SEC 13F Intelligence

LEADSIREN ETF TR

CUSIP 829658301 · Yahoo Finance ↗ · Google Finance ↗

Siren Etf Tr (LEAD) has 29 institutional holders in Filings Flow’s 13F database, together reporting 455.5K shares worth $32M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Lpl Financial LLC, and Jacobi Capital Management LLC.

Institutional Holders
29
Q1 2026
Reported Value
$32M
Ticker
LEAD
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 21Q2 ’21Q4 ’21: 23Q4 ’21Q4 ’22: 26Q4 ’22Q4 ’25: 35Q4 ’25Q1 ’26: 29Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $25MQ2 ’21Q4 ’21: $31MQ4 ’21Q4 ’22: $13MQ4 ’22Q4 ’25: $37MQ4 ’25Q1 ’26: $32MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ethos Capital Management, Inc.$117M AUM0.97%$1M14.8KQ1 2026OLDER
Post Resch Tallon Group Inc.$145M AUM0.42%$601,7156.6KQ2 2026
MCDONALD PARTNERS LLC$424M AUM0.35%$1M19.4KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.24%$4M56.8KQ1 2026OLDER
Sage Capital Advisors,llc$482M AUM0.19%$928,51210.1KQ2 2026
Collaborative Wealth Managment Inc.$218M AUM0.17%$486,3876.4KQ4 2025OLDER
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.06%$568,4866.2KQ2 2026
Ethos Financial Group, LLC$1.4B AUM0.06%$773,79310.1KQ1 2026OLDER
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM0.05%$3M33.2KQ1 2026OLDER
Diversified Enterprises, LLC$1.8B AUM0.05%$864,41611.3KQ1 2026OLDER
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.03%$306,8044.0KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.02%$3M42.8KQ1 2026OLDER
Western Wealth Management, LLC$2.6B AUM0.02%$399,2435.2KQ2 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.01%$406,6685.3KQ1 2026OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$9113Q4 2025OLDER
WOLFF WIESE MAGANA LLC$181M AUM0.01%$14,804193Q1 2026OLDER
TUCKER ASSET MANAGEMENT LLC$343M AUM0.00%$9,529125Q4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$5M65.4KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$6M76.7KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$451,3005.9KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$376,0324.9KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$78,1431.0KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$2M22.8KQ4 2025OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$806,43410.5KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M20.5KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$542,9487.1KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$264,0003.9KQ3 2025OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$38,120497Q1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$1,17015Q2 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$1552Q1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$22,869300Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$19,635256Q1 2026OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$6899Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2,74436Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$20Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.