Siren Nasdaq NexGen Economy ETF

BLCN • NASDAQ

Siren Nasdaq NexGen Economy ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $4.2M. LPL Financial LLC is the largest holder with a position valued at $1.0M.

Overview

Overview of institutional ownership in BLCN as of Q3 2025

All Institutions

Institutions: 38
Value Held: $4.2M
Shares Held: 153.0K
Avg Position: $110.7K
Median Position: $6.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in BLCN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$1.0M 0.00% of portfolio	36.4K shares	Q1 2018 Held for 7y 8m	$340.07B
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	$588.8K 0.00% of portfolio	21.3K shares	Q1 2018 Held for 7y 8m	$24.2B
G Glass Jacobson Investment Advisors llc Institution	-	$564.6K 0.20% of portfolio	20.4K shares	Q2 2023 Held for 2y 5m	$276.4M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$420.3K 0.00% of portfolio	15.2K shares	Q4 2024 Held for 11 months	$310.43B
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	Wayne Michael Bloom CEO	$390.9K 0.00% of portfolio	14.1K shares	Q1 2018 Held for 7y 8m	$71.1B
A Advisor Group Holdings, Inc. Institution	-	$309.4K 0.00% of portfolio	12.2K shares	Q1 2020 Held for 5y 8m	$71.0B
Wealthfront Advisers LLC RIA/Wealth	Andrew Samuel Rachleff CEO	$287.8K 0.00% of portfolio	10.4K shares	Q1 2024 Held for 1y 8m	$42.6B
Smart Portfolios, LLC RIA/Wealth	Bryce Arnevick James President	$243.9K 0.24% of portfolio	8.8K shares	Q4 2024 Held for 11 months	$103.4M
UBS Group AG Institution	Sergio P. Ermotti CEO	$135.3K 0.00% of portfolio	4.9K shares	Q2 2025 Held for 5 months	$511.54B
R Rockefeller Capital Management L.P. Long Only Manager	Richard Mark Fell President	$73.4K 0.00% of portfolio	2.7K shares	Q3 2025 Held for 2 months	$49.6B

Net Capital Flow

Institutional buying and selling activity for BLCN in Q3 2025

Net Flow: −$4.4M
Buyers: 4
Sellers: 11
Total Bought: +$427.7K
Total Sold: −$4.8M
Avg Position: $114.3K

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$304.3K +11.0K shares	$1.0M 36.4K shares
A Advisor Group Holdings, Inc. Institution	+$53.8K +2.1K shares	$309.4K 12.2K shares
G Glass Jacobson Investment Advisors llc Institution	+$35.1K +1.3K shares	$564.6K 20.4K shares
UBS Group AG Institution	+$34.5K +1.2K shares	$135.3K 4.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
F Financial Engines Advisors L.L.C. Institution	−$3.4M −147.0K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.1M −41.3K shares	$420.3K 15.2K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$141.5K −5.1K shares	$10.7K 388.0 shares
Parallel Advisors, LLC RIA/Wealth	−$23.7K −851.0 shares	$2.8K 101.0 shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$18.4K −664.0 shares	$390.9K 14.1K shares
Wealthfront Advisers LLC RIA/Wealth	−$17.5K −633.0 shares	$287.8K 10.4K shares
Sunbelt Securities, Inc. RIA/Wealth	−$5.2K −203.0 shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$3.8K −165.0 shares	Sold Off 0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$359.7 −13.0 shares	$5.8K 210.0 shares
Larson Financial Group LLC RIA/Wealth	−$305.3 −11.0 shares	$111.0 4.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BLCN in Q3 2025

New Positions: 3
New Value: $6.8K
Exited Positions: 3
Exited Value: $3.4M

New Positions

Institution	Position Value
Fourth Dimension Wealth, LLC RIA/Wealth	$5.5K 200.0 shares
Sontag Advisory, LLC RIA/Wealth	$858.0 31.0 shares
Abound Wealth Management RIA/Wealth	$360.0 13.0 shares

Exited Positions

Institution	Previous Position
F Financial Engines Advisors L.L.C. Institution	$3.4M 147.0K shares
Sunbelt Securities, Inc. RIA/Wealth	$5.2K 203.0 shares
R ROYAL BANK OF CANADA Institution	$3.8K 165.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BLCN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BLCN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Smart Portfolios, LLC RIA/Wealth	Bryce Arnevick James President	0.24% $243.9K	8.8K shares	Q4 2024 Held for 11 months	$103.4M
G Glass Jacobson Investment Advisors llc Institution	-	0.20% $564.6K	20.4K shares	Q2 2023 Held for 2y 5m	$276.4M
A Advantage Trust Co Institution	-	0.00% $9.0K	325.0 shares	Q2 2025 Held for 5 months	$221.3M
Wealth Preservation Advisors, LLC RIA/Wealth	Nina Kristin Strozak CCO	0.00% $5.4K	196.0 shares	Q1 2025 Held for 8 months	$171.4M
Lido Advisors, LLC RIA/Wealth	Jason Jay Ozur CEO	0.00% $588.8K	21.3K shares	Q1 2018 Held for 7y 8m	$24.2B
M Main Street Group, LTD Institution	-	0.00% $7.0K	252.0 shares	Q4 2023 Held for 1y 11m	$307.7M
Fourth Dimension Wealth, LLC RIA/Wealth	Douglas Ryan Magers CEO	0.00% $5.5K	200.0 shares	Q3 2025 Held for 2 months	$261.2M
Golden State Wealth Management, LLC RIA/Wealth	Daniel Robert Catone Managing Partner	0.00% $13.8K	500.0 shares	Q4 2024 Held for 11 months	$903.5M
SJS Investment Consulting Inc. RIA/Wealth	Scott John Savage CEO	0.00% $7.2K	259.0 shares	Q3 2022 Held for 3y 2m	$726.8M
Ameritas Advisory Services, LLC RIA/Wealth	Michael Eugene Shoemaker President	0.00% $10.7K	388.0 shares	Q4 2021 Held for 3y 11m	$1.5B