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Get Institutions for : 
Inspire Small Mid Cap Impact Etf (ISMD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 59    4
Total shares held : 
 4,144,333  
% of shares held : 
 15.35%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 455,731  
% of shares held change : 
   1.69%  
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 :
1
 6,000
 0.14%
 
Increased Positions :
24
 617,385
 14.9%
 
Unchanged Positions :
16
 193,791
 4.68%
 
Decreased Positions :
18
-124,025
-2.99%
 
Closed Positions :
5
-43,629
-1.05%
 
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 6 - 2024-03-31 1,326,568 $47,770,000 -73,564
   PAX Financial Group LLC 8 - 2024-03-31 277,926 $10,008,000 -10,821
   CWM Advisors LLC 11 - 2024-03-31 272,487 $9,812,000 -19,769
   LVZ Advisors Inc. 17 - 2024-03-31 83,271 $2,999,000 -26,552
   AlphaStar Capital Management LLC 47 - 2024-03-31 79,976 $2,880,000 -2,022
   Advisor Group Holdings Inc. 1610 - 2024-03-31 61,407 $2,211,000 -101,055
   Kestra Advisory Services LLC 1130 - 2024-03-31 33,222 $1,196,000 -1,512
   CREATIVE FINANCIAL DESIGNS INC /ADV 195 - 2024-03-31 21,388 $770,000 -316,226
   GTS SECURITIES LLC 646 - 2024-03-31 19,573 $705,000 -21,604
   Well Done LLC 99 - 2024-03-31 17,260 $622,000 -1,515
   Ambassador Advisors LLC 134 - 2024-03-31 17,209 $620,000 -857
   ENVESTNET ASSET MANAGEMENT INC 3312 - 2024-03-31 16,234 $585,000 -5,099
   Wealthcare Advisory Partners LLC 758 - 2024-03-31 5,773 $208,000 -625
   Creekmur Asset Management LLC 189 - 2024-03-31 2,362 $85,000 -979
   HARBOUR INVESTMENTS INC. 1278 - 2023-12-31 2,075 $72,000 -49
   Values First Advisors Inc. 160 - 2024-03-31 699 $25,000 -4,492
   IAG Wealth Partners LLC 403 - 2024-03-31 63 $2,000 -2,490
  17 Records found
  1    
  Page 1 of 1
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