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Get Institutions for : 
Inspire 100 Etf (BIBL)  
$38.55 0.14 (0.37%) as of 4:30 Tue 5/21


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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 : 
 $30.96  
Last Quarter's Ending Price : 
 $34.90  
Last Quarter's Average Price : 
 $32.01  
Change from last quarter's     
avg. price to the last closing  : 
6.54 (20.43%)  




 
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: 3-31-2022 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 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 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
   PAX Financial Group LLC 12 - 2024-03-31 218,422 $8,499,000 -14,084
   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
   CWM Advisors LLC 20 - 2024-03-31 193,176 $7,516,000 -12,457
   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
   Advisor Group Holdings Inc. 1008 - 2024-03-31 133,048 $5,177,000 -245,520
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 783 - 2024-03-31 119,622 $4,654,000 765
   EverSource Wealth Advisors LLC 72 - 2024-03-31 109,777 $3,831,000 0
   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 INVESTMENTS LLC 544 - 2023-12-31 66,146 $2,309,000 -3,476
   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
   AlphaStar Capital Management LLC 70 - 2024-03-31 51,387 $1,999,000 -2,965
   Frontier Asset Management LLC 30 - 2024-03-31 50,410 $1,961,000 -4,469
   BLUE CREEK INVESTMENT PARTNERS LLC 82 - 2024-03-31 49,957 $1,944,000 -22,007
   Geneos Wealth Management Inc. 275 - 2024-03-31 44,092 $1,716,000 3,775
   CREATIVE FINANCIAL DESIGNS INC /ADV 120 - 2024-03-31 42,900 $1,669,000 -151,704
   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
   Farther Finance Advisors LLC 176 *New 2024-03-31 42,092 $1,630,000 42,092
   Simplicity WealthLLC 417 *New 2024-03-31 37,880 $1,474,000 37,880
   Wealthcare Advisory Partners LLC 292 - 2024-03-31 36,928 $1,437,000 1,376
   INTL FCSTONE INC. 125 - 2024-03-31 35,216 $1,373,000 -4,958
   Sowell Financial Services LLC 309 - 2024-03-31 31,900 $1,244,000 -11,165
   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
   MULTIFINANCIAL SECURITIES CORP 1176 *New 2024-03-31 24,852 $967,000 24,852
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2607 - 2024-03-31 24,767 $964,000 -17,451
   Whitaker-Myers Wealth Managers LTD. 50 - 2024-03-31 20,515 $798,000 279
   AE Wealth Management LLC 697 - 2024-03-31 20,497 $798,000 -22,128
   Well Done LLC 83 - 2024-03-31 20,166 $785,000 -5,501
   Strategic Financial Concepts LLC 126 - 2024-03-31 19,030 $740,000 -479
   Blueprint Investment Partners LLC 61 - 2024-03-31 18,783 $731,000 -7,617
   Harvest Investment Services LLC 87 - 2024-03-31 18,126 $705,000 1,990
   Values First Advisors Inc. 79 - 2024-03-31 15,781 $614,000 -10,607
   Strategic Blueprint LLC 351 - 2024-03-31 14,718 $573,000 -894
   Weaver Capital Management LLC 105 - 2024-03-31 13,599 $529,000 -6,437
   CITADEL ADVISORS LLC 3777 - 2024-03-31 12,495 $486,000 12,495
   Vantage Financial Partners LLC 84 - 2024-03-31 12,375 $482,000 -213
   HANSON MCCLAIN, INC. 559 - 2024-03-31 12,026 $468,000 172
   VALMARK ADVISERS INC 387 *New 2024-03-31 11,542 $449,000 11,542
   Cetera Investment Advisers 1263 - 2024-03-31 11,068 $431,000 -17,186
   Paradiem LLC 89 - 2024-03-31 10,872 $423,000 0
   CAPTRUST FINANCIAL ADVISORS 1581 - 2024-03-31 10,594 $412,000 0
   Cornerstone Management Inc. 37 - 2024-03-31 9,890 $385,000 -67
   Cyndeo Wealth Partners LLC 296 - 2024-03-31 9,520 $370,000 1,355
   McElhenny Sheffield Capital Management LLC 70 - 2024-03-31 9,365 $364,000 -51
   Schwallier Wealth Management LLC 23 - 2024-03-31 8,728 $340,000 -925
   Delta Investment Management LLC 159 - 2024-03-31 8,377 $326,000 -586
   Ronald Blue Trust Inc. 373 - 2024-03-31 8,371 $326,000 0
   KAVAR CAPITAL PARTNERS GROUP LLC 132 - 2024-03-31 7,700 $300,000 -7,700
   SILVER OAK SECURITIES Inc 302 - 2024-03-31 7,536 $293,000 -101,478
   Envestnet Portfolio Solutions Inc. 1376 - 2024-03-31 7,490 $291,000 250
   Cedrus LLC 119 - 2024-03-31 7,482 $291,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 101 - 2024-03-31 7,354 $286,000 1,182
   Grandview Asset Management LLC 96 - 2024-03-31 7,116 $277,000 0
   MML INVESTORS SERVICES LLC 2155 - 2024-03-31 7,063 $275,000 250
   Private Advisor Group LLC 1897 - 2024-03-31 7,011 $273,000 -150
   Financial Partners Group Inc 151 - 2024-03-31 6,895 $268,000 -330
   STIFEL FINANCIAL CORP 2981 - 2024-03-31 6,505 $253,000 -960
   FINANCIAL NETWORK 2400 - 2024-03-31 6,455 $251,000 -215
   HRT FINANCIAL LLC 1575 *New 2024-03-31 6,106 $237,000 6,106
   FOCUS FINANCIAL NETWORK INC /ADV 638 - 2023-12-31 6,792 $237,000 0
   DAVIDSON D A & CO 1254 - 2024-03-31 5,916 $230,000 -85
   Range Financial Group LLC 157 - 2024-03-31 5,856 $228,000 21
   WARREN AVERETT ASSET MANAGEMENT, LLC 634 *New 2024-03-31 5,756 $224,000 5,756
   Bedel Financial Consulting Inc. 243 - 2024-03-31 5,299 $206,000 -780
   Ambassador Advisors LLC 245 - 2024-03-31 5,195 $202,000 -71
   Continuum Advisory LLC 378 - 2024-03-31 4,922 $186,000 -816
   Creekmur Asset Management LLC 122 - 2024-03-31 4,671 $182,000 -1,948
   PROEQUITIES INC. 830 - 2024-03-31 3,284 $128,000 0
   GPS Wealth Strategies Group LLC 364 - 2024-03-31 2,762 $107,000 0
   SUMMIT INVESTMENT ADVISORS INC 1748 - 2024-03-31 2,516 $98,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1159 - 2024-03-31 1,995 $78,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1916 - 2024-03-31 1,881 $73,000 1,309
   Goss Wealth Management LLC 2178 - 2024-03-31 1,750 $68,000 0
   UBS Group AG 5197 - 2024-03-31 1,661 $65,000 1,271
   HARBOUR INVESTMENTS INC. 1385 - 2023-12-31 1,698 $59,000 -52
   MORGAN STANLEY 5988 - 2024-03-31 1,300 $51,000 -501
   Winch Advisory Services LLC 150 - 2024-03-31 1,265 $49,000 0
   ROYAL BANK OF CANADA 4946 - 2024-03-31 1,250 $49,000 95
   Aptus Capital Advisors LLC 915 *New 2024-03-31 817 $32,000 817
   NORTH STAR INVESTMENT MANAGEMENT CORP. 736 - 2024-03-31 548 $21,000 0
   Venturi Wealth Management LLC 751 - 2024-03-31 500 $19,000 20
   PRINCIPAL SECURITIES INC. 2066 - 2024-03-31 441 $17,000 49
   HHM Wealth Advisors LLC 471 - 2024-03-31 360 $14,000 0
   NBC SECURITIES INC. 1612 - 2024-03-31 319 $12,000 0
   Castleview Partners LLC 542 - 2024-03-31 240 $9,000 0
  100 Records found
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