%+10.8%7.314%
5/8/2025Collaborative Wealth Managment Inc.6,401$415K0.2%-11.3%0.826%
5/7/2025LPL Financial LLC62,374$4.04M0.0%-18.7%8.048%
5/6/2025Avantax Advisory Services Inc.5,220$338K0.0%-17.7%0.674%
4/17/2025Janney Montgomery Scott LLC26,750$1.73M0.0%+13.0%3.344%
4/15/2025Capital Advisors Ltd. LLC34,542$2.24M0.3%-4.8%4.318%
4/7/2025Howard Financial Services LTD.6,725$436K0.1%-7.1%0.815%
4/4/2025Sage Capital Advisors llc9,793$634K0.2%-11.8%1.187%
2/14/2025Tower Research Capital LLC TRC12,784$850K0.0%-29.1%1.420%
2/13/2025NewEdge Advisors LLC665$44K0.0%-37.4%0.074%
2/13/2025Raymond James Financial Inc.18,531$1.23M0.0%N/A2.059%
2/11/2025LPL Financial LLC76,683$5.10M0.0%+2.2%8.520%
2/10/2025Diversified Enterprises LLC10,294$684K0.1%-5.4%1.144%
2/10/2025Avantax Advisory Services Inc.6,343$422K0.0%-9.1%0.705%
2/6/2025Ethos Financial Group LLC20,001$1.33M0.2%+4.0%2.222%
2/6/2025Raymond James Financial Inc.18,531$1.23M0.0%N/A2.059%
2/5/2025Jacobi Capital Management LLC51,171$3.40M0.3%-0.9%5.686%
2/4/2025Capital Advisors Ltd. LLC36,272$2.41M0.3%-5.3%4.030%
2/3/2025Private Advisor Group LLC42,654$2.84M0.0%-0.4%4.739%
1/31/2025Mcdonald Partners LLC21,620$1.44M0.4%+5.2%2.402%
1/17/2025Janney Montgomery Scott LLC23,673$1.57M0.0%-5.9%2.630%
1/15/2025Tallon Kerry Patrick6,765$448K0.4%N/A0.752%
11/13/2024Diversified LLC10,877$754K0.1%-3.1%1.209%
10/29/2024Janney Montgomery Scott LLC25,162$1.74M0.0%-6.5%2.796%
10/24/2024Capital Advisors Ltd. LLC38,283$2.65M0.3%+0.8%4.254%
10/22/2024Private Advisor Group LLC42,820$2.97M0.0%+1.9%4.758%
10/8/2024Dynamic Advisor Solutions LLC5,950$412K0.0%-37.3%0.661%
8/5/2024Private Advisor Group LLC42,033$2.68M0.0%+1.6%4.670%
7/25/2024Capital Advisors Ltd. LLC37,973$2.42M0.3%-0.5%4.219%
7/24/2024Diversified LLC11,230$715K0.1%-1.6%1.248%
7/19/2024Raymond James & Associates21,547$1.37M0.0%-30.2%2.394%
7/17/2024Mcdonald Partners LLC19,631$1.25M0.3%+31.1%2.181%
7/15/2024Dynamic Advisor Solutions LLC9,491$604K0.0%-9.2%1.055%
5/16/2024Benchmark Investment Advisors LLC3,244$214K0.2%N/A0.360%
5/11/2024Jacobi Capital Management LLC52,212$3.45M0.3%-1.3%5.801%
5/8/2024Advisors Preferred LLC2,348$154K0.0%N/A0.261%
5/8/2024Avantax Advisory Services Inc.7,989$528K0.0%-3.7%0.888%
5/1/2024Janney Montgomery Scott LLC27,172$1.80M0.0%+23.9%3.019%
4/30/2024Private Advisor Group LLC41,352$2.73M0.0%-3.1%4.595%
4/18/2024Capital Advisors Ltd. LLC38,158$2.52M0.3%+1.5%4.240%
4/16/2024Howard Financial Services LTD.7,161$473K0.1%-7.4%0.796%
4/15/2024Mcdonald Partners LLC14,972$989K0.3%+25.3%1.664%
2/14/2024Jacobi Capital Management LLC52,874$3.22M0.3%-0.5%6.609%
2/7/2024Avantax Advisory Services Inc.8,292$504K0.0%-6.1%1.037%
2/7/2024Collaborative Wealth Managment Inc.8,403$511K0.3%-3.6%1.050%
2/7/2024Ethos Financial Group LLC26,962$1.64M0.3%+354.7%3.370%
2/6/2024Private Advisor Group LLC42,680$2.60M0.0%-2.1%5.335%
2/2/2024Capital Advisors Ltd. LLC37,582$2.29M0.3%+0.8%4.698%
1/30/2024Ergawealth Advisors Inc.6,829$415K0.3%+4.7%0.854%
1/16/2024Raymond James & Associates31,960$1.94M0.0%-12.9%3.995%
1/11/2024Dynamic Advisor Solutions LLC10,885$642K0.0%+5.2%1.361%
11/15/2023WealthPlan Investment Management LLC5,513$302K0.0%+1,039.0%0.689%
11/14/2023Tower Research Capital LLC TRC17,967$985K0.0%-8.7%2.246%
11/13/2023LPL Financial LLC67,208$3.68M0.0%+47.7%8.401%
11/8/2023Janney Montgomery Scott LLC22,058$1.21M0.0%-2.1%2.757%
11/3/2023Private Advisor Group LLC43,603$2.39M0.0%-0.5%5.450%
11/2/2023Diversified LLC11,381$624K0.2%-6.7%1.423%
10/31/2023Wolff Wiese Magana LLC4,464$245K0.2%+17.3%0.558%
10/30/2023Ergawealth Advisors Inc.6,522$357K0.2%N/A0.815%
10/30/2023Mcdonald Partners LLC12,343$676K0.2%-3.1%1.543%
10/27/2023Capital Advisors Ltd. LLC37,284$2.04M0.3%+8.8%4.661%
10/24/2023Raymond James & Associates36,710$2.01M0.0%-6.1%4.589%
10/11/2023Dynamic Advisor Solutions LLC10,343$567K0.0%+17.6%1.293%
8/10/2023Private Advisor Group LLC43,843$2.47M0.0%-0.6%5.480%
8/8/2023Jacobi Capital Management LLC53,187$3M0.3%+2.5%6.648%
8/4/2023Advisors Preferred LLC2,487$140K0.0%+202.2%0.311%
8/3/2023Dynamic Advisor Solutions LLC8,795$496K0.0%+8.5%1.099%
8/1/2023Wolff Wiese Magana LLC3,806$215K0.2%-6.3%0.476%
7/31/2023LPL Financial LLC45,502$2.57M0.0%+8.5%5.688%
7/26/2023Capital Advisors Ltd. LLC34,260$1.93M0.3%+5.3%4.283%
7/26/2023Diversified LLC12,192$688K0.2%-4.9%1.524%
7/25/2023Raymond James & Associates39,085$2.21M0.0%-3.9%4.886%
7/12/2023Howard Financial Services LTD.7,829$442K0.1%-2.9%0.979%
5/10/2023Private Advisor Group LLC44,104$2.34M0.0%N/A5.513%
5/10/2023Monograph Wealth Advisors LLC4,000$212K0.0%N/A0.500%
5/9/2023Tower Research Capital LLC TRC7,437$395K0.0%+139.6%0.930%
5/5/2023Jacobi Capital Management LLC51,887$2.75M0.3%-4.0%6.486%
5/3/2023Advisors Preferred LLC823$44K0.0%-57.9%0.103%
5/3/2023Capital Advisors Ltd. LLC32,535$1.73M0.3%+25.8%4.067%
4/24/2023Diversified LLC12,822$680K0.2%-6.7%1.603%
4/19/2023Mcdonald Partners LLC12,579$668K0.2%+28.9%1.572%
4/19/2023Herold Advisors Inc.3,855$205K0.1%N/A0.482%
4/18/2023Wolff Wiese Magana LLC4,060$215K0.2%-14.0%0.508%
4/14/2023Raymond James & Associates40,670$2.16M0.0%-11.4%5.084%
4/5/2023Howard Financial Services LTD.8,065$428K0.1%-21.6%1.047%
2/13/2023Diversified LLC13,742$670K0.3%-13.6%0.000%
2/10/2023Collaborative Wealth Managment Inc.8,764$427K0.3%-3.2%0.000%
2/9/2023Ethos Financial Group LLC5,569$277K0.1%N/A0.000%
2/9/2023Advisors Preferred LLC1,956$95K0.0%+12.1%0.000%
2/7/2023Capital Advisors Ltd. LLC25,855$1.26M0.2%+19.5%0.000%
2/7/2023LPL Financial LLC40,774$1.99M0.0%-8.6%0.000%
2/1/2023Janney Montgomery Scott LLC22,310$1.09M0.0%-0.9%0.000%
1/18/2023Mcdonald Partners LLC9,759$476K0.2%+2.2%0.000%
(Data available from 1/1/2016 forward)

LEAD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LEAD shares?

During the previous two years, 25 institutional investors and hedge funds held shares of Siren DIVCON Leaders Dividend ETF. The most heavily invested institutionals were LPL Financial LLC ($4.04M), Jacobi Capital Management LLC ($3.67M), Private Advisor Group LLC ($2.84M), Capital Advisors Ltd. LLC ($2.21M), Janney Montgomery Scott LLC ($2.03M), Tower Research Capital LLC TRC ($1.46M), and Mcdonald Partners LLC ($1.44M).Learn more on Siren DIVCON Leaders Dividend ETF's institutional investors.

Which institutional investors have been buying Siren DIVCON Leaders Dividend ETF's stock?

Of the 17 institutional investors that purchased Siren DIVCON Leaders Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($37.06K), LPL Financial LLC ($23.36K), Ethos Financial Group LLC ($21.80K), Janney Montgomery Scott LLC ($9.75K), Mcdonald Partners LLC ($8.76K), Ergawealth Advisors Inc. ($6.83K), and Tallon Kerry Patrick ($6.77K).

How much institutional buying is happening at Siren DIVCON Leaders Dividend ETF?

Institutional investors have bought a total of 64,175 shares in the last 24 months. This purchase volume represents approximately $4.30M in transactions.

Which of Siren DIVCON Leaders Dividend ETF's major shareholders have been selling company stock?

Of the 16 institutional investors that sold Siren DIVCON Leaders Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($14.31K), Ethos Financial Group LLC ($9.33K), Capital Advisors Ltd. LLC ($7.54K), Tower Research Capital LLC TRC ($5.25K), Dynamic Advisor Solutions LLC ($3.54K), Janney Montgomery Scott LLC ($3.24K), and Avantax Advisory Services Inc. ($1.76K).

How much institutional selling is happening at Siren DIVCON Leaders Dividend ETF?

Institutional investors have sold a total of 50,939 shares in the last 24 months. This volume of shares sold represents approximately $3.45M in transactions.


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This page (BATS:LEAD) was last updated on 9/13/2025 by MarketBeat.com Staff
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