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Siren DIVCON Leaders Dividend ETF (LEAD) Institutional Ownership

$85.92 0.00 (0.00%)
As of 09/2/2026
Compare

Institutional Ownership Changes (13F Filings) for Siren DIVCON Leaders Dividend ETF (BATS:LEAD)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$13.42M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.98M
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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
7/7/2026 Post Resch Tallon Group Inc.6,565$602K0.4%-2.2%0.772%
7/7/2026 Howard Financial Services LTD.6,202$568K0.1%-8.1%0.730%
5/13/2026 Cetera Investment Advisers4,903$376K0.0%-3.5%0.577%
5/5/2026 Ethos Financial Group LLC10,088$774K0.1%-1.4%1.187%
4/27/2026 Private Advisor Group LLC42,751$3.28M0.0%+0.5%5.030%
4/22/2026 Janney Montgomery Scott LLC25,822$1.98M0.0%-2.4%3.038%
4/17/2026 Capital Advisors Ltd. LLC14,552$1.12M0.1%-20.1%1.712%
2/17/2026 Osaic Holdings Inc.5,878$448K0.0%-24.0%0.692%
2/17/2026 Tower Research Capital LLC TRC 37,008$2.82M0.1%+242.1%4.354%
2/13/2026 Kestra Advisory Services LLC1,025$78K0.0%N/A0.121%
2/13/2026 Jacobi Capital Management LLC58,250$4.44M0.3%-1.4%6.853%
2/11/2026 Janney Montgomery Scott LLC26,458$2.02M0.0%-5.7%3.113%
2/11/2026 LPL Financial LLC72,284$5.51M0.0%-43.4%8.504%
2/10/2026 Goldman Sachs Group Inc.76,742$5.85M0.0%N/A9.028%
2/6/2026 Signature Estate & Investment Advisors LLC38,914$2.97M0.1%N/A4.578%
2/5/2026 Western Wealth Management LLC5,204$397K0.0%+11.6%0.612%
2/2/2026 Mcdonald Partners LLC20,729$1.58M0.5%-5.4%2.439%
1/28/2026 Diversified Enterprises LLC11,262$858K0.1%+3.9%1.325%
1/21/2026 Ethos Capital Management Inc.18,806$1.43M1.4%N/A2.212%
1/21/2026 Capital Advisors Ltd. LLC18,204$1.39M0.2%-27.1%2.142%
1/20/2026 Ethos Financial Group LLC10,227$780K0.1%-3.0%1.203%
1/6/2026 Sage Capital Advisors llc10,127$772K0.2%+3.4%1.191%
11/17/2025 Susquehanna International Group LLP21,645$1.65M0.0%+3.9%2.546%
11/17/2025 Flow Traders U.S. LLC3,714$283K0.0%N/A0.437%
11/17/2025 Citadel Advisors LLC5,937$452K0.0%N/A0.698%
11/14/2025 Raymond James Financial Inc.15,053$1.15M0.0%-10.9%1.771%
11/14/2025 Tower Research Capital LLC TRC 10,818$824K0.0%-46.9%1.273%
11/13/2025 Private Advisor Group LLC42,566$3.24M0.0%-0.6%5.008%
11/12/2025 Mcdonald Partners LLC21,903$1.67M0.5%-1.3%2.577%
11/7/2025 Jacobi Capital Management LLC59,050$4.50M0.3%+0.7%6.947%
10/23/2025 Ethos Financial Group LLC10,540$802K0.1%-1.2%1.240%
10/23/2025 Howard Financial Services LTD.6,495$494K0.1%-3.3%0.764%
10/16/2025 Capital Advisors Ltd. LLC24,960$1.90M0.2%-18.8%2.936%
10/10/2025 Diversified Enterprises LLC10,840$825K0.1%+16.3%1.275%
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%
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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%
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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%


LEAD Institutional Ownership - Frequently Asked Questions

During the previous two years, 29 institutional investors and hedge funds held shares of Siren DIVCON Leaders Dividend ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($5.85M), LPL Financial LLC ($5.51M), Jacobi Capital Management LLC ($4.44M), Private Advisor Group LLC ($3.28M), Signature Estate & Investment Advisors LLC ($2.97M), Tower Research Capital LLC TRC ($2.82M), and Janney Montgomery Scott LLC ($1.98M).Learn more on Siren DIVCON Leaders Dividend ETF's institutional investors.

Of the 21 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: Goldman Sachs Group Inc. ($76.74K), Signature Estate & Investment Advisors LLC ($38.91K), Raymond James Financial Inc. ($37.06K), Tower Research Capital LLC TRC ($31.71K), Ethos Capital Management Inc. ($18.81K), Tallon Kerry Patrick ($6.77K), and Citadel Advisors LLC ($5.94K).

Institutional investors have bought a total of 175,796 shares in the last 24 months. This purchase volume represents approximately $13.42M in transactions.

Of the 13 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 ($55.42K), Capital Advisors Ltd. LLC ($16.19K), Tower Research Capital LLC TRC ($9.55K), Janney Montgomery Scott LLC ($2.24K), Osaic Holdings Inc. ($1.85K), Raymond James Financial Inc. ($1.83K), and Mcdonald Partners LLC ($1.45K).

Institutional investors have sold a total of 91,266 shares in the last 24 months. This volume of shares sold represents approximately $6.98M in transactions.


Related Companies

Institutional ownership data for BATS:LEAD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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