Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Inspire Corporate Bond Impact Etf (IBD)  
$23.13 0.00 (0.00%) as of 4:30 Fri 4/19


Download
     
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  
Free Registration Required For Full Results



            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
   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
   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
   PFG FINANCIAL ADVISORS 81 - 2024-03-31 58,176 $1,366,000 1,602
   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
   OneAscent Financial Services LLC 183 - 2024-03-31 24,375 $572,000 10,149
   Cyndeo Wealth Partners LLC 264 - 2024-03-31 20,369 $478,000 3,428
   MML INVESTORS SERVICES LLC 1886 - 2024-03-31 17,887 $420,000 2,028
   Advisory Alpha LLC 243 - 2024-03-31 17,493 $411,000 2,245
   LifeGuide Financial Advisors LLC 33 - 2024-03-31 15,133 $355,000 688
   TrueWealth Advisors LLC 147 - 2024-03-31 12,681 $298,000 183
   Allen Capital Group LLC 191 - 2024-03-31 9,951 $234,000 9,951
   ROYAL BANK OF CANADA 4061 - 2024-03-31 9,376 $220,000 15
   HARBOUR INVESTMENTS INC. 1478 - 2023-12-31 1,978 $47,000 28
   SUMMIT INVESTMENT ADVISORS INC 2393 - 2024-03-31 1,289 $30,000 6
   MORGAN STANLEY 6790 - 2024-03-31 100 $2,000 100

  28 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results