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Disclosery

BLCN SIREN ETF TR

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NEXGEN ECONOMY (fund)

40 managers (40 13F filers) reported a position in BLCN shares at 2025-03-31, 427,713 shares in all. 4 filers opened a position and 12 filers sold out during the quarter.

Managers
40
13F filers
40
New
4
Added
5
Reduced
4
Sold out
12
Shares held by filers
427,713

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.146,856$2.81M0.01%+15,71313F-HRTimeline
FLOW TRADERS U.S. LLC57,374$1.1M0.05%-25,20913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,570$1.08M<0.01%+20,00113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…42,953$824K0.03%-10513F-HRTimelineGroup
LPL Financial LLC27,975$535K<0.01%-55413F-HRTimeline
Glass Jacobson Investment Advisors llc17,189$441K0.14%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,278$407K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,702$300K<0.01%+13713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,550$297K<0.01%new13F-HR/ATimelineGroup
Wealthfront Advisers LLC11,521$220K<0.01%+62613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,802$149K<0.01%+1,67213F-HRTimelineGroup
Allworth Financial LP1,565$30.7K<0.01%013F-HRTimeline
Parallel Advisors, LLC850$16.3K<0.01%013F-HRTimeline
IFP Advisors, Inc670$12.8K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY522$9.99K<0.01%-82513F-HRTimelineGroup
Golden State Wealth Management, LLC500$9.56K<0.01%013F-HR/ATimeline
WFA Asset Management Corp322$9.1K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.259$4.96K<0.01%013F-HRTimeline
Main Street Group, LTD253$4.83K<0.01%013F-HRTimeline
Asset Dedication, LLC237$4.54K<0.01%013F-HRTimeline
Sound Income Strategies, LLC223$4.27K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…210$4.02K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.203$3.88K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC196$3.75K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165$3K<0.01%013F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC150$2.87K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC128$2.45K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC104$1.99K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC100$1.91K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$1.91K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC62$1.19K<0.01%new13F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC50$957<0.01%013F-HRTimeline
Sandy Spring Bank39$744<0.01%013F-HRTimeline
Larson Financial Group LLC11$210<0.01%new13F-HRTimeline
Investors Research Corp2$38<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC1$14<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$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.