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Get Institutions for : 
Inspire Global Hope Etf (BLES)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    1
Total shares held : 
 4,173,991  
% of shares held : 
 46.38%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 495,308  
% of shares held change : 
   5.5%  
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 :
2
 675
 0.02%
 
Increased Positions :
29
 531,044
 12.72%
 
Unchanged Positions :
16
 74,641
 1.79%
 
Decreased Positions :
14
-36,154
-0.87%
 
Closed Positions :
1
-257
-0.01%
 
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 5 - 2023-12-31 1,315,061 $46,935,000 199,106
   CWM Advisors LLC 6 - 2023-12-31 350,473 $12,508,000 73,624
   PAX Financial Group LLC 5 - 2023-12-31 306,302 $10,783,000 19,923
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 281,423 $10,579,000 -63,568
   Legacy Wealth Asset Management LLC 5 - 2024-03-31 149,185 $5,608,000 10,070
   CWM LLC 422 - 2024-03-31 127,004 $4,774,000 2,926
   BLUE CREEK INVESTMENT PARTNERS LLC 39 - 2024-03-31 125,554 $4,720,000 -34,557
   OneAscent Financial Services LLC 40 - 2024-03-31 113,087 $4,251,000 6,239
   CITADEL ADVISORS LLC 1708 - 2023-12-31 114,739 $4,095,000 108,355
   AlphaStar Capital Management LLC 43 - 2023-12-31 102,622 $3,663,000 9,148
   ATRIA INVESTMENTS LLC 423 - 2023-12-31 90,465 $3,229,000 7,720
   Advisor Group Holdings Inc. 1645 - 2023-12-31 73,553 $2,625,000 -9,336
   Belpointe Asset Management LLC 97 - 2023-12-31 64,152 $2,290,000 -4,004
   UBS Group AG 2728 - 2023-12-31 62,362 $2,226,000 4,541
   Financial Advocates Investment Management - 2024-03-31 56,102 $2,109,000 -1,631
   GTS SECURITIES LLC 380 - 2023-12-31 58,478 $2,087,000 42,990
   Range Financial Group LLC 30 - 2024-03-31 45,698 $1,718,000 2,099
   Frontier Asset Management LLC 33 - 2023-12-31 47,052 $1,679,000 2,601
   Focus Financial Network Inc. 191 - 2024-03-31 46,943 $1,674,000 0
   LPL FINANCIAL CORP 2580 - 2023-12-31 45,363 $1,619,000 3,348
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1424 - 2024-03-31 40,938 $1,539,000 3,223
   Sowell Financial Services LLC - 2024-03-31 36,274 $1,369,000 -1,492
   OLD MISSION CAPITAL LLC 379 - 2023-12-31 34,554 $1,233,000 -100
   Strategic Blueprint LLC 236 - 2024-03-31 28,153 $1,058,000 -776
   JANE STREET GROUP LLC 3376 - 2023-12-31 23,626 $843,000 7,240
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2184 - 2024-03-31 21,048 $791,000 -365
   Atria Wealth Solutions Inc. 966 - 2023-12-31 22,091 $788,000 -1,177
   FOCUS FINANCIAL NETWORK INC /ADV 381 - 2023-12-31 19,781 $706,000 0
   ENVESTNET ASSET MANAGEMENT INC 3141 - 2023-12-31 19,261 $687,000 -5,963
   AMARILLO NATIONAL BANK 55 - 2024-03-31 17,644 $663,000 0
   Harvest Investment Services LLC 103 - 2023-12-31 15,124 $540,000 -2,357
   Cetera Investment Advisers 1459 - 2023-12-31 14,628 $522,000 1,953
   COMMONWEALTH EQUITY SERVICES LLC. 2752 - 2024-03-31 13,892 $522,000 6,810
   Paradiem LLC 85 - 2024-03-31 13,830 $520,000 -148,833
   PFG FINANCIAL ADVISORS 172 - 2024-03-31 10,988 $413,000 300
   J P MORGAN CHASE & CO 3819 - 2023-12-31 10,630 $379,000 835
   SILVER OAK SECURITIES Inc 337 - 2023-12-31 10,249 $366,000 268
   EverSource Wealth Advisors LLC 312 - 2023-12-31 9,585 $342,000 8,696
   Envestnet Portfolio Solutions Inc. 1256 - 2023-12-31 9,146 $326,000 2,812
   AE Wealth Management LLC 1730 - 2023-12-31 7,941 $279,000 549
   HOWE & RUSLING INC 211 - 2023-12-31 6,522 $233,000 0
   Swisher Financial Concepts Inc. 78 - 2024-03-31 5,890 $218,000 0
   MML INVESTORS SERVICES LLC 2280 - 2023-12-31 5,905 $211,000 -1,342
   ROYAL BANK OF CANADA 4437 - 2023-12-31 5,784 $206,000 2
   HHM Wealth Advisors LLC 170 - 2023-12-31 4,040 $144,000 0
   MORGAN STANLEY 5873 - 2023-12-31 1,800 $64,000 -727
   Geneos Wealth Management Inc. - 2024-03-31 1,415 $53,000 0
   Goss Wealth Management LLC 2313 - 2023-12-31 1,000 $36,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 897 $34,000 0
   Venturi Wealth Management LLC 660 - 2024-03-31 703 $26,000 53
   GPS Wealth Strategies Group LLC - 2024-03-31 658 $25,000 -50
   Ambassador Advisors LLC 225 - 2023-12-31 302 $11,000 -2,136
   NBC SECURITIES INC. 1652 - 2024-03-31 313 $11,000 0
   Winch Advisory Services LLC 267 - 2023-12-31 228 $8,000 1
   PRINCIPAL SECURITIES INC. 2328 - 2023-12-31 214 $8,000 0
   SUMMIT INVESTMENT ADVISORS INC 2959 - 2023-12-31 135 $5,000 -35
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 546 - 2023-12-31 100 $4,000 0
   HARBOUR INVESTMENTS INC. 2690 - 2023-12-31 64 $2,000 0
   FMR LLC 4573 *New 2023-12-31 25 $1,000 25
   WELLS FARGO & CO/MN 6438 - 2023-12-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Well Done LLC 197 *Closed 2024-03-31 0 $0 -10,386
  62 Records found
  1    
  Page 1 of 1
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