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Disclosery

BLCN SIREN ETF TR

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NEXGEN ECONOMY (fund)

38 managers (38 13F filers) reported a position in BLCN shares at 2025-06-30, 330,121 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
38
13F filers
38
New
6
Added
7
Reduced
6
Sold out
7
Shares held by filers
330,121

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.147,030$3.43M0.01%+17413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,462$1.32M<0.01%-10813F-HRTimelineGroup
LPL Financial LLC25,438$593K<0.01%-2,53713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,278$496K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc19,136$446K0.17%+1,94713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,792$345K<0.01%-91013F-HRTimeline
Wealthfront Advisers LLC11,034$257K<0.01%-48713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,085$235K<0.01%+2,28313F-HR/ATimelineGroup
Smart Portfolios, LLC8,816$206K0.21%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,501$128K0.01%-37,45213F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,642$84.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,565$36.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC952$22.2K<0.01%+10213F-HRTimeline
IFP Advisors, Inc670$15.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY522$12.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC500$11.7K<0.01%013F-HRTimeline
Advantage Trust Co325$7.58K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.259$6.04K<0.01%013F-HRTimeline
Main Street Group, LTD252$5.88K<0.01%-113F-HRTimeline
Asset Dedication, LLC238$5.54K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC223$5.21K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.203$5.21K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…223$5.2K<0.01%+1313F-HRTimelineGroup
Wealth Preservation Advisors, LLC196$4.57K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA165$4K<0.01%013F-HR/ATimelineGroup
MAI Capital Management150$3.5K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC128$2.98K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC104$2.42K<0.01%013F-HRTimeline
NewEdge Advisors, LLC100$2.33K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC50$1.17K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp39$908<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC15$350<0.01%+413F-HRTimeline
Bullock Wealth Management Group6$141<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC1$17<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$14<0.01%013F-HRTimelineGroup
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.