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Disclosery

BLCN SIREN ETF TR

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NEXGEN ECONOMY (fund)

48 managers (48 13F filers) reported a position in BLCN shares at 2024-12-31, 499,644 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
48
13F filers
48
New
3
Added
10
Reduced
8
Sold out
6
Shares held by filers
499,644

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Financial Engines Advisors L.L.C.131,143$3.36M0.01%+27,60113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…88,299$2.26M<0.01%+34,88113F-HRTimelineGroup
FLOW TRADERS U.S. LLC82,583$2.12M0.08%+73,60413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…43,058$1.1M0.04%-6,19813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,569$938K<0.01%13F-HR/ATimelineGroup
LPL Financial LLC28,529$731K<0.01%-25613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,278$546K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc17,189$441K0.14%+80213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMONWEALTH EQUITY SERVICES, LLC15,565$399K<0.01%-1,36613F-HRTimeline
Wealthfront Advisers LLC10,895$279K<0.01%+55613F-HR/ATimeline
Smart Portfolios, LLC8,367$215K0.22%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,130$157K<0.01%+3,68713F-HR/ATimelineGroup
Allworth Financial LP1,565$43.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,347$34.5K<0.01%-613F-HR/ATimelineGroup
Parallel Advisors, LLC850$21.8K<0.01%-2513F-HRTimeline
AdvisorNet Financial, Inc828$21.2K<0.01%-6,02213F-HRTimeline
IFP Advisors, Inc670$17.2K<0.01%+2013F-HRTimeline
Golden State Wealth Management, LLC500$12.8K<0.01%13F-HRTimeline
Venturi Wealth Management, LLC442$11.3K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…413$10.6K<0.01%+34813F-HRTimelineGroup
Laurel Wealth Advisors LLC300$7.69K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.259$6.64K<0.01%013F-HRTimeline
Main Street Group, LTD253$6.47K<0.01%+113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC239$6.13K<0.01%13F-HRTimeline
Asset Dedication, LLC237$6.09K<0.01%013F-HRTimeline
Avior Wealth Management, LLC234$6.02K<0.01%-1113F-HRTimeline
Sound Income Strategies, LLC223$5.72K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…210$5.38K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.203$5.25K<0.01%013F-HRTimeline
Global Retirement Partners, LLC200$5.13K<0.01%-40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165$4K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC150$3.85K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC128$3.28K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management128$3.28K<0.01%new13F-HRTimelineGroup
Cedar Mountain Advisors, LLC104$2.66K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$2.56K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$2.56K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC50$1.28K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC51$1.07K<0.01%013F-HRTimeline
Sandy Spring Bank39$997<0.01%013F-HRTimeline
Beacon Capital Management, LLC15$394<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC12$308<0.01%013F-HRTimeline
Investors Research Corp2$51<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$22<0.01%+113F-HRTimelineGroup
Dogwood Wealth Management LLC1$18<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.10$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC10$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.