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Get Institutions for : 
Inspire International Esg Etf (WWJD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
 6,509,609  
% of shares held : 
 72.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 888,426  
% of shares held change : 
   9.87%  
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 :
11
 300,672
 4.62%
 
Increased Positions :
28
 843,940
 12.96%
 
Unchanged Positions :
11
 153,145
 2.35%
 
Decreased Positions :
21
-232,882
-3.58%
 
Closed Positions :
7
-23,304
-0.36%
 
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 3 - 2024-03-31 2,165,878 $65,020,000 -16,846
   Ambassador Advisors LLC 5 - 2024-03-31 633,739 $19,025,000 -3,226
   PAX Financial Group LLC 3 - 2024-03-31 526,872 $15,817,000 -21,636
   Change Path LLC 42 - 2024-03-31 446,769 $13,412,000 3,438
   CWM Advisors LLC 8 - 2024-03-31 405,404 $12,170,000 -24,393
   Fiduciary Alliance LLC 18 - 2024-03-31 302,976 $9,074,000 8,761
   Bare Financial Services Inc 4 - 2024-03-31 248,822 $7,271,000 147,563
   Legacy Wealth Asset Management LLC 8 - 2024-03-31 138,224 $4,149,000 8,786
   EverSource Wealth Advisors LLC 67 - 2024-03-31 139,752 $4,127,000 0
   Frontier Asset Management LLC 24 - 2024-03-31 111,460 $3,346,000 -8,326
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1026 - 2024-03-31 100,483 $3,016,000 9,934
   OneAscent Financial Services LLC 57 - 2024-03-31 91,644 $2,751,000 34,304
   OLD MISSION CAPITAL LLC 211 - 2024-03-31 77,469 $2,326,000 -6,550
   VALMARK ADVISERS INC 177 *New 2024-03-31 62,581 $1,879,000 62,581
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 836 - 2024-03-31 58,375 $1,752,000 2,363
   LPL FINANCIAL CORP 2610 - 2024-03-31 58,098 $1,744,000 -322
   Range Financial Group LLC 32 - 2024-03-31 54,693 $1,642,000 2,339
   ATRIA INVESTMENTS LLC 683 - 2023-12-31 54,291 $1,603,000 1,437
   Belpointe Asset Management LLC 163 - 2024-03-31 53,201 $1,597,000 -9,613
   BLUE CREEK INVESTMENT PARTNERS LLC 98 - 2024-03-31 50,554 $1,518,000 -18,680
   Advisor Group Holdings Inc. 1937 - 2024-03-31 49,206 $1,477,000 -50,663
   Kestra Advisory Services LLC 1099 - 2024-03-31 41,954 $1,259,000 -3,209
   Strategic Blueprint LLC 213 - 2024-03-31 41,118 $1,234,000 -6,546
   ENVESTNET ASSET MANAGEMENT INC 2886 - 2024-03-31 40,333 $1,211,000 1,746
   TRUST POINT INC. 170 - 2024-03-31 31,868 $957,000 13,219
   LifeGuide Financial Advisors LLC 21 - 2024-03-31 26,333 $791,000 1,781
   FLOW TRADERS U.S. LLC 366 - 2024-03-31 25,188 $756,000 -19,587
   Atria Wealth Solutions Inc. 1035 - 2024-03-31 25,098 $756,000 -2,156
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2219 - 2024-03-31 25,056 $752,000 -566
   MML INVESTORS SERVICES LLC 1679 - 2024-03-31 20,388 $612,000 3,732
   Envestnet Portfolio Solutions Inc. 1092 - 2024-03-31 17,986 $540,000 -2,879
   Whitaker-Myers Wealth Managers LTD. 57 - 2024-03-31 16,914 $508,000 1,493
   ADVISORY SERVICES NETWORK, LLC 953 - 2024-03-31 16,853 $506,000 -45
   COMMONWEALTH EQUITY SERVICES LLC. 2919 - 2024-03-31 14,278 $429,000 2,458
   Security Financial Services INC. 118 - 2024-03-31 12,852 $386,000 2,826
   JANE STREET GROUP LLC 4223 - 2024-03-31 11,703 $351,000 -75,712
   Financial Advocates Investment Management 546 - 2024-03-31 11,279 $339,000 737
   TrueWealth Advisors LLC 135 - 2024-03-31 10,863 $326,000 423
   MULTIFINANCIAL SECURITIES CORP 1891 *New 2024-03-31 10,558 $317,000 10,558
   H D Vest Advisory Services 1270 - 2024-03-31 10,372 $311,000 0
   Harvest Investment Services LLC 138 - 2024-03-31 10,331 $310,000 281
   AlphaStar Capital Management LLC 233 - 2024-03-31 10,327 $310,000 -1,136
   TCG Advisory Services LLC 368 - 2024-03-31 9,000 $270,000 0
   Schwallier Wealth Management LLC 25 *New 2024-03-31 8,046 $242,000 8,046
   Blueprint Investment Partners LLC 124 - 2024-03-31 7,893 $237,000 375
   Wealthcare Advisory Partners LLC 749 - 2024-03-31 7,173 $215,000 -726
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 125 - 2024-03-31 6,255 $188,000 1,253
   CWM LLC 1579 - 2024-03-31 5,595 $168,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 505 - 2024-03-31 4,429 $133,000 1,064
   Parallel Advisors LLC 1232 - 2024-03-31 2,874 $86,000 0
   Continuum Advisory LLC 517 *New 2024-03-31 2,728 $83,000 2,728
   Creekmur Asset Management LLC 191 - 2024-03-31 2,742 $82,000 -1,106
   Clarity Asset Management Inc. 61 - 2024-03-31 2,669 $80,000 0
   Geneos Wealth Management Inc. 1059 - 2024-03-31 1,697 $51,000 0
   SILVER OAK SECURITIES Inc 442 - 2024-03-31 1,417 $43,000 -54,673
   NBC SECURITIES INC. 1469 - 2024-03-31 635 $19,000 0
   SUMMIT INVESTMENT ADVISORS INC 2588 - 2024-03-31 611 $18,000 0
   MORGAN STANLEY 6287 - 2024-03-31 604 $18,000 604
   FMR LLC 3906 - 2024-03-31 555 $17,000 0
   JFS WEALTH ADVISORS, LLC 716 *New 2024-03-31 471 $14,000 471
   Venturi Wealth Management LLC 844 - 2024-03-31 455 $14,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1646 - 2024-03-31 385 $12,000 0
   Winch Advisory Services LLC 269 - 2024-03-31 283 $8,000 0
   Castleview Partners LLC 550 - 2024-03-31 265 $8,000 0
   PRINCIPAL SECURITIES INC. 2414 - 2024-03-31 261 $8,000 40
   IAG Wealth Partners LLC 354 - 2024-03-31 224 $7,000 34
   Smartleaf Asset Management LLC 1062 - 2024-03-31 151 $4,000 -3
   ROYAL BANK OF CANADA 5873 - 2024-03-31 148 $4,000 148
   HARBOUR INVESTMENTS INC. 2641 - 2023-12-31 78 $2,000 0
   Spire Wealth Management 2228 - 2024-03-31 24 $1,000 0
   Koss-Olinger Consulting LLC 136 *Closed 2024-03-31 0 $0 -26,416
   CITADEL ADVISORS LLC 6146 *Closed 2024-03-31 0 $0 -9,750
   PROEQUITIES INC. 6014 - 2024-03-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6168 *Closed 2024-03-31 0 $0 -10,785
   IFP Advisors Inc 3187 *Closed 2023-12-31 0 $0 -33
   GTS SECURITIES LLC 1412 *Closed 2024-03-31 0 $0 -69,846
   Merit Financial Group LLC 896 *Closed 2024-03-31 0 $0 -6,937
   AE Wealth Management LLC 1822 *Closed 2024-03-31 0 $0 -17,599
   Cetera Investment Advisers 2160 *Closed 2024-03-31 0 $0 -13,235
   WorthPointe LLC 67 *Closed 2024-03-31 0 $0 -34,565
  80 Records found
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