FDLS : Institutional Ownership for Inspire Fidelis Multi Factor Etf

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Inspire Fidelis Multi Factor Etf (FDLS)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

1,144,245

% of shares held :

12.71%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

-2

Amount of shares held :

139,410

% of shares held change :

1.55%

Quarter Price vs. Current Price:

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	19,763	1.73%
	Increased Positions :	3	140,934	12.32%
	Unchanged Positions :	2	152	0.01%
	Decreased Positions :	4	-7,736	-0.68%
	Closed Positions :	3	-13,551	-1.18%
	Guru Positions :	0		0%

Charting Not Avaliable

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
Inspire Advisors LLC	8	-	2023-12-31	662,382	$19,432,000	99,669
PAX Financial Group LLC	17	-	2023-12-31	230,331	$6,701,000	-307
CWM Advisors LLC	33	-	2023-12-31	161,168	$4,728,000	30,830
OneAscent Financial Services LLC	83	-	2024-03-31	51,825	$1,585,000	30,540
Belpointe Asset Management LLC	299	-	2023-12-31	22,018	$646,000	-1,281
GTS SECURITIES LLC	825	-	2023-12-31	20,225	$593,000	-2,180
CITADEL ADVISORS LLC	3961	*New	2023-12-31	11,589	$340,000	11,589
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC	2781	-	2024-03-31	8,713	$267,000	1,792
AE Wealth Management LLC	1809	*New	2023-12-31	8,174	$237,000	8,174
CREATIVE FINANCIAL DESIGNS INC /ADV		-	2024-03-31	1,720	$53,000	1,568
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6010	*Closed	2023-12-31	0	$0	-12,533
UBS Group AG	7728	*Closed	2023-12-31	0	$0	-1,017
MORGAN STANLEY	7461	*Closed	2023-12-31	0	$0	-1
PROEQUITIES INC.		-	2024-03-31	0	$0	0

14 Records found

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