Inspire Corporate Bond ETFIBDETF
13F holders, Q1 2024 (March 31)64holders
1famous investor
$23.46avg. 13F price*
At the end of Q1 2024, 64 institutions reported holding Inspire Corporate Bond ETF (IBD) in their 13F filings. The largest holders were Inspire Advisors, LLC ($70.5M), Faithward Advisors, LLC ($33.3M) and CreativeOne Wealth, LLC ($15.2M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Inspire Corporate Bond ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2024)
- CUSIP
- 66538H633
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $3.1M |
| Exits | 6 | $4.9M |
Ownership 64 holders
| Inspire Advisors, LLC | 9.75% | Add +8.9% | 3,000,852 | $70.5M |
| Faithward Advisors, LLC | 6.04% | Add +0.3% | 1,416,962 | $33.3M |
| CreativeOne Wealth, LLC | 0.60% | Add +2.2% | 646,529 | $15.2M |
| Inspire Investing, LLC | 1.50% | Reduce -1.6% | 622,476 | $14.6M |
| PAX Financial Group, LLC | 2.45% | Reduce -7.0% | 520,456 | $12.2M |
| Creative Financial Designs Inc. | 1.14% | Add +12.6% | 512,434 | $12.0M |
| Bare Financial Services, Inc | 7.90% | Add +190.9% | 356,369 | $8.2M |
| LVZ, Inc. | 0.56% | Add +4.8% | 174,725 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 149,249 | $3.5M |
| Legacy Wealth Asset Management, LLC | 0.84% | Add +3.6% | 128,422 | $3.0M |
| LPL Financial LLC | 0.00% | Add +4.3% | 107,450 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -57.6% | 101,006 | $2.4M |
| Valmark Advisers, Inc. | 0.04% | New | 90,524 | $2.1M |
| Keel Point, LLC | 0.19% | Reduce -25.2% | 79,627 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +56.7% | 71,525 | $1.7M |
| Range Financial Group LLC | 0.84% | Add +4.1% | 68,766 | $1.6M |
| Belpointe Asset Management LLC | 0.11% | Reduce -10.7% | 62,150 | $1.5M |
| AlphaStar Capital Management, LLC | 0.15% | Reduce -1.2% | 62,045 | $1.5M |
| Vicus Capital | 0.12% | Add +2.8% | 58,176 | $1.4M |
| Paradiem, LLC | 0.33% | Reduce -0.3% | 57,716 | $1.4M |
| Trust Point Inc. | 0.10% | Reduce -2.4% | 53,787 | $1.3M |
| Astoria Portfolio Advisors LLC. | 0.42% | Add +25.3% | 47,219 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.9% | 45,336 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +8.9% | 41,842 | $982K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.1% | 36,716 | $862K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.9% | 26,774 | $629K |
| OneAscent Financial Services LLC | 0.06% | Add +71.3% | 24,375 | $572K |
| McElhenny Sheffield Capital Management, LLC | 0.20% | No change | 23,762 | $558K |
| LaSalle St. Investment Advisors, LLC | 0.29% | No change | 21,976 | $518K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.0% | 20,889 | $490K |
| Financial Advocates Investment Management | 0.03% | Reduce -5.2% | 20,597 | $484K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +20.2% | 20,369 | $478K |
| Merit Financial Group, LLC | 0.01% | Reduce -15.9% | 19,477 | $453K |
| MML Investors Services, LLC | 0.00% | Add +12.8% | 17,887 | $420K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -81.0% | 17,604 | $413K |
| Advisory Alpha, LLC | 0.02% | Add +14.7% | 17,493 | $411K |
| LifeGuide Financial Advisors, LLC | 0.18% | Add +4.8% | 15,133 | $355K |
| Independent Financial Group, LLC | 0.02% | Add +5.8% | 14,468 | $340K |
| Cwm, LLC | 0.00% | No change | 13,066 | $307K |
| TrueWealth Advisors, LLC | 0.12% | Add +1.5% | 12,681 | $298K |
| Strategic Blueprint, LLC | 0.02% | Reduce -0.4% | 11,752 | $276K |
| GTS Securities LLC | 0.01% | New | 11,624 | $273K |
| D.A. Davidson & Co. | 0.00% | New | 11,407 | $268K |
| Blue Trust, Inc. | 0.00% | No change | 11,219 | $263K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.9% | 11,050 | $255K |
| StoneX Group Inc. | 0.02% | Reduce -1.7% | 10,646 | $251K |
| Fisher Asset Management | 0.00% | New | 10,197 | $239K |
| Allen Capital Group, LLC | 0.03% | New | 9,951 | $234K |
| Jane Street Group, LLC | 0.00% | Reduce -92.6% | 9,457 | $222K |
| Royal Bank of Canada | 0.00% | Add +0.2% | 9,376 | $220K |
| Gradient Investments LLC | 0.00% | Reduce -0.5% | 7,927 | $186K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 1,989 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,690 | $40K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.5% | 1,289 | $30K |
| Principal Securities, Inc. | 0.00% | No change | 808 | $19K |
| Lanark Financial, Inc. | 0.00% | Reduce -25.4% | 676 | $15K |
| Values First Advisors, Inc. | 0.01% | Reduce -13.6% | 593 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | Add +453.7% | 371 | $9K |
| Continuum Advisory, LLC | 0.00% | New | 341 | $8K |
| Smartleaf Asset Management LLC | 0.00% | No change | 203 | $5K |
| Clarity Asset Management, Inc. | 0.00% | Add +0.7% | 150 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 103 | $2K |
| Morgan Stanley | 0.00% | New | 100 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 74 | $2K |
"% of holder's portfolio" is IBD's weight in each manager's 13F, not the share of Inspire Corporate Bond ETF the manager owns.