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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 2025-09-30, 153,044 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
40
13F filers
40
New
7
Added
4
Reduced
8
Sold out
4
Shares held by filers
153,044

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC36,434$1.01M<0.01%+10,99613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC21,278$589K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc20,405$565K0.2%+1,26913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,191$420K<0.01%-41,27113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,128$391K<0.01%-66413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,208$309K<0.01%+2,12313F-HRTimelineGroup
Wealthfront Advisers LLC10,401$288K<0.01%-63313F-HRTimeline
Smart Portfolios, LLC8,816$244K0.24%013F-HRTimeline
UBS Group AGin group UBS Group AG4,889$135K<0.01%+1,24713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,651$73.4K<0.01%new13F-HRTimelineGroup
Allworth Financial LP1,565$43.3K<0.01%013F-HRTimeline
IFP Advisors, Inc670$18.5K<0.01%013F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY522$14.5K<0.01%013F-HR/ATimelineGroup
Golden State Wealth Management, LLC500$13.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…388$10.7K<0.01%-5,11313F-HRTimelineGroup
Advantage Trust Co325$8.99K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.259$7.17K<0.01%013F-HRTimeline
Main Street Group, LTD252$6.98K<0.01%013F-HRTimeline
Asset Dedication, LLC238$6.58K<0.01%013F-HRTimeline
Sound Income Strategies, LLC223$6.51K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…210$5.81K<0.01%-1313F-HRTimelineGroup
Fourth Dimension Wealth, LLC200$5.53K<0.01%new13F-HRTimeline
Wealth Preservation Advisors, LLC196$5.42K<0.01%013F-HRTimeline
MAI Capital Management150$4.15K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management149$4.12K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.147$4.07K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC128$3.54K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC104$2.88K<0.01%013F-HRTimeline
Parallel Advisors, LLC101$2.82K<0.01%-85113F-HRTimeline
NewEdge Advisors, LLC100$2.77K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58$1.6K<0.01%new13F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC50$1.38K<0.01%013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp39$1.08K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC31$858<0.01%new13F-HRTimeline
Abound Wealth Management13$360<0.01%new13F-HRTimeline
Larson Financial Group LLC4$111<0.01%-1113F-HRTimeline
Dogwood Wealth Management LLC1$20<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$13<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
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.