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Get Institutions for : 
Inspire 100 Etf (BIBL)  
$37.66 0.22 (0.59%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    3
Total shares held : 
5,853,428  
% of shares held : 
14.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  17  
Amount of shares held : 
427,205  
% of shares held change : 
  1.03%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$34.62  
Last Quarter's Ending Price : 
$38.91  
Last Quarter's Average Price
$36.45  
Change from last quarter's     
avg. price to the last closing  : 
1.21 (3.32%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 78,305
 1.34%
 
Increased Positions :
44
 776,885
 13.27%
 
Unchanged Positions :
14
 282,952
 4.83%
 
Decreased Positions :
30
-347,780
-5.94%
 
Closed Positions :
6
-80,205
-1.37%
 
Guru Positions :
0
 0%
 
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 4 - 2024-03-31 1,281,058 $49,846,000 17,308
   OneAscent Financial Services LLC 10 - 2024-03-31 497,749 $19,367,000 363,099
   Bare Financial Services Inc 1 - 2024-03-31 460,671 $16,861,000 228,548
   Change Path LLC 47 - 2024-03-31 282,467 $10,990,000 507
   LPL FINANCIAL CORP 1341 - 2024-03-31 250,978 $9,766,000 28,123
   Strategic Equity Management 5 - 2024-03-31 210,597 $8,194,000 50,089
   BUCKINGHAM ASSET MANAGEMENT, LLC 110 - 2024-03-31 201,115 $7,825,000 2,186
   LVZ Advisors Inc. 11 - 2024-03-31 190,922 $7,429,000 23,305
   CWM LLC 356 - 2024-03-31 177,016 $6,888,000 13,045
   Financial Advocates Investment Management 73 - 2024-03-31 153,535 $5,974,000 2,575
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 783 - 2024-03-31 119,622 $4,654,000 765
   COMMONWEALTH EQUITY SERVICES LLC. 1333 - 2024-03-31 98,432 $3,830,000 1,845
   Revisor Wealth Management LLC 13 - 2024-03-31 94,437 $3,508,000 37,974
   MONEYWISE INC. 14 - 2024-03-31 81,061 $3,154,000 43,783
   Belpointe Asset Management LLC 106 - 2024-03-31 70,871 $2,758,000 7,834
   H D Vest Advisory Services 453 - 2024-03-31 69,912 $2,720,000 17,401
   Fiduciary Alliance LLC 59 - 2024-03-31 65,397 $2,533,000 800
   Atria Wealth Solutions Inc. 628 - 2024-03-31 52,273 $2,038,000 1,766
   ENVESTNET ASSET MANAGEMENT INC 2548 - 2024-03-31 51,974 $2,022,000 6,713
   Geneos Wealth Management Inc. 275 - 2024-03-31 44,092 $1,716,000 3,775
   Cetera Investment Advisers 1690 - 2024-03-31 42,375 $1,649,000 14,121
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1730 - 2024-03-31 42,315 $1,646,000 2,564
   GTS SECURITIES LLC 391 - 2024-03-31 42,083 $1,637,000 29,746
   Wealthcare Advisory Partners LLC 292 - 2024-03-31 36,928 $1,437,000 1,376
   LifeGuide Financial Advisors LLC 17 - 2024-03-31 30,319 $1,180,000 1,188
   PFG FINANCIAL ADVISORS 94 - 2024-03-31 27,687 $1,077,000 976
   Whitaker-Myers Wealth Managers LTD. 50 - 2024-03-31 20,515 $798,000 279
   Harvest Investment Services LLC 87 - 2024-03-31 18,126 $705,000 1,990
   CITADEL ADVISORS LLC 3777 - 2024-03-31 12,495 $486,000 12,495
   HANSON MCCLAIN, INC. 559 - 2024-03-31 12,026 $468,000 172
   Cyndeo Wealth Partners LLC 296 - 2024-03-31 9,520 $370,000 1,355
   Envestnet Portfolio Solutions Inc. 1376 - 2024-03-31 7,490 $291,000 250
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 101 - 2024-03-31 7,354 $286,000 1,182
   MML INVESTORS SERVICES LLC 2155 - 2024-03-31 7,063 $275,000 250
   Range Financial Group LLC 157 - 2024-03-31 5,856 $228,000 21
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1916 - 2024-03-31 1,881 $73,000 1,309
   UBS Group AG 5197 - 2024-03-31 1,661 $65,000 1,271
   ROYAL BANK OF CANADA 4946 - 2024-03-31 1,250 $49,000 95
   Venturi Wealth Management LLC 751 - 2024-03-31 500 $19,000 20
   PRINCIPAL SECURITIES INC. 2066 - 2024-03-31 441 $17,000 49

  40 Records found
  1    
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