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Get Institutions for : 
Inspire Corporate Bond Impact Etf (IBD)  
$23.13 0.00 (0.00%) as of 4:30 Fri 4/19


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    4
Total shares held : 
 8,789,462  
% of shares held : 
 14.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -1,136,046  
% of shares held change : 
   -1.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.51  
Last Quarter's Ending Price : 
 $23.59  
Last Quarter's Average Price : 
 $22.86  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (1.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
6
 93,650
 1.07%
 
Increased Positions :
26
 268,294
 3.05%
 
Unchanged Positions :
11
 208,126
 2.37%
 
Decreased Positions :
20
-1,484,868
-16.89%
 
Closed Positions :
2
-13,122
-0.15%
 
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 2 - 2023-12-31 2,756,663 $65,030,000 -820,426
   Ambassador Advisors LLC 1 - 2023-12-31 1,412,298 $33,514,000 31,791
   Change Path LLC 18 - 2023-12-31 632,842 $14,929,000 -30,163
   CWM Advisors LLC 1 - 2023-12-31 632,560 $14,922,000 -406,168
   PAX Financial Group LLC 4 - 2023-12-31 559,625 $13,140,000 -338
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 512,434 $12,032,000 57,151
   Advisor Group Holdings Inc. 1110 - 2023-12-31 238,269 $5,621,000 -132,183
   LVZ Advisors Inc. 13 - 2024-03-31 174,725 $4,103,000 8,015
   ENVESTNET ASSET MANAGEMENT INC 2157 - 2023-12-31 139,803 $3,298,000 -17,391
   Legacy Wealth Asset Management LLC 14 - 2024-03-31 128,422 $3,015,000 4,515
   JANE STREET GROUP LLC 1980 - 2023-12-31 127,697 $3,012,000 26,096
   Bare Financial Services Inc 8 - 2023-12-31 122,493 $2,890,000 0
   WorthPointe LLC 12 - 2023-12-31 110,136 $2,598,000 69,041
   LPL FINANCIAL CORP 2223 - 2023-12-31 103,067 $2,431,000 8,847
   SILVER OAK SECURITIES Inc 75 - 2023-12-31 92,673 $2,186,000 65,814
   BLUE CREEK INVESTMENT PARTNERS LLC 85 - 2024-03-31 79,627 $1,870,000 -26,837
   Belpointe Asset Management LLC 140 - 2023-12-31 69,584 $1,641,000 -8,508
   Range Financial Group LLC 33 - 2024-03-31 68,766 $1,615,000 2,698
   AlphaStar Capital Management LLC 85 - 2023-12-31 62,774 $1,481,000 -5,696
   PFG FINANCIAL ADVISORS 81 - 2024-03-31 58,176 $1,366,000 1,602
   Paradiem LLC 77 - 2024-03-31 57,716 $1,355,000 -165
   TRUST POINT INC. 120 - 2024-03-31 53,787 $1,263,000 -1,311
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2638 *New 2023-12-31 47,557 $1,122,000 47,557
   Astoria Portfolio Advisors LLC. 40 - 2024-03-31 47,219 $1,090,000 9,534
   Cetera Investment Advisers 1063 - 2023-12-31 45,651 $1,077,000 19,730
   Atria Wealth Solutions Inc. 835 - 2023-12-31 44,060 $1,039,000 -661
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2061 - 2024-03-31 41,842 $982,000 3,421
   Sawtooth Asset Management Inc. 487 - 2023-12-31 36,525 $862,000 3,660
   COMMONWEALTH EQUITY SERVICES LLC. 2334 - 2024-03-31 36,716 $862,000 1,102
   CITADEL ADVISORS LLC 3181 - 2023-12-31 32,480 $766,000 15,953
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2060 - 2024-03-31 26,774 $629,000 -1,096
   OneAscent Financial Services LLC 183 - 2024-03-31 24,375 $572,000 10,149
   McElhenny Sheffield Capital Management LLC 48 - 2024-03-31 23,762 $558,000 0
   Merit Financial Group LLC 469 - 2023-12-31 23,153 $546,000 -18,889
   LaSalle St. Investment Advisors LLC 56 - 2023-09-30 23,357 $528,000 10,143
   H D Vest Advisory Services 979 - 2023-12-31 21,095 $498,000 -4,098
   Financial Advocates Investment Management - 2024-03-31 20,597 $484,000 -1,122
   Cyndeo Wealth Partners LLC 264 - 2024-03-31 20,369 $478,000 3,428
   Hobbs Group Advisors LLC 87 - 2023-12-31 16,289 $384,000 0
   MML INVESTORS SERVICES LLC 1912 - 2023-12-31 15,859 $374,000 2,696
   Advisory Alpha LLC *New 2023-12-31 15,248 $360,000 15,248
   LifeGuide Financial Advisors LLC 33 - 2024-03-31 15,133 $355,000 688
   CWM LLC 1306 - 2024-03-31 13,066 $307,000 0
   TrueWealth Advisors LLC 147 - 2024-03-31 12,681 $298,000 183
   Strategic Blueprint LLC 505 - 2024-03-31 11,752 $276,000 -50
   EverSource Wealth Advisors LLC 371 - 2023-12-31 11,146 $263,000 9,620
   Ronald Blue Trust Inc. - 2024-03-31 11,219 $263,000 0
   INTL FCSTONE INC. 243 - 2024-03-31 10,646 $251,000 -189
   Allen Capital Group LLC 191 - 2024-03-31 9,951 $234,000 9,951
   ROYAL BANK OF CANADA 4394 - 2023-12-31 9,361 $220,000 -2,041
   AE Wealth Management LLC 1841 *New 2023-12-31 9,354 $219,000 9,354
   GRADIENT INVESTMENTS LLC 294 - 2024-03-31 7,927 $186,000 -40
   ADVISORY SERVICES NETWORK, LLC 1566 *New 2023-12-31 4,736 $112,000 4,736
   J P MORGAN CHASE & CO 4678 *New 2023-12-31 2,529 $60,000 2,529
   HARBOUR INVESTMENTS INC. 1478 - 2023-12-31 1,978 $47,000 28
   PROEQUITIES INC. - 2024-03-31 1,690 $40,000 0
   SUMMIT INVESTMENT ADVISORS INC 2386 - 2023-12-31 1,283 $30,000 14
   PRINCIPAL SECURITIES INC. 1921 - 2023-12-31 808 $19,000 0
   NBC SECURITIES INC. 1532 - 2024-03-31 676 $15,000 -230
   Values First Advisors Inc. 162 - 2024-03-31 593 $14,000 -93
   Smartleaf Asset Management LLC - 2024-03-31 203 $5,000 0
   Clarity Asset Management Inc. 165 - 2023-12-31 149 $4,000 0
   HORIZON INVESTMENTS, LLC/SC 649 - 2023-12-31 74 $2,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 616 - 2023-12-31 103 $2,000 0
   MORGAN STANLEY 6971 *Closed 2023-12-31 0 $0 -1,909
   WELLS FARGO & CO/MN 6532 - 2023-12-31 0 $0 0
  66 Records found
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