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Get Institutions for : 
Inspire 100 Etf (BIBL)  
$37.48 0.07 (0.19%) as of 4:30 Tue 5/7


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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  : 
5.47 (17.09%)  




 
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 6 - 2023-12-31 1,263,750 $44,105,000 357,091
   OneAscent Financial Services LLC 10 - 2024-03-31 497,749 $19,367,000 363,099
   Advisor Group Holdings Inc. 655 - 2023-12-31 378,568 $13,212,000 -250,062
   Change Path LLC 37 - 2023-12-31 281,960 $9,840,000 3,313
   PAX Financial Group LLC 9 - 2023-12-31 232,506 $8,456,000 3,885
   Strategic Equity Management 5 - 2024-03-31 210,597 $8,194,000 50,089
   Bare Financial Services Inc 1 - 2023-12-31 232,123 $8,101,000 0
   LPL FINANCIAL CORP 1396 - 2023-12-31 222,855 $7,778,000 256
   LVZ Advisors Inc. 11 - 2024-03-31 190,922 $7,429,000 23,305
   CWM Advisors LLC 18 - 2023-12-31 205,633 $7,177,000 37,076
   BUCKINGHAM ASSET MANAGEMENT, LLC 117 - 2023-12-31 198,929 $6,943,000 78
   CWM LLC 356 - 2024-03-31 177,016 $6,888,000 13,045
   Financial Advocates Investment Management - 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
   EverSource Wealth Advisors LLC 71 - 2023-12-31 109,777 $3,831,000 10,385
   COMMONWEALTH EQUITY SERVICES LLC. 1333 - 2024-03-31 98,432 $3,830,000 1,845
   SILVER OAK SECURITIES Inc 45 - 2023-12-31 109,014 $3,805,000 102,603
   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
   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
   Belpointe Asset Management LLC 102 - 2023-12-31 63,037 $2,200,000 -4,192
   BLUE CREEK INVESTMENT PARTNERS LLC 82 - 2024-03-31 49,957 $1,944,000 -22,007
   Frontier Asset Management LLC 31 - 2023-12-31 54,879 $1,915,000 2,545
   AlphaStar Capital Management LLC 72 - 2023-12-31 54,352 $1,897,000 -6,338
   H D Vest Advisory Services 528 - 2023-12-31 52,511 $1,833,000 -5,615
   Atria Wealth Solutions Inc. 638 - 2023-12-31 50,507 $1,763,000 -3,187
   Geneos Wealth Management Inc. - 2024-03-31 44,092 $1,716,000 3,775
   CREATIVE FINANCIAL DESIGNS INC /ADV - 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
   ENVESTNET ASSET MANAGEMENT INC 2600 - 2023-12-31 45,261 $1,580,000 -11,025
   AE Wealth Management LLC 1001 - 2023-12-31 42,625 $1,503,000 2,472
   Simplicity WealthLLC 417 *New 2024-03-31 37,880 $1,474,000 37,880
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2258 - 2023-12-31 42,218 $1,473,000 20,879
   Wealthcare Advisory Partners LLC 292 - 2024-03-31 36,928 $1,437,000 1,376
   WorthPointe LLC 19 - 2023-12-31 39,722 $1,386,000 16,958
   INTL FCSTONE INC. 125 - 2024-03-31 35,216 $1,373,000 -4,958
   Sowell Financial Services LLC - 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
   Cetera Investment Advisers 1109 - 2023-12-31 28,254 $986,000 3,946
   Blueprint Investment Partners LLC 54 - 2023-12-31 26,400 $921,000 10,080
   Whitaker-Myers Wealth Managers LTD. 50 - 2024-03-31 20,515 $798,000 279
   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
   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
   Harvest Investment Services LLC 100 - 2023-12-31 16,136 $563,000 -1,721
   KAVAR CAPITAL PARTNERS GROUP LLC 129 *New 2023-12-31 15,400 $537,000 15,400
   Vantage Financial Partners LLC - 2024-03-31 12,375 $482,000 -213
   HANSON MCCLAIN, INC. 559 - 2024-03-31 12,026 $468,000 172
   GTS SECURITIES LLC 956 - 2023-12-31 12,337 $431,000 12,337
   Paradiem LLC 89 - 2024-03-31 10,872 $423,000 0
   CAPTRUST FINANCIAL ADVISORS 1961 - 2023-12-31 10,594 $370,000 0
   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
   Cornerstone Management Inc. 37 - 2023-12-31 9,957 $348,000 -2,924
   Schwallier Wealth Management LLC 27 - 2023-12-31 9,653 $337,000 0
   Ronald Blue Trust Inc. - 2024-03-31 8,371 $326,000 0
   Delta Investment Management LLC 152 - 2023-12-31 8,963 $313,000 -1,241
   Cedrus LLC 119 - 2024-03-31 7,482 $291,000 0
   Grandview Asset Management LLC 96 - 2024-03-31 7,116 $277,000 0
   Private Advisor Group LLC - 2024-03-31 7,011 $273,000 -150
   STIFEL FINANCIAL CORP 2903 - 2023-12-31 7,465 $261,000 583
   Envestnet Portfolio Solutions Inc. 1382 - 2023-12-31 7,240 $253,000 305
   Financial Partners Group Inc 142 - 2023-12-31 7,225 $252,000 24
   Sound Stewardship LLC 60 - 2023-12-31 6,881 $240,000 -7,330
   MML INVESTORS SERVICES LLC 2193 *New 2023-12-31 6,813 $238,000 6,813
   FOCUS FINANCIAL NETWORK INC /ADV 638 - 2023-12-31 6,792 $237,000 0
   FINANCIAL NETWORK 2411 - 2023-12-31 6,670 $233,000 -299
   Creekmur Asset Management LLC - 2023-12-31 6,619 $231,000 0
   Range Financial Group LLC 157 - 2024-03-31 5,856 $228,000 21
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 107 - 2023-12-31 6,172 $215,000 -50
   Bedel Financial Consulting Inc. 230 *New 2023-12-31 6,079 $212,000 6,079
   DAVIDSON D A & CO 1233 *New 2023-12-31 6,001 $209,000 6,001
   Continuum Advisory LLC 440 *New 2023-12-31 5,738 $200,000 5,738
   Ambassador Advisors LLC 169 - 2023-12-31 5,266 $189,000 -5,071
   PROEQUITIES INC. - 2024-03-31 3,284 $128,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 2,762 $107,000 0
   SUMMIT INVESTMENT ADVISORS INC 1812 - 2023-12-31 2,516 $88,000 -26
   BENJAMIN F. EDWARDS & COMPANY INC. 1159 - 2024-03-31 1,995 $78,000 0
   MORGAN STANLEY 5878 - 2023-12-31 1,801 $63,000 -524
   Goss Wealth Management LLC 2144 - 2023-12-31 1,750 $61,000 -250
   HARBOUR INVESTMENTS INC. 1385 - 2023-12-31 1,698 $59,000 -52
   Winch Advisory Services LLC 153 - 2023-12-31 1,265 $44,000 7
   ROYAL BANK OF CANADA 5389 - 2023-12-31 1,155 $40,000 50
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 548 $21,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2364 - 2023-12-31 572 $20,000 0
   Venturi Wealth Management LLC 751 - 2024-03-31 500 $19,000 20
   UBS Group AG 5935 - 2023-12-31 390 $14,000 390
   PRINCIPAL SECURITIES INC. 2073 - 2023-12-31 392 $14,000 0
   HHM Wealth Advisors LLC 470 - 2023-12-31 360 $13,000 0
   NBC SECURITIES INC. 1612 - 2024-03-31 319 $12,000 0
   ADVISORY SERVICES NETWORK, LLC 2841 *New 2023-12-31 276 $10,000 276
   Castleview Partners LLC 536 *New 2023-12-31 240 $8,000 240
   Asset Dedication LLC 877 - 2024-03-31 41 $2,000 0
   Spire Wealth Management 2102 - 2024-03-31 45 $2,000 0
   Gateway Wealth Partners LLC 252 *Closed 2023-12-31 0 $0 -27,727
   WELLS FARGO & CO/MN 6533 - 2023-12-31 1 $0 0
   GOLDMAN SACHS GROUP INC/ 4786 *Closed 2023-12-31 0 $0 -16,593
  100 Records found
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