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Get Institutions for : 
Inspire Corporate Bond Impact Etf (IBD)  
$23.13 0.00 (0.00%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    4
Total shares held : 
 8,789,462  
% of shares held : 
 14.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -1,136,046  
% of shares held change : 
   -1.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 93,650
 1.07%
 
Increased Positions :
26
 268,294
 3.05%
 
Unchanged Positions :
11
 208,126
 2.37%
 
Decreased Positions :
20
-1,484,868
-16.89%
 
Closed Positions :
2
-13,122
-0.15%
 
Guru Positions :
1
10,197
 0.12%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Inspire Advisors LLC 2 - 2024-03-31 3,000,852 $70,460,000 244,189
   Ambassador Advisors LLC 1 - 2024-03-31 1,416,962 $33,270,000 4,664
   Change Path LLC 35 - 2024-03-31 646,529 $15,180,000 13,687
   CWM Advisors LLC 4 - 2024-03-31 622,476 $14,616,000 -10,084
   PAX Financial Group LLC 6 - 2024-03-31 520,456 $12,220,000 -39,169
   CREATIVE FINANCIAL DESIGNS INC /ADV 18 - 2024-03-31 512,434 $12,032,000 57,151
   Bare Financial Services Inc 3 - 2024-03-31 356,369 $8,225,000 233,876
   LVZ Advisors Inc. 13 - 2024-03-31 174,725 $4,103,000 8,015
   ENVESTNET ASSET MANAGEMENT INC 2209 - 2024-03-31 149,249 $3,504,000 9,446
   Legacy Wealth Asset Management LLC 14 - 2024-03-31 128,422 $3,015,000 4,515
   LPL FINANCIAL CORP 2302 - 2024-03-31 107,450 $2,523,000 4,383
   Advisor Group Holdings Inc. 1564 - 2024-03-31 101,006 $2,372,000 -137,263
   VALMARK ADVISERS INC 163 *New 2024-03-31 90,524 $2,125,000 90,524
   BLUE CREEK INVESTMENT PARTNERS LLC 85 - 2024-03-31 79,627 $1,870,000 -26,837
   Cetera Investment Advisers 1678 - 2024-03-31 71,525 $1,679,000 25,874
   Range Financial Group LLC 33 - 2024-03-31 68,766 $1,615,000 2,698
   Belpointe Asset Management LLC 178 - 2024-03-31 62,150 $1,459,000 -7,434
   AlphaStar Capital Management LLC 92 - 2024-03-31 62,045 $1,457,000 -729
   PFG FINANCIAL ADVISORS 81 - 2024-03-31 58,176 $1,366,000 1,602
   Paradiem LLC 77 - 2024-03-31 57,716 $1,355,000 -165
   MULTIFINANCIAL SECURITIES CORP 1016 *New 2024-03-31 56,148 $1,318,000 56,148
   TRUST POINT INC. 120 - 2024-03-31 53,787 $1,263,000 -1,311
   Astoria Portfolio Advisors LLC. 40 - 2024-03-31 47,219 $1,090,000 9,534
   Atria Wealth Solutions Inc. 875 - 2024-03-31 45,336 $1,068,000 1,276
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2061 - 2024-03-31 41,842 $982,000 3,421
   Sawtooth Asset Management Inc. 487 - 2023-12-31 36,525 $862,000 3,660
   COMMONWEALTH EQUITY SERVICES LLC. 2334 - 2024-03-31 36,716 $862,000 1,102
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2060 - 2024-03-31 26,774 $629,000 -1,096
   OneAscent Financial Services LLC 183 - 2024-03-31 24,375 $572,000 10,149
   McElhenny Sheffield Capital Management LLC 48 - 2024-03-31 23,762 $558,000 0
   LaSalle St. Investment Advisors LLC 57 - 2024-03-31 21,976 $518,000 -1,381
   H D Vest Advisory Services 1045 - 2024-03-31 20,889 $490,000 -206
   Financial Advocates Investment Management 458 - 2024-03-31 20,597 $484,000 -1,122
   Cyndeo Wealth Partners LLC 264 - 2024-03-31 20,369 $478,000 3,428
   Merit Financial Group LLC 586 - 2024-03-31 19,477 $453,000 -3,676
   MML INVESTORS SERVICES LLC 1886 - 2024-03-31 17,887 $420,000 2,028
   SILVER OAK SECURITIES Inc 250 - 2024-03-31 17,604 $413,000 -75,069
   Advisory Alpha LLC 243 - 2024-03-31 17,493 $411,000 2,245
   Hobbs Group Advisors LLC 87 - 2023-12-31 16,289 $384,000 0
   LifeGuide Financial Advisors LLC 33 - 2024-03-31 15,133 $355,000 688
   CWM LLC 1306 - 2024-03-31 13,066 $307,000 0
   TrueWealth Advisors LLC 147 - 2024-03-31 12,681 $298,000 183
   Strategic Blueprint LLC 505 - 2024-03-31 11,752 $276,000 -50
   GTS SECURITIES LLC 1035 *New 2024-03-31 11,624 $273,000 11,624
   DAVIDSON D A & CO 1212 *New 2024-03-31 11,407 $268,000 11,407
   Ronald Blue Trust Inc. 430 - 2024-03-31 11,219 $263,000 0
   EverSource Wealth Advisors LLC 372 - 2024-03-31 11,146 $263,000 0
   INTL FCSTONE INC. 243 - 2024-03-31 10,646 $251,000 -189
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 907 *New 2024-03-31 10,197 $239,000 10,197
   Allen Capital Group LLC 191 - 2024-03-31 9,951 $234,000 9,951
   JANE STREET GROUP LLC 4658 - 2024-03-31 9,457 $222,000 -118,240
   ROYAL BANK OF CANADA 4061 - 2024-03-31 9,376 $220,000 15
   GRADIENT INVESTMENTS LLC 294 - 2024-03-31 7,927 $186,000 -40
   HARBOUR INVESTMENTS INC. 1478 - 2023-12-31 1,978 $47,000 28
   PROEQUITIES INC. 1279 - 2024-03-31 1,690 $40,000 0
   SUMMIT INVESTMENT ADVISORS INC 2393 - 2024-03-31 1,289 $30,000 6
   PRINCIPAL SECURITIES INC. 2004 - 2024-03-31 808 $19,000 0
   NBC SECURITIES INC. 1532 - 2024-03-31 676 $15,000 -230
   Values First Advisors Inc. 162 - 2024-03-31 593 $14,000 -93
   Continuum Advisory LLC 1004 *New 2024-03-31 341 $8,000 341
   Smartleaf Asset Management LLC 1026 - 2024-03-31 203 $5,000 0
   Clarity Asset Management Inc. 172 - 2024-03-31 150 $4,000 1
   MORGAN STANLEY 6790 - 2024-03-31 100 $2,000 100
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 616 - 2024-03-31 103 $2,000 0
   HORIZON INVESTMENTS, LLC/SC 689 - 2024-03-31 74 $2,000 0
   J P MORGAN CHASE & CO 5463 *Closed 2024-03-31 0 $0 -2,529
   ADVISORY SERVICES NETWORK, LLC 2748 *Closed 2024-03-31 0 $0 -4,736
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6239 *Closed 2024-03-31 0 $0 -47,557
   WELLS FARGO & CO/MN 6646 - 2024-03-31 0 $0 0
   CITADEL ADVISORS LLC 6479 *Closed 2024-03-31 0 $0 -32,480
   AE Wealth Management LLC 1890 *Closed 2024-03-31 0 $0 -9,354
   WorthPointe LLC 83 *Closed 2024-03-31 0 $0 -110,136
  72 Records found
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